MxR

Investing towards more freedom ⚡️

[Bryan Johnson @bryan_johnson]

never waste a good crisis

[MxR @mxrbtc]

@kastriooot8 If not completed then it's now very close

Just ~$25M left after Wednesday's announcement which very well could have been fully tapped by end of close yesterday

I anticipate very good news to come next week

Nonetheless, it's a shame that the macro dragged $DGXX down yesterday

[MxR @mxrbtc]

Hourly liquidity gap at $6.66 mentioned in the below has been truly obliterated today... But in doing so we now have a daily liquidity gap ABOVE at $7.33 and an hourly gap above at $7.47 🎯

$DGXX

[MxR @mxrbtc]

I'm very pleased $DGXX will be offering Vera Rubin's as part of NeoCloudz from Q1 2027

I held concern that if they stuck only with Blackwell's then they would be subject to the risk that the demand for NeoCloudz would be affected solely by the demand for Blackwells

Also a big positive that Phase 1 for Cerebras is confirmed to be on track - and you can bet that we'll get an update for Phase 2 as soon as all equipment is secured for that too, but for now we can assume that some part of Phase 2 is still waiting to fall into place.

Yesterday's PR coupled Gerard's comments may help alleviate some downside in the stock in the near-future as compared to the broader market, like we saw in yesterday's trading. For now though it seems we will not soon break above the $8.50 mark and will likely stay in this $6-$8 range. Hourly liquidity gap at $6.66 could be a target. I continue to view DGXX as severely undervalued considering their solid revenue contracts, USDC stake, possible 1.1GW LOI upcoming, still available Tier-III power and the execution risk currently priced in is not being fairly alleviated by management's technical expertise.

[MxR @mxrbtc]

If you're selling stocks today then you are regarded and NGMI

Do we really think Trump won't turbopump the market next week and get everyone horny again for risk ahead of his buddy Elon's biggest IPO ever on Friday?

My guess is we see a proper deal with Iran before Thursday

[MxR @mxrbtc]

Final add here at $6.15 and now there really is no dry powder left to load up

Truly a day to lick the wounds, but you won't catch me crying in the casino 😁

$DGXX

[MxR @mxrbtc]

Loaded up the boat here at $6.48 😄

What an opportunity today for those with the conviction in the company and patience amidst this volatility

I firmly believe that this stock heads above $10 in the next couple of months - watch this space!

$DGXX

[ChinoAleman @chinoalemano]

JUST IN: Donald Trump tells people to buy the dip.

Y'all can buy $AMPG $DGXX $DPRO back.

[MxR @mxrbtc]

@runners271851 The end is in sight... That 'ATM is complete' PR from $DGXX will hit like no other when it drops though 😅

[MxR @mxrbtc]

Update: it was indeed a great dip buy opportunity on $GRRR

From a low of ~$17 yesterday to now nearly $20

(I did not catch this move, but congrats to those that did)

[MxR @mxrbtc]

Dip buy opportunity today? $GRRR 👀

[MxR @mxrbtc]

@jimstewartson Any retail who buys the SpaceX IPO directly frankly deserves the later losses. Pension funds are a different story, agreed it is criminal how they have rigged it with rule changes.

$SPCX very likely drops 50%+ from IPO price given a few months

[MxR @mxrbtc]

@ktmkr1 Not much to go... 👀

[MxR @mxrbtc]

Tasty adds in pre-market here at ~$7.25 on $DGXX

Appreciate the market-wide sell off occurring, but I can't resist adding here on this weakness

Still holding a fair bit of cash for if we retest lower than $7

[MxR @mxrbtc]

In contract, a 3x Leveraged $MSTR short instrument such as £SMST presented a fantastic return over the last month... Very good way to go short $BTC with capital inside a tax-exempt Stocks & Shares ISA (for my english peers on here). Huge risk involved.

[MxR @mxrbtc]

$BTC $ETH $MSTR $BMNR will all present a terrific opportunity soon but not yet imo...

