Punjabi_DadMD

Punjabi Dad (#twins), Husband, Son, 🇮🇳, Interventional/Structural ❤️, Gurdas Maan & Sartaaj fan @sufisartaaj, speculator, #peloton, tweets=my own, NFA, DYOR

[Punjabi_DadMD @Regadenoson]

Do Interventional Cardiology they said

It will be fun they said
👇

[Punjabi_DadMD @Regadenoson]

@BullishNSassy @kevinxu 🤣

[Punjabi_DadMD @Regadenoson]

@James56487175 Thank you.

The question I have is there are plenty of opps in mining, eg $CERT.V (and many more you know) that can easily 3-5x in 1 year or less if they meet the milestones, what’s the reason to make something like $ALGT as top position? Is it pure safety? Or something else?

[Punjabi_DadMD @Regadenoson]

@James56487175 @Toto67397043 @michaelhoos_97 Persians don’t do well with Grizzly 🐻 🤣 . Know many Persians

[Punjabi_DadMD @Regadenoson]

@James56487175 @daddyoshidoodle @nafearch On the call they mentioned the current estimated value for fintech alone is around is 32 SEK!

[Punjabi_DadMD @Regadenoson]

@James56487175 @daddyoshidoodle @nafearch Just listened to the investor call for MAHA from couple days ago, The oil field prospect is huge and they know it!. Thankfully own it, will add.

[Keyser Soze @James56487175]

@Regadenoson Yes. Decade long resort misadventure behind. Great merger w/ many synergies. ULCC quasi-competitors (different biz models) BK or struggling to grow. Youngest/lowest fuel+maintenance once MAX deliveries done. Amazon freight/charter flying. $15-$20 EPS w/in <3 years + growth again.

[Keyser Soze @James56487175]

$RITM misunderstood. Good record (but for ‘20 repo market meltdown).

✅ 5th largest mortgage orgntr/3rd largest srvc (almost ~1/2 size of $RKT but only ~1/6th MC)
✅ + $60 b AUM global alt asset mgmt (peers MC @ 3%-5%+ of AUM)
✅ ~11% yield

IMO to ~2x+ growing BV w/in <3-5 y.

[Keyser Soze @James56487175]

$VZLA fully funded (just need final permits & better security) & ~18 months away from being the best (& eventually amongst largest) primary silver mine/company in the world. ~$5-$10++ billion market cap potential.

That’s it, that’s the tweet.

[Punjabi_DadMD @Regadenoson]

@James56487175 Curious, you back in $ALGT ?!

[Punjabi_DadMD @Regadenoson]

@James56487175 Always appreciate!!

[Johan N. @rk8215]

Rough day at the office.

There was really nowhere to hide today, unless you happen to love insurance companies and consumer staples, and if you did, you probably wouldn't be following me in the first place.

Portfolio closed down 11.12%, a six-figure paper loss.

The truth is, I feel lucky to even be in a position to "lose" six figures of net worth in a single day. Don't get me wrong, it still hurts a lot. But plenty of people have no savings at all, or own no stocks. If you lost money in the market today, you are already doing better financially than most people out there.

So what caused the sell-off? I don't know, and the honest answer is that nobody does. There are plenty of theories, but sometimes we just have to accept that markets need to cool off.

We are in a raging bull market, and the AI revolution isn't going anywhere just because the algos decided to sell.

$GOOGL and $META raising tens of billions to invest in AI is extremely bullish. That money flows through the entire AI ecosystem, from $NVDA and $AMD down to the component makers and the neoclouds.

Today I added to my two favourite companies, $AMPG and $DGXX. I will never be able to time the market, and I am not even trying to. I invest in the company, not the stock.

The "would, should, could" mentality does no good. It is far better to accept that we will never know exactly what comes next.

Hope everyone has a great weekend.

[Gp @GPs_capital_]

Just dropped a 5,000-word Cerrado Gold update:

Hub-and-spoke infrastructure monopoly

Two “free land” deals

Self-funded runway to 100k GEO with minimal capex, zero dilution

3-year FCF model + SOTP target

Stock still at 2x FCF and 0.2x NAV $CERT.V $CRDOF

Link in the comments

[Punjabi_DadMD @Regadenoson]

@panerabread I sent a DM, please follow up. Thank you @panerabread

[Punjabi_DadMD @Regadenoson]

@PaneraBread pathetic experience at your Vancouver WA location (164th Ave). Manager while refunding money for an order they never filled said “take your money and never come back”. Is this what you teach your staff? Horrible….

[Punjabi_DadMD @Regadenoson]

@AleSimo19 Sold $ASE.v?

[Punjabi_DadMD @Regadenoson]

$DGXX 🎯

[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

[Punjabi_DadMD @Regadenoson]

@LoneyZachariah Enjoy — Looking forward!

[Punjabi_DadMD @Regadenoson]

@LoneyZachariah @LoneyZachariah when is the $MCI.V write up coming!? Ty!

[Keyser Soze @James56487175]

So $3 b market cap $HYMC today reported a “multi-generational, world-class asset” (using ~5,800 drill holes). The base/spot NPVs, IRRs & initial capex are very similar to $DBG.V / $DBLVF (who used <100 holes). DBG is still ~$0.5 b market cap. (DBG will be MUCH bigger) Get it yet?