MxR

Investing towards more freedom ⚡️

[Frank Curzio @FrankCurzio]

I interviewed @michelamar3 at my Curzio One Wealth Conference. It’s open to accredited investors only.

Everyone was blown away. Several told me they bought more $DGXX this morning.

I’ll post the full interview here in a couple of days.

[MxR @mxrbtc]

@jimcramer More of this please Jim

[Investing visuals @InvestingVisual]

Overview of 20 Neoclouds and their net debt:

Low:
• $DGXX: -$0.1B
• $SLNH: -$0.1B
• $GPUS: $0.1B
• $HIVE: $0.2B
• $WYFI: $0.3B
• $RUM: $0.3B
• $KEEL: $0.3B
• $DOCN: $1.2B
• $OVH: $1.5B
• $BTDR: $1.5B
• $IREN: $1.9B

Medium:
• $NBIS: $2.1B
• $WULF: $2.6B
• $CORZ: $2.6B
• $APLD: $3.5B
• $GLXY: $4.2B
• $CIFR: $4.8B
• $HUT: $7.8B

High:
• $CRWV: $46.1B
• $ORCL: $132.1B

[MxR @mxrbtc]

Wonder where these three will be at in six months time $DGXX $IREN $NBIS

Looking incredibly weak right now, I wonder... 🤔

[MxR @mxrbtc]

@Dailystockswin Very much doubt it considering the non-dilutive structure of the Goldman Sachs financing...

Thinking that once $DGXX lock in the signficiant recurring revenue from Cerebras phase I/ II then they will get much lower rates on future non-dilutive debt

Wouldn't overthink it 👍🏼

[MxR @mxrbtc]

@optionscjp Musk is definitely trying to starve his competitors of contracts and blow their perceived risk sky high 😂

[michel amar @michelamar3]

From power to compute. DigiPowerX generates power and owns power infrastructure. Phase 1 construction is nearing completion. Phase 2 has already started, with chillers on site. Zero debt today. A healthy balance sheet. Building for AI growth. $DGXX

[MxR @mxrbtc]

@peer_muller We can dream of an early Christmas present in the form of a monstrous short squeeze on $DGXX 😂

[MxR @mxrbtc]

Most bullish indicator for the Neocloud industry I've seen tbh

Brighter days ahead for $BE $IREN $NBIS $DGXX 😏

[NoLimit @NoLimitGains]

Bloom Energy $BE beat on Q3 and fell 11% anyway. It's now 45% off its June record.

Pelosi's calls don't expire until June 2027.

Use that information as you wish.

[MxR @mxrbtc]

@FloridaGlades

[MxR @mxrbtc]

@ROIRecruiter @FloridaGlades @michelamar3 Really they should act in shareholders best interest... Just having an optional open buyback program would assist the stock price in valuing the business higher/ fairly

[MxR @mxrbtc]

@StockSavvyShay April and May was something else... Hopefully we see that repeat this November and December 😏

[Hurricane Capital @FloridaGlades]

Is this Cerebras update (below) bullish for $DGXX

Yes, net bullish for $DGXX.
Andrew Feldman (Cerebras CEO) just laid out the priorities: more data centers, far more equipment deployed in them, lower token costs, and doubling inference speed again next year (and every year after). “It’s all about scale, and speed.”
That’s exactly the demand profile that supports Digi Power X’s existing 40 MW Columbiana,

Michel Amar @michelamar3 has been posting progress updates, including that the space will be “full of compute” in roughly 8 weeks. Feldman’s public emphasis on aggressive scale-up and more data-center capacity is consistent with Cerebras needing (and paying for) the kind of purpose-built, high-density power-and-facility infrastructure DGXX is delivering in Alabama. It also reinforces the broader narrative that inference-scale AI hardware will keep requiring dedicated, power-rich sites rather than just hyperscale cloud capacity.

[MxR @mxrbtc]

@FloridaGlades I didn't ever think we'd see it down here again personally

Couple more weeks of flat/ down then expecting a bounce post-US midterms...

[michel amar @michelamar3]

In 8 weeks, this space will be full of compute. Proud of the DigiPowerX team turning steel, power and vision into the infrastructure behind AI. Every day, one step closer.

[DigiPower X @DigipowerX]

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[MxR @mxrbtc]

@michelamar3 Looking very good indeed $DGXX

[MxR @mxrbtc]

An unspoken catalyst is Israel's elections on Tuesday.

The uncertainty stripped from the market after these have taken place theoretically should be bullish...

Secondly we only have 9 trading days until the US midterms - same theory applies there.

The 'worst' very likely will occur in these coming two weeks

[MxR @mxrbtc]

@ZaggyCoin @s3bast10an @peer_muller @michelamar3 It could be so much worse than management buying a small amount

Only feels like a middle finger as the stock price is down so much the last five months lol