Kingstonks

[Kingstonks @kingmobski]

@IreneMontero

[Kingstonks @kingmobski]

@monasterioR @SecRubio Gusana

[Kingstonks @kingmobski]

@SecRubio Fuck you PIG

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Digi Power X commits $35 million for NVIDIA Vera Rubin systems - $DGXX $NVDA

[NuntioBot @NuntioBot]

$DGXX 07:30 on Jun. 03 2026

Digi Power X Secures NVIDIA Vera Rubin Systems, Advancing its AI Infrastructure and Strengthening the NeoCloudz Platform

[alldaystocks | 24/7 Market News @allday_stocks]

$DGXX Digi Power X Commits $35M to NVIDIA Vera Rubin Systems for AI Infrastructure Expansion

• Digi Power X committed $35M to acquire NVIDIA Vera Rubin systems for its NeoCloudz GPU-as-a-Service platform.
• Phase 1 of its Alabama AI data center (15 MW) remains on track for service by December 15, 2026, with full 40 MW deployment targeted by Q1 2027.
• NeoCloudz has been generating AI revenue since May 15, 2026, and the company reported approximately $150M in cash as of June 3, 2026.

[Rubén Gisbert @gisbert_ruben]

El mundo tiene un gravísimo problema y occidente tiene dos, este y sus creadores:

[Kingstonks @kingmobski]

@GiorCapital tú no has visto lo que dice SpaceX al regulador de bolsa del negocio de Starlink, no?

[Kingstonks @kingmobski]

@PabloCamPiq @CongresoEscucha fuente: sus huevos morenos

[Kingstonks @kingmobski]

Told u anon

[Kingstonks @kingmobski]

$amd gud stonk

[Kingstonks @kingmobski]

saludos jeje xd

[Santiago Abascal 🇪🇸 @Santi_ABASCAL]

La peregrinación de rodillas que Sánchez hizo hasta China, o el acuerdo de amistad vigente entre el PP y el Partido Comunista Chino se explica en estas cosas.

Tienen un proyecto muy parecido.

La alianza de populares y socialistas en Bruselas ha tomado a China como modelo. O como amo.

Nos jugamos la libertad en desenmascararles a todos ellos.

[Leo Edge @LeoCapital_01]

One of you DMed me asking: if $ASTS is such a generational wealth stock, why are bears shorting it to the highest levels?

Great question. Let me clarify how I think about this.

Imagine a skyscraper being built in Manhattan.
Foundation is poured. Steel is going up. 60 tenants have signed leases. Grand opening is scheduled for June.

A bear walks by, sees no tenants inside, and says: "This building has no rental income. It's worthless. I'm betting it fails."

That's what's happening with $ASTS right now.
Bears see $14.7M in quarterly revenue on a $27B company and short it. They're pricing a construction site like a finished building.

Meanwhile: 33 satellites in production. 60 carriers signed. $75-100M in contracted backlog. Launch in June. FCC approved. 98.9 Mbps proven.

The building isn't empty. It's just not finished yet. Get it?

Now -- about that short volume chart.

First thing to understand: short VOLUME ≠ short INTEREST.

Short volume is daily flow. Short interest is total position. Big difference.

Think of it like a grocery store. Short volume is how many people walked through the door today. Short interest is how many people are still standing inside.

A huge chunk of daily short volume is market makers. When you hit "buy," a market maker sells short to fill your order, then covers seconds later.
They're the cashier making change -- the money comes right back. It looks like selling. It's actually them helping YOU buy.

But the real short adding IS happening.
Here's why:

Reason 1: Revenue miss gave them confidence. $14.7M vs $36.6M expected. They see "miss by 60%" and double down. They didn't read the business update.

Reason 2: Convertible bond hedging. Funds buy $ASTS convertible bonds and automatically short the stock as a math hedge. Not a bet against ASTS. These shorts won't cover for years regardless of news.

Reason 3: They think the valuation is unsustainable. $27B market cap on $14.7M revenue. Some shorts only see that ratio.

What they're missing:
The building took a bad inspection report and held its value. Stock didn't crash to $50 on a 60% miss. It held $70+. That means buyers are absorbing every share shorts are selling.

Guidance reaffirmed: $150-200M. Half already under contract. 45 satellites targeted. Three new government contracts. Mid-June launch on Falcon 9.

Why this pattern matters:
Shorts are always most aggressive right before they're wrong.
Tesla 2019: bears shorted it every day while the China factory was being built. "No profit, overvalued." They kept adding.
Then it went from $40 to $400 in 12 months.

They were shorting the construction site. The building opened anyway.
$ASTS 🛰️

[Kingstonks @kingmobski]

@CapitanBitcoin Claro que si😂😂😂😂

[Kingstonks @kingmobski]

It's 2028. $DGXX is 100B market cap. Where are you living?

[CK Capital @CKCapitalxx]

Here is one of my new favorite long position and the catalysts are genuinely insane.

