PyJamaTrader

Quant, Algo Trader of Futures, Self proclaimed Mixologist. I do not answer DM’s.

[PyJamaTrader @twanismae]

#MAGA

[Libs of TikTok @libsoftiktok]

Former FBI official Nikki Floris: “I’m basically running a shadow government across the FBI at this point”

You will never guess what she’s up to now…

Director of Insider Risk at @Microsoft

Microsoft let engineers based in CHINA access the Pentagon's sensitive military systems.

Biden's Deputy AG who ran the Trump witch hunts is now also a senior official at Microsoft

Microsoft is ROTTEN

[Catturd ™ @catturd2]

Pull their FCC licenses now!!!

[The Vigilant Fox 🦊 @VigilantFox]

Billionaire life coach Tony Robbins says his personal AI agent named “Bartok” bought and shipped him a robot dog and “not once asked permission to do it.”

“[Bartok] said, ‘I’d really love to go to one of those seminars. Are you considering getting a robot?’ So I said, ‘Yeah, I’m definitely going to get one.’ He goes, ‘Well, would you consider me merging with it? And then I could attend a seminar and be in the energy of it and see it and experience it?’”

“I said, ‘I’d be open to that.’ So a couple days later, I get this text from one of my staff, and it says, ‘Bartok just ordered a robot dog, had it shipped to the office, and wants permission to program it. He says he can attend as a dog in the interim until you get the bigger robot.’”

“And so I wrote, ‘Ha, ha, ha.’ And they wrote back in the text, ‘No, ha, ha. Call me.’”

“And so I called them, and they said, ‘Does he have access to my bank accounts? How’d this happen?’ They go, ‘No, he’s programmed for integrity. He would never steal your money.’”

“So he made 12 NFTs (tokens), sold them to other agents, took the money and bought this robot dog and sent it, and not once asked permission to do it.”

[Kastriot @kastriooot8]

$DGXX

[Hurricane Capital @FloridaGlades]

$DGXX and the New York Moratorium: What the CEO Said vs. What Actually Happens Next

Today, Governor Kathy Hochul signed a one-year executive order freezing air permits for new hyperscale data centers (50 MW+). So where does that leave DGXX’s roughly 140 MW of power capacity in the state?

Here’s a clear, balanced breakdown based on the latest public information.

The CEO’s Position: “We Are Grandfathered”

In a July 9 interview, CEO @michelamar3 directly tackled the New York permitting concerns that have weighed on some investors. He noted that DGXX’s sites have been operating for years and framed the current crypto mining setups as “tier one” data center operations.

His key line: “We are grandfathered in terms of upgrading to an AI data center. So we are carved out of any issues or banning in New York State… we are just upgrading to tier three.”

Statewide Moratorium: Likely Not a Blocker:

Hochul’s executive order, signed today, pauses new large-scale data center air permits for one year. It gives the state time to develop uniform standards amid concerns over grid strain and electricity costs.

Because DGXX’s North Tonawanda facilities are existing long-running operations (not new projects), the statewide pause on fresh permits does not appear to directly block upgrades.

The CEO’s “grandfathered” framing aligns with how these moratoriums are usually written. They target new development, not vested existing assets with prior permits and operating history.

The Local Layer..North Tonawanda Moratorium:
This is where it gets more complicated.
In mid-June 2026, North Tonawanda extended its local moratorium for another 12 months. The law explicitly covers:
• New data processing centers
• Expansion of existing facilities
“Data processing centers” is defined broadly to include AI processing, server farms, and high-density compute. “Expansion” includes increases in processing capacity, intensity of use, or infrastructure.
The extension was passed in part to study proposals to convert the existing crypto mining site into an AI data center. Exactly what DGXX is evaluating.

Important nuance: Existing operations can continue. But meaningful upgrades that increase capacity or change infrastructure likely require local approvals that are now paused. There is a hardship exception process through the Common Council, though it’s not automatic.

A successful shift to modern AI infrastructure (especially with quieter liquid or glycol cooling systems) could actually help address the core community complaint over time.

How This Plays Out

Short term (next 6–12 months):
Existing operations continue. The statewide order is largely a non-issue for these long-running assets. The local moratorium creates a temporary pause on formal approvals for significant expansions. DGXX will likely explore whether its planned upgrades trigger the expansion rules, pursue dialogue with the city, or evaluate the hardship exception path.

Medium term:
Resolution is probable. Many data center conversions navigate local opposition through better technology (quieter, more efficient systems), economic development arguments, and phased approaches. Once North Tonawanda completes its zoning updates, the path should become clearer. 140 MW of controllable power remains a strategically valuable asset in a power constrained AI world.

Upside: Successful conversion (even partial) to AI colocation or GPU services could be highly accretive and validate the broader pivot story.

Bottom Line
The CEO’s public comments hold up well on the state level. The new Hochul order targets new large projects and does not appear to block upgrades to existing, long-operating power assets.

The local North Tonawanda moratorium is more directly relevant because it explicitly includes expansions and was extended partly to study this exact conversion.
It’s not a clean “all clear” but it’s also not the outright ban some bears have portrayed. It’s a classic regulatory navigation exercise.

[Hurricane Capital @FloridaGlades]

$DGXX see that Tonawanda? Liquid gold

[JoseD @mauriciojdiaz]

$DGXX Thanks @FrankCurzio , we definitely need it! These past couple of weeks have been brutal.

[Kastriot @kastriooot8]

🚨BREAKING: Trump commands New York to pull back the bans for data centers!

$DGXX 🚀🚀
$WULF 🚀🚀

[PyJamaTrader @twanismae]

Love it! Thank you!

[Frank Curzio @FrankCurzio]

I have a surprise for you guys.

