If there is ONE stock I think you must own, it’s $DGXX under $4
I’m absolutely convinced that the market is mispricing this
At some point, the disconnect between the valuation and what this company is becoming gets closed. When it does, I don’t think we’re talking about $5
For those who faded Variational, you're probably a little late to the party now. Most of the upside from being early has likely already been captured, so the R/R isn't nearly as attractive as it once was.
That brings me to @arcus_xyz, which I believe could be one of the more
I’m long a decent amount of $WLD and $ORBS
Plenty of fundamental reasons to like both, but honestly the chart is what made me press harder
Structure has visibly shifted over the past few days/weeks. Sellers getting absorbed, trend starting to turn, and it feels like the market
Imagine having your entire trading toolkit in one place, then giving it a fucking AI crew
That’s $GENIE
FOMC decision drops and you want to buy or sell? Tell GENIE what to do.
Build your terminal by talking to GENIE.
Whether you're a casual trader or a trencher, or simply using GENIE to track prices and news, it's built for ALL of you.
People are panicking over $PENGU because the market pulled back.
I’m looking at the same chart and wondering what the fuck they’re seeing. It looks bullish as hell to me. I’ll be buying these dips as much as I can.
I’ve been screaming into the TL to accumulate $DGXX under $4 for months
Said it at $3. Said it at $3.50. Said it at $3.80. You get the fucking point.
Even at $4.50, I still think the R/R is attractive if your time horizon is longer than 3 months.
There is a difference between announcing infrastructure and delivering it. This video shows the difference.
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.
THE VIDEO
This is our purpose-built Tier III AI data center in Columbiana, Alabama. You see what real progress looks like. Steel up. Rows of chillers set. Crews at work. Our ARMS 200 modular units on site.
This is the campus being built for Cerebras under a 10-year agreement valued at approximately $1.1 billion.
WHAT THE COMPANY HAS PUBLICLY REPORTED
From our Q2 2026 results, released August 14, 2026:
• Construction in Columbiana continues to progress on schedule
• Phase 1: 15 MW of IT load, expected December 2026
• Phase 2: an additional 25 MW, expected March 2027, for up to 40 MW
• An option to expand the Cerebras relationship could lift total potential contract value to approximately $2.5 billion
• Advanced discussions with lenders on debt financing for the site, with Goldman Sachs engaged to assist in syndication
• NeoCloudz, our GPU platform, generated first AI compute revenue of approximately $1.1 million in about five weeks
• Approximately $150 million in cash and no debt as of August 14
• Management target: a $250 to $300 million annualized revenue run rate by Q3 2027
WHY IT MATTERS
AI does not live in the cloud. It lives in buildings. Buildings that need power, liquid cooling, and teams who can deliver on a timeline. That physical layer is where the constraint is today, and it is exactly where DigiPowerX has chosen to build.
Columbiana is our flagship and delivering it on schedule establishes the operating track record that hyperscale customers and project lenders require.
That is the standard we hold ourselves to.
I am proud of Michel Amar, Alec Amar, Jagan Jeyapaul, Paul Ciullo, the entire DigiPowerX team, and every partner and crew member building this campus in Alabama.
The video shows steel and concrete.
What it represents is AI capacity for America.
And we are just getting started.
Full Q2 release: https://t.co/toDvZBsnDa
Disclaimer: I am a Director of Digi Power X Inc. (Nasdaq: DGXX; Cboe Canada: DGX). This post reflects my personal views only and is not made on behalf of the Company. All information is drawn from the Company's public filings and press releases, including its Q2 2026 results released August 14, 2026. Nothing here is investment advice, a recommendation, or an offer to buy or sell any security. Statements about future plans and targets are forward-looking, reflect management's publicly stated expectations, and are subject to the risks described in the Company's SEC filings. Actual results may differ. Please do your own research and consult a licensed financial advisor.
Gerard Rotonda | Director, DigiPowerX Inc.
$DGXX $DGX
#DigiPowerX #AIInfrastructure #DataCenter #Cerebras #NeoCloudz #AICompute #Alabama #FutureOfAI #PowerInfrastructure
IMO $PENGU has been showing serious relative strength over the past few days, and I don’t think the market fully understands what’s setting up.
