Standard

[Johan N. @rk8215]

$DGXX is ridiculously undervalued and insiders know it.

This week was the first week insiders could buy after the quiet period, and we had three open-market purchases.

1. CEO Michel Amar bought shares
2. President Alec Amar bought shares
3. Board member Jim McCabe bought shares

As a bonus, CTO Jagan Jeyapal exercised options.

They could not buy before, but they bought immediately after the quiet period ended.

Make of that what you will. 🔥🚀

[Standard @Standard1338]

$DGXX at $0.5M EV/MW is clearly the cheapest — but raw MW isn’t everything. Would love to see how much of each company’s capacity is actually contracted for AI vs. just sitting idle. 40MW locked with $CBRS at $1.1B changes the picture significantly.

[Daniel Romero @HyperTechInvest]

Valuation per MW of Data Center Operators

$DGXX is the cheapest, $WYFI is the most expensive, and $IREN is the cheapest neocloud

• Digi Power X | $DGXX: $0.2B EV / 400 MW = $0.5M EV/MW

• Soluna | $SLNH: $0.2B EV / 206 MW = $1.1M EV/MW

• Bitdeer | $BTDR: $4.4B EV / 2,825 MW = $1.5M EV/MW

• HIVE Digital Technologies | $HIVE: $0.9B EV / 564 MW = $1.6M EV/MW

• MARA Holdings | $MARA: $3.6B EV / 1,900 MW = $1.9M EV/MW

• CleanSpark | $CLSK: $3.7B EV / 1,800 MW = $2.1M EV/MW

• IREN | $IREN: $16.8B EV / 5,800 MW = $2.9M EV/MW

• KEEL Infrastructure | $KEEL: $2.2B EV / 648 MW = $3.4M EV/MW

• Riot Platforms | $RIOT: $7.3B EV / 2,000 MW = $3.6M EV/MW

• Core Scientific | $CORZ: $8.5B EV / 2,115 MW = $4.0M EV/MW

• TeraWulf | $WULF: $10.5B EV / 2,018 MW = $5.2M EV/MW

• Applied Digital | $APLD: $11.8B EV / 2,150 MW = $5.5M EV/MW

• Hut 8 | $HUT: $16.8B EV / 2,040 MW = $8.2M EV/MW

• Cipher | $CIFR: $11.3B EV / 1,177 MW = $9.6M EV/MW

• WhiteFiber | $WYFI: $1.1B EV / 110 MW = $10.1M EV/MW

• Nebius | $NBIS: $64.0B EV / 5,000 MW = $12.8M EV/MW

• CoreWeave | $CRWV: $80.4B EV / 4,200 MW = $19.1M EV/MW

[Standard @Standard1338]

@DigipowerX @michelamar3 ⭐️

[DigiPower X @DigipowerX]

DigiPower X CEO @michelamar3 takes you inside the Company’s AI Infrastructure Campus in Columbiana, Alabama, showcasing the technology and infrastructure being deployed for the next generation of high-performance computing and artificial intelligence.

The facility features DigiPower X’s ARMS 200 modular infrastructure, designed to support NVIDIA B300 GPUs with advanced direct-to-chip liquid cooling, high-density power delivery, resilient power distribution and modular scalability.

Michel highlights the key components behind the deployment, including the IT-load modular system, liquid-cooling infrastructure, switchgear and redundant backup generation designed to support demanding AI workloads.

The goal is clear: deploy AI compute faster, more efficiently and at significantly higher density.

DigiPower X — Powering Intelligence at Scale.
$DGXX $DGX

#DigiPowerX #DGXX #AIInfrastructure #DataCenters #ArtificialIntelligence #NVIDIAB300 #NVIDIA #GPUInfrastructure #HighPerformanceComputing #HPC #LiquidCooling #DataCenterInfrastructure #AIDatacenter #DigitalInfrastructure #Alabama

[Standard @Standard1338]

@JaxxMcbride Agree 🫣

[Standard @Standard1338]

$NVDA just unlocked $500B for AI infrastructure.

6 major financial institutions signed MOUs. “Demand is outpacing supply.”

$DGXX: $95M self-funded, zero debt. The rest? This $500B pool has it covered. 👀

[michel amar @michelamar3]

Alabama AI data center — building 24/7 and ahead of schedule. Execution is our priority. ⚡️
$DGXX

[Standard @Standard1338]

@michelamar3 Phenomenal 👌🏽

[Johan N. @rk8215]

https://t.co/vc9st09Ab2

[Frank Curzio @FrankCurzio]

I have a surprise for you guys.

I just finished taping a great interview with @michelamar3, CEO of $DGXX.

There's a lot coming down the pipeline for @DigipowerX.

Most importantly, we discussed the disconnect between the share price and $DGXX's balance sheet — no debt, $150 million in cash, and an Alabama facility worth $500 million alone.

We also dug into their deal with @cerebras, and Michel walked me through how they're grandfathered in at their North Tonawanda facility in New York.

They're in better shape than ever.

