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[The Chairman's Ledger @ChairmansLedger]

My take on dilution from someone who has raised millions from VCs:

Dilution is not scary. It is just a tool.

On X, people treat every raise like theft. Sometimes it is. Sometimes it is exactly what lets a company scale into the opportunity in front of it.

In my world, VC money was basically a bridge loan of credibility until the business could prove itself.

Public companies are not that different.

If management raises capital at the right time, puts good dollars to work, and increases the value of the company by more than the dilution, shareholders win.

If they raise badly, spend badly, or dilute to survive instead of scale, shareholders lose.

So the question is not “is dilution bad?”

The question is:

do you trust management to turn that capital into something more valuable than the shares issued to do it.

If not, you probably should not own the stock anyway.

[GFlow Capital @GFlowCapital]

I've been long $DGXX and here is why:

The DGXX Thesis

Every AI company on earth is racing to deploy more compute. The single biggest bottleneck is not chips, not memory, not optical interconnects.

It is power.

Building a new AI data center from scratch means waiting years for grid interconnection, transformer delivery, and utility permits. Most companies cannot wait. That is exactly where Digi Power X comes in.

DGXX spent a decade quietly assembling what nobody else has — 393 megawatts of fully owned, grid-connected power across four US sites, including their own substations and a combined cycle gas power plant. In a world where hyperscalers are paying billions to secure power capacity that won't arrive for years, DGXX already has it. You cannot replicate that in six months regardless of how much capital you throw at it.

The thesis crystallized when one of the world's top AI chip companies — Cerebras, valued at $50 billion and now public — signed a 10-year, $1.1 billion colocation agreement with DGXX, expandable to $2.5 billion. That expansion ceiling alone exceeded DGXX's entire market cap when the deal was signed.

Phase 1 delivers December 2026. AI revenue is already live today through their GPU-as-a-service platform running NVIDIA B200 and B300 chips. A second tenant is already signed. The balance sheet carries $125 million in cash and zero long-term debt, with debt financing already term-sheeted to fund expansion without diluting shareholders.

The revenue roadmap is explicit from management. $300 million annual run rate by 2027. $500 million by 2028. $800 million to $1 billion by 2029. Against a current market cap under $800 million, the base case implies the stock more than doubles when Phase 1 delivers.

Then there is the optionality the market has not priced at all. A 1.3 gigawatt Letter of Intent in West Virginia — more than three times everything DGXX currently owns — sits completely outside every analyst model.

The validation keeps arriving. NVIDIA published their 800VDC data center roadmap for 2027 — a transition that makes owned substation infrastructure even more valuable as the power delivery architecture modernizes. IREN just announced an 800MW AI campus in Australia using the same playbook. Aschenbrenner's fund owns Applied Digital, CoreWeave, and IREN — the same power-first AI infrastructure thesis expressed across multiple companies. DGXX is the most contracted, most de-risked version of that trade with a December 2026 proof point.

Power is the new oil. DGXX owns the well.

[Soluna @SolunaHoldings]

What if the energy that couldn't be absorbed by the grid became the foundation for AI infrastructure?

$SLNH CEO John Belizaire joined Brightsmith's Conversations in Cleantech to discuss exactly that —

Curtailed renewables, co-located data centers, and the economics of building compute infrastructure at the generation source.

Listen to the full conversation: https://t.co/4W5GEtH8rY

[const @const_reborn]

Just orchestrated a 128 node permissionless decentralized training run, in 5 minutes, for 5 TAO, via @IOTA_SN9

They can do this up to 100B param models.
Unbelievable.

https://t.co/hJGZ6O5NrU

[Tao Outsider @TaoOutsider]

$TAO Bittensor Track, Proof of Talk. Micaela Bazo delivered one of the strongest miner culture signals from the panel.

She mentioned meeting a NOVA miner who focuses on NOVA because the work is inspiring, forces him to think, and pushes him to build strategies instead of spam.

If miners are proud of the problem they are solving, the subnet is buying more than labor. It is attracting attention, judgment, and persistence.

For drug discovery, that matters. The problem is difficult enough that the best miners need something beyond emissions to keep showing up.

Thanks to: @micaelabazo @metanova_labs @SubnetSummerTAO @proofoftalk

[RVCrypto @RvCrypto]

I’m 100% more bullish on $TAO than I was going into Proof of Talk.

