Jonathan

Graduate Degree. Stock Market Enthusiast. Buy when it's boring. Stay patient

[internet archiva @internetarchiva]

In 1985 Eddie Murphy made one of the biggest hits of the decade because Richard Pryor bet him 100.000 dollars he could not sing

[CK Capital @CKCapitalxx]

$INTC just announced a $15 billion underwritten stock offering, plus a 30 day option for $2.25 billion more.

But the reasoning matters.

They cite a strong and sustainable demand environment from unprecedented AI compute investment, calling out physical AI, purpose built silicon, advanced packaging and external wafers. Proceeds go toward capex.

This comes right after their best revenue growth in 15 years, capex raised above $20 billion, and management saying demand outpaces supply.

And they’re selling equity with the stock up roughly 3x in a year. That’s when you want to do it.

[Roy T. Bennett @InspiringThinkn]

No meeting is by chance; each soul crosses our path to quietly shape who we are becoming.
Roy T. Bennett, The Light in the Heart

[Rita McDougald @RitaMcDougald6]

Being born in sin wasn’t your fault, but dying in it will be.
JESUS SAVES….

[Jentezen Franklin @Jentezen]

God's grace is enough for whatever you are walking through today. His strength shows up the most in the places where you feel the weakest. (2 Corinthians 12:9)

[Rita McDougald @RitaMcDougald6]

Seek the LORD while He may be found, call upon Him while He is near.
-ISAIAH 55:6

[michel amar @michelamar3]

Alabama AI data center — building 24/7 and ahead of schedule. Execution is our priority. ⚡️
$DGXX

[DigiPower X @DigipowerX]

Digi Power X to Report Q2 2026 Results on August 14
@DigipowerX Inc. (NASDAQ: $DGXX | Cboe Canada: DGX) will announce its financial results for the second quarter ended June 30, 2026, on August 14, 2026.
The Company will also host a conference call at 8:30 a.m. ET, during which management will review the Q2 results and provide an update on Digi Power X’s operations and business progress.

📅 Date: August 14, 2026
⏰ Time: 8:30 a.m. ET
📞 Dial-in: 1-877-407-9039 or 1-201-689-8470
🔗 Call Me: https://t.co/EzbGP100KE

The financial results and related media release will also be available at:
https://t.co/VP9IkNKRmP
Digi Power X operates a vertically integrated portfolio of power assets and data center capacity across Alabama, New York, and North Carolina. Through its NeoCloudz platform, the Company delivers GPU-as-a-Service using dedicated, bare-metal NVIDIA infrastructure.

#DigiPowerX #DGXX #DGX #AIInfrastructure #DataCenters #GPUaaS #NeoCloudz #ArtificialIntelligence #InvestorUpdate

[Success Minded @_SuccessMinded_]

Smash them..

[Macro Alpha @MacroAlphaHQ]

SpaceX and $TSLA just announced a $16.8B Terafab semiconductor factory in Texas. Strongest case is they are locking down their own silicon supply.

A plant that size still needs years of construction and ramp. The dollars leave the balance sheet first.

[RisenFit @risenfit]

$DGXX all it’s been doing is consolidating sideways.

• It’s been in a long downtrend since $9.20.

• it stopped trending lower (trend break) which is a constructive first step

• now it’s changing directions from down to sideways and consolidating into a sideways base or channel.

• I know people want the breakout to come “NOW” but a trend shift into a major reversal is a process.

• in my opinion a break of a downtrend to begin consolidating sideways is constructive.

⭐️ the moving average are currently resistance and breaking above $4.05 and closing above it would be a constructive next step.

[windflower @chaegicheol]

$TE $NXT $FSLR

Source: #SAVE

[Bible 365 @Bible365_]

Trust in the Lord with all your heart and lean not on your own understanding. - Proverbs 3:5

[Gary Brecka @thegarybrecka]

Best foods to eat first thing in the morning:

- Eggs (complete protein, choline, Vitamin D)
- Wild-caught salmon (omega-3s, B12, selenium)
- Plain Greek yogurt (protein, probiotics, calcium)
- Avocado (healthy fat, potassium, fiber)
- Berries (antioxidants, low sugar, polyphenols)

Lead with protein and fat. Skip the cereal. Your hormones will thank you all morning.

[Michael Sikand @michaelsikand]

The Trump administration is telling you exactly what to invest in again.

The FCC is drafting a ban on new Chinese optical transceivers, which are critical components in data centers.

Here are 5 U.S. companies that benefit.

1. $AAOI - Applied Optoelectronics

Jumped 18% on the news. In-house InP laser fab, a $4B Amazon deal, and 3 of the top 5 hyperscalers as customers. Guiding to a mid 2027 monthly transceiver run rate of $400M+, which annualizes to $5B+ against $456M of total 2025 revenue. If Innolight's share gets carved up, the American pure play with available capacity gets fed.

[Late Stage Capitalism @GlobalCollapse]

It's really hard not to full port into $DGXX at these levels. Basically no debt, trading between 1-2x book value, 1.1B contract with $CBRS for a tiny fraction of what they are developing. In 1.5 years they will be making as much profit as their entire market cap.

[Max Pashman CFP® 🌱 @maxpashman]

Underrated investment strategies:

- Turning off the news
- Forgetting your password
- Putting your head in the sand

Works like a charm.

[Ste @ste_p_hen]

$DGXX: Supermicro Provides Important Third Party Validation 🚨

Supermicro has featured Digi Power X as a “Customer Spotlight” in material covering its SuperCloud Director and NVIDIA NCX infrastructure control architecture.

DGXX CTO Jagan Jeyapal described the technology as the “operational backbone” required to deliver scalable and secure GPU cloud services.

This is positive for Digipower because it provides partner side confirmation that NeoCloudz is working with an established AI infrastructure provider on the technology needed to turn bare metal GPU clusters into a commercial, multi customer cloud platform.

The architecture supports automated provisioning, tenant isolation, Kubernetes integration, networking, storage, billing and infrastructure management.

[Wu Blockchain @WuBlockchain]

HIVE Executive Chairman: GPUs for AI Compute Earn 10x as Much per Hour as Mining Rigs

Frank Holmes @bulldogholmes , Executive Chairman of HIVE Digital Technologies, one of the world’s leading publicly listed Bitcoin mining companies, said during TheStreet Roundtable on July 29 that the company is accelerating the expansion of its AI computing business.

HIVE expects AI’s share of revenue to rise from around 10% to more than 50% this year. Holmes said ASIC mining machines generate approximately $0.12 to $0.14 per hour, while an H100 GPU can generate close to $2 per hour. Even older GPUs can earn about $1.40 per hour, roughly 10 times as much as mining machines.