ZukoStocks

Stockmarket Rookie

[DMG Blockchain Investors @DMG_Investors]

Very few people know about $DMGI in the AI infrastructure space, so here’s a break down of the last week:

$HUT $IREN $WULF $SLNH $RIOT 📖

- 50MW LOI signed for their Christina Lake Facility. Large company, NDA, company will backstop funding. Have applied for an additional 150MW from their utility for that site.

That site have mirrored substations setup, 75MW each. The company owns the infrastructure, 33 acres, and the building.

They already have 12MW of cooling on site. They also have Nat Gas transmission lines running on the property, 50MW for potential back up. First GPUs active this year.

- The have a utility MOU and a 30MW MOU with the @malahatnation. CEO said updates on that partnership can be expected in the coming quarter.

- Canada just announced their AI strategy. DMG has met with defense procurement already and CEO said the Feds called the company this Monday.

- They own SCIF rated modular data centers rated for defense sector grade AI. 2MW already on site, looking at buying 8MW more. CEO said after they signed their LOI for the 50MW, they have received increased interest for the SCIF units.

- 2nd Canadian site and Oregon site, CEO said updates on those sites could be expected in the coming quarter.

- Also, wholly owned digital asset trust, updates expected.

- The company has expressed numerous times that they will not dilute to pay for buildout, as the deal is backstopped. CEO said financing entities were already contacting the company after the LOI.

- The company trades at UNDER ASSET VALUE. Others have run the numbers for fair market value of their MW deal, comes to $5-$7 for just the 50MW.

- 400 BTC HODL, still mining.

- 206M shares outstanding.

[DMG Blockchain Investors @DMG_Investors]

You are not bullish enough. $DMGI.V

More sites, Malahat, signed deal, SCIF units. 👇🎥

And still trades under book value. The re-rate hasn’t even begun.

$HUT $SLNH $KEEL $WULF

[ZukoStocks @Maxixm99]

$DMGI is still being priced like a former crypto miner — while it’s actively repositioning into AI infrastructure.

As the market starts benchmarking this against AI comps instead of legacy mining peers, multiple expansion becomes inevitable.

Rerating is coming📈

[Mumble @MumbleValue]

https://t.co/WIxufyMFkc

[Mumble @MumbleValue]

$DMGI trades at $46M USD.

A single AI colocation deal puts the implied market cap at $137M–$462M.

It has happened before: $IREN $RIOT $DGXX all repriced on AI deals.

Ran through a few valuation scenarios. Full deep dive attached

[McNallie Money @McnallieM]

Great interview here with Sheldon Bennett CEO and Steven Eliscu COO at @dmgblockchain going over the recent 50MW AI data center LOI!!! 🔥🔥🔥 $DMGI.NE

https://t.co/sl4OXM2R9H

[ZukoStocks @Maxixm99]

@traderepublic $dgxx $dmgi

[MxR @mxrbtc]

Successful launch of Neocloudz™️ ✅
Significant Tier III collocation agreement ✅

Up next... USDC's initial Series A funding round? 👀

Hans Vestberg (former Chairman and CEO of Verizon) joined @DigipowerX ~2nd February 2026 and shortly after in mid-March Digi announced a 'new development phase' for US Data Centers (USDC). This initiative intends to focus USDC as a stand-alone platform which included Hans becoming a co-founder and senior advisor to USDC and thus leading USDC's strategy to scale AI computing infrastructure globally primarily via the manufacture and deployment of modular Tier III AI data centers.

The primary product of USDC is the ARMS (AI-Ready Modular Solution) system which hosts GPUs such as Nvidia B300's. Digi Power X has, as of last Friday, successfully brought ~1MW of ARMS200 units online and is serving SubQ AI using them. Digi will continue expanding their GPU-as-a-Service business arm up to ~10MW utilising ARMS units.

The primary advantage of the ARMS units is that they are designed to deliver Tier-3 modular AI data centers within approximately 180 days - very fast installation and with relatively easy incremental scaling opportunity (as we are seeing at Digi's Alabama facility), as opposed to having to wait potentially years for conventional data centers to be constructed, which can then be hard to modify once completed.

Outside of generating revenue from sales to Digi Power X, USDC will be targeting enterprise, government and cloud customers that seek rapid AI capacity expansion. Pre-built AI-ready modular units that are essentially 'plug in[to Tier-III power systems] and play' are incredibly valuable in this current market, where AI capacity demand is far outpacing supply.