My biggest takeaway:

The ecosystem is no longer focused on proving it can build great products.

That stage is largely behind us.

The focus has shifted to product market fit and landing paying customers.

It the next step and exactly where we need to be.

[Adam Maysonet @synozeer]

Not sure if this sale is due to my recent rituals to the domain gods, but I'll take it.

Hold time was 16 months. Sold on @spaceship.

[Dr. Paul Christianson @disruptorinvest]

Wow! Nearly 5,000 people have already tuned into my recent interview with the CEO of $SLNH.

Thank you all so much for the continued support. It means a lot.

Hopefully everyone was able to take away as much as I did from this recent CEO interview.

The big thing that sticks out in my mind is just how fast the company is going. We know speed to power is huge and they've shown they can deliver Kati 1 ahead of schedule.

It's pretty incredible that we may see two major AI/HPC leases soon and just how large Kati 2 and Dorothy 3 may become.

[Carolyn @BullishNSassy]

Great management!

[Marty @MartyZimme90457]

@ktmkr1 surely, we should be behind the Nvidia velvet rope by now if not, slip the bouncer a Hundo, C-note or Benjamin💯 damn KC I've been adding $DGXX sub-8 today idc if i'm f**king up my 3 avg

[OMGdomains.com @EndGame00]

$OPEN Mike @mikealfred will be adding again under $5.

[OMGdomains.com @EndGame00]

$OPEN Mike @mikealfred will be adding again under $5.

[Marty @MartyZimme90457]

$DGXX so many delicious nuggets in his comments Thank you Hans for bringing BLACKROCK to the table WOW F**king WOW IYKYK future is banked, next

"Project financing is advancing with one of the world's largest private credit institutions - managing 💲 $220B+💲in credit assets - structured as non-dilutive 70/30 debt."

BlackRock dropped $12B on HPS Investment Partners #'s are staggering💲220B💲 combined private credit assets

[OMGdomains.com @EndGame00]

@GerardRotonda Thanks for the post. You seem to put in much more work than the average company director. Congrats to all on the team.

[Gerard Rotonda III, Managing Director LifeMD, @GerardRotonda]

There are moments when a company emerges from becoming something into undeniably being something. DigiPowerX has emerged. I serve as a Director of $DGXX and these are my personal views, not the Company's. Everything here comes from public filings and press releases. This is not investment advice. What follows is my perspective as a Board Member, grounded entirely in publicly disclosed information.

I've been in the rooms. I've sat across from Michel Amar in strategy sessions, attended investor meetings, reviewed the financial models, and watched this executive team: Alec, Jag, Paul, and others, supported by expert legal counsel and senior leaders of the world's largest financial institutions, make decisions under real pressure with real capital on the line. What I'm about to share is my personal view, grounded in publicly disclosed information, because I think the magnitude of what is being built here deserves to be said clearly.

THE FUTURE OF AI IS PHYSICAL
Many talk about AI as if it lives in the cloud. It doesn't. It lives in buildings. Buildings that require hundreds of megawatts of power, purpose-built cooling systems, owned land, Tier III infrastructure, and teams who know how to operate it at scale without blinking.

We are at the beginning of what will be the largest infrastructure buildout in human history. Not the largest tech buildout. The largest infrastructure buildout - period. The demand for AI compute is doubling and doubling again. The models are getting larger. The inference requirements are exploding. OpenAI, Google, Meta, Amazon, and every major enterprise on earth is racing to deploy AI at scale and every single one of them needs power and physical compute infrastructure to do it.

The companies that secured that infrastructure early, before the utilities ran out of capacity, before the land was gone, before the power agreements became impossible to sign - are sitting on assets that cannot be replicated at any price today.

DigiPowerX is one of those companies.

THE PICTURE I'M POSTING
That photo is a Cerebras data center, 10 MW of operational AI compute. Take a look at it. Quiet on the outside. Inside: wafer-scale AI chips, liquid cooling running nonstop, redundant power, and some of the most powerful AI inference hardware ever deployed.

This is what the physical layer of the AI revolution looks like.

DigiPowerX is building four times this, 40 MW. On land we own in Columbiana, Alabama. Powered by a substation we built. Backed by 393 MW of secured power across our portfolio. And anchored by a $1.1 billion, 10-year Master Services Agreement with Cerebras, the company that operates that exact facility in the photo.

