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    Vulcan Infrastructure and Power (VIP)

    Market Price (8/9/2026): $2.05 | Market Cap: $32.7 MilSector: Financials | Industry: Diversified Capital Markets

    Vulcan Infrastructure and Power (VIP)

    Market Price (8/9/2026): $2.05
    Market Cap: $32.7 Mil
    Sector: Financials
    Industry: Diversified Capital Markets

    Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

    0

    Megatrend and thematic drivers
    Megatrends include Renewable Energy Transition, and Electrification of Everything. Themes include Battery Storage & Grid Modernization, Solar Energy Generation, Show more.

    Weak multi-year price returns
    2Y Excs Rtn is -61%, 3Y Excs Rtn is -88%

    Not profitable at operating income level
    Op Inc LTMOperating Income, Last Twelve Months is -18 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -31%

    Weak revenue growth
    Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -6.9%

    Not cash flow generative
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -34%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -37%

    0 Megatrend and thematic drivers
    Megatrends include Renewable Energy Transition, and Electrification of Everything. Themes include Battery Storage & Grid Modernization, Solar Energy Generation, Show more.
    1 Weak multi-year price returns
    2Y Excs Rtn is -61%, 3Y Excs Rtn is -88%
    2 Not profitable at operating income level
    Op Inc LTMOperating Income, Last Twelve Months is -18 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -31%
    3 Weak revenue growth
    Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -6.9%
    4 Not cash flow generative
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -34%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -37%

    VIP in ETFs

    Weight = VIP's share of each fund

    SPEM0.00%

    Valuation & Metrics

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    AI Analysis | Feedback

    MetricValueDateSource
    Existing Energized Capacity104 MW7242026Link
    Development Pipeline Capacity654 MW7242026Link
    Near-Term AI/HPC-Ready Capacityover 100 MW7242026Link

    Price Chart

    No Events

    Why The Stock Moved

    Qualitative Assessment

    AI Analysis | Feedback

    Updated on 8/1/2026

    Vulcan Infrastructure and Power (VIP) stock has lost about 15% since it went public on 7/24/2026 because of the following key factors:

    1. Initial post-rebranding profit-taking and valuation adjustment following a prior run-up.

    Vulcan Infrastructure and Power Inc. began trading under its new VIP ticker on July 24, 2026, after rebranding from Greenidge Generation Holdings Inc. (GREE) and announcing a strategic shift to AI/HPC infrastructure. In the days leading up to this, under the GREE ticker, the stock experienced a significant increase, including a 36.62% jump on July 21, 2026. The first day of trading as VIP on July 24, 2026, saw the stock close at $2.45, marking a 13.73% decrease from the previous day's close under the GREE ticker, suggesting immediate profit-taking by early investors or a market re-evaluation of the company under its new identity.

    2. Share dilution associated with the strategic investment at a discounted price.

    On July 20, 2026, the company announced a strategic investment of approximately $39.4 million, which included the issuance of $29.4 million in Class A common stock at a purchase price of $1.71 per share. This price represented the closing price on July 17, 2026, days before the stock saw substantial gains on the news and before the VIP ticker became active. The introduction of new shares at a price significantly lower than the stock's trading levels on and after the July 24, 2026, ticker change could have contributed to downward pressure on the stock price.

    Show more
    Updated on 8/1/2026

    Vulcan Infrastructure and Power (VIP) stock has lost about 15% since it went public on 7/24/2026 because of the following key factors:

    1. Initial post-rebranding profit-taking and valuation adjustment following a prior run-up.

    Vulcan Infrastructure and Power Inc. began trading under its new VIP ticker on July 24, 2026, after rebranding from Greenidge Generation Holdings Inc. (GREE) and announcing a strategic shift to AI/HPC infrastructure. In the days leading up to this, under the GREE ticker, the stock experienced a significant increase, including a 36.62% jump on July 21, 2026. The first day of trading as VIP on July 24, 2026, saw the stock close at $2.45, marking a 13.73% decrease from the previous day's close under the GREE ticker, suggesting immediate profit-taking by early investors or a market re-evaluation of the company under its new identity.

    2. Share dilution associated with the strategic investment at a discounted price.

    On July 20, 2026, the company announced a strategic investment of approximately $39.4 million, which included the issuance of $29.4 million in Class A common stock at a purchase price of $1.71 per share. This price represented the closing price on July 17, 2026, days before the stock saw substantial gains on the news and before the VIP ticker became active. The introduction of new shares at a price significantly lower than the stock's trading levels on and after the July 24, 2026, ticker change could have contributed to downward pressure on the stock price.

