What would the impact be to data center developers if the Democrats won a House majority

“There’s going to be a lot of data centers that are going to be turned into pickleball courts.”--Mark Cuban, July 2026 AI efficiency could improve dramatically. There is a real opportunity for smaller data centers that could be developed and go online sooner. $BGDE $DGXX $DUOT

Bitcoin Mining vs. AI/Compute What is the cost mix (electricity/power and hardware)? cryptobriefing.com/vitalik-b…

Red Cat Holdings $RCAT Oversold stocks are everywhere. I never ignore a stock chart when the Relative Strength Index (RSI) is down near 20. RCAT is at 22 and bounced today. Looks like the price has factored in a lot of potential negatives that are not going to happen.

Big Digital Energy $BGDE is in the sweet spot for its pivot to AI/Compute. The interest by OpenAi and Anthropic for smaller datacenters is a net positive for BGDE--and the catalyst for the pivot its first AI contract when announced. Triple Bottom chart hit the scans

$SKYX Costco just stocked one of the company's ceiling fans in a number of stores under the sign "Skyfan and Turbo Heater + LED Light" Priced at $249.99. Near term catalysts: --Merger with Deako closed and 8-k filed with press release --Third Quarter report TBA by Nov. 15

$DRK is presenting at the Maxim Summit this week--actually tomorrow afternoon (Monday, Oct.12). Building the necessary awareness of the renamed company (formerly Sphere 3D $ANY) to a merged company with 53 MW of power and a deal with Bitdeer $BTDR nasdaq.com/press-release/sph…

$DRK DarkHorse signed a 50 MW power contract with Hopkinsville Electric System, doubling its TVA region capacity to about 100 MW. The company will fully fund a new 65 MW substation; Updated website with a new investor deck now live.

SKYX Platforms $SKYX with Deako is expected in October--a transformational event for both companies. Paul Jacobs is a board member and lead investor in Deako. Jacobs was CEO of Qualcomm $QCOM and is CEO of $GSAT. Past board member of $DBX.

The data center power plays that enjoyed strong stock prices and broad Wall Street attention ie. $IREN and $NBIS have struggled recently despite impressive corporate developments. The overlooked smaller companies in this space ie. $BGDE and $DRK have yet to get that attention...

The sweet spot of data center development in the near term is in the smaller data centers (as per Anthropic and Openai 's recent announcement). $BGDE $DRK , thestreetreports.com/darkhor…

Tax loss selling/harvesting is going to be a big factor in the Fourth Quarter. Weak stocks can get weaker, but often these stocks can go lower than what their fundamentals indicate.  $WYY, $RCAT and $PL are interesting potential trades given recent news and negative overreaction.

$SKYX merger with Deako is closing this month. Good overview here. $TSLA of Smart Homes is an interesting perspective.

Anthropic and OpenAI are looking for smaller AI data centers companies like Big Digital Energy $BGDE and Darkhorse Technologies $DRK. It would be hard to believe that these companies have not heard from these AI companies. cnbc.com/2026/09/18/anthropi…

$DRK Dark Horse Technologies (formerly Sphere 3D $ANY) is now beginning to be added to the analyst research universe. Savvy investors have disclosed their interest and holdings. After its merger, going from 8 MW to 53 MW of power capacity, it is a "new" company.

The investment thesis for bitcoin miners like Big Digital Energy $BGDE pivoting to AI is summed up here: cryptopolitan.com/openai-280…

Between rising interest rates, chaos in Washington DC, controversy on the AI trade and the upcoming mid-terms, it is clear that this is a stock picker's market. Oversold stocks like $TJX are interesting in this environment.

$SKYX–Deako merger is strategic for both companies. The benefit is that both companies are in the physical infrastructure of a home: SKYX focused on  the ceiling and Deako on the wall. SKYX benefits from Deako's market position with builders like $TOL and $DHI.

SKYX Platforms ($SKYX) chart shows increasing volume and breaking through recent trading highs.