Cody Smith

Big Digital Energy inc. $BGDE

[Cody Smith @trading_chi]

@drankthewine @ZeroHedge_ America

[Endeavor Blockchain @kilgore_joshua]

Happy to throw a thought or two here.

1. The Company has been historically transparent in all of its filings that the Midland PA property is under a long term lease which terms out in 2037.

2. I reviewed the materials that were filed and I generally disagree with Mr. Pattons suggestion that the Company is misrepresenting it's position, ownership, or inherent value.

3. Mr. Patton is not incorrect in his view that it would be a heavy lift to take the entire property down. But I might argue, if the Company were able to raise the funds to secure the asset why is that viewed as a negative? If we raised $20m for an asset that would produce $100m for the company I think shareholders would call that a win. A $100m asset that takes us to the billions would be equally accepted by shareholders and the Street.

So I hope that helps answer any outstanding questions. If you have any additional points you would like me to address please send them and if able I'll give it my best shot.

$BGDE
@speednotcomfort
@trading_chi

[Cody Smith @trading_chi]

@JackPosobiec We should immediately start providing them with foreign aid.

[Endeavor Blockchain @kilgore_joshua]

$BGDE When we stepped in to this situation, we said our focus would be on restoring alignment between the Company and it's Shareholders. Today, the Board terminated the Stockholder Rights Agreement after determining it was no longer necessary. Another step towards transparency, accountability, and strong corporate governance.

https://t.co/ro81SVEEO1

@speednotcomfort @trading_chi @lisa_hough_ @SludgeLLC @krdavis1210 @KyleDanges

[Clay Travis @ClayTravis]

Five days after the LA election, Spencer Pratt falls to third place and a woman who hardly anyone voted for in person, Nithya Raman, totally dominated in mail voting to come in second. No one with a functional brain believes these results.

[Cody Smith @trading_chi]

@ZeroHedge_ When everyone was crying about this in 2022, I bought 2025 OTM leaps on MSTR. Don’t be panican.

[Alex Volkov @altryne]

.@satyanadella just put the whole "water" debate to rest.

Datacenters run on a closed loop cooling system, the water usage of a datacenter for an entire year is roughly equivalent to a usage of 1 restaurant!

[Cody Smith @trading_chi]

👇👇We are executing daily. Read up!

[Endeavor Blockchain @kilgore_joshua]

$BGDE WELL.....to be fair it's been a minute. And for that I have to apologize to our faithful shareholders. But as I've said a few times before, if I'm quiet, we are busy. We are grinding. We are executing.

Last week our team traveled several thousand miles touring our sites in Ohio, Pennsylvania and the great State of Texas. The team? Yessir! The one and only's @speednotcomfort and @trading_chi were accompanied by yours truly, our lenders, and our development partners. Even @KyleDanges and @SludgeLLC met us at a couple of our sites! An absolute 72 hour blitz but well worth every moment.

Takeaways :

1. We are absolutely stoked to bring the 24MW at Corning online this year. It's been a long time coming and we have the game plan to make it happen NOW.

2. Bellefonte......such a beauty. I'm just going to leave this here. More to come and it's sexy Yall.

3. Midland....sheesh what a beast. Compute continuing to come online. Many opportunities here. Give us time.

4. Texas....yeah, you heard me. 8k filed today so you can refer to the deck but we have TX Ops on standby. There is a process folks and we are going to go through it, dot every i and cross every t.

So about that 8k, give it a good review. Throw us any questions you have and we'll do our best to answer as we can. Bottom line from me is 1. We put our money where our mouth is, 2. We are bringing the heat when it comes to power plays under management.

Nearly 60 days in with a 300% rebound in effect all I can say is hold on, we're just getting started 😎

Please enjoy my favorite Pic from last week.
@lisa_hough_ @krdavis1210

[Endeavor Blockchain @kilgore_joshua]

$BGDE WELL.....to be fair it's been a minute. And for that I have to apologize to our faithful shareholders. But as I've said a few times before, if I'm quiet, we are busy. We are grinding. We are executing.

Last week our team traveled several thousand miles touring our sites in Ohio, Pennsylvania and the great State of Texas. The team? Yessir! The one and only's @speednotcomfort and @trading_chi were accompanied by yours truly, our lenders, and our development partners. Even @KyleDanges and @SludgeLLC met us at a couple of our sites! An absolute 72 hour blitz but well worth every moment.

Takeaways :

1. We are absolutely stoked to bring the 24MW at Corning online this year. It's been a long time coming and we have the game plan to make it happen NOW.

2. Bellefonte......such a beauty. I'm just going to leave this here. More to come and it's sexy Yall.

3. Midland....sheesh what a beast. Compute continuing to come online. Many opportunities here. Give us time.

4. Texas....yeah, you heard me. 8k filed today so you can refer to the deck but we have TX Ops on standby. There is a process folks and we are going to go through it, dot every i and cross every t.

So about that 8k, give it a good review. Throw us any questions you have and we'll do our best to answer as we can. Bottom line from me is 1. We put our money where our mouth is, 2. We are bringing the heat when it comes to power plays under management.

Nearly 60 days in with a 300% rebound in effect all I can say is hold on, we're just getting started 😎

Please enjoy my favorite Pic from last week.
@lisa_hough_ @krdavis1210

[Cody Smith @trading_chi]

@0xSammy @zerohedge How much is xAI paying to rent the chips? Apollo didn’t do this for free.

[Tim Pool @Timcast]

Holy shit

[J @JJJJJ_66666]

https://t.co/203uF9lMFY

[Blockspace @blockspace]

DATA CENTERS ARE GREEN OVERNIGHT:

🟢 $WYFI +5.96%
🟢 $WULF +3.20%
🟢 $CLSK +3.13%
🟢 $KEEL +3.12%
🟢 $IREN +3.11%
🟢 $NBIS +3.03%
🟢 $APLD +2.81%
🟢 $CIFR +2.14%

[Cody Smith @trading_chi]

@moninvestor @zzarobe Don’t sleep on $BGDE

[Adam Carolla @adamcarolla]

We did this for four years. Does that bother anyone

[John Belizaire @jbelizaireCEO]

@Soluna Acquires Full Ownership of Project Dorothy 1B, Completing Equity Consolidation of Dorothy 1 Campus.

We keep pushin’.

$SLNH

Learn more here >>>

https://t.co/29ShSBWtO8

[Chris Powers @fortworthchris]

Tomorrow I'm sitting down with Bryan Perkins, Founder & CEO of Novaria Group, a Fort Worth-based aerospace manufacturer he started in 2011 and sold to Arcline last November for $2.2 billion.

Bryan supplies the entire aerospace stack - commercial, defense, business jets, and a brand new category of space programs that didn't exist a decade ago. His take: even by 2030, the world still won't have enough airplanes.

In tomorrow's clip - Bryan makes the case.

[Chardonnay @Chardonnay_OG]

A banger pod with my friends @harry_sudock & @sprainhill from @CleanSpark_Inc 👏👏👏

[Cody Smith @trading_chi]

Land & Power is the play. And if you don’t own those, do this 👇

[Jeffrey Currie 🆔++ @CommodMkt]

Welcome to the most asymmetric trade in modern financial history.

The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.

Get long. Buckle in. Hang on for the ride.

Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

[Jeffrey Currie 🆔++ @CommodMkt]

Welcome to the most asymmetric trade in modern financial history.

The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.

Get long. Buckle in. Hang on for the ride.

Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.