I'm going to run my calculations soon on when and ~what price I'll be buying back into them ahead of the next bull run, but it won't be for many months

For now, only swing trade them for me 🚨

[MxR @mxrbtc]

If there is to be signficiant relief for $BTC $ETH, even further strength for $IWM and continuation in micro/ small caps, then we need to $DXY weaken significantly and head back to below 98/ start a clear downtrend towards its 52-week lows at ~95

Peace w/ Iran to kickstart this?

[MxR @mxrbtc]

A 3x Leveraged $MSTR long (£3MST for my english peers) is a pretty diabolical instrument to hold during downtrends but it could really offer excellent opportunity soon... But with this, timing is truly everything...

[MxR @mxrbtc]

$DYX and oil have been strong the last few days but there's slight hints they may soon come down to provide some relief to equities... Possibly not today but soon

The big players waiting to cash out in the SpaceX IPO next Friday will not want a weak market that spirals that stock price down 30%+ in the first trading day... You just know that the timing from Trump will turn the market horny for all things risk before the IPO launches

Nonetheless, assuming $SPCX opens at $135 / $1.75T, I'm only a buyer at $40/ ~$500B. The financials are a disgrace to the IPO valuation in my personal view.

[MxR @mxrbtc]

Just a day later and we now have $DXY below 99. High potential it drops much further. Down to 95 would be a sweet spot for an equity top. Trump probably throws every catalyst he can at this ahead of SpaceX IPO next Friday/ initial insider sales the week after.

Worth tracking 🚨

[Peer @peer_muller]

$DGXX

I believe it is possible that any upcoming announcements or SEC filings regarding a binding agreement with Omnis Pleasants for the use of the 1.3 GW power plant and regarding project financing with a private credit institution that has not yet been named will be released in tandem. In other words, both developments could be announced in close sequence.

I assume this from the nature of non-dilutive project financing, as @GerardRotonda mentioned in his last post. Such financing almost always goes through a Special Purpose Vehicle (SPV)—a company established specifically for this project. This means the lender lends the money only to the project company (SPV). If the project fails, the lender can seize the power plant and the data center—but cannot access DGXX as the parent company.

Before granting the loan, the lender reviews DGXX’s current cash flow, which in this specific case should look good due to the deals with Cerebras and SubQ AI. In addition, for the upcoming project—namely the 1.3 GW Pleasants power plant—the lender reviews factors such as technical feasibility (power plant retrofitting), permits, contractual cash flows, management track record, and risks (construction, operation, electricity prices, capacity utilization). Once the review is positive, the funds are disbursed to DGXX.

I don’t think the unnamed private credit institution would undertake a detailed review of the power plant financing, evaluate a potential SPV, or examine key metrics if there weren’t already concrete and advanced negotiations with the power plant. Conversely, DGXX wouldn’t be negotiating with the power plant operator if the financing weren’t already in place, at least in broad terms.

That is why I believe there could be a “double punch” of announcements in the near future. And this double announcement will almost certainly drive the share price into double digits.

[CRG @MacroCRG]

bitcoin:native 200 week moving average tagged for first time since 2023

[MxR @mxrbtc]

I'm very pleased $DGXX will be offering Vera Rubin's as part of NeoCloudz from Q1 2027

I held concern that if they stuck only with Blackwell's then they would be subject to the risk that the demand for NeoCloudz would be affected solely by the demand for Blackwells

Also a big positive that Phase 1 for Cerebras is confirmed to be on track - and you can bet that we'll get an update for Phase 2 as soon as all equipment is secured for that too, but for now we can assume that some part of Phase 2 is still waiting to fall into place.