    3. Market uncertainty regarding the execution of the business model transition.

    Vulcan Infrastructure and Power is undergoing a strategic transformation away from its historical bitcoin mining operations to focus on developing and operating energized sites for artificial intelligence and high-performance computing data centers. While this shift targets a growing market, the market may be exercising caution and taking a "wait-and-see" approach regarding the execution of this new business model, its potential revenue generation, and the competitive landscape, contributing to the stock's decline since its re-IPO. The company's prior volatility as GREE, with a reported maximum drawdown of 99.93% on April 8, 2025, may also fuel investor skepticism despite the new direction.

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    Stock Movement Drivers

    Fundamental Drivers

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    Market Drivers

    4/30/2026 to 8/8/2026
    ReturnCorrelation
    VIP  
    Market (SPY)7.6%76.2%
    Sector (XLF)10.5%21.1%

    Fundamental Drivers

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    Market Drivers

    1/31/2026 to 8/8/2026
    ReturnCorrelation
    VIP  
    Market (SPY)12.1%76.2%
    Sector (XLF)8.3%21.1%

    Fundamental Drivers

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    Market Drivers

    7/31/2025 to 8/8/2026
    ReturnCorrelation
    VIP  
    Market (SPY)23.4%76.2%
    Sector (XLF)11.3%21.1%

    Fundamental Drivers

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    Market Drivers

    7/31/2023 to 8/8/2026
    ReturnCorrelation
    VIP  
    Market (SPY)74.9%76.2%
    Sector (XLF)70.4%21.1%

    Return vs. Risk

    Price Returns Compared

     202120222023202420252026Total [1]
    Returns
    VIP Return------16%-16%
    Peers Return21%9%38%134%51%-13%459%
    S&P 500 Return27%-19%24%23%16%13%105%

    Monthly Win Rates [3]
    VIP Win Rate-----0% 
    Peers Win Rate61%56%67%68%58%42% 
    S&P 500 Win Rate75%42%67%75%67%50% 

    Max Drawdowns [4]
    VIP Max Drawdown------ 
    Peers Max Drawdown-26%-27%-21%-24%-35%-28% 
    S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 

    [1] Cumulative total returns since the beginning of 2021
    [2] Peers: TLN, CEG, VST, NRG, NEE.
    [3] Win Rate = % of calendar months in which monthly returns were positive
    [4] Max drawdown represents maximum peak-to-trough decline within a year
    [5] 2026 data is for the year up to 8/7/2026 (YTD)

    How Low Can It Go

    VIP has limited trading history. Below is the Financials sector ETF (XLF) in its place.

    EventXLFS&P 500
    2025 US Tariff Shock
      % Loss-15.5%-18.8%
      % Gain to Breakeven18.4%23.1%
      Time to Breakeven80 days79 days
    Summer-Fall 2023 Five Percent Yield Shock
      % Loss-10.7%-9.5%
      % Gain to Breakeven12.0%10.5%
      Time to Breakeven26 days24 days
    2023 SVB Regional Banking Crisis
      % Loss-16.1%-6.7%
      % Gain to Breakeven19.1%7.1%
      Time to Breakeven270 days31 days
    2022 Inflation Shock & Fed Tightening
      % Loss-22.3%-24.5%
      % Gain to Breakeven28.6%32.4%
      Time to Breakeven467 days427 days
    2020 COVID-19 Crash
      % Loss-42.8%-33.7%
      % Gain to Breakeven74.8%50.9%
      Time to Breakeven289 days140 days
    Q4 2018 Fed Policy Error / Growth Scare
      % Loss-19.7%-19.2%
      % Gain to Breakeven24.5%23.8%
      Time to Breakeven123 days105 days

    Compare to TLN, CEG, VST, NRG, NEE

    In The Past

    State Street Financial Select Sector SPDR ETF's stock fell -15.5% during the 2025 US Tariff Shock. Such a loss loss requires a 18.4% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    VIP has limited trading history. Below is the Financials sector ETF (XLF) in its place.