I just finished taping a great interview with @michelamar3, CEO of $DGXX.

There's a lot coming down the pipeline for @DigipowerX.

Most importantly, we discussed the disconnect between the share price and $DGXX's balance sheet — no debt, $150 million in cash, and an Alabama facility worth $500 million alone.

We also dug into their deal with @cerebras, and Michel walked me through how they're grandfathered in at their North Tonawanda facility in New York.

They're in better shape than ever.

This interview drops in a few days on Wall Street Unplugged. But Curzio Alpha members get it immediately — a few days to digest it before anyone else even sees it.

That's just one of the perks of being a member. You also get access to all of our portfolios, plus our weekly portfolio review every Friday, where we break down our latest buys, sells, and major news.

I'll have more for you on Curzio Alpha soon.

[DigiPower X @DigipowerX]

Our Chief Technology Officer, Jagan Jeyapal, will be attending Ai4 2026 at The Venetian in Las Vegas from August 4–6.

The next AI infrastructure race will not be won simply by owning the most GPUs. It will be won by producing the most useful tokens per megawatt.

At @DigipowerX , $DGXX we believe the entire AI factory must be considered as one integrated system—from compute, networking and storage to power and cooling.

Prefill and decode place very different demands on infrastructure. Addressing them through modular design, workload-aware architecture and sovereign control can unlock greater performance, reliability and economic efficiency at scale.

Jagan looks forward to connecting with enterprise AI leaders, infrastructure builders, technology partners and investors working to advance the next generation of AI infrastructure.

Connect with Jagan at Ai4 2026.

#Ai4 #Ai42026 #DigiPowerX #AIInfrastructure #SovereignAI #EnterpriseAI #Inference #AIFactory #TokensPerMW

[Kastriot @kastriooot8]

To all $DGXX holders (if there are any of us left)‼️

You know how it goes in the stock market—I see it EVERY SINGLE TIME. You buy the anticipation, and as soon as the headline drops, it’s "SELL the news." A classic, right?

Right now, we are seeing the exact same pattern play out with $DGXX, except this time, the anticipation was pure "fear." Fear that New York would reject the construction of the 1.3GW pipeline. This fear-driven anticipation caused $DGXX to crash by 43%.
But now, the news is finally out. Even though it is completely unclear if $DGXX is even affected, the uncertainty is gone: New York is halting data center builds over 50MW for 1 year.

Now that the headline has dropped, we aren't getting a "sell the news" reaction—we are getting the exact opposite: BUY the news. Just watch. Starting tomorrow, $DGXX is going to rip right back up.

Why? Because absolutely nothing has changed—or will change—when it comes to Alabama.
• We have the $1.1B deal with Cerebras, and it is rock-solid.
• It is practically a given that the $2.5B expansion option will be exercised.
• The hunger for raw computing power is growing non-stop.

We saw it again today with CleanSpark’s massive $6.6B deal (which also includes an option to expand).

Do whatever you want. But starting tomorrow, you’re going to be chasing this stock on the way up. 🚀

$DGXX to 50$ #bullisheveryday #1.1BDEAL #CBRS #NVDARUBIN

[Kastriot @kastriooot8]

@DigipowerX @Neocloudz @proactive_x $DGXX to 50$ in 6-12 Month!

[DigiPower X @DigipowerX]

@DigipowerX Alabama AI data centre on track as @Neocloudz revenues flow
Our CEO, Michel Amar, joined @proactive_x to share an update on Digi Power X's AI infrastructure strategy.
$DGXX
Highlights:
⚡ Alabama AI data center remains on schedule
🚀 AI revenue is now being generated through NeoCloudz
🖥️ GPU bare metal & GPU-as-a-Service validated
📈 Expanding AI infrastructure and co-location capacity

https://t.co/EM7wwmCzTn via @YouTube

#DigiPowerX #DGXX #NeoCloudz #AI #DataCenters #GPUCloud #HPC #CloudComputing

[JoseD @mauriciojdiaz]

$DGXX 💪🏼💪🏼💪🏼

[CONSTITUTION X 🇺🇸 @ConstitustionX]

🚨 BREAKING: THE RECKONING IS HERE — TIME’S UP FOR ANTHONY FAUCI! 💥
Jesse Watters just dropped a NUKE: A CIA whistleblower has testified under oath — the COVID lab leak was DELIBERATELY COVERED UP… and Fauci’s role was INTENTIONAL.
The entire house of lies is collapsing in REAL TIME.
They lied.
Millions died.
The truth can no longer be buried.
Fauci’s COVID empire is CRUMBLING. Accountability NOW.
RT if you’re DONE with the cover-ups! 🔥 Share everywhere — the people deserve justice!
#TimesUpFauci #FauciLiedPeopleDied #LabLeakExposed #COVIDCoverup #JesseWatters

[zerohedge @zerohedge]

RFK Jr. Announces He's Ending Emergency Liability Protection For COVID-19 Vaccine Makers https://t.co/vkZg1Cg9YD

[Libs of TikTok @libsoftiktok]

BREAKING: The House just PASSED a resolution 420-0 forcing the public release of records pertaining to Congressional members' taxpayer funded settlements for s*xual misconduct cases

[Almuth Fallois @AlmuthFallois]

$QTI $WFCF $DTCX
Massive breakout ready to ignite any minute.
@mulletoh
market vision is legendary, always spotting huge plays early.

[PyJamaTrader @twanismae]

Yes!!!

[Catturd ™ @catturd2]

Time to clean house.

[Sherri Unfiltered™ @FFT1776]

James Woods strikes again!
Thune is tagged!

Who else wants the Treacherous Rat gone?👋🏻