Hesander

Med student, Position trader

[Hesander @Hesanderi]

@BudjettiBroidi @vontuchman käytä logaritmista charttia

[Hesander @Hesanderi]

@ROIRecruiter @Anawatlbtb Hmm, i guess we will see. First we need mgmt to deliver and this will rerate fast and the debt overhang will quickly get removed

[Hesander @Hesanderi]

@ROIRecruiter @Anawatlbtb The tenant will handle the rack infrastructure as it will be a colocation deal no? Also they will upgrade the cooling if the existing is not sufficient, but it might be.

[Hesander @Hesanderi]

@Anawatlbtb @ROIRecruiter The datacenter is already operational so no need for cash on that but debt is definetely a big overhang.

[Hesander @Hesanderi]

@Anawatlbtb @ROIRecruiter probably an option to expand to 80MW, just like $DGXX

[Hesander @Hesanderi]

@PeltJussi @Alexsei88 kuukauden loppuun mennessä pitäisi kuulua…

[Hesander @Hesanderi]

@Fibonazzo Puhdas chartti. Harmi etteinsaa Nordnetistä ostettua🥲

[Hesander @Hesanderi]

@DVLT146025 @chinoalemano @austinhodly @RockwaterEQ Also just gonna leave this here.

[Hesander @Hesanderi]

@chinoalemano @DVLT146025 @austinhodly @RockwaterEQ I have no positions in neither Axti nor Ampg, or have ever had. Currently looking into AMPG as it looks promising but these claims conflict with my research and thoughts.

[Hesander @Hesanderi]

@DVLT146025 @chinoalemano @austinhodly @RockwaterEQ Definetely not spreading FUD, just want to remain critical and spark thoughts through different views which is important especially for being a bull. Confirmation bias is what easily clouds judgement. Im just pointing out a AMPG narrative which i dong agree.

[Hesander @Hesanderi]

@chinoalemano @DVLT146025 @austinhodly @RockwaterEQ I get being bullish and all but still doesnt make AMPG a bottleneck for AI, not even for Edge AI. Can the stock still run? Absolutely but i cant see it being the next AXTI or SIVE as there is no clear bottleneck. This is a market were bottlenecks are rewarded heavily (SNDK, MU..)

[Hesander @Hesanderi]

@DVLT146025 @austinhodly @chinoalemano @RockwaterEQ If it were a true bottleneck the US would have no issue purchasing from foreign companied as they literally would have to. And i want to emphasize the ”Critical part of AI” part. There is no AI without AXTI’s product. There is AI without AMPG’s product, even Edge AI

[Hesander @Hesanderi]

@austinhodly @chinoalemano @RockwaterEQ AXTI has a unique bottleneck on the most critical part of AI. AMPG has no bottleneck. Apples to oranges at the end of the day

[Hesander @Hesanderi]

@michelamar3 Great to see you active here on X🤝

[Hesander @Hesanderi]

@McnallieM @mxrbtc @SolunaHoldings what is the reason you do not cover $DGXX ? if i may ask.

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

Personal note from me as a director of $DGXX (Digi Power X). My views, posted in my personal capacity, not the Company's.
1). Q1 2026 was an inflection point. Adjusted EBITDA flipped to a positive $1.1M from a $1.3M loss a year ago, a $2.4M YoY improvement, while we deliberately wound down legacy crypto mining.
2). Michel Amar on the call: "the most consequential strategic decision in company history" was the pivot from Bitcoin mining to AI infrastructure. The strategy is now executing.
3). The anchor: a 10-year, $1.1B Master Services Agreement (expandable to $2.5B) with one of the world's top chipmakers, for a 40 MW campus in Columbiana, AL. Phase 1 of 15 MW targets RFS December 2026, full 40 MW by end Q1 2027.
4). NeoCloudz GPU-as-a-Service is LIVE. First bare-metal GPU rental went live on the day of the call, a 24-month contract with SubQuadratic AI, on NVIDIA B200 and B300, in Columbiana.
5). Balance sheet, per public release and call: ~$125M cash, ~$15M digital assets, zero long-term debt, ~$45M YTD capex at Columbiana. Michel: "the strongest in the Company's history."
6). Financing strategy is public. Michel confirmed a term sheet has been signed with a lender, contemplating a 70/30 loan-to-cash structure, to fund the build out via debt rather than dilution.
7). Power moat. ~210 MW already grid-connected today. ~393 MW total secured across AL, Niagara Falls, NC, and Buffalo. 1.3 GW WV LOI for 2028 through 2030. Michel: "We don't need to wait for an interconnection with the utility."
8). Multi-year revenue goals (public, from the call): 2027: ~$300M run rate 2028: $450 to $500M run rate 2029: $800M to $1B run rate
9). Michel: "We are no longer building toward the top tier of this industry. We are in it." He also said publicly that the Company is "receiving interest from institutions, partners, and lenders."
10). Proud to serve with this team. Rely on the Company's public filings (SEDAR+, EDGAR), not this thread. Not investment advice. Forward looking statements subject to risks in our public disclosures.
Gerard Rotonda, Director, $DGXX

[Hesander @Hesanderi]

@ByrmAviram @rk8215 12$ without further new catalyst is realistic

[Hesander @Hesanderi]

$DGXX WE ARE WITNESSING THE RE-RATING IN REAL TIME!!

EVERY DIP WILL BE BOUGHT UP

[Hesander @Hesanderi]

@SilverBull_Fin @vontuchman Firmalla tällä hetkellä 200MW (41MW käytetty), 2028 yhteensä 400MW. Talvella myös tehty LOI josta saadaan 1.3GW jos/kun konkretisoituu. 70$ on mielestäni hieman korkea, koska CapEx heavy bisnes pitää laskea dilluutio mukaan. 45-55$ ehkä enemmän dilluutio korjattu haarukka.

[Hesander @Hesanderi]

@vontuchman Toki minkä tahansa yhtiön tulevaisuus voi näyttää valoisalta, se on eri asia tuleeko joku ja sammuttaa valot.