Yesterday's PR coupled Gerard's comments may help alleviate some downside in the stock in the near-future as compared to the broader market, like we saw in yesterday's trading. For now though it seems we will not soon break above the $8.50 mark and will likely stay in this $6-$8 range. Hourly liquidity gap at $6.66 could be a target. I continue to view DGXX as severely undervalued considering their solid revenue contracts, USDC stake, possible 1.1GW LOI upcoming, still available Tier-III power and the execution risk currently priced in is not being fairly alleviated by management's technical expertise.

[DigiPower X @DigipowerX]

@DigipowerX Inc. (Nasdaq: $DGXX )
(Cboe Canada: $DGX) an AI data center infrastructure operator, today announced a $35 million commitment to purchase NVIDIA's next-generation Vera Rubin platform to expand its NeoCloudz GPU-as-a-Service business, and provided an update on operations and its financial position.

NVIDIA Vera Rubin Purchase
The Company has committed $35 million to acquire NVIDIA Vera Rubin systems - NVIDIA's rack-scale successor to Blackwell, pairing Rubin GPUs (288GB HBM4) with the 88-core Vera CPU over NVLink 6. Initial deployment is targeted for Q1 2027, subject to NVIDIA's production and delivery schedule. The Company intends to fund the purchase from cash on hand and to offer the capacity through NeoCloudz.

"To support our growth, we are investing in the people who will scale this platform," said Alec Amar, President of DigiPower X. "Alongside our Chief Technology Officer, Jagan Jeyapal, we are building out our engineering and operations team at our new Silicon Valley office, placing us at the center of the AI ecosystem and closer to the customers, partners, and talent driving the next phase of our growth."

Read more - https://t.co/BYCfUg1ihS

#digipowerx #dgxx #neocloudz #nvidia #verarubin #gpuasaservice #gpucloud #aicomputing #aidatacenter

[MxR @mxrbtc]

Pain for $BTC recently...

I still remember a time when $ETH doubled in a month (from ~$2k to $4k) 😅

[MxR @mxrbtc]

Yup... This could truly be a generational buying opportunity in $BTC soon 👀 Give it six months

[The Wolf Of Crypto Streets @W0LF0FCRYPT0]

Better pray microstrategy doesn’t blow up

Because microstrategy blowing up will be the worse than how Covid affected BITCOIN sending it to $3000 in 2020

Or even how FTX blowing up sent BITCOIN below $15,000

The stakes are even higher now, micro strategy controls the action both in supply & influence

Michael saylor has to survive or else we will visit the lower 20,000s and stay there for a long time.

[Peer @peer_muller]

First of all, thank you @GerardRotonda for sharing your perspective on the current state of $DGXX and your outlook for the future.

Before moving to Shanghai, I worked in a field where the handling and disclosure of sensitive information required the utmost care. At DGXX’s current stage of development, any public comment by a member of management — even if posted in a personal capacity — could potentially influence the stock price. For this reason, I believe it is reasonable to assume that Mr. Rotonda’s post was likely coordinated with the company’s management in advance.

Against this background, I find the following points from his post particularly noteworthy:

1.
“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.”

The due diligence period for this LOI was extended until August. The fact that this project is already being referenced so specifically suggests that negotiations are progressing constructively. I would not be surprised to see an official update in the near future.

2.
“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.”

Securing non-dilutive project financing from a highly reputable global credit institution would be a strong validation of DGXX’s asset quality, contracted cash flows, and overall professionalism. This, too, could be the subject of an official announcement in the near future.

3.
"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."

If DGXX successfully executes on this roadmap, the following share price levels would appear conceivable (based on reasonable valuation multiples for the sector):
2026: $15–20
2027: $22–30
2028: $32–45
2029: $55–80

I expect to see further meaningful press releases and/or SEC filings in the near future. The strategic direction is clear, and execution appears to be progressing steadily.

(This is my personal opinion and analysis, not investment advice. Please do your own research or consult a qualified financial advisor before making any investment decisions.)

[MxR @mxrbtc]

@dannycheng2022 Looking ever more likely $DGXX tests those support bars in the coming few trading days, unless there's some macro relief