J

[J @overtakealpha]

@InvestorIra Isn’t this linked to the $CBRS site? That price is already baked in!

[J @overtakealpha]

@SmallCapSnipa Is this like buying $NBIS in the $20's?

[J @overtakealpha]

$CIFR journey from $8 to $25 in less than a year!!! The playbook for $DGXX already exists - @michelamar3 is executing. $DGXX is one or two catalysts away from a strong re-rate…

$CIFR catalyst timeline:

$7.64 — Aug 29, 2025 (starting point)

$8.56 — Sep 4
Black Pearl ramp update

$11.86 — Sep 25
Fluidstack + Google AI hosting deal
($3B / 168 MW)

$18.84 — Nov 3
AWS lease announced
($5.5B / 300 MW)

$19.89 — Nov 20
Fluidstack expansion
(full Barber Lake campus)

$15.67 — Feb 24, 2026
$3.7B financing package

$25.55 — Today

The lesson: CIFR didn’t go from $8 → $25 because of Bitcoin mining.

It went from $8 → $25 because hyperscalers validated its power assets.

Google started the re-rating.
AWS accelerated it.
Capital markets financed it.

[J @overtakealpha]

@runners271851 We need a catalyst - we need another agreement. I’m shocked that $NVDA news did t hold this up stronger + on schedule with their infrastructure announcements + the Easter egg hunt of more sites coming on line…

[Parabolic Runners @runners271851]

$DGXX 🚨🚨🚨

This, this right here. Makes me want to run through a wall. Makes me want to take a mortgage on my house and buy more shares of DGXX. I don’t think any AI or any investor could’ve written any better. If you’re not buying after this post, what are you even doing in this market?

[J @overtakealpha]

Tyler Page CEO of $CIFR on @CNBC telling their story, sounding very similar to the $DGXX story...

Your CNBC slot time is next @michelamar3

[Matt @ROIRecruiter]

$DGXX spending $35mil on NVIDIA Vera Rubin Systems goes directly to adding capacity to Neocloudz. The highest margin part of the business. They wouldn’t make a purchase if they didn’t have a customer or demand lined up!

[J @overtakealpha]

@runners271851 Need something to happen. We’ve basically stalled out from the Cerebras deal, and have a tight floor and ceiling.

There is very little margin of error on this.

[J @overtakealpha]

@mxrbtc Agree. Thin liquidity. Pattern of sharp sell in AM then rebounding over the course of a few hours.

It’s a surprise that people have a hard time seeing the dramatic upside.

With a run up like $DGXX has had I assume some profit taking

[J @overtakealpha]

@dmgblockchain When will we find out who the company that’s signed the LOI?

[J @overtakealpha]

@Highflyer0007 @runners271851 We’re going to need another 2-3 big names to come along for this ride…

What would be your projection on price lift from $CBRS using the full colocation MW usage?

[J @overtakealpha]

@runners271851 That big! I’m amped on this equity. Really need something noteworthy to push it about $10/$15

$NVDA nod would be helpful

The power availability is huge! Need a client for it!

[J @overtakealpha]

@Ido8020 The need to achieve a stamp of approval from the AI kingmaker $NVDA

[J @overtakealpha]

@mikealfred At resorts world as well

[J @overtakealpha]

@itschrisray I don’t understand what’s holding this under $10. Thoughts?

[J @overtakealpha]

@MB_Hogan 😂😂😂 the circular chaos that continues. The deals and delays are honestly a joke and we look like a desperate girlfriend

[J @overtakealpha]

@Yeah_Dave Can $TE accomplish half of what $BE has accomplished?

[J @overtakealpha]

@runners271851 We need another deal or two and this will move. Cerebras have this creditability - - another deal gives this scale… Lived this through my $NBIS investment