Wild Hawggg Sellin Rips

[Wild Hawggg Sellin Rips @WildHawggg]

$DGXX update - the Alabama buildout is showing up in third-party construction records. Local Alabama permit reporting says a $7M building permit was issued to Dunn Building Co. for part of the Columbiana data center project, which Bham Now describes as a two-phase transformation of the former bitcoin-mining site into a Tier III HPC/AI data center with 55MW planned capacity and $440M total planned investment. This is exactly the type of physical execution proof point investors have been waiting for.

The anchor remains the Cerebras ( $CBRS) deal. DGXX’s SEC 8-K discloses a Data Center Colocation and Master Services Agreement with Cerebras for approximately 40MW at Columbiana, with a 10-year initial term, approximately $1.1B of initial contract value, and potential value of approximately $2.5B if the seven-year extension is exercised. The agreement includes construction payments, prepaid monthly colocation fees based on kilowatts delivered, Phase 1 of 15MW targeted for Dec. 15, 2026, and full 40MW targeted by the end of Q1 2027. DGXX also already validated NeoCloudz with a $19.6M, 24-month SubQ AI bare-metal GPU rental agreement, including a $2.95M upfront payment, latest-generation NVIDIA Blackwell GPUs, and dedicated bare-metal access.

The setup is getting more compelling. DGXX reported Q1 cash of $73M, working capital of $67.2M, positive adjusted EBITDA of $1.1M, and no long-term debt, then later updated that it had approximately $150M cash as of June 3 with roughly $65M already deployed into Alabama from internal resources. The company also committed $35M to NVIDIA’s ( $NVDA) next-gen Vera Rubin systems for NeoCloudz, while saying Phase 1 remains on track, the dedicated substation is complete, grid interconnection is finalized, the utility power agreement is in place, and major long-lead equipment for Phase 1 has been secured. At the end of the day, we need DGXX to execute and the PR/Investor Relations needs to keep investors updated, but the pieces seem to be there.

From a valuation standpoint, I still think $DGXX is being priced with a heavy execution discount despite the Cerebras ( $CBRS) contract materially changing the story. Using a conservative fully diluted share count around ~100M shares, the Alabama/Cerebras project, cash position, New York power assets, North Carolina optionality, NeoCloudz, and the USDC/ARMS stake can support a realistic current equity value that is materially higher before giving full credit for future contracts. If non-dilutive project financing closes, that range can move toward $10–$14/share, and if Phase 1 comes online on schedule with Cerebras revenue beginning plus another major AI colocation customer, the path to $15–$20+ becomes more credible. The market is still valuing $DGXX like an early crypto-pivot story, while the facts show an emerging AI infrastructure platform with a legit anchor tenant, permits, cash plus no current material debt, power, and strategic optionality. Not financial advice.

[Wild Hawggg Sellin Rips @WildHawggg]

$EOSE update - Cerberus just filed an amended 13D not to reduce its position, but simply to update its board designee after Greg Nixon stepped down, while maintaining its 31.1% ownership and board representation. That doesn’t look like a strategic investor heading for the exits; it looks like one staying engaged while Eos continues building Frontier, ramping manufacturing, and strengthening governance. The stock has been hit hard by the rights offering mechanics, but Cerberus, Hudson Bay, Frontier, Redbird, and now Stella all point to continued execution beneath the surface. The market is clearly focused on dilution but the question is can management now convert these investments into revenue, margins, and cash flow.

[Wild Hawggg Sellin Rips @WildHawggg]

@SpearfishingCap I think low 4s (call it 4.10) is the dividing line on the arbitrage play, probably stay above that until at least July 20-21.

[Wild Hawggg Sellin Rips @WildHawggg]

Q1 filing showed $102.86M used. Update had $155M cash so it increased $30M, $95M deployed YTD in Columbiana up from $45M, still no long term debt. Cash/Capex need is therefore delta of $80M and the Q1 filing stated $72.1M was left on the ATM. There is likely little to none left unless the difference came from customer prepayments, warrant exercises, Bitcoin sales, operations, or other inflows.

[Wild Hawggg Sellin Rips @WildHawggg]

@JaxxMcbride @michelamar3 Using the latest update from yesterday you can get a pretty good estimate of where it stands, $145M to close to the full $175M used. I hesitate to say it is the full amount in total because that would likely trigger an SEC filing.