    EventXLFS&P 500
    2022 Inflation Shock & Fed Tightening
      % Loss-22.3%-24.5%
      % Gain to Breakeven28.6%32.4%
      Time to Breakeven467 days427 days
    2020 COVID-19 Crash
      % Loss-42.8%-33.7%
      % Gain to Breakeven74.8%50.9%
      Time to Breakeven289 days140 days
    2015-2016 China Devaluation / Global Growth Scare
      % Loss-21.4%-12.2%
      % Gain to Breakeven27.3%13.9%
      Time to Breakeven272 days62 days
    2011 US Debt Ceiling Crisis & European Contagion
      % Loss-26.1%-17.9%
      % Gain to Breakeven35.3%21.8%
      Time to Breakeven162 days123 days
    2008-2009 Global Financial Crisis
      % Loss-78.3%-53.4%
      % Gain to Breakeven359.8%114.4%
      Time to Breakeven2329 days1085 days

    Compare to TLN, CEG, VST, NRG, NEE

    In The Past

    State Street Financial Select Sector SPDR ETF's stock fell -15.5% during the 2025 US Tariff Shock. Such a loss loss requires a 18.4% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    About Vulcan Infrastructure and Power (VIP)

    Vulcan Infrastructure and Power (VIP) operates as an integrated company with a dual focus on cryptocurrency datacenter operations and power generation. The company owns and manages multiple cryptocurrency datacenters, with current facilities located in New York and South Carolina.

    VIP's core business involves the active mining of cryptocurrencies, for which it provides the necessary infrastructure and processing power through its datacenters. To support the high energy demands of these operations, the company also owns and operates a significant 106 MW power generation facility. This vertical integration allows VIP to directly control a substantial portion of its energy supply, optimizing efficiency for its cryptocurrency mining activities.

    The primary market served by Vulcan Infrastructure and Power is the dynamic cryptocurrency sector, where its datacenters contribute to the security and processing of digital currencies. By combining its power generation capabilities with its cryptocurrency mining operations, VIP positions itself within this specialized market with a controlled and stable energy source.

    AI Analysis | Feedback

    1. It's like a power utility that primarily uses its generated electricity to mine Bitcoin.

    2. Imagine a Bitcoin mining company (like Marathon Digital) that also owns its own dedicated power plant.

    AI Analysis | Feedback

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    AI Analysis | Feedback

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    AI Analysis | Feedback

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    • Bitmain Technologies Ltd.
    • Whatsminer (MicroBT)
    • Dominion Energy, Inc. (D)
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    AI Analysis | Feedback

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    AI Analysis | Feedback

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    AI Analysis | Feedback

    Vulcan Infrastructure and Power (VIP) is strategically shifting its business focus, and several key drivers are expected to fuel its revenue growth over the next two to three years.

    The company, which recently changed its name from Greenidge Generation Holdings Inc. (formerly NASDAQ:GREE) and began trading under the VIP ticker on July 24, 2026, has transitioned away from bitcoin mining operations to become a power and digital infrastructure platform.

    Here are the expected drivers of future revenue growth:

    1. Expansion into AI and High-Performance Computing (HPC) Data Centers: Vulcan Infrastructure and Power is focusing on capitalizing on the growing demand for energized sites that support next-generation artificial intelligence (AI) and high-performance computing (HPC) workloads. The company has a near-term goal of commercializing over 100 MW of AI/HPC-ready capacity.
    2. Development and Commercialization of Energized Capacity: The company controls 104 MW of existing energized capacity and boasts a substantial 654 MW development pipeline across its owned sites. The ongoing development and commercialization of this pipeline are expected to significantly contribute to future revenue.
    3. Revenue from Power Generation and Grid Support: Beyond powering its own digital infrastructure, Vulcan will generate revenue by providing power to the communities where it operates, thereby supporting the local electricity grids. This dual revenue stream from both internal and external power sales is a key growth driver.
    4. Strategic Investment for Platform Growth: A recently announced $39.4 million strategic investment is instrumental in positioning Vulcan as a publicly traded power and digital infrastructure platform. This capital infusion is expected to facilitate the company's strategic transformation and expansion initiatives.

    AI Analysis | Feedback

    Capital Allocation Decisions for Vulcan Infrastructure and Power (VIP)

    Share Issuance

    • Vulcan Infrastructure and Power announced a $39.4 million capital raise on July 20, 2026, aimed at unlocking the value of its power and infrastructure assets.

    Inbound Investments

    • A $39.4 million strategic investment was secured from Machine Investment Group and Atlas Holdings, aligning with the company's strategic transformation into a power and digital infrastructure platform.

    Capital Expenditures

    • The company has shifted its primary focus for capital expenditures from historical bitcoin mining data center operations to developing power and digital infrastructure for artificial intelligence (AI) and high-performance computing (HPC) workloads.
    • Vulcan Infrastructure and Power currently controls 104 MW of existing energized capacity and possesses a 654 MW development pipeline across its owned sites.
    • The company plans to commercialize over 100 MW of AI/HPC-ready capacity in the near term, indicating significant future capital expenditures in this area.

