matt

Retail investor

[matt @Dailystockswin]

@baseddjuju @ROIRecruiter @FrankCurzio Honestly could be bigger the runway is way better. Literally working with open ai

[matt @Dailystockswin]

@cliffscrypto I mean they do go after 40 mw with expansion deals so it’s probably 80 percent them. Just waiting for vivo to announce it. Could be very soon with $CBRS saying they are going after wattage in those locations.

[matt @Dailystockswin]

@ROIRecruiter @NGAsymmetry It’s cool and all but then we are banking on one company to succeed. Glad it’s open ai lol.

[matt @Dailystockswin]

@MATRIX_Trades9 @SuperDuperInvst Just updated they are on track! Full faith in this team, so many ways to generate revenue.

[swiftytrades @swiftytradess]

$DGXX isn’t just another data center play they’re developing their own Tier 3 modular AI data center containers (ARMS 200). Through wholly owned subsidiary US Data Centers, they filed a provisional patent for the platform. Each pod = 1 MW compute capacity, up to 256 NVIDIA B200/B300 GPUs, liquid cooling, and full Tier 3 certification

[matt @Dailystockswin]

@Anawatlbtb Let em work. Just a great buying opportunity

[matt @Dailystockswin]

@JaxxMcbride You suck. Look at fundamentals. All those names you listed have been in this name since the early 2s. Nobody wants to hear your loud mouth. When we hit 300 mil arr next year and a 20$ stock price. You won’t be taking on twitter.

[matt @Dailystockswin]

@johnnybravoeth @italianinvesto They really won’t have to build that much. They also have the Verizon ceo selling little power unit data centers called usdc 1-50 mw pods worldwide. That could help with capital. And I’m guessing he gets many deals by the end of this year. Digi gets about 55 percent of that.

[matt @Dailystockswin]

@FloridaGlades So smart they have an opportunity to make so much money and cover the debt they will owe. Full faith in these guys over the next two years.

[Carolyn @BullishNSassy]

Is Hans Vestberg the hidden bridge to massive financing for $DGXX and USDC? 🧐🤔

So a lot of people are asking if Hans Vestberg (ex-Verizon $VZ CEO and current BlackRock board member) being brought on could help $DGXX and their USDC sub get financing.
The short answer? Yes, absolutely. That’s probably the exact reason they brought him in!
Here is the breakdown on why this is such a massive play:
The Master Plan: $DGXX spun out USDC specifically so they could raise massive institutional cash without diluting $DGXX shareholders.
The Insane Rolodex: Vestberg can’t just hand over BlackRock’s money (hello, strict conflict of interest rules!), but his seat on their board gives him top-tier credibility. When he calls up private equity giants or sovereign wealth funds, they actually answer the phone. micro-cap teams just don't have that kind of pull on their own.
Skin in the Game: He isn't just a generic advisor collecting a fee; he is a co-founder of the USDC carve-out with a big chunk of founder equity (management holds about 35%). If USDC doesn't get capitalized and scale, his shares don't print. He is highly motivated to make this work.
The Perfect Pitchman: There are billions sitting in private equity funds right now just waiting for AI infrastructure plays. Vestberg spent his whole career building massive physical networks at Verizon and Ericsson. He speaks the exact language these infra funds need to hear before writing a $100M+ check for modular AI pods.
Bottom line: He wasn’t hired just to tweak data center cooling. He is the bridge to the big institutional money. 💸📈

[matt @Dailystockswin]

@gainzalgo @grok All good buys $DGXX has a better approach at it as well as 0 Debt.

[SuperDuper Investor @SuperDuperInvst]

🍀 New Super Duper stock Pick 🍀
I am LOADING UP, if you like what you see in this hot emerging player in AI infrastructure sector then feel free to join me.

$DGXX - Digi Power X Inc. is an AI data center infrastructure operator operating a vertically integrated portfolio of Power assets and Data Center capacity.
Current mkt cap is $470 mln. Cash on hand about $125 mln with zero LT debt. Focus on revenues generation from pivot to AI Compute and Colocation services offering GPU as a Service. Recently signed a $1.1 billion LT contract with a leading AI infrastructure company which secures ongoing contracted revenues. Company is targeting $250 mln to $300 mln in revenues for 2027 with big plans for expansion and growth going forward. This may be a ground floor investment opportunity. Compare its fundamentals to recent 19.90% stake long position built by Leopold Aschenbrenner’s Situational Awareness fund in SharonAI Holdings Inc $SHAZ $90+ that has mkt cap of $2+ bln.
Looking forward with 20/20 vision I see great future for this company in explosive AI hyperscale data centers compute and power needs.
For those that are cautious buy and place a tight SL just in case to be safe if you don’t have PAYtience or risk tolerance.