[Matt @ROIRecruiter]

@JonkooTrades Risk assets typically make the first move in both directions. I’m waiting to see $QQQ down but risk assets outperform a bit. These large flushes are always so cute

[Wild Hawggg Sellin Rips @WildHawggg]

@jlawrence12345 Ehh, we’ll see in about 2 weeks

[Wild Hawggg Sellin Rips @WildHawggg]

$EOSE weakness looks mostly capital-structure driven. The rights run through July 21, rights trade as $EOSER, and the Unit price is $5.481. Each Right buys 0.071193 of a Unit, and each Unit includes 1 common share + 0.4388 warrant. The stock trading below that level tells you the market is still discounting dilution overhang.

The hedge/arb play people are running is straightforward and adding to the pressure on $EOSE common shares: buy $EOSER, short $EOSE, exercise later, cover the short with RO shares, keep the warrants. It is not risk-free, but it’s interesting risk/reward and it can pressure the common while the rights are in play.

On the other hand, the business news is getting better. Frontier just converted 4 Stella projects/920 MWh, and Eos already announced the Redbird 100 MW/400 MWh purchase order under Frontier’s 2 GWh reservation. That says Frontier is starting to move into project intake.

If the RO closes cleanly on 7/21, the stock stabilizes after the overhang clears, and these Frontier/Stella conversions keep becoming definitive deals/orders, the market can refocus on deployment, bankability, and long-duration storage scale instead of just the financing.

Important caveat: the Stella portfolio closing is still contingent on the successful closing of Eos’s rights offering. Should be successful but still a risk hanging out there. Not financial advice.

[Wild Hawggg Sellin Rips @WildHawggg]

@ROIRecruiter @MartyZimme90457 Better yet write some Sept. $4 puts for 75 cents gets you to that sub 4 if it hits and you get assigned.

[Wild Hawggg Sellin Rips @WildHawggg]

@tmitch4040 A risk to the arb play is the underlying SP taking off, be an epic squeeze potentially. Be great but not holding my breath. The other side is Eos wants this done because the numbers coming are underwhelming. Let’s hope it’s your scenario.

[Wild Hawggg Sellin Rips @WildHawggg]

Eos needed capital to fund its contribution to Frontier. They were trying to do a financing that funds Frontier, lets existing holders participate, avoids handing the whole company over to one outside buyer,
and keeps Eos exposed to the upside of the new Frontier platform. This was reasonable in some sense but was probably poor capital markets execution that created ideal conditions for an arbitrage playground to pressure the common (at least until July 21).

[Wild Hawggg Sellin Rips @WildHawggg]

$DGXX update - the latest press release is a de-risking step. Columbiana construction remains on schedule, crews are now raising the building shell, Phase 1 is still targeted for Dec. 2026, Phase 2 by the end of fiscal Q1 2027, and $DGXX says all major long-lead Phase 1 equipment including key electrical and switchgear infrastructure has been secured. The company also disclosed roughly $155M in cash/equivalents as of July 3, about $95M already deployed YTD into Columbiana, and still no long-term debt.

$DGXX is now showing early proof of execution. The ARMS 200 modular unit has been live at Tier III standards in Alabama since May 15, NeoCloudz has been running AI workloads on NVIDIA B200/B300 GPUs, and the company says it has already begun generating AI-related revenue. Management is now targeting a $250M–$300M annualized revenue run rate in 2027, including $80M–$100M from the current colocation agreement, scaling NeoCloudz toward 10MW of deployed GPU capacity, and expanding total AI colocation targets to 90MW.

The key takeaway is that $DGXX is building a physical AI infrastructure platform with cash, power, construction progress, modular deployment, live GPU revenue, and a named anchor customer in Cerebras. The remaining unlock is project financing, which management says is moving forward but still needs definitive docs. This is bullish news. Next step is for $DGXX close that financing and sign the next major colocation customer.

[Wild Hawggg Sellin Rips @WildHawggg]

@Ashton_1nvests I picked up a few shares at 38, still not one of my favorites until it gets its house in order, but I believe it is bottoming in mid-high 30s

[Wild Hawggg Sellin Rips @WildHawggg]

@s3bast10an Top-of-the-line technical and financial team and they have cash now and need a quality IR communicator, good use of a very small portion of what was raised

[Wild Hawggg Sellin Rips @WildHawggg]

For anyone new to $DGXX, management assembled a team with infrastructure, finance, cloud and capital markets experience around scarce powered assets. Founder/CEO Michel Amar and President Alec Amar led the company through the Bitcoin mining era and into the AI infrastructure pivot. CFO Paul Ciullo brings 15+ years of senior corporate finance, reporting and project-management experience across Fortune 500 and public start-up settings.