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    Peer Comparisons

    Peers to compare with:

    Financials

    VIPTLNCEGVSTNRGNEEMedian
    NameVulcan I.Talen En.Constell.Vistra NRG Ener.NextEra . 
    Mkt Price2.05347.71269.89140.59118.1384.65129.36
    Mkt Cap-16.097.247.524.9176.447.5
    Rev LTM603,74131,27019,44533,12528,70124,073
    Op Inc LTM-184694,4843,7532,0808,1352,916
    FCF LTM-224443091,8033163,048380
    FCF 3Y Avg-23--3,3232,3151,1223,6581,122
    CFO LTM-217964,2064,6701,55513,8032,880
    CFO 3Y Avg-17--2834,6171,99113,1881,991

    Growth & Margins

    VIPTLNCEGVSTNRGNEEMedian
    NameVulcan I.Talen En.Constell.Vistra NRG Ener.NextEra . 
    Rev Chg LTM1.6%75.8%26.0%7.4%12.8%10.8%11.8%
    Rev Chg 3Y Avg-6.9%5.5%6.9%10.6%3.1%2.3%4.3%
    Rev Chg Q8.3%111.2%23.0%43.4%11.0%12.4%17.7%
    QoQ Delta Rev Chg LTM2.7%15.6%4.7%9.6%2.3%3.0%3.8%
    Op Inc Chg LTM-33.6%294.1%30.4%-3.1%78.8%6.4%18.4%
    Op Inc Chg 3Y Avg19.9%72.8%483.3%158.9%78.3%-3.4%75.6%
    Op Mgn LTM-30.6%12.5%14.3%19.3%6.3%28.3%13.4%
    Op Mgn 3Y Avg-25.5%10.4%13.4%17.6%6.2%29.2%11.9%
    QoQ Delta Op Mgn LTM-2.3%3.1%-2.5%7.3%2.7%0.5%1.6%
    CFO/Rev LTM-34.2%21.3%13.5%24.0%4.7%48.1%17.4%
    CFO/Rev 3Y Avg-26.0%--2.7%27.7%6.6%49.2%6.6%
    FCF/Rev LTM-37.1%11.9%1.0%9.3%1.0%10.6%5.1%
    FCF/Rev 3Y Avg-36.1%--14.0%14.3%3.8%13.8%3.8%

    Valuation

    VIPTLNCEGVSTNRGNEEMedian
    NameVulcan I.Talen En.Constell.Vistra NRG Ener.NextEra . 
    Mkt Cap-16.097.247.524.9176.447.5
    P/S-4.33.12.40.86.13.1
    P/Op Inc-34.021.712.712.021.721.7
    P/EBIT-42.616.512.612.016.916.5
    P/E--86.328.021.229.419.021.2
    P/CFO-20.123.110.216.012.816.0
    Total Yield--1.2%4.1%5.4%5.2%8.1%5.2%
    Dividend Yield-0.0%0.6%0.6%1.8%2.8%0.6%
    FCF Yield 3Y Avg---4.8%5.3%5.2%2.4%3.8%
    D/E-0.60.30.40.90.60.6
    Net D/E-0.60.20.40.90.60.6

    Returns

    VIPTLNCEGVSTNRGNEEMedian
    NameVulcan I.Talen En.Constell.Vistra NRG Ener.NextEra . 
    1M Rtn-16.3%-9.6%7.6%-11.0%-15.6%-2.8%-10.3%
    3M Rtn-16.3%-10.0%-11.0%-4.7%-14.2%-8.4%-10.5%
    6M Rtn-16.3%0.8%3.5%-5.8%-22.4%-4.0%-4.9%
    12M Rtn-16.3%-7.2%-19.2%-30.1%-21.6%20.3%-17.8%
    3Y Rtn-16.3%538.0%162.1%378.0%235.4%34.2%198.7%
    1M Excs Rtn-19.2%-12.4%4.8%-13.8%-18.4%-5.6%-13.1%
    3M Excs Rtn-22.1%-16.7%-18.9%-14.3%-22.2%-14.4%-17.8%
    6M Excs Rtn-30.4%-7.0%-4.6%-15.6%-31.8%-17.9%-16.7%
    12M Excs Rtn-38.6%-30.4%-42.1%-51.9%-41.8%1.2%-40.2%
    3Y Excs Rtn-88.2%479.6%116.4%345.7%162.2%-43.3%139.3%