Phase 1 - 15 MW - comes online December 15, 2026.
Full 40 MW delivered by Q1 2027.
Substation: complete. Grid interconnection: finalized. All long-lead equipment: secured.

MICHEL AMAR AND WHAT I'VE SEEN FROM THE INSIDE
I've reviewed the financial models. I've been in the investor meetings. I've walked, almost running to keep up, with Michel through back-to-back meetings, building to building across midtown Manhattan. It actually was a very productive and exciting day. I've watched Michel Amar operate, and I want to say publicly what I believe privately: he and Alec saw this coming before many in this space did. We have meetings 24/7, including Saturday's and Sunday's. Many mornings I wake up and there is already a new text or email from Michel on something to be discussed after I grab a large cup of coffee.

They made the call to walk away from Bitcoin mining before it was obvious. They secured the power before it became scarce. We signed Cerebras - one of the most consequential AI compute companies in the world - before breaking ground on the data center. They built NeoCloudz and launched GPU-as-a-Service while the flagship campus was still under construction. And he did all of this with a balance sheet that today carries approximately $150 million in cash and zero long-term debt.

That is not luck. That is vision, executed with discipline.

Cerebras, for context, just completed the largest IPO of 2026 on Nasdaq (CBRS) - opening 68% above offering price, raising $5.55 billion, holding a $20B+ relationship with OpenAI. They looked at every option available to them and chose DigiPowerX to be included. A billion-dollar bet on our team and the assets we've assembled.

I've seen the plan from the inside. What's being communicated publicly reflects exactly what I've seen in execution. There is no gap.

WHERE THIS IS GOING
The AI data center of the future isn't a retrofitted warehouse. It's purpose-built from the ground up - for liquid-cooled, 150kW+ rack density, Tier III uptime, and the kind of power reliability that frontier AI demands. It sits on owned land, connected to grid power that was secured years ago, and operated by people who've never run anything less.

That is exactly what DigiPowerX is building.

And we're not stopping at 40 MW. The pipeline includes a 1.3 GW Letter of Intent in West Virginia - targeted for 2028 through 2030. As AI scales from tens of megawatts to gigawatts, DigiPowerX is already positioned for that next phase.

NeoCloudz, our GPU-as-a-Service platform, is live right now on NVIDIA B200 and B300 bare metal - the fastest, most powerful AI compute available today. First revenues recognized in May 2026. And we've already committed $35 million to NVIDIA's Vera Rubin platform - the successor to Blackwell - for Q1 2027 deployment. We try to be one generation ahead.

Project financing is advancing with one of the world's largest private credit institutions - managing $220B+ in credit assets - structured as non-dilutive 70/30 debt. Firms at this level don't commit to a process without exhaustive underwriting. The fact that this financing is moving forward is itself a validation: of the asset quality, the contracted cash flows, and the professionalism of the DigiPowerX team in every aspect of how this company conducts its business affairs.

THE NUMBERS - PUBLICLY STATED MANAGEMENT TARGETS
2026 → First AI revenues. NeoCloudz live. SubQ AI 24-month bare metal contract (~$19.6M). Revenue engine started.
2027 → ~$300M revenue run rate. Full 40 MW Cerebras campus online. NeoCloudz scaling.
2028 → $450–$500M run rate.
2029 → $800M–$1B run rate.

These are Michel's publicly stated targets. Subject to all the risks in our public filings. But they are grounded in assets that already exist, contracts that are already signed, and a team that is already executing.

I'm proud to serve on this board. I'm proud of Michel Amar, Alec Amar, Paul Ciullo, Jagan Jeyapaul, and every person building this platform. And I'm proud of what this company represents for the future of AI infrastructure in America.

The AI revolution needs a physical layer. DigiPowerX is building it.

That photo shows 10 MW.
- We're delivering 40 MW.
- And we're just getting started.