The technical folks has also changed materially. CTO Jagan “Jag” Jeyapaul came from Oracle ( $ORCL) Equinix ( $EQIX) and VeriSign ( $VRSN) with experience modernizing large-scale cloud/data-center platforms, automating 200+ data centers, building observability systems, leading global engineering teams and developing secure interconnection/API ecosystems for hyperscale and mission-critical workloads. $DGXX also has Venkat Rangasamy as VP of AI Infrastructure, and the company has said it is building out engineering and operations teams around Jagan in Silicon Valley to scale AI infrastructure and GPU deployments.

The board/advisor layer is also a major part of the bull case. Hans Vestberg, former Verizon ( $VZ) Chairman and CEO, joined as Senior Advisor and later co-founded the next phase of US Data Centers, giving DGXX/USDC telecom, network, infrastructure and large-scale deployment credibility; Hans is also a BlackRock ( $BLK) board member. Independent director Gerard Rotonda brings 30+ years across Wall Street, strategy, real estate and energy infrastructure, and $DGXX filings identify him as audit committee chair and financial expert, while Ajay Gupta adds alternative-investment, private-credit, private-equity experience as founding principal of Robbins Gupta Holdings.

That combination of founder-led execution, public-company finance discipline, hyperscale engineering talent, Verizon/BlackRock-level infrastructure experience, and a separate USDC modular data-center platform is why $DGXX is no longer just a crypto pivot story. It is now an emerging AI infrastructure platform trying to convert owned power, modular Tier III design, NeoCloudz GPU services and USDC/ARMS into a scalable physical layer for AI compute.

[Wild Hawggg Sellin Rips @WildHawggg]

@s3bast10an The PR/investor relations aspect is brutal need to clean that part up asap

[Hurricane Capital @FloridaGlades]

$DGXX The high eastern US power price map posted by ZeroHedge, showing red hot spots in PJM territory, makes a definitive agreement on the DGXX Omnis Pleasants LOI even more likely. PJM the regional grid operator covering West Virginia where the 1.3 GW Pleasants Power Station is located is experiencing significant strain and price spikes driven by AI data center demand and transmission constraints. This environment heightens the value of dedicated on site generation paired with DGXX modular data centers as a reliable cost effective alternative to volatile grid power. It strengthens the case for completing the load interconnection study land lease and equity components while aligning with PJM ongoing large load reforms. The setup also complements DGXX New York assets in the interconnected NYISO market creating a strategic portfolio advantage in high demand eastern regions. Overall the map underscores urgent market need that favors finalizing the deal.

[Hurricane Capital @FloridaGlades]

$DGXX news of Blackstone’s QTS facing major setbacks on a large Virginia data center project highlight acute grid strain, permitting hurdles, and power bottlenecks in key PJM markets like Northern Virginia. This environment boosts the strategic value of the Pleasants LOI: an existing 1.3 GW generation asset in the same PJM footprint paired with up to 200 acres for DGXX’s modular ARMS data centers offers a ready behind-the-meter or co-located solution that sidesteps many of the issues plaguing traditional builds. It aligns perfectly with surging AI demand for reliable capacity, and fits PJM’s large-load reforms, creating stronger incentives for both parties to finalize the load study, land lease, and equity terms in the near term.

[SuperDuper Investor @SuperDuperInvst]

$DGXX $4.55 - Thanks to the heavy selloff in Tech/AI/Chips/Semiconductor/Photonics sector in last 2 days. I loaded several good ones including this one in large quantities at nearly 50% discounts from their recent highs. Any further dips I will keep adding fearlessly as I firmly believe this one is going to emerge as a key player in the AI compute ecosystem. With former Chairman and CEO of Verizon Mr Hans Vestberg on board as Senior Advisor and Digi Power X owning a decent equity stake in his cofounded US Data Centers Inc. that deploys quickly the Modular data centers globally I firmly believe we gonna make a LOT OF MONEY from this one over the time with PAYtience imo