$DGXX. Digi Power X. A company most people are just now starting to here about as its been talked about so much recently on X

It is quietly becoming one of the most interesting AI infrastructure plays on the market.

Let me walk through the full picture.

Two anchor tenants already signed in the last 30 days.

This shows that it is a company that has figured out how to win in the most competitive infrastructure market on earth.

First. A 10 year $1.1 billion colocation agreement with Cerebras Systems to build and operate their AI data center campus in Columbiana Alabama. Tier III standards. Phase 1 operational by December 15 2026.

Up to $2.5 billion in total expansion options. That expansion ceiling alone was larger than the entire DGXX market cap when the deal was signed.

Cerebras is not a random customer. This is the company that OpenAI just committed $20 billion to. The company that just raised its IPO price from $115 to $160 in a single week because institutional demand was so overwhelming.

The most oversubscribed AI IPO of 2026. That company looked at every data center operator available and chose $DGXX.

Second. A bare metal GPU rental agreement with SubQ AI signed April 20 worth $19.6 million. Two enterprise tenants signed in weeks. The pipeline is moving fast.

Now the catalysts that are coming.

Thursday. $CBRS goes public. Polymarket has it closing above $50 billion on day one.

When a $50 billion AI chip company starts trading every eye on the market immediately maps the relationship to the $550 million infrastructure company building their campus. That gap gets discovered in real time Thursday morning.

December 15 2026. Phase 1 of the Cerebras campus goes operational. This is the moment the company transitions from a speculative developer into an operating cash flow generating AI infrastructure landlord.

First real contracted revenue flowing from the anchor tenant. This is the event that changes the multiple the market assigns to this business overnight.

Then the expansion options. Up to $2.5 billion with Cerebras alone. Every time Phase 1 executes Cerebras has the right to expand. Each expansion option exercised is another decade of locked in revenue on the same physical asset.

The Alabama campus compounds in value every time a new phase opens.

And here is the bigger picture that makes this genuinely exciting.

The Columbiana campus is a proof of concept. Every hyperscaler, neocloud, and enterprise AI company watching Cerebras succeed at that campus is a future conversation for DGXX.

The moment you have a $50 billion anchor tenant operational on your infrastructure every future sales cycle gets shorter. Nobody questions your execution when Cerebras is your reference customer.

This company is not priced for any of this. $550 million market cap. $2.5 billion in potential expansion options with a single tenant.

A $50 billion anchor customer going public this week. Phase 1 operational in seven months. Pipeline building with a second tenant already signed.

This is not a trade around the Cerebras IPO.

This is a multi-year AI infrastructure buildout that happens to have the hottest AI chip company of 2026 as its anchor tenant and is just getting started.

[Gus - The Italian Investor @italianinvesto]

I'm long $DGXX since $3.6.
This might be one of the most asymmetric AI infrastructure plays I've ever seen.
Sub-$500M market cap.
$2.5B potential contract.
400 MW of secured power.
A co-founder who ran Verizon.
Could this be a 100x?
Let me show you why I think so. 🧵

[Kastriot @kastriooot8]

Let me summarize. $DGXX currently has a market capitalization of $550 million AND a $100 million annual deal with Cerebras—NVIDIA’s ( $NVDA) biggest competitor right now. Just imagine how strong this company is. With $100 million in fixed revenue, $DGXX’s market cap should be at least $2 billion or $3 billion. It’s simple math. And here’s the kicker. Cerebras can increase the deal to 2.5 billion. If you’ve been paying attention, you know that computing capacity is very limited. So there’s a 99% chance they’ll exercise that option. That would more than double the deal. Meaning $DGXX would be worth 5–6 billion. Simple math. If you take today’s price and multiply by 10, we get a target price of $75 (without dilution). Guys, anyone selling $DGXX right now is literally giving away GOLD!

[Parabolic Runners @runners271851]

The more I look into $DGXX, the more it feels like the market may still be underestimating how much news flow could still be ahead:

• remaining Alabama MW capacity still available (~55 MW IT load vs ~40.8 MW currently announced)
• possible additional AI customer deployments
• future Cerebras expansion phases
• “future expansion sites” language from management
• West Virginia 1.3 GW LOI developments
• Silicon Valley office launch
• AI factory / ARMS modular deployment updates
• NeoCloudz scaling
• institutional ownership disclosures
• additional power capacity announcements

Meanwhile the market cap still looks tiny compared to many AI infrastructure names already trading at massive valuations.

Would not surprise me if AI infrastructure announcements continue accelerating from here.

[Kingstonks @kingmobski]

@aborakan2050 @AskRo3b En cambio no rechazais que una niña de 12 años sea obligada a casarse con un adulto

[AST SpaceMobile @AST_SpaceMobile]

Peak download speed 98.9 Mbps. From space. With our Block 1 satellites.

Direct to a standard smartphone over international waters. No modifications. No new hardware.

Next-generation satellites expected to nearly double these speeds!

Built in Texas. Space-based cellular broadband. Connecting everywhere. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds