RT @MarkosAAIG: Hello everyone, our $NUAI deep dive is now live on Substack A tenant + financing is the major catalyst. Which we expect soon. But what would the deal actually be worth to shareholders? That’s the groundwork we’ve laid in this report. We start with management hires and the roles they play, followed by a full site breakdown, power availability, and the sector’s tailwinds and headwinds. We walk through permitting: what has been secured, what remains outstanding, and how requirements differ across the development phases. This ties into @Mark_AAIG technical series, which I’ll also link in the comments. We then examine different financing scenarios for Phase 1 and Phase 2, showing how funding structures, ownership and potential dilution change the economics for shareholders.
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