Friday, 11 September 2026

A Proposed Merger Close Approaches; (NYSE American: HCWC) Tops Our Watchlist Now

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A Proposed Merger Close Approaches; (NYSE American: HCWC) Tops Our Watchlist Now


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September 11th

Greetings, Friend!


Somewhere in northeast Oklahoma sits an industrial building with electricity already flowing through it.


Not permitted. Not queued. Flowing.


In an AI buildout where the wait for grid power runs years, that one detail turned an ordinary site into the center of a story almost nobody saw coming.


Healthy Choice Wellness Corp. (NYSE American: HCWC) sells organic produce and supplements across 19 grocery stores in six states.


Then it agreed to acquire a digital infrastructure platform, and the aisle stopped being the point.


On August 27th, 2026, HCWC shareholders approved every proposal tied to a merger with Host Digital Infrastructure LLC.


Host Digital Infrastructure LLC is a vertically integrated digital infrastructure platform serving as a developer, owner and operator of institutional-quality data centers in the United States, with a focus on supporting AI and HPC workloads.


Closing is expected in September 2026, after which the combined company is expected to appear on the NYSE American under the ticker (HOST).


Four days later came the number that changed the conversation.


Host Digital secured a 15 year take-or-pay lease covering roughly 43 megawatts of critical IT load at that facility.


The base term carries approximately $1.25Bn of contracted revenue, rising to approximately $3.2Bn across a possible 30 year term if all renewals are exercised.


The tenant was described as one of the world’s largest privately held cloud infrastructure companies, backstopped by a United States technology company with a high grade credit rating. Delivery is targeted for the first half of 2027.


For a company with a current market cap (9/10/26) under $10Mn, a contract that size is a major story.

Company Breakdown: Healthy Choice Wellness Corp.


HCWC is a holding company for natural and organic retail, running six regional banners: Ada’s Natural Market, Paradise Health & Nutrition, Mother Earth’s Storehouse, Greens Natural Foods, Ellwood Thompson’s and GreenAcres Market. Revenue comes from in store grocery, produce and supplement sales, plus TheVitaminStore.com online.


The model is a roll up: assemble independent regional health food chains, then run them on shared buying and back office support.


For full year 2025 the company reported record sales of approximately $78Mn, up 13%, at roughly 39% gross margin.


Under the proposed merger, Host Digital becomes a wholly owned subsidiary while the grocery division will continue to operate as a separate business line.

What’s Cooking Behind The Scenes


Read the commentary around the lease and the operating philosophy shows up fast.


Incoming Chairman, if the proposed merger is completed, Shawn Matthews, former Chief Executive Officer of Cantor Fitzgerald, noted that Host Digital is “approaching its public market debut with 43 MW of critical IT load committed under a 15 year take-or-pay lease.”


Signed capacity first. Public listing second.


Current CEO of Host Digital, Harmol Samra, was blunter about the bottleneck.


“Power-ready sites capable of meeting AI deployment timelines are increasingly scarce,” he said, adding that his team is “focused on converting that advantage into execution by delivering this capacity in the first half of 2027.”


Samra isn’t new to this. Before Host Digital he oversaw IPI Partners’ portfolio of 82 data centers and more than 2.2 gigawatts of leased capacity, ahead of that platform’s 2024 sale to Blue Owl.


HCWC CEO Jeffrey Holman called the proxy filing an important milestone.

The Pivot


Here is the larger theme. The binding constraint on AI infrastructure has shifted from chips to electricity that is already energized.


Interconnection queues stretch for years, and substations don’t get built on a quarterly schedule.


That scarcity made brownfield sites with live power valuable, and it is the lane Host Digital says it runs in: a vertically integrated platform prioritizing existing power and long term contracts with creditworthy counterparties.

The addressable market isn’t small.


Allied Market Research projects the global data center market growing from roughly $187Bn in 2020 to $517Bn by 2030, while MarketsandMarkets projects the hyperscale segment expanding from roughly $162Bn in 2024 to $608Bn by 2030.


JLL research cited alongside it expects about 100 gigawatts of new capacity between 2026 and 2030.

7 Potential Catalysts Putting (NYSE American: HCWC) On Our Watchlist


#1. Contracted Capacity Signed Before The Public Debut. With roughly 43 megawatts committed under a 15 year take-or-pay structure, HCWC is set to inherit revenue visibility few companies its size report.


#2. Operating Experience Measured In Gigawatts, Not Slide Decks. Incoming Chief Executive Officer (if the merger is completed) Harmol Samra previously oversaw 82 data centers and over 2.2 gigawatts of leased capacity, and that record now sits behind HCWC.


#3. Energized Power Is The Scarcest Input In AI Buildouts. Because the Oklahoma site is described as currently energized, the asset moving to HCWC may bypass the interconnection queues slowing rival projects.


#4. A Proposed Ticker Change That Signals A Full Reset. On closing, the combined company is expected to trade as HOST on NYSE American, giving HCWC holders a digital infrastructure identity rather than a pure grocery one.


#5. Six Of Thirteen Technical Studies Are Flashing Bullish. At the time of close on Thursday, Barchart showed six of thirteen indicators flashing bullish signals for HCWC along with their composite “Trend Seeker” indicator triggered.


#6. A Public Float Under 750K Shares Hints At The Potential For Heightened Volatility. Yahoo Finance lists a float of roughly 741.63K shares for HCWC, and a float that thin means the potential for heightened volatility may be significant.


#7. Retail Revenue Keeps Running Through The Build Window. The grocery division is expected to continue as its own business line, so HCWC keeps a revenue generating segment through the 2027 delivery window.

In Closing


Be clear about what has happened and what hasn’t.


A lease is signed and shareholders have voted, but the merger is still subject to remaining closing conditions, no revenue has been recognized under the Oklahoma agreement, and delivery is targeted for the first half of 2027.


What makes HCWC worth reading closely is the shape of the setup.


A micro cap grocer is being handed an energized site, a signed long term contract with a large cloud tenant, and a team that has run gigawatt scale portfolios.


Those three rarely land together.


If the AI buildout has moved from a chip shortage to a power delivery problem, then names holding live megawatts under contract sit at the front of the line.


Coverage is now kicked-off on Healthy Choice Wellness Corp. (NYSE American: HCWC).


Keep your eyes peeled for updates coming soon.


All the best,

Dane James

Editor Market Pulse Today


(Remember: St-ock Prices Could Be Significantly Lower Now From The Original Dates I Provided.)


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Pursuant to an agreement between Thousand Sun Media LLC and TD Media LLC, Thousand Sun Media LLC has been hired for a period beginning on 09/10/2026 and ending on 09/11/2026 to publicly disseminate information about (HCWC:US) via digital communications. Under this agreement, TD Media LLC has paid Thousand Sun Media LLC ten thousand USD ("Funds"). These Funds were part of the ten thousand USD funds that TD Media LLC received from a third party named Sideways Frequency LLC who did receive the Funds directly or indirectly from the Issuer and does not own st-ock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices.


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