My NT PT is $10 - $25 and LT PT is $25 - $75 imo

[Wild Hawggg Sellin Rips @WildHawggg]

$DGXX update - the Alabama buildout is showing up in third-party construction records. Local Alabama permit reporting says a $7M building permit was issued to Dunn Building Co. for part of the Columbiana data center project, which Bham Now describes as a two-phase transformation of the former bitcoin-mining site into a Tier III HPC/AI data center with 55MW planned capacity and $440M total planned investment. This is exactly the type of physical execution proof point investors have been waiting for.

The anchor remains the Cerebras ( $CBRS) deal. DGXX’s SEC 8-K discloses a Data Center Colocation and Master Services Agreement with Cerebras for approximately 40MW at Columbiana, with a 10-year initial term, approximately $1.1B of initial contract value, and potential value of approximately $2.5B if the seven-year extension is exercised. The agreement includes construction payments, prepaid monthly colocation fees based on kilowatts delivered, Phase 1 of 15MW targeted for Dec. 15, 2026, and full 40MW targeted by the end of Q1 2027. DGXX also already validated NeoCloudz with a $19.6M, 24-month SubQ AI bare-metal GPU rental agreement, including a $2.95M upfront payment, latest-generation NVIDIA Blackwell GPUs, and dedicated bare-metal access.

The setup is getting more compelling. DGXX reported Q1 cash of $73M, working capital of $67.2M, positive adjusted EBITDA of $1.1M, and no long-term debt, then later updated that it had approximately $150M cash as of June 3 with roughly $65M already deployed into Alabama from internal resources. The company also committed $35M to NVIDIA’s ( $NVDA) next-gen Vera Rubin systems for NeoCloudz, while saying Phase 1 remains on track, the dedicated substation is complete, grid interconnection is finalized, the utility power agreement is in place, and major long-lead equipment for Phase 1 has been secured. At the end of the day, we need DGXX to execute and the PR/Investor Relations needs to keep investors updated, but the pieces seem to be there.

From a valuation standpoint, I still think $DGXX is being priced with a heavy execution discount despite the Cerebras ( $CBRS) contract materially changing the story. Using a conservative fully diluted share count around ~100M shares, the Alabama/Cerebras project, cash position, New York power assets, North Carolina optionality, NeoCloudz, and the USDC/ARMS stake can support a realistic current equity value that is materially higher before giving full credit for future contracts. If non-dilutive project financing closes, that range can move toward $10–$14/share, and if Phase 1 comes online on schedule with Cerebras revenue beginning plus another major AI colocation customer, the path to $15–$20+ becomes more credible. The market is still valuing $DGXX like an early crypto-pivot story, while the facts show an emerging AI infrastructure platform with a legit anchor tenant, permits, cash plus no current material debt, power, and strategic optionality. Not financial advice.

[matt @Dailystockswin]

@mricci0x @windingwords @DigipowerX @Neocloudz @DGXX @michelamar3 lol a company that will have 300 million arr next year is a hype stock?

[matt @Dailystockswin]

@eaterofkorea @jaketradesn4rj A few weeks wouldn’t shock me either. Could be a very solid tenant, working out numbers could take a little. Not a big deal unless you were gambling with options.

[Johan N. @rk8215]

@paullechiaro I still hold $DGXX ofc. It is my 2nd biggest position right now. Really bullish on $DGXX but it has been quiet lately. Waiting news hopefully soon :)

[matt @Dailystockswin]

$dgxx is a 3-5 year stock quit crying about price action. You have been returned over 100% in a year.

[Kevin Chin @KevinChinARO]

Congrats to the team.

In this market, “tenant selected” only counts when the credit, term and operating realities line up, and when there is headroom to scale.

The interesting signal is the conversation moving beyond one site to a multi-jurisdiction buildout.

https://t.co/jZqGIkUInI

[matt @Dailystockswin]

@BaronRadwan I mean they said they are just finishing up some paperwork. That’s why there was a risk betting options. But I’m still sitting on my position they explained they found someone that will expand mw as well. I’m excited to see what company it is.

[matt @Dailystockswin]

$dgxx don’t forget we have a solid model. $KEEL is a 6x from our market cap, we have a billion $ deal, arms pods and neocloudz. Just understand what you own. Keel just has a pipeline not saying it won’t eventually pay off. Also dgxx has no DEBT!