Back in March we saw USDC complete an initial capital raise by issuing preferred shares, implying a valuation of ~$10M for the company. Importantly for Digi Power X shareholders, Digi Power X remains the majority shareholder in USDC, holding 51% of USDC’s equity through common stock (as per information released in Digi's FY2025 earnings report). The company also disclosed that certain officers and directors received a total of 10.2 million shares of USDC common stock in exchange for services. As we know, this fact created controversy but nonetheless it has created incentive and pressure for USDC to succeed, and to succeed quickly.

USDC, now with their flagship product up and running at Digi Power X's Alabama facility where it can be viewed by potential USDC future-investors (such as Oracle) are likely to complete their initial Series A funding round sooner rather than later. In my opinion, this Series A raise would likely value USDC at >$50M, at least a 5x jump from their lowly (considering they already have a functional and commercially-viable product!) $10M starting valuation, and funds raised would further expand manufacturing capacity of ARMS pods as well as increase USDC sales capacity. At a minimum I expect USDC to keep successfully delivering ARMS pods to Digi Power X throughout this year. But on top of this they should be scaling their manufacturing capacity, signing more customers for ARMS pods (creating a sizeable order backlog) and providing a tangible roadmap that will then lead to progressively larger funding rounds before a potential IPO.

And as Hans Vestberg said himself:
"Global demand for AI computing is increasing rapidly and that modular infrastructure could play a role in expanding capacity. I see a clear opportunity for US Data Centers to lead this space... By leveraging our scale and execution, we will build the next generation of infrastructure and create a truly world-class platform. I look forward to partnering with USDC leadership team to deliver on this vision and drive the business forward."

I think that sounds like a founding management team striving for USDC to scale and succeed in a manner that fairly reflects the market's current demand for AI capacity.

Information in this post gathered from Digi Power X's initial Press Release and in this Proactive Investors article: https://t.co/0ywFlIz34Z

$DGXX

[Kastriot @kastriooot8]

Let me summarize. $DGXX currently has a market capitalization of $550 million AND a $100 million annual deal with Cerebras—NVIDIA’s ( $NVDA) biggest competitor right now. Just imagine how strong this company is. With $100 million in fixed revenue, $DGXX’s market cap should be at least $2 billion or $3 billion. It’s simple math. And here’s the kicker. Cerebras can increase the deal to 2.5 billion. If you’ve been paying attention, you know that computing capacity is very limited. So there’s a 99% chance they’ll exercise that option. That would more than double the deal. Meaning $DGXX would be worth 5–6 billion. Simple math. If you take today’s price and multiply by 10, we get a target price of $75 (without dilution). Guys, anyone selling $DGXX right now is literally giving away GOLD!

[ZukoStocks @Maxixm99]

@Loxhaus $DGXX

[ZukoStocks @Maxixm99]

@Erwinxthi Sei dir gegönnt🙌🏼

[ZukoStocks @Maxixm99]

@IREN_Ltd @nvidia

[ZukoStocks @Maxixm99]

@Sissi324252 @Erwinxthi Hauptsache erstmal gegen Männer schießen👍🏼

[ZukoStocks @Maxixm99]

@Gubloinvestor $dgxx

[ZukoStocks @Maxixm99]

@StonkChris any price target?

[ZukoStocks @Maxixm99]

@Kanalreiniger39 @RBLeipzig So lustig wie einfach die zu ragebaiten sind, das ist crazy😭

[ZukoStocks @Maxixm99]

@stockplaymaker1 $bitf

[ZukoStocks @Maxixm99]

@vulturetrades $OPEN

[ZukoStocks @Maxixm99]

@GamerBr0ski Bayern-Leverkusen 1:2 Kane- Buendia Wirtz

[ZukoStocks @Maxixm99]

@PatrickSiro5 @FCBayern Ja alles wieder Faschisten wenn man der Realität ins Auge blickt oder?

[Katinka I. @fornalutxenca]

Ich hab dermaßen die Nase voll von dem ganzen Wahnsinn hier. 🤬

Wenn du zu Ramadan auch nur schief guckst, bist du ein rassistischer Nazi. Aber wenn ein "Gast" einen Terroranschlag mit Toten und Verletzten auf den Weihnachtsmarkt wie jetzt in #Magdeburg verübt, sollen wir "besonnen reagieren".

Ihr habt doch alle den verf... Schuss nicht gehört. Es reicht jetzt, es sind längst viel zu viele Menschen gewaltsam gestorben. Wir brauchen eine andere Politik, die endlich die geltenden Gesetze auch anwendet.

Grenzen zu, Abschiebepflichtige endlich abschieben und Straftäter endlich auch so hart bestrafen, wie es dem Gesetz nach möglich ist.