Shadow Investor

(Amateur) Financial Analyst. Full-Time Commercial Banker. Positions in: $HOOD, $AMD, $DGXX, $LLY. Anything I post is my opinion not advice

[michel amar @michelamar3]

We’ve got NVIDIA B300s running 🚀
Blackwell, live at our tier 3 Columbiana facility. The frontier, online. $DGXX around the clock!

[Shadow Investor @ShadowInvestor3]

The peptide explosion has been pretty fascinating to watch. I invested in $LLY a few months ago after my experience on Reta. Pretty impressive. What else have people tried? Below is everything I’ve experimented with so far.

Retatrutide
NAD+ (not a peptide)
Tesamorelin/Ipamorelin
SS-31

[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]

For everyone new looking to learn more about $DGXX here’s a quick rundown.

[Shadow Investor @ShadowInvestor3]

@sweatystartup @typesfast Do you want a solution or are you just trying to complain? You’re buying a car. Downloading an app is not a big deal.

[Shadow Investor @ShadowInvestor3]

My issue with @eightsleep has been resolved. Appreciate their team getting involved.

[Shadow Investor @ShadowInvestor3]

I bought an @eightsleep over the weekend and had an issue with the shipping address. Their customer service email is an AI slop nightmare. I’m trying to cancel my order it’s been so bad.

If this is the future of businesses, people are going to value and be willing to pay more to not deal with this garbage. The future is still human because it’s been an awful experience.

[Shadow Investor @ShadowInvestor3]

@JNAranda @eightsleep Appreciate it Joe. I’ve forwarded you my email back and forth.

[Shadow Investor @ShadowInvestor3]

@zachmelloh26 This has to be satire

[Shadow Investor @ShadowInvestor3]

Overall great comments coming out of $DGXX earnings. Hopefully they wait to tap last $75m of ATM when next contract drops. Guidance and available power both great catalysts. No change in the thesis. We still need to be critical on execution, but well done so far.

[Carolyn @BullishNSassy]

🚨 $DGXX Q1 2026 Earnings Call Recap: The Pivot is Real 🚨
The legacy days are gone. $DGXX just wrapped up its Q1 call, and management laid out a massive, fully funded roadmap transitioning the company into a premier AI infrastructure powerhouse.
The Headline: Massive FY2027 Guidance 🚀
Management is projecting an explosive scale-up to $250M–$300M in revenue for FY2027, driven by:
• AI Colocation: Target of $80M–$100M from current agreements, scaling up to 90MW of capacity.
• GPU-as-a-Service (NeoCloudz): Looking at an annualized run rate up to $100M as capacity deploys.
• Energy Sales: Stable $12M base.
The Pipeline & "Top Player" Discussions 🤝
Management confirmed they are actively in discussions with multiple top-tier players in the AI space. Why do they have the leverage?
1.Power is King: DGXX has 196.7 MW of existing power capacity ready to deploy—exactly what hyperscalers are starved for right now.
2.Proof of Concept: They've already proven they can close whale accounts with their landmark $1.1B, 10-year $Cerebras agreement and the recent $19.6M SubQ AI deal.
3.Cutting-Edge Tech: The first NVIDIA B200 GPU cluster is officially deploying H1 this year at the Columbiana, AL facility to handle heavy AI workloads.
The Financials & Balance Sheet 💪
• Early AI revenue traction is officially hitting the books, moving out of the speculative phase.
• Loaded with Cash: Cleaned up the balance sheet with ~$125M in cash and ZERO long-term debt, giving them the dry powder to aggressively build out data centers for these new prospective clients.
• To support the massive scaling and engineering talent recruitment, a new Silicon Valley office opens this June.
The transition from crypto-miner to elite AI data center operator is moving at lightning speed, backed by real power, real infrastructure, and major pipeline discussions.
This was a great earnings call!🎉

[Shadow Investor @ShadowInvestor3]

@JLIRL20 Already out. Guidance for 2027 $250-300m revenue. Still $75m left on ATM

[Shadow Investor @ShadowInvestor3]

Why the panic about $DGXX? I barely call this a sell off

[Shadow Investor @ShadowInvestor3]

@JLIRL20 No we didn’t get rugged lol traders, ATM, profit taking from long term holders

[Shadow Investor @ShadowInvestor3]

@sivartretnuh

[Shadow Investor @ShadowInvestor3]

@JKAtrade An update on ATM and LOI for WV plant are what I’m hoping for.

[Matt @ROIRecruiter]

Lots of exciting developments with $DGXX this month. Especially the contract with Cerebras $CBRS for $1.1b with an option to $2.2b

[Shadow Investor @ShadowInvestor3]

@lzwaaron My original target was $12. I am rethinking that now.

[Shadow Investor @ShadowInvestor3]

Off by a couple weeks but was close $DGXX

[Shadow Investor @ShadowInvestor3]

The $DGXX rerate will be violent to the upside. Will be shocked if it’s more than 60 days away.