Subject: The Ultimate Energy Alpha: Buying Fermi at the Absolute Bottom 
Preview: Don’t let historical boardroom skirmishes blind you to a 17GW private power monopoly.

To the Visionaries Capturing True Market Alpha

The legacy financial media is suffering from terminal blindness. While talking heads on traditional networks chase overhyped tech tickers, a structural mispricing has opened up the ultimate backdoor play into the artificial intelligence boom.

Right now, Fermi Inc. (NASDAQ: FRMI) is trading near its 52-week lows, drifting at an absolute firesale price of around $5.72.

The casual retail market looks at the chart and panics. But true alpha operators look deeper. The current discount has absolutely nothing to do with the company’s unassailable infrastructure fundamentals. It is the predictable result of short-term boardroom skirmishes—internal political friction between Texas energy icon Toby Neugebauer, former Texas Governor and U.S. Energy Secretary Rick Perry, and the rest of the Board of Directors.

The market has mistaken temporary boardroom stasis for a failure of the asset. That is a multi-billion dollar mistake. The opportunity is right here, right now, before the corporate resolution is announced. When these internal differences are settled, the entry point vanishes, and the stock is positioned to skyrocket.

⚡ Weaponizing the Subpoena Noise

The recent panic selling that dragged FRMI to its current baseline was triggered by the announcement of a formal U.S. District Court and SEC subpoena regarding historical management disclosures. The retail herd saw the headline and ran. The alpha operators stayed and bought. 

Look at the data: these regulatory inquiries are aimed at the rearview mirror—investigating the legacy corporate friction between Toby Neugebauer, Governor Rick Perry, and the historical board. It has zero operational impact on the dirt being moved in Amarillo today. The market has penalized a future 17GW energy monopoly for past boardroom politics. That is an irrational discount, and it represents a massive gift to anyone looking to front-run the eventual corporate settlement.

🧬 The Dual-Build Strategy: Two Assets Colliding Near Term

What the short-sighted retail market fails to grasp is the sheer operational velocity occurring behind the headlines. Fermi isn’t just planning; they are executing a unique, simultaneous Dual-Build Strategy where two massive energy assets are coming together in the near term to secure total grid independence:

1. Asset One (The Core Campus): Fermi is actively building out its premier infrastructure layer, dirt-moving, and permitting for the world’s largest private HyperGrid™ campus at Project Matador.

2. Asset Two (The Power Center): Simultaneously, Fermi has entered into a massive 2.6 Gigawatt strategic alliance with Hillcore Energy Capital. Under a Build-Own-Operate-Transfer (BOOT) framework, Hillcore is financing and constructing a massive power generation complex directly on-site, combining 2.5 GW of natural gas fleet generation with 100 MW of solar and battery storage.

These two powerhouses are moving in parallel execution tracks. While Fermi handles site mastery and client lease delivery, Hillcore finances and deploys the generation assets. In the near term, these two assets collide. This structure doubles Fermi’s capacity to market over the next 30 months, keeping their balance sheet entirely intact while securing an immediate, cash-flowing path to full asset ownership.

📉 The Unassailable Reality: Power is the Ultimate Product

The macro reality of the AI landscape is simple: Artificial intelligence demand has completely outrun the public grid. Hyperscalers don’t just need software architectures; they need massive, redundant, behind-the-meter power right now. Traditional marketing frameworks are targeting black holes, but Fermi is building the physical foundation of the Next Frontier.

Look at the raw, uncompromising structural math:

• The 17GW Private HyperGrid™: Through Project Matador in the Texas Panhandle, Fermi is building the world’s largest private power and AI campus. They are working to upsize their clean air permits with the Texas Commission on Environmental Quality (TCEQ) to scale the campus up to 17 Gigawatts.

• Secured Land & Infrastructure: Sitting on roughly 8,400 acres of permanent, secured land next to the Department of Energy’s Pantex complex, they have unhindered access to natural gas pipelines, water assets, and high-capacity fiber networks.

• Commercial Validation: The market is hungry for power, and the demand is real. Fermi has already executed a binding lease agreement with AI cloud infrastructure provider TensorWave, locking in their first commercial tenant commitment.

• Capital Security: This isn’t a speculative pitch deck. Fermi’s infrastructure is backed by nearly $1 billion in committed financing from leading lenders, with first power targeted to drop within 24 months.

📊 The Binary Choice for Forward-Thinking Investors

At a $3.66B market cap, the market is pricing FRMI as if its private energy monopoly doesn’t exist. They are ignoring the intersection of abundant Texas energy, century-long land security, and elite access to skilled labor.

The corporate differences between Toby, Governor Perry, and the Board will be resolved because the underlying commercial asset is simply too valuable to ignore. The choice for investors is binary: sit on the sidelines in audience stasis while legacy markets bleed, or deploy your capital into a generational energy monopoly while it’s sitting on a $5 firesale discount.

The window is closing. Secure your positioning before the crowd wakes up to the data.

[ 🚀 REVIEW THE FERMI INTEL MATRIX & CAPTURE ALPHA ]

 Don’t Let Your IR Firm Drag You Down. Move Your Stock at The Speed of Markets.

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