    Comparison Analyses

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    Financials

    $ Mil | FY: 12/312026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q2
    Period End3/31/202612/31/20259/30/20256/30/20253/31/202512/31/20249/30/20246/30/20243/31/202412/31/20239/30/20236/30/2023
    Filing Date5/15/20263/31/202611/13/20258/13/20255/15/20253/31/202511/7/20248/14/20245/15/20244/10/202411/14/20238/14/2023
    Key Financials Quarterly            
    Total Revenue211115131915121319202115
    Net Income-5312-4-6-4-6-6-43-14-10
    EPS-0.290.200.76-0.27-0.40-0.30-0.60-0.56-0.420.69-1.96-1.57
    Key Financials TTM            
    Total Revenue TTM605962595960647375706768
    Net Income TTM65-2-20-21-20-13-21-25-30-172-181
    Growth Rates Quarterly            
    Total Revenue Growth8.3%-22.6%23.2%-1.5%-0.5%-24.7%-40.8%-11.2%27.6%22.7%-4.6%-35.8%
    Net Income Growth17.6%177.1%287.8%26.0%-41.1%-232.8%55.3%44.6%51.7%102.1%38.6%90.7%
    Margins Quarterly            
    Net Income Margin-22.0%26.3%78.6%-32.0%-28.9%-26.4%-51.6%-42.6%-20.4%15.0%-68.2%-68.3%
    Cash & Debt            
    Total Cash720835981014131115
    Total Debt424346636768706969698990
    Net Debt / (Cash)352438606259625955557975
    Cash Flows Quarterly            
    FCF from Operations-11-50-5-6-4-2-1-5-112-2
    Cash Flows TTM            
    FCF from Operations TTM-21-15-14-16-13-12-20-16-17-12-9-23
    Returns to Shareholders Quarterly            
    Dividends000000000000
    Share Repurchases-0-0-0-0-0-0-0-0-0-0-0-0
    Return on Invested Capital (ROIC) Quarterly            
    ROIC-4.8%-7.5%-2.0%-5.3%-2.7%-3.3%-4.1%-3.9%-1.6%-2.8%-6.3%-7.0%
    Return on Invested Capital (ROIC) TTM            
    ROIC TTM-4.9%-4.6%-3.5%-3.8%-3.5%-3.2%-3.1%-3.6%-4.4%-6.1%-12.0%-15.2%

    Segment Financials

    Revenue by Segment
    $ Mil20252024202320222021
    Datacenter Operations596070  
    Cryptocurrency mining revenue   7488
    Datacenter hosting   0 
    Power and capacity   169
    Total5960709097


    Net Income by Segment
    $ Mil202520242023
    Datacenter Operations5-20-30
    Total5-20-30


    Assets by Segment
    $ Mil2021
    Cryptocurrency Datacenter and Power Generation228
    Cash and cash equivalents83
    Support Services30
    Short term investments0
    Total341


    Price Behavior

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    VIP Betas & Captures as of 7/31/2026

     1M2M3M6M1Y3Y
    Beta-5.480.715.23-1.53-1.120.90
    Up Beta-12.7810.8915.55-4.69-9.640.24
    Down Beta������
    Up Capture-115%-48%-30%-13%-6%-1%
    Bmk +ve Days11223567138427
    Stock +ve Days111111
    Down Capture115%48%42%22%14%8%
    Bmk -ve Days11212859114326
    Stock -ve Days444444

    [1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
    Based On 1-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with VIP
    VIP-16.4%85.9%-4.85-
    Sector ETF (XLF)12.3%14.6%0.5721.1%
    Equity (SPY)23.3%12.8%1.3676.2%
    Gold (GLD)28.5%28.4%0.8729.6%
    Commodities (DBC)32.9%19.8%1.32-5.1%
    Real Estate (VNQ)14.2%13.8%0.72-35.3%
    Bitcoin (BTCUSD)-43.7%43.0%-1.2144.6%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 5-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with VIP
    VIP-3.5%85.9%-4.85-
    Sector ETF (XLF)11.4%18.4%0.4821.1%
    Equity (SPY)13.5%17.2%0.6176.2%
    Gold (GLD)18.6%18.6%0.8129.6%
    Commodities (DBC)8.2%19.6%0.31-5.1%
    Real Estate (VNQ)2.3%18.9%0.02-35.3%
    Bitcoin (BTCUSD)9.0%53.0%0.3644.6%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 10-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with VIP
    VIP-1.8%85.9%-4.85-
    Sector ETF (XLF)13.6%22.1%0.5621.1%
    Equity (SPY)15.4%17.9%0.7376.2%
    Gold (GLD)12.1%16.2%0.6129.6%
    Commodities (DBC)7.4%18.0%0.33-5.1%
    Real Estate (VNQ)4.8%20.7%0.20-35.3%
    Bitcoin (BTCUSD)58.4%66.2%0.9844.6%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How

