The gap between the operating assets $AGPU is assembling and what the market is currently pricing is becoming increasingly difficult to ignore.
- $364.6M expected contracted revenue from the Georgia AI cluster alone.
AGPU owns 100% of the cluster, capturing the economics directly.
One cluster. $364.6M of revenue visibility.
Now compare that with where AGPU is priced today.
@Reformed_Trader There were so many stocks that got way over extended in late May early June that it's not true surprising to be off an average of 16%.
🚨 Interesting $AGPU find:
As of Sept. 15, Nebius $NBIS officially lists Axe Compute Inc. as a Token Factory infrastructure sub-processor.
Axe was NOT on Nebius’ previous Aug. 28 list.
So this appears to be a newly disclosed Nebius–Axe relationship.
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The big unanswered question:
How large is it - and is Nebius connected to one of Axe’s previously announced large anonymous compute contracts?
https://t.co/XG2BU7W0jK
$AGPU $NBIS
Disclosure: I own shares in both $AGPU and $NBIS.
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