Gramps

Inventor of revolutionary tech, prolific provider of insight and wisdom

[Gramps @gr4mp5]

@CathieDWood @Tree75769 This is you gambling with people's money, pretending you're a fund manager

[Gramps @gr4mp5]

@BitcoinAIGuy @Lazarus_Capital Calling -75% a correction is pretty badass

[Gramps @gr4mp5]

@InTheAssembly @Umbisam Women belong in the kitchen

[Gramps @gr4mp5]

@elonmusk You fucked up night sky with your cosmic walkie talkies

[Gramps @gr4mp5]

@WonderlandCincy @TheTechInvest Market does not give $IREN credit, since it does not sign deals. Capacity is discounted as if it wasn't there.

[Gerard Rotonda III, Managing Director LifeMD, @GerardRotonda]

There are moments when a company emerges from becoming something into undeniably being something. DigiPowerX has emerged. 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. What follows is my perspective as a Board Member, grounded entirely in publicly disclosed information.

I've been in the rooms. I've sat across from Michel Amar in strategy sessions, attended investor meetings, reviewed the financial models, and watched this executive team: Alec, Jag, Paul, and others, supported by expert legal counsel and senior leaders of the world's largest financial institutions, make decisions under real pressure with real capital on the line. What I'm about to share is my personal view, grounded in publicly disclosed information, because I think the magnitude of what is being built here deserves to be said clearly.

THE FUTURE OF AI IS PHYSICAL
Many talk about AI as if it lives in the cloud. It doesn't. It lives in buildings. Buildings that require hundreds of megawatts of power, purpose-built cooling systems, owned land, Tier III infrastructure, and teams who know how to operate it at scale without blinking.

We are at the beginning of what will be the largest infrastructure buildout in human history. Not the largest tech buildout. The largest infrastructure buildout - period. The demand for AI compute is doubling and doubling again. The models are getting larger. The inference requirements are exploding. OpenAI, Google, Meta, Amazon, and every major enterprise on earth is racing to deploy AI at scale and every single one of them needs power and physical compute infrastructure to do it.

The companies that secured that infrastructure early, before the utilities ran out of capacity, before the land was gone, before the power agreements became impossible to sign - are sitting on assets that cannot be replicated at any price today.

DigiPowerX is one of those companies.

THE PICTURE I'M POSTING
That photo is a Cerebras data center, 10 MW of operational AI compute. Take a look at it. Quiet on the outside. Inside: wafer-scale AI chips, liquid cooling running nonstop, redundant power, and some of the most powerful AI inference hardware ever deployed.

This is what the physical layer of the AI revolution looks like.

DigiPowerX is building four times this, 40 MW. On land we own in Columbiana, Alabama. Powered by a substation we built. Backed by 393 MW of secured power across our portfolio. And anchored by a $1.1 billion, 10-year Master Services Agreement with Cerebras, the company that operates that exact facility in the photo.

Phase 1 - 15 MW - comes online December 15, 2026.
Full 40 MW delivered by Q1 2027.
Substation: complete. Grid interconnection: finalized. All long-lead equipment: secured.

MICHEL AMAR AND WHAT I'VE SEEN FROM THE INSIDE
I've reviewed the financial models. I've been in the investor meetings. I've walked, almost running to keep up, with Michel through back-to-back meetings, building to building across midtown Manhattan. It actually was a very productive and exciting day. I've watched Michel Amar operate, and I want to say publicly what I believe privately: he and Alec saw this coming before many in this space did. We have meetings 24/7, including Saturday's and Sunday's. Many mornings I wake up and there is already a new text or email from Michel on something to be discussed after I grab a large cup of coffee.

They made the call to walk away from Bitcoin mining before it was obvious. They secured the power before it became scarce. We signed Cerebras - one of the most consequential AI compute companies in the world - before breaking ground on the data center. They built NeoCloudz and launched GPU-as-a-Service while the flagship campus was still under construction. And he did all of this with a balance sheet that today carries approximately $150 million in cash and zero long-term debt.

That is not luck. That is vision, executed with discipline.

Cerebras, for context, just completed the largest IPO of 2026 on Nasdaq (CBRS) - opening 68% above offering price, raising $5.55 billion, holding a $20B+ relationship with OpenAI. They looked at every option available to them and chose DigiPowerX to be included. A billion-dollar bet on our team and the assets we've assembled.

I've seen the plan from the inside. What's being communicated publicly reflects exactly what I've seen in execution. There is no gap.

WHERE THIS IS GOING
The AI data center of the future isn't a retrofitted warehouse. It's purpose-built from the ground up - for liquid-cooled, 150kW+ rack density, Tier III uptime, and the kind of power reliability that frontier AI demands. It sits on owned land, connected to grid power that was secured years ago, and operated by people who've never run anything less.

That is exactly what DigiPowerX is building.

And we're not stopping at 40 MW. The pipeline includes a 1.3 GW Letter of Intent in West Virginia - targeted for 2028 through 2030. As AI scales from tens of megawatts to gigawatts, DigiPowerX is already positioned for that next phase.

NeoCloudz, our GPU-as-a-Service platform, is live right now on NVIDIA B200 and B300 bare metal - the fastest, most powerful AI compute available today. First revenues recognized in May 2026. And we've already committed $35 million to NVIDIA's Vera Rubin platform - the successor to Blackwell - for Q1 2027 deployment. We try to be one generation ahead.

Project financing is advancing with one of the world's largest private credit institutions - managing $220B+ in credit assets - structured as non-dilutive 70/30 debt. Firms at this level don't commit to a process without exhaustive underwriting. The fact that this financing is moving forward is itself a validation: of the asset quality, the contracted cash flows, and the professionalism of the DigiPowerX team in every aspect of how this company conducts its business affairs.

THE NUMBERS - PUBLICLY STATED MANAGEMENT TARGETS
2026 → First AI revenues. NeoCloudz live. SubQ AI 24-month bare metal contract (~$19.6M). Revenue engine started.
2027 → ~$300M revenue run rate. Full 40 MW Cerebras campus online. NeoCloudz scaling.
2028 → $450–$500M run rate.
2029 → $800M–$1B run rate.

These are Michel's publicly stated targets. Subject to all the risks in our public filings. But they are grounded in assets that already exist, contracts that are already signed, and a team that is already executing.

I'm proud to serve on this board. I'm proud of Michel Amar, Alec Amar, Paul Ciullo, Jagan Jeyapaul, and every person building this platform. And I'm proud of what this company represents for the future of AI infrastructure in America.

The AI revolution needs a physical layer. DigiPowerX is building it.

That photo shows 10 MW.
- We're delivering 40 MW.
- And we're just getting started.

Full press release (June 3, 2026): https://t.co/toDvZBsnDa

Gerard Rotonda | Director, DigiPowerX Inc.
$DGXX $DGX
#DigiPowerX #AIInfrastructure #DataCenter #GPUaaS #NeoCloudz #NVIDIA #Cerebras #AICompute #FutureOfAI #PowerInfrastructure #NasdaqStocks

[The Tech Investor @TheTechInvest]

🚨 $IREN SIGNS OF THE RE-RATE

1. $BTC 77% to ATHs
$IREN 20% to ATHs

2. $IREN can’t sign deals with enterprises refuted through Mirantis.

3. $IREN has no global presence refuted through Europe and APAC.

4. $IREN & $MSFT deal is not efficient refuted through the best neocloud deal; $NVDA $3.4B deal and the only software deal for a neocloud with a Mag7.

5. $IREN is just a miner refuted through $DELL & $IREN MoU signed in 2020 when there was no such a thing as AI.

6. $IREN has no early access to $NVDA GPUs refuted through the recent strategic partnership.

7. $IREN data centers are air cooled refuted through SW and Childress. Both are available!

8. The CapEx risk refuted through $MSFT prepayment + $3.6B investment grade GPU financing announced today; the highest publicly rated ever and the first in the US private placement market.

[Mark @marksotoges]

SoftBank is reportedly committing $50B for approximately 3.1 GW of AI infrastructure capacity expected to come online around 2030-2031.

That's roughly $16.1B per GW.

$IREN already controls approximately 5GW:

⚡ 2.0 GW Sweetwater
⚡ 1.6 GW Oklahoma
⚡ 750MW GW Childress
BC 185MW
Spain 450MW
= ~5.0 GW of secured disclosed power (not including what's coming in the pipeline in Oz and in TX)

At SoftBank's implied valuation of $16.1B per GW, IREN's secured 5.0 GW would equate to approximately $80B of infrastructure value.

Yet $IREN's market cap is roughly $22B.

And unlike the SoftBank project, much of IREN's capacity is online or will be brought online in 2026-2028, years earlier than Softbanks. And unlike Softbank $IREN has years of experience building data centers, a team with world class relevant expertise, and $DELL and $NVDA as build partners.

$80B implied value vs. $22B market cap.

Still early $IREN

[Parabolic Runners @runners271851]

$DGXX 🚨🚨🚨

Looks like $SMCI is referring customers to DGXX. More attention for Digi. Just the beginning and so much more to come. Pay attention to the hashtags…

[Ray Myers @TheRayMyers]

Is $NOW Done for?

-51% 1Y 🔴

- 98% Retention
- 19% 2028 Revenue CAGR
- 59% 2028 EPS CAGR
- 30% Below Consensus Price Target

[Gramps @gr4mp5]

@moninvestor good advice

[netprofit @netprofitpro]

Bill McDermott CEO of ServiceNow:

"For a simple application on our platform, it would be 10x greater in cost to replicate it with a language model"

The moat is getting wider🏰
$NOW

[Gramps @gr4mp5]

@TheTechInvest He's probably betting on sector rotation, not on macro-based collapse

[Parabolic Runners @runners271851]

$DGXX 🚨🚨🚨🚨

Just quietly proved it can EXECUTE.

Blackwell modular AI infrastructure deployed from rack delivery to RFS in only 15 days.

• Dual-plane L3 fabric live
• Thermal + MEP systems validated
• Monitoring enabled day one
• Customers already running workloads

This is no longer just an AI infrastructure story on paper. Execution is happening in real time.

[netprofit @netprofitpro]

WTF!
Nvdia CEO Jensen Huang on $NOW:

“This is the operating system of our company”

THE MARKETS WILL REALIZE EVENTUALLY!

$NVDA + $NOW = infinity and beyond

[The Tech Investor @TheTechInvest]

1. $IREN institutional ownership has hit a new ATH.

2. Leopold Aschenbrenner added $102M to his $IREN position in Q1 making him the largest shareholder of the company.

3. Of the top 5, $IREN is his largest increase in Q1.

4. $IREN ($402M) has the potential to surpass $BE ($878M) and become his largest position after he trimmed 36% of his largest position.

5. $IREN is a 10x if you’re stubborn enough to handle these headwinds.

6. The big picture is $NVDA, $IREN, Sweetwater (2GW).

[investing @DollarCostAvg]

$IREN has another 1.6 GW approval for its Oklahoma Site and now proceeding with the next steps. $IREN is undoubtedly Programmed to become a hyperscaler in its own right.

[Gramps @gr4mp5]

@CalisthenicKyle Gay

[Leopold Stock Tracker @LeopoldATracker]

Breaking: Leopold Aschenbrenner’s Situational Awareness LP is now the second-largest shareholder of $IREN, with 11.8M shares.

This stock has 10x potential with a market cap of less than $19B. We’re looking at a deeply undervalued company.

Looking at its EPS and growth over the past few years, earnings per share have improved from -10.25 in 2022 to 1.59 in 2026.

This company is so undervalued that Leopold Aschenbrenner reduced his $BE position to purchase more $IREN shares.

[Gramps @gr4mp5]

@TheBigDegen @FransBakker9812