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10x rev growth plus an AI/HPC pivot on a Nasdaq small cap? yeah that's on the watchlist
#ometv
$C $MKR
$AXG could be one of the more unusual Nasdaq small-cap stories right now
The company reported nearly 10x revenue growth while expanding from digital assets into AI infrastructure and HPC
Worth keeping on the radar
The interesting thing about $AXG isn't one product.
It's the stack:
FERION → RWA tokenization
AX ONE → payments
AX Coin → stablecoins
KOVAR → AI
AXG Digital → HPC
That's a much bigger ecosystem than many realize
$COIN $NVDA
This is the kind of pivot that actually prints. AI infra revenue 4x the crypto side? Yeah, re-rating incoming.
#ometv
$GS $DFS
🚨 $AXG AI BUSINESS IS ALREADY THE LARGEST REVENUE DRIVER
About $22.2M of FY2026 revenue came from AI infrastructure services
That's roughly 79% of total revenue
This is why I no longer view AXG as simply a crypto play
$NVDA $CRWV
$AXG has quietly connected several huge themes under one roof:
RWA
Stablecoins
Payments
AI infrastructure
HPC
Most companies give investors one narrative
AXG is trying to build the infrastructure connecting all of them.
$NVDA $COIN $ENDW
when AI infra is 79% of revenue the crypto label is just a discount. market'll figure it out
#ometv
$GS $MDB
🚨 $AXG AI BUSINESS IS ALREADY THE LARGEST REVENUE DRIVER
About $22.2M of FY2026 revenue came from AI infrastructure services
That's roughly 79% of total revenue
This is why I no longer view AXG as simply a crypto play
$NVDA $CRWV
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