Big Digital Energy (NASDAQ: BGDE)

Technology company focused on digital infrastructure platforms for artificial intelligence (AI), high-performance computing (HPC), and digital assets. FKA MIGI

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

Today, Big Digital Energy released its Third Quarter 2026 results. Highlights from the quarter included:

🔰 Revenue of $8.7 million, up 41% quarter-over-quarter

🔰 Energized Capacity: approximately 169 MW

🔰 Acquired 30 acres at Hood County with 10NetZero; entered a non-binding LOI with Tensor IQ for up to 17 MW of AI/HPC capacity

🔰 $4.9 million loan to 10NetZero fully repaid in October

🔰 Average monthly operating cash burn declined to approximately $850 thousand, down from approximately $3.4 million in the first half of 2026; targeting positive operating cash flow in Q1 2027

“During the third quarter, we continued to execute Big Digital Energy’s strategy of acquiring, developing and monetizing powered infrastructure for AI and high-performance computing markets,” said Phil Stanley, Chief Executive Officer.

More here: https://t.co/nePvFWZ3yK

$BGDE

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

A potential hyperscaler slowdown that eases spending pressure frees capital that would otherwise stay locked in multi-year greenfield projects. That capital becomes easier to direct toward sites that already have power on the grid. The interconnect exists, the timeline is shorter, and the capital is needed for conversion rather than a full build that will not bill for years.
$BGDE

[Franklin Hayes @Franklin_Hayes_]

Before you dump your AI stocks, check what actually changed.

Larry Adam at Raymond James is making the case for gradually moving back into tech as investors question the AI buildout.

His reasoning: construction already underway should continue for at least another year, and earnings estimates for next year are still moving higher. He sees opportunities in valuations after the selloff.

He favors diversified mega-cap tech, semiconductors, hyperscalers and cybersecurity. He’s also wary of chasing healthcare after its rally.

The hyperscaler argument caught my attention: slower construction could ease spending pressure and improve cash flow. That’s his case—not a guarantee that policy risk disappears.

My take: selling because the earnings outlook deteriorated is defensible. Selling because your screen turned red deserves a second look.

I’d rather build a position gradually than bet everything on calling the bottom.

Which AI stock still has an earnings story you trust—and which one were you only holding because it kept going up?

Follow me for market analysis focused on earnings, valuations and what could change the trade.

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

@Atzaran3 Thank you

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

Today, Big Digital Energy released its Third Quarter 2026 results. Highlights from the quarter included:

🔰 Revenue of $8.7 million, up 41% quarter-over-quarter

🔰 Energized Capacity: approximately 169 MW

🔰 Acquired 30 acres at Hood County with 10NetZero; entered a non-binding LOI with Tensor IQ for up to 17 MW of AI/HPC capacity

🔰 $4.9 million loan to 10NetZero fully repaid in October

🔰 Average monthly operating cash burn declined to approximately $850 thousand, down from approximately $3.4 million in the first half of 2026; targeting positive operating cash flow in Q1 2027

“During the third quarter, we continued to execute Big Digital Energy’s strategy of acquiring, developing and monetizing powered infrastructure for AI and high-performance computing markets,” said Phil Stanley, Chief Executive Officer.

More here: https://t.co/nePvFWZ3yK

$BGDE

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

@Mattyjr30 Thank you

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

@NTRS_ZIB @kilgore_joshua @speednotcomfort 🫡

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

@Buhlahkay 🫡

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

@NTRS_ZIB Thank you. We appreciate the support and remain focused on disciplined execution for our shareholders.

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

@Chardonnay_OG 🫡

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

$BGDE will release its Q3 2026 financial results after market close on Thursday, November 5, 2026.

Management will host a conference call and webcast on Thursday, November 5 at 5:00 p.m. ET to discuss the results.

Register here: https://t.co/USP8bZsN9W

[B2i Digital @b2idigital]

Big Digital Energy, Inc. (@BigDigital) ($BGDE) meets investors at the 15th Annual ROTH Technology Conference, hosted by ROTH Capital Partners (@ROTHCapital) in New York City on Tuesday and Wednesday, November 17-18, 2026, where B2i Digital (@b2idigital) is the Marketing Partner.

The 15th Annual ROTH Technology Conference is a B2i Digital Featured Conference. See event details and profiles of participating companies at: https://t.co/JtTjg8awA4

Big Digital Energy, Inc. (Nasdaq: “BGDE”) is a U.S.-based technology company that designs, builds, and operates next-generation digital infrastructure platforms. The Company provides services spanning artificial intelligence (“AI”), high-performance computing (“HPC”), digital assets (including Bitcoin mining), and other intensive compute applications. The Company delivers both self-mining operations and colocation/hosting for enterprise customers, with a vertically integrated infrastructure model built for scalability and efficiency. A core part of the Company’s strategy is identifying and advancing sites positioned to support high-performance compute with the infrastructure required for long-term deployment. With approximately 169 megawatts of energized capacity and additional capacity under development, the Company is positioning itself as a competitive provider of digital infrastructure solutions to support the demand for AI data centers.

ROTH built the conference around a full day of 1-on-1 and small group meetings with management on Wednesday, after themed fireside chats and a keynote speaker on Tuesday afternoon. Registration is by invitation and subject to approval by ROTH.

