SOURCES: @GCU_Baseball is set to announce Jacksonville State's Steve Bieser as its newest head coach, I'm told. Bieser has done an excellent job at JSU and will have a lot of resource at his disposal at GCU. This is an excellent hire by the Lopes.
Updated Carousel: https://t.co/vIz9kKMC0b
The longer your time horizon, the easier it is for you to tolerate a natural temporary draw down.
The longer your time horizon, the more your gains will compound.
The longer your time horizon, the less emotional you will be.
Nailed it on $AMD. Watch the rest of my thesis play out now. You can learn so much from just following the right people.
Now let me breakdown what sector I'm most focused on at the moment:
As mentioned previously, the power layer has been the most overlooked and under-rallied. The market knows compute needs power... it just hasn't priced it in yet.
With $DGXX signing a deal recently, it went from a speculative and execution dependent company, to a legitimate Neocloud competitor.
Catalysts are stacking up fast... I wonder why.
Note the institutional ownership levels on a few adjacent comparison as well:
$IREN is 43% institutional.
$CIFR is 75% institutional.
$CRWV is ~45% institutional.
$DGXX is sitting at 1.9% institutionally owned...
This doesn't inherently make it more bullish or bearish than others. It just means it's more undiscovered (significantly more room to run when institutions start coming in).
As usual, remember there are always risks of dilution for micro caps. How else are they going to build?
I could rant forever about the entire ecosystem and supercycle, but I'll stop here for now lol.
$DGXX Today is the day I’ve been waiting for since I first invested in DigiPower X.
The road here hasn’t been easy, but none of that matters now.
We finally have the first AI contract!
Why this deal is so important milestone?
SubQ AI put DigiPower X through a full institutional-grade due diligence process and chose us as their AI infrastructure partner. That’s the real validation.
They were looking for a long-term scaling partner (not just a short-term GPU rental), their due diligence is extremely thorough.
I have no insight to exact due dilligence process of them, but I can assume that they took a look to:
Technical & operational depth: actual people,team expertise, 24/7 ops, incident response procedures
Infrastructure readiness: real power delivery, cooling systems, network fabric, and proven uptime (Alabama DC + ARMS 200)
Software & orchestration layer: how mature and reliable NeoCloudz really is under heavy AI workloads
Financial & commercial stability: balance sheet, supply chain resilience, ability to scale without drama
Security, compliance & SLAs: data sovereignty, physical security, contractual guarantees on availability and performance
Future-proofing: can this partner actually grow with us to several thousand GPUs without missing deadlines?
SubQ AI looked at all the neo-clouds out there… and picked $DGXX.
As Justin Dangel, CEO of SubQ AI, said:
“This initial deployment is the first step in what we expect to be a much larger, long-term relationship with Digi Power X.
Our roadmap calls for scaling to several thousand GPUs over the next few quarters as we advance our proprietary architecture.”
and combine that with what Michel Amar, CEO of DigiPower X, shared:
“We continue to advance discussions with additional hyperscale and frontier AI customers and expect to provide further operational updates in the coming weeks.”
If you read between the lines, this is only the beginning of long partnership. Things are about to get crazy.
Congratulations to every shareholder who held through the pain.
It was all worth it.
Konnor Ash with a huge strikeout to keep Kane County up 1-0 after 2 1/2. A day after Diablos scored 36 runs in a win over Matanzas, they have 2 hits and 0 runs through their first 3 innings at the plate
📌Baseball Community 🙏
Take a moment out of your day and say a prayer for the @IowaLakesbball team who were involved in a tragic bus accident earlier today. They suffered one fatality, along with several critically injured.
Thoughts & Prayers up 🙏
In CCW class they tell you you have a heightened duty to avoid potential fights while armed, as a matter of legal and practical self-preservation. You don't want to raise the stakes to death in a fight, and you don't want to have to argue to a jury later about whether you provoked a fight while armed to bait someone into a self-defense situation.
The anti-ICE protestors have inverted the duties of being an armed citizen (or a citizen in control of a lethal instrument, like a car in a traffic stop). They are deliberately creating situations of maximum ambiguity with a low level threat of lethal danger to bait law enforcement into making them heroic victims or martyrs.
Being an "observer" of law enforcement, while also armed and getting into shoving distance with them, is just a bad idea, even if you think the law empowers you to play the "I'm not touching you" game with acts of defiance or minor assaults. It's also hazardous to the public trust to create a situation in which every protestor is regarded as a potential threat, and every cop seen to be on the edge of shooting someone.
I can't tell from the video whether this guy drew his gun at any point in the struggle. Regardless, getting into a struggle with a cop while armed has a serious chance of ending in your death. Even if the resulting shoot is ruled unjustified or in error, you're still dead, which is only good for people who profit from chaos and mistrust (protestors who cause is bad).
The shooting will not have been *unjust* or criminal, just a tragedy. It's also not proof of government oppression, because every government has to enforce laws, and you can't use the chaos of choosing to interfere with law enforcement as proof that having laws is unjust.
🇻🇪🇺🇸 | De acuerdo con fuentes de inteligencia, la localización y captura de Nicolás Maduro se logró tras un prolongado seguimiento de su patrón de vida. El operativo fue planificado y ensayado previamente, y se ejecutó con rapidez para impedir que se refugiara en una habitación de seguridad.
Jack Dallas had a strong Arizona Fall League where he struck out 48% of batters while flexing a solid 5 pitch mix. He could be an interesting option in the Rule 5 Draft as a long reliever if the Phillies choose not to protect him
What if Bobby Knight made a golf tutorial about how to play out of sand traps and we got to see the outtakes? Well, he did and we can. And it’s pretty much exactly what you’d expect. Which means you should definitely watch this.