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fonsw

Fons Wielzen 🤸

86 followers
5 tweets
Communities: Ionic Shareholders Community
# Tweet Community Topic Views Ratio Engagement Posted
1
[text] 🚀 IOND’s first Nasdaq week: $70 floor holding firm ⚡ ERCOT MW scarcity = real moat 🔋 Each MW ≈ $0.25–$0.60M EBITDA 📈 Potential = $85–$140/shareMuch more ALPHA… 🧠🔥 NFA #IOND #HPC #CelsiusCreditors
Ionic Shareholders Community 5.1K 64.9x 85 Aug 1
2
[text] ⚡️ ERCOT freeze ≠ IOND freeze Abbott’s moratorium stalls grid‑tied data centers, but self‑powered AI load is exempt. 🔋 If Ionic pivots to behind‑the‑meter generation, risk flips into moat: - No ERCOT bottleneck - Premium pricing - Scarcity intact 📈 Odds of $140 double #IOND
Ionic Shareholders Community 3.4K 39.6x 77 Aug 6