Credit to the team at ROTH: Byron Roth, Aaron Gurewitz, Isabel Mattson-Pain, Nazan Akdeniz, Otilia “Charo” Montano, Amanda McAdams, Kamal Masud, Russ Nudelman, David Farina, Michael Tait, Jonathan Alyn, Bryan Baratian, Suji Desilva, Craig Irwin, Tom Hayes, Sean McGowan

Registration: https://t.co/AqeXODaZDM

Participating company website: https://t.co/SuUjhWx04Q

Conference features include:
• Themed fireside chats and a keynote speaker from 1:30 PM to 4:30 PM ET on Tuesday, November 17, followed by the ROTH Pre-Reception and the ROTH Cocktail Party

• 25-minute 1-on-1 and small group meetings between executive management and institutional investors from 9:00 AM to 5:00 PM ET on Wednesday, November 18

• Public and private companies across semiconductors, software, communications, AI and data center infrastructure, quantum computing, aerospace and defense, digital assets and media

B2i Digital, The Capital Markets Matchmaker℠, carries each participating company’s story From Marketing to Meetings℠, across its media network with a combined monthly audience of more than 330 million and its own community of 1.7 million+ investors and market participants.

ROTH is a relationship-driven investment bank focused on serving growth companies and their investors across capital raising, equity research, sales and trading, mergers and acquisitions (M&A) advisory, and corporate access. For more information, visit https://t.co/f7Laejr5H9.

Discover more Featured Companies, Featured Experts, and upcoming Featured Conferences at https://t.co/6jvWsBBx4A.

B2i Digital is not a broker-dealer or investment adviser. This post is informational and not an offer or solicitation regarding any security. See the complete Disclosure at https://t.co/ljTVqQL4Si.

[B2i Digital @b2idigital]

Big Digital Energy, Inc. is bringing its next-generation digital infrastructure story to the 15th Annual ROTH Technology Conference, where its 169 MW of energized capacity and growing focus on AI and high-performance computing highlight the expanding demand for digital infrastructure.

B2i Digital is proud to be the Marketing Partner. Register to learn more about this B2i Digital Featured Conference and its participating companies at: https://t.co/JtTjg89YKw

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

US mining is about 10.3 GW of already-energized capacity. It is the largest measured pool that can be redirected to AI without a new interconnect.

Of that, roughly 4–6 GW is under AI/HPC contract. About 0.6–0.9 GW is currently billing as AI. Roughly 5 GW is still mining or in conversion.

That is the difference. An already-energized site can move from contract to billing without waiting for a new interconnection study, substation, or multi-year construction cycle. Revenue starts while the rest of the queue is still in development. The sites that pivot reach profitability years before greenfield AI load comes online.

$BGDE

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

Kevin Warsh is keeping rates higher for longer. That does not slow AI. It slows the greenfield projects still waiting on a new interconnect.

US Bitcoin mining is ~10.3 GW already on the grid. That is the power that can move to AI without years of studies and construction.

The longer Warsh holds, the bigger the gap between brownfield sites that can bill and greenfield sites that cannot.

$BGDE

[Federal Reserve @federalreserve]

Chairman Warsh answers reporters' questions at the FOMC press conference on October 28, 2026. https://t.co/siWde1ROZb

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

Power is the constraint on new compute. Interconnect queues run years. Energized capacity is the part already on the grid.

🔰 169 MW energized across four sites.

🔰 Midland 120 MW, PJM.
🔰 Corning 24 MW, PJM.
🔰 Bellefonte 8 MW, PJM. Path to 48 MW.
🔰 Texas Load House 17 MW live, ERCOT. Path to 74 MW.

$BGDE

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

$BGDE will release its Q3 2026 financial results after market close on Thursday, November 5, 2026.

Management will host a conference call and webcast on Thursday, November 5 at 5:00 p.m. ET to discuss the results.

Register here: https://t.co/USP8bZsN9W

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

Necessity is the mother of invention.

AI compute can't wait years for grid connections, so it's adapting to travel to the power faster than ever.

Compute is becoming mobile. Power isn't.
Having the power is the asset. $BGDE

[Evan @StockMKTNewz]

NVIDIA $NVDA JUST INTRODUCED DSX POD, AI DATA CENTERS THAT SHIP IN CONTAINERS

Each one arrives with computing, cabling, power, and liquid cooling already installed, built around Nvidia's Vera Rubin systems. That cuts setup time at a ready site from 6 months to as little as 14 days.

Partners plan to deliver them worldwide in early 2027.

Jensen Huang: "An AI factory creates value when it starts producing tokens, not when construction is complete."

“With NVIDIA DSX POD, we’re bringing factory-built precision and speed to AI infrastructure construction — reducing deployment time from months to weeks so customers can scale capacity and bring revenue-generating production online faster.”

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

🔰 Texas Load House, Hood County.

🔰 17 MW live on ERCOT. Path to 74 MW of grid power.

🔰 Brownfield industrial site outside the DFW ozone nonattainment counties. On-site gas generation falls under PSD, not nonattainment NSR with offsets/LAER. That means no buying scarce emission credits and no strictest-in-class control mandates, so permitting is faster, cheaper and more predictable. Speed to power is the biggest bottleneck in AI infrastructure.

🔰 Pipelines and power infrastructure are already on site. Four transmission lines cross the south side and tie into three on-site interconnections. That's why it can move faster than greenfield projects, even with the current TCEQ pause. $BGDE

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

$BGDE

[Benjamin Patton @BenLPatton]

https://t.co/aUFSgyxQfT

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

@4heavenseek 🤝

[Big Digital Energy (NASDAQ: BGDE) @BigDigital]

Power is the constraint on new compute. Interconnect queues run years. Energized capacity is the part already on the grid.

🔰 169 MW energized across four sites.

🔰 Midland 120 MW, PJM.
🔰 Corning 24 MW, PJM.
🔰 Bellefonte 8 MW, PJM. Path to 48 MW.
🔰 Texas Load House 17 MW live, ERCOT. Path to 74 MW.

$BGDE