This interview drops in a few days on Wall Street Unplugged. But Curzio Alpha members get it immediately — a few days to digest it before anyone else even sees it.

That's just one of the perks of being a member. You also get access to all of our portfolios, plus our weekly portfolio review every Friday, where we break down our latest buys, sells, and major news.

I'll have more for you on Curzio Alpha soon.

[Standard @Standard1338]

@mkfilko @leki Update on Chart? ❤️

[Matt @ROIRecruiter]

$DGXX Operations Update: Key Takeaways

@DigipowerX continues to move from planning into execution. The Alabama AI data center buildout remains on schedule, NeoCloudz and the ARMS 200 are now generating AI revenue, and the company is targeting a $250M–$300M annualized revenue run rate in 2027.

Phase 1 remains on track for December 2026, with Phase 2 expected online by the end of Q1 2027.

Vertical construction has started, with crews now erecting the building shell.
All major long-lead equipment for Phase 1 has been secured, including critical electrical and switchgear infrastructure.

NeoCloudz has been running AI workloads without interruption on its NVIDIA B200 and B300 GPUs since Q2 2026 and generated its first AI revenue last quarter.

A Silicon Valley office is expected to open by August 2026 as $DGXX builds a dedicated GPU-as-a-Service engineering team.

The ARMS 200 has been live at Tier 3 standards since May 15, 2026 and is already generating AI-related revenue.

As of July 3, $DGXX had approximately $155M in cash, no long-term debt, and had already invested roughly $95M into the Alabama campus during 2026.

Management is working toward project-level debt financing, which could help fund expansion without relying heavily on shareholder dilution.

The company is targeting 90 MW of AI colocation in 2027, potentially producing up to approximately $200M in colocation revenue.

NeoCloudz is targeting roughly 10 MW of deployed GPU capacity and a year-end annualized revenue run rate of up to $100M.
Energy sales are expected to contribute approximately $12M.

Total 2027 target: approximately $250M–$300M in annualized revenue run rate across colocation, GPU-as-a-Service and energy sales.

The biggest takeaway is that $DGXX now has construction progress, live AI revenue, a strong balance sheet and clearly defined 2027 operating targets. Execution, financing and customer ramp remain the key variables

[Standard @Standard1338]

$DGXX Operations Update – July 7, 2026

✅ $CBRS Phase 1 (15 MW) on track → Dec 2026
✅ Phase 2 (25 MW) → Q1 2027
🖱️All long-lead equipment secured
✅ $155M cash, zero debt
💸$95M already deployed at Alabama YTD
✅ ARMS 200 live rev since May 15

2027 target: $250–300 annu

[Standard @Standard1338]

Energy Capacity is 🤴

$WULF –New Contract with Anthropic: ~$592k/MW/quarter (401 MW, $19B/20yr)
$DGXX – $CBRS : ~$687.5k/MW/quarter (40 MW, $1.1B/10yr)

[Serenity @aleabitoreddit]

Wow, $WULF signs a $19B DC lease with Anthropic today.

Probably a very positive tailwind for the Neocloud/Colo sector.

[Standard @Standard1338]

$WULF –New Contract with Anthropic: ~$592k/MW/quarter (401 MW, $19B/20yr)
$DGXX – $CBRS : ~$687.5k/MW/quarter (40 MW, $1.1B/10yr)

→ DGXX monetizes slightly better per MW, TeraWulf’s deal is ~10x bigger in volume.

[Standard @Standard1338]

@Para_Capital Not sure, https://t.co/S4K3tODAwZ

[Standard @Standard1338]

Takeaway: The „ $META overcapacity” crash was a misread — Meta’s compute demand is accelerating, not slowing. Chips scale faster than power grids. Whoever controls the megawatts (like $DGXX) sits at the real bottleneck🔋⚡

[Serenity @aleabitoreddit]

SemiAnalysis on $META “overcapacity” and market reactions with $NBIS and others:

“We believe Meta’s datacenter and compute will accelerate”.

“Capex in 2027 will be shockingly high”.

Recent global crash, especially in the photonics sector was stupid… Off misleading narratives of Meta dropping out of AI race to sell excess compute…

When in fact things are likely to accelerate from Meta catching up to GPT5.5.

I’m personally expecting a sharp V recovery, especially with the names that crashed 50%+ from this narrative.

[Standard @Standard1338]

$EOS.AX — A$38M new orders today

A$23M naval RWS (R400) — Middle East navy

A$15M MARSS counter-drone C2

NEXT 300kW Apollo laser — final negotiation stage

Next M1E3 Abrams prototype Autumn 2026 — EOS R400 Mk2. Series production catalyst on the horizon.

[Standard @Standard1338]

@mikie7117 @aleabitoreddit According to the SEC 8-K filing: Phase 1 (15 MW) is targeted to be operational by December 15, 2026 — that’s the first go-live date for Cerebras capacity at DGXX.

The remaining 25 MW (Phase 2, bringing total to 40 MW) is targeted for end of Q1 2027