AIRJ
Montana Technologies Corporation
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No problem. I've been silently following you through comments and took your advice on Roadzen, Ondas and Health in Tech. Also Airjoule Technologies ($AIRJ) is another interesting one to look into. It`s really speculative but insiders have bought a lot recently and it basically turns air to water to cool down data centers. It's being tested in data centers right now (or about to be tested), it`s biggest risk is cash burn though. It was recently diluted to raise 20M but managment bought more stocks and haven't sold so far.
Longtime RKLB homder here. I think and hope I'm early on a few stocks: TRT - Just did a 2 for 1 split today. Chip play. Interesting fundamentals. AIRJ - Chip adjacent. Nobel prize tech, deals with GE, insider buying. MYO - Not great fundamentals, interesting tech with international presence. I don't have much confidence in this in the near term though. I just want to know how they do in a few years.
I think Amazon is overdue. The pullback from $250 was mainly due to market skepticism about AI cap investment of others. Very probable that AMZN catches fire in 2026. Netflix is unduly down for an acquisition they can easily afford, so another strong candidate. My upstarts this year are AirJoule, which is just starting to accumulate analyst coverage (AIRJ) and less of an upstart but still early, Cipher Mining (CIFR), which sits on a partnership with Google leasing data center time and bitcoin mining at a very competitive rate. Financials/Banks are still SOFI and BK. Downtrodden stock to accumulate is definitely UBER. Crypto play on PURR and might get back on HOOD if I see the right dip with their expansion into prediction market.
Added to UBER, added to NVDA and considering adding to positions in PLTR (been long since $20’s), may add NKE, AIRJ (?) and possibly a play on CIFR with over 20% pullback due to BTC. Also good time of month to add PMI, maybe NFLX with recent pullback.
Can you all pump AIRJ over $7 for me. It’s on a nice 17+% heater today.
I agree with your thesis. My contribution is to look at AIRJ. They make industrial air conditioning tech that uses less power and makes WATER as the process by product. So they can cool data centers and provide expensive and scarce water. The price isn’t a penny stock but its market cap and trading volume are. My position is small - 50 shares @ $5.00.
So sell shovels (Water and Power)? AIRJ and SMR it is.
Montana Technologies ( AIRJ AIRJW ) filed a [S-1/A amendment](https://www.sec.gov/Archives/edgar/data/1855474/000121390024050138/ea0203306-02.htm) to the post combination registration statement last night, accepted today. So looks like it will be a while longer before AIRJW are exercisable.
Montana Technologies ( AIRJ AIRJW ) spiking today. AIRJ at $18.70, up 33%, 183k traded. AIRJW at $1.48, up 40%, 263k traded.
When the S-1 does go effective, there will be about 22.5 million shares registered for sale by selling stockholders that are not subject to lock up. As you say, AIRJ has been thinly traded, so if holders of a few million shares want to cash out, that might drop the share price quite a bit. Also have some warrants, and agree they could be a real company. The investment by [Rice Investment Group](https://www.prnewswire.com/news-releases/montana-technologies-announces-investment-from-rice-investment-group-302065566.html) is a pretty good sign, their [SPAC track record](https://riceinvestmentgroup.com/track-record/) is very good.
Any particular opinions on whether Montana Technologies (AIRJ / AIRJW) will continue to hold up? It seems like they have some real partnerships, but they are also thinly traded and relatively low float. Combination closed on March 14th. They filed their S-1 on April 12th, but I don't believe they have an EFFECT yet, so the warrants are not exercisable yet. But I expect that will happen pretty soon. I have a small amount of their warrants, which I have been holding because I think it is could be a real company.
At the risk of totally jinxing it, wondering if the Montana Technologies ( AIRJ AIRJW ) S-1 might be declared effective after market close today. Seems the SEC likes to declare those S-1s effective after market close on a Friday. AIRJ filed the S-1 on April 12, no updates since. Looks like around 22 million shares will be available for sale when the S-1 is declared effective ( including 11 million if private placement warrants exercise and sell ), 32 million are locked up for 6 months. AIRJ has been trading around 30 to 40k shares per day over the past couple of weeks, so might drop quite a bit if a lot of the 11 million unlocked shares decide to cash out.