UraniumBull 🇫🇮

Uranium Bull 🇫🇮 #commodities #silver #gold #URANIUM

[Claus @Claus_D_R]

🚀 BREAKING: Nordnet er udpeget som distributør i SpaceX-børsnoteringen

Det ser ud til at skandinaviske kunder får muligheden for at tegne aktier i SpaceX-børsnoteringen via @NordnetSE? 🚀

Nordnet har nu lanceret en ny info-side om børsnoteringen.

De oplysninger, der er offentliggjort på nuværende tidspunkt, er, at SpaceX-børsnoteringen også vil blive distribueret i Europa og ikke kun i USA. Nordnet er en af de distributører, der er udpeget til at deltage i et eventuelt udbud.

Se mere:
https://t.co/It3NwbNJx1

#SpaceX #SPCX #IPO #Nordnet

[UraniumBull 🇫🇮 @SilverBull_Fin]

@Alexsei88 Olet kääntynyt näkemyksessä?

[UraniumBull 🇫🇮 @SilverBull_Fin]

Vieläkö saamme kauniin, repivän, uraani bullin lähivuosina?

[Uranium Insider @uraniuminsider]

@FreiburgCoffeeC Just back from WNFM. Current supply is a concern based on only "known" demand: operating reactors + expected restarts + under construction. 500GW (+25%) by 2032, NOT including secondary demand: financial, sovereign, inventory build, military, SMR 'snowballing,' hyperscalers? 😉

[UraniumBull 🇫🇮 @SilverBull_Fin]

Instikat uskoo $IREN

[mon @moninvestor]

$IREN - Institutional ownership hit a new record.

[UraniumBull 🇫🇮 @SilverBull_Fin]

RT @enCoreEnergy_EU: enCore Energy Announces the Successful Completion of Construction at the Upper Spring Creek ISR Uranium Project

“Thi…

[UraniumBull 🇫🇮 @SilverBull_Fin]

@LaimeaSilli Et pidä Keskoa kalliina ilmeisesti

[Hitthebidsayuhh @Hitthebidsayuhh]

enCore Energy $EU announces the successful completion of construction at the Upper Spring Creek ISR #Uranium Project. A huge milestone.

The Satellite IX Plant’s flow capacity is expected to be at 3200 gpm by the end of July. This is a quite significant flow capacity.

For reference: With 3 IX circuits á 2500 gpm, Alta Mesa has a 1.5Mlbs annual capacity. Using that flow capacity relationship, Upper Spring Creek is definitely not designed as a minor satellite.

Also, as with Alta Mesa, expect a substantial resource expansion at Upper Spring Creek. Why else install a 3200 gpm infrastructure?

https://t.co/jxwWXtJsLT

[Uranium Insider @uraniuminsider]

@FreiburgCoffeeC Just back from WNFM. Current supply is a concern based on only "known" demand: operating reactors + expected restarts + under construction. 500GW (+25%) by 2032, NOT including secondary demand: financial, sovereign, inventory build, military, SMR 'snowballing,' hyperscalers? 😉

[UraniumBull 🇫🇮 @SilverBull_Fin]

THINK BIG! $EQR.ax

[Alexsei @Alexsei88]

EQ Resources 10AUD 2027!?

#Tungsten $EQR.AX 🍀🍀🍀

[UraniumBull 🇫🇮 @SilverBull_Fin]

@UnnajaSnoop @Alexsei88 @RicoRokka Tuo käyrä alkaa näyttämään aika häijylle, initial rally —> retracement —> real bull run, kohta APT 5000?

[UraniumBull 🇫🇮 @SilverBull_Fin]

@JarmoFriman Aiemmin odotin 3 alkavia ostoja, mutta ehkä nyt pitää realistina asettaa tankkaukset alle 50$, siitä isosti tankille 🫡

[DigiPower X @DigipowerX]

@DigipowerX Inc. (Nasdaq: $DGXX )
(Cboe Canada: $DGX) an AI data center infrastructure operator, today announced a $35 million commitment to purchase NVIDIA's next-generation Vera Rubin platform to expand its NeoCloudz GPU-as-a-Service business, and provided an update on operations and its financial position.

NVIDIA Vera Rubin Purchase
The Company has committed $35 million to acquire NVIDIA Vera Rubin systems - NVIDIA's rack-scale successor to Blackwell, pairing Rubin GPUs (288GB HBM4) with the 88-core Vera CPU over NVLink 6. Initial deployment is targeted for Q1 2027, subject to NVIDIA's production and delivery schedule. The Company intends to fund the purchase from cash on hand and to offer the capacity through NeoCloudz.

"To support our growth, we are investing in the people who will scale this platform," said Alec Amar, President of DigiPower X. "Alongside our Chief Technology Officer, Jagan Jeyapal, we are building out our engineering and operations team at our new Silicon Valley office, placing us at the center of the AI ecosystem and closer to the customers, partners, and talent driving the next phase of our growth."

Read more - https://t.co/BYCfUg1ihS

#digipowerx #dgxx #neocloudz #nvidia #verarubin #gpuasaservice #gpucloud #aicomputing #aidatacenter

[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

[investing @DollarCostAvg]

$IREN now in several countries.

5 GW + in 🇺🇸 US
490 MW in 🇪🇸 Spain
800 MW in 🇦🇺 Australia
160 MW in 🇨🇦 Canada

$IREN eventually becoming AI compute Factory

List updated 👇 Below.

[UraniumBull 🇫🇮 @SilverBull_Fin]

Näillä veljeksillä on kontaktit ausseihin mintissä, paljon näitä vielä tulee… 👀🔥

[UraniumBull 🇫🇮 @SilverBull_Fin]

$IREN hommat kasvaa!!

[IREN @IREN_Ltd]

IREN has announced a planned 800MW data center campus in Bundey, South Australia. 

This marks IREN’s first announced Australian data center project and one of the largest in the Asia-Pacific region announced to date.

Learn more: https://t.co/3bOYCUG3pk

[IREN @IREN_Ltd]

IREN has announced a planned 800MW data center campus in Bundey, South Australia. 

This marks IREN’s first announced Australian data center project and one of the largest in the Asia-Pacific region announced to date.

Learn more: https://t.co/3bOYCUG3pk

[SunvMikey @SunvMikey]

$ASPI Surprised I havn't seen anyone talk about the significance of Natalies presence in the Taiwan talks. 20+ years at Intel running process engineering & advanced node manufacturing...Quietly one of the stronger signals in the photo...

And if you didnt know...Intel is a customer of ASPI 😉

[Jobson Growthe @ShowerCapAM]

Do the math when you double the crushing capacity and have good feed sources. This upgraded plant can do >50,000mtu per quarter. If you read this announcement carefully they are also upgrading the ore sorters (again!).

They can’t say that this plant can’t reach this rate because they haven’t converted enough resources to reserves to bake that rate into the mine life, so ASX rules won’t allow it. They can say how quickly it can process the low grade stockpile as that is already in the mine plan.

When the drill results come through, the cut off grade is changed for a tungsten price higher than $300/mtu and the full scale of the plant is incorporated they will provide this guidance.

[Financial Times @FT]

China’s hunt for US tungsten escalates global critical minerals race https://t.co/ktTESDcGNb