ETH has $PEPE as its frontline OG meme runner
For SOL, that coin is $PENGU
Only three memes have reached the stage of securing an ETF
Reminder again that time is running out to accumulate $DGXX under $4
The setup is stupidly clean to me. Defined invalidation under the recent lows, while the upside is multiples if execution continues
Buy the fear, exercise some patience, let them cook
If there is ONE stock I think you must own, it’s $DGXX under $4
I’m absolutely convinced that the market is mispricing this
At some point, the disconnect between the valuation and what this company is becoming gets closed. When it does, I don’t think we’re talking about $5
If there is ONE stock I think you must own, it’s $DGXX under $4
I’m absolutely convinced that the market is mispricing this
At some point, the disconnect between the valuation and what this company is becoming gets closed. When it does, I don’t think we’re talking about $5
some of my biggest fumbles weren’t buying bad coins
it was selling good coins too early
i’m human too. sometimes i get bored, lose patience and fumble bags i should’ve simply held
lesson in there somewhere
More reasons to launch on $HOOD10
Always bullish on teams that keep shipping regardless of price action
People keep crying about “no runners” like that can’t change overnight. $STONK was quiet too until $ZCAT took off and suddenly the whole eco rerated
Introducing HOOD10 Builder Incentives
We're introducing a structured incentive program designed to reward projects that generate meaningful activity, demonstrate longevity and contribute to the growth of the HOOD10 Launchpad.
tbh $PENGU is probably one of the comfiest holds for me
to me it’s never really been an “if” but a “when”
when the market goes full risk-on and memes start running together, i just know PENGU will be one of the winners
name me another meme that has pushed this hard
BROTHER I LITERALLY TOLD YOU THE SCRIPT IN MY FOMO AND X
“if Binance decides it wants to violently claw back meme market share…”
BINANCE JUST LISTED $牛来 SPOT
I’m not an insider.
I just saw a bull called BULL IS COMING and refused to fucking midcurve it.
Insane rally for $MNTS on premarket trading.
Already hit $10, close to 100% in 4 days, volatility swings both ways, and that’s the beauty of smaller caps.
Space theme still running hot so won’t be selling this that early, could easily do another 100-200% from here before $SPCX
I accumulated about 1% of $MNTS at ~$5.50 for exposure to Space stocks
With the upcoming $SPCX IPO, I fully expect the whole sector to continue front running the hype.
Still pretty under the radar as it’s a micro cap stock of ~$70M mcap, but has the likes of Ken Griffin
I accumulated about 1% of $MNTS at ~$5.50 for exposure to Space stocks
With the upcoming $SPCX IPO, I fully expect the whole sector to continue front running the hype.
Still pretty under the radar as it’s a micro cap stock of ~$70M mcap, but has the likes of Ken Griffin
I added more $DGXX today to my already huge bag.
More orders lined up between $6.5-6.8, not sure if we get filled on those though.
Still strongly believe that it is a much better buy here at $7 than at $2-3 a few months ago, simply because there was real execution risk back
Bought a lot of $ABCL at an average of ~$4.5
Not the best entry considering it ran off the lows already, but in the grand scheme of things I think it’s still pretty early.
Might take awhile for it to hit multiples, but so far phase 1 results on the earning call yesterday
If you can’t handle drawdowns… you probably don’t deserve the upside 😉
Still holding majority of my $DGXX, price targets are much much higher.
Now that the company has proven its execution, it has become a much comfier hold for me .
Dip on $DGXX on friday was brutal, but micro caps volatility is not for the faint hearted 💀
While reaction on friday was justified, it felt more like an overreaction from bad comms rather than actual bad news.
I held through peak FUD, and hopeful that the worst is behind us
If you like $SLNH at these prices, I have a better shitco for you.
Enter $DGXX.
SLNH still needs massive capital to build what the market is pricing in. That means ATM pressure, dilution, and every rip becoming an opportunity for them to sell paper.
Dip on $DGXX on friday was brutal, but micro caps volatility is not for the faint hearted 💀
While reaction on friday was justified, it felt more like an overreaction from bad comms rather than actual bad news.
I held through peak FUD, and hopeful that the worst is behind us
I've been loading my $DGXX bags as much as I can.
In fact, I added even more at $4 today.
Yes, the macro backdrop is shaky. Yes, neocloud names have been absolutely hammered. But that’s where the opportunity lies imo.
At $4 or below, I believe $DGXX is at least a 4–5x chances