Full press release (June 3, 2026): https://t.co/toDvZBsnDa

Gerard Rotonda | Director, DigiPowerX Inc.
$DGXX $DGX
#DigiPowerX #AIInfrastructure #DataCenter #GPUaaS #NeoCloudz #NVIDIA #Cerebras #AICompute #FutureOfAI #PowerInfrastructure #NasdaqStocks

[Matt @ROIRecruiter]

$DGXX MUST READ FROM ONE OF THEIR DIRECTORS @GerardRotonda

[ChinoAleman @chinoalemano]

🇺🇸 The made-in-USA "picks & shovels" micro-cap ($115M market cap) riding three revolutions at once: $AMPG.

Amplitech sells the "ears" of three secular waves at the same time, space, quantum computing, and AI-RAN $NOK $NVDA.

The market still prices it like a niche component maker.

1/ Start with the engine, because it's already turning:

FY2025 closed at ~$25M in revenue (+163% YoY) and guidance is $50M+ for 2026.

But the number that actually matters is the margin: gross margin roared to 48% in Q1 2026 (vs 33% a year earlier).

This isn't a promise, it's execution.

2/ And it's not slideware.

The LOIs are already turning into invoices:

🟢 Shipments under the $100M LOI started in December 2025

🟢 The $40M LOI with a North American operator is already contributing revenue

🟢 Contracted backlog >$20M

Total LOI pipeline: $118M.

3/ 🛰️ THE SPACE ANGLE

20 years building the LNAs (the "ears") that grab a faint satellite signal 300 miles up without adding noise.

X / Ku / Ka bands, SATCOM, defense.

All designed and manufactured in the USA → a "safe" domestic supplier exactly when space and U.S. defense demand a homegrown supply chain.

4/ ⚛️ THE QUANTUM ANGLE (the hidden ace)

Their cryogenic pHEMT LNAs run at 4 Kelvin with noise figures below 0.1 dB.

The key to the business model: each qubit typically needs its own LNA.

If quantum computing scales toward 1,000+ qubits, demand for their amplifiers scales right alongside it.

AMPG is one of the only U.S. manufacturers of cryogenic LNAs at this level, already shipping to Fortune 50 companies, universities, and research institutions.

5/ 🤖 THE AI-RAN ANGLE (the hot one)

NVIDIA and Nokia are driving AI-RAN as the next big network investment cycle.

Where does AMPG fit?

At the hardware layer: its 64T64R Massive MIMO O-RAN radio was the core hardware in the first open-source AI-RAN prototype at Northeastern University (May 2026).

It's the only American company to have commercialized an O-RAN CAT B 64T64R radio unit.

6/ And the best part: it's already cleared to sell.

FCC (US) + ISED (Canada) approved its complete 5G solution. The expensive R&D / cash-burn phase is over; now it's commercial deployment into carriers, enterprises, hospitals, and schools.

7/ 🏦 THE BALANCE SHEET

For a micro-cap, it's solid: debt-free with ~$18.4M in cash. Maxim Group keeps a "Buy" with a $7 price target.

At a ~$110–130M market cap, the market still models it as a niche component maker, not as what it's starting to become.

8/ THE THESIS IN ONE LINE

They don't need to win the satellite race, the quantum race, or the AI-RAN race.

They just need to sell the hardware to whoever does.

Three secular waves, one "picks & shovels" supplier, made in USA. 🇺🇸

This is not financial advice.

It's my personal thesis.

Do your own research (DYOR).

[OMGdomains.com @EndGame00]

@FrankCurzio Hey Frank, do you think our government being able to confiscate Iran BTC accounts has contributed to the price crash?

[Brad Gerstner @altcap]

The new Cyber AI EO is a good balancing between safety & speed. It gives the gov’t a short review period but expressly prohibits a new licensing / pre-clearance / permitting “FDA” for AI that would slow AI progress, risk jobs & our natl security. 🇺🇸

[Rosanna Prestia, MBA @RosannaInvests]

$DGXX just committed $35M to $NVDA Vera Rubin - the rack-scale successor to Blackwell to expand its NeoCloudz GPU cloud.

But the quiet tell is in the same release: NeoCloudz has been processing AI workloads since May 15 and just booked its first AI revenue.

Here's what makes DGXX different from every other neocloud: it owns the whole stack. Power generation → substations → Tier III data centers → GPU compute. Most rent the power and the space. DGXX controls the chain from the electron to the inference.

~$150M cash, 40MW Alabama campus on track for December, $1.1B colocation contract already signed.

The power-to-compute loop is real and the moat.

Long $DGXX 💪