    SEC Filings

    Expand for More
    Report DateFiling DateFiling
    03/31/202605/15/202610-Q
    12/31/202503/31/202610-K
    09/30/202511/13/202510-Q
    06/30/202508/13/202510-Q
    03/31/202505/15/202510-Q
    12/31/202403/31/202510-K
    09/30/202411/07/202410-Q
    06/30/202408/14/202410-Q
    03/31/202405/15/202410-Q
    12/31/202304/10/202410-K
    09/30/202311/14/202310-Q
    06/30/202308/14/202310-Q
    03/31/202305/15/202310-Q
    12/31/202203/31/202310-K
    09/30/202211/14/202210-Q
    06/30/202208/15/202210-Q
     Collapse to Preview
    Report DateFiling DateFiling
    03/31/202605/15/202610-Q
    12/31/202503/31/202610-K
    09/30/202511/13/202510-Q
    06/30/202508/13/202510-Q
    03/31/202505/15/202510-Q
    12/31/202403/31/202510-K
    09/30/202411/07/202410-Q
    06/30/202408/14/202410-Q
    03/31/202405/15/202410-Q
    12/31/202304/10/202410-K
    09/30/202311/14/202310-Q
    06/30/202308/14/202310-Q
    03/31/202305/15/202310-Q
    12/31/202203/31/202310-K
    09/30/202211/14/202210-Q
    06/30/202208/15/202210-Q
    03/31/202205/16/202210-Q
    12/31/202103/31/202210-K
    09/30/202111/15/202110-Q
    06/30/202109/23/202110-Q
    12/31/202009/16/2021424B3

    Recent Forward Guidance

    Updated 7/27/2026

    Latest: Q4 2025 Earnings Reported 3/5/2026

    Forward GuidanceGuidance Change
    MetricLowMidHigh% Chg% DeltaChangePrior
    Q1 2027 Power Capacity 40.00 Mil 0 AffirmedGuidance: 40.00 Mil for 2027

    Prior: Q3 2025 Earnings Reported 11/13/2025

    Forward GuidanceGuidance Change
    MetricLowMidHigh% Chg% DeltaChangePrior
    2027 Electrical Capacity 40.00 Mil    

    Insider Activity

    Updated 7/24/2026
    Expand for More
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Irwin, DalePresidentDirectSell72420262.4521,15451,827496,066Form
    2Kovler, JordanChief Executive OfficerDirectSell72420262.4535,72187,516797,245Form
    3Mulvihill, ChristianChief Financial OfficerDirectSell72420262.4514,73836,108431,190Form
    4Mulvihill, ChristianChief Financial OfficerDirectSell20420261.281,9582,506122,170Form
    5Irwin, DalePresidentDirectSell20420261.281,9852,541132,199Form
     Collapse to Preview
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Irwin, DalePresidentDirectSell72420262.4521,15451,827496,066Form
    2Kovler, JordanChief Executive OfficerDirectSell72420262.4535,72187,516797,245Form
    3Mulvihill, ChristianChief Financial OfficerDirectSell72420262.4514,73836,108431,190Form
    4Mulvihill, ChristianChief Financial OfficerDirectSell20420261.281,9582,506122,170Form
    5Irwin, DalePresidentDirectSell20420261.281,9852,541132,199Form
    6Mulvihill, ChristianChief Financial OfficerDirectSell101520252.076091,261201,637Form
    7Mulvihill, ChristianChief Financial OfficerDirectSell91720251.46627915143,114Form
    8Mulvihill, ChristianChief Financial OfficerDirectSell81320251.36615836134,157Form
    9Mulvihill, ChristianChief Financial OfficerDirectSell80620251.501,6962,544148,890Form
    10Irwin, DalePresidentDirectSell80620251.501,7272,590157,905Form
    11Mulvihill, ChristianChief Financial OfficerDirectSell71620251.886111,149189,797Form

    Industry Resources

    External Quote Links


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    Core Cache Last Updated: 8/8/2026