d.uck

[d.uck @dpxrk]

@dchow_ @benln Hey Darren,

Submitted an application and would love to connect to learn more about Extend!

[ADAM @AdameMedia]

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[Umid KD @UmidKD]

I bought some $DGXX when it suddenly dropped over the last week. My thesis is simple:

They own 196.7 MW of grid-connected power. Replacement cost? $3-5M per MW = $590M-$985M. Market cap? $207M.

New data centers wait 3-7 years for power connections. DGXX has it now.

Looked at what happened to small infrastructure companies historically: 60% get acquired at 6-8x revenue. That's $13-17/share vs $3.39 today.

Why the discount? Below institutional minimums. Only 2 analysts. Messy crypto-to-AI transformation story confuses people.

Power moat in an energy-constrained AI boom is worth more than the market's pricing.

My expected value: $14-16. Consensus analyst targets: $4-5.

Could be completely wrong. But when replacement cost is 3-5x market cap and historical base rates say 60% chance of 6x revenue acquisition?

Worth the bet.

NFA. DYOR.

[d.uck @dpxrk]

@rk8215 @mikealfred something you should consider looking into! Great balance sheet and turned profitable this quarter.

[d.uck @dpxrk]

@sunxliao $SLNH.

[McFly @ilzmcfly]

$CIFR

WHAT WAS SAID ON THE SPACE TONIGHT WITH CIPHER CEO TYLER PAGE

Financial & Project Updates

$1.3B fully exercised from the converts

$1.7B to build Barber Lake.

Potential Debt Refinance with google as backstopper.

The convert was a fantastic way to raise allot of money at fantastic terms and raise allot of it

We now have allot of capital on hands that was very cheap to get

Power Availability

56 MW available at Barber Lake for HPC.

150 MW available at Black Pearl Phase 2 for HPC.

357 MW available right now at Odessa and Phase 1 Black Pearl for retrofit and conversion to HPC.

170 MW available in the next two years at Stingray and Reveille.

MW that are available is a very rare thing thats why allot of people are in touch with us.

We are currently marketing 206MW. 56 at Barber Lake for HPC. 150 MW available at Black Pearl.

Market Interest & Demand

"We have a lot of well-known names that are interested in several of our sites."

"Pace of deal interest remains a frenzy."

"We have never had as much interest in the sites from an HPC perspective."

GPU & Investment Strategy

"We’re actively investigating the idea of buying GPUs. We can run pilot programs with the 56 MW available at Barber Lake. We are very interested if the market is as robust as the stock market seems to think. We’re not going to do it just because it seems trendy or because some stocks catch a bid from it — we need to see the terms.

We are actively looking, getting quotes, doing potential client meetings, and seeing what we can get on financing. The question for me is financing.

If it makes sense for us, we have an awesome test setup to try it."

OUTLOOK

We are actively looking at other deals for HPC in our pipeline

We are always looking to acquire other sites.

BULLISH 🐂

[d.uck @dpxrk]

@StockMarketMcro @satyanadella $520 EOW.

[d.uck @dpxrk]

@wlfionsolana FSEGWuPBhpKAMebGdEjPdcWT36HkSkLGjbSqY5JWj2LU

[d.uck @dpxrk]

@Core_002 @inspectxyz $TAO

[d.uck @dpxrk]

@lawyer4SMBs Too much regulation and oversight imo. But there should a direct correlation between the two.

[d.uck @dpxrk]

@Dgreat_7 @JakeGagain @AlphaAiSolana Incredible tech! Collaborations are needed!

[d.uck @dpxrk]

@Mrintellect46 A team that care! LFG

[d.uck @dpxrk]

@Mrintellect46 🥳🥳🥳

[d.uck @dpxrk]

@revshare_app @revshare_app the distribution turned off. Any update of when it will be fixed? $AI holders have not received anything.

[d.uck @dpxrk]

@jacob_crypt @cb_doge @AlphaAiSolana Let’s goooo

[d.uck @dpxrk]

@AlphaAiSolana ☀️

[d.uck @dpxrk]

@jacob_crypt @cb_doge @AlphaAiSolana Take it higher!! 1 mill soon!

[d.uck @dpxrk]

@jacob_crypt @elonmusk @AlphaAiSolana Coded for $1b!

[d.uck @dpxrk]

@jacob_crypt @elonmusk @AlphaAiSolana Lets’s goooo 🚀🚀