Kim

Stocks,Crypto, Earth2
Use my Earth2 code - QNR79H83
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📊 Trader / Investor

[Anya @anyatrades]

If you do what is easy, your life will be hard.
If you do what is hard, your life will be easy.

Let’s get it! 💪🏼

[DigiPower X @DigipowerX]

At our Columbiana, Alabama campus, DigiPower X is building 40 megawatts of AI infrastructure for Cerebras, designed to support multiple generations of Cerebras systems and configurations, including CS-4 and future platforms.

Modular construction and parallel execution are accelerDataCentersath to capacity, while the infrastructure is engineered for high availability, redundancy, fault isolation, maintainability, and demanding power and cooling requirements.

With dual carriers and diverse access paths, the site is also designed for resilient connectivity into major networks and cloud ecosystems.

40 MW. Built at speed. Engineered for resilience. Purpose-built for AI.

$DGXX

#DigiPowerX #DGXX #Cerebras #CS4 #AIInfrastructure #DataCenters #AICompute #DigitalInfrastructure #HighPerformanceComputing #HPC #Alabama

[Johan N. @rk8215]

$DGXX is ridiculously undervalued and insiders know it.

This week was the first week insiders could buy after the quiet period, and we had three open-market purchases.

1. CEO Michel Amar bought shares
2. President Alec Amar bought shares
3. Board member Jim McCabe bought shares

As a bonus, CTO Jagan Jeyapal exercised options.

They could not buy before, but they bought immediately after the quiet period ended.

Make of that what you will. 🔥🚀

[ChinoAleman @chinoalemano]

JUST IN: Jim McCabe just bought 40,000 shares of $DGXX.

$158,800, at $3.97.

Count the sequence, because this is now a pattern, not an event:

➡️ First, Michel Amar. The CEO. 20,000 shares at $3.60, open market, Form 4 filed with the SEC. Code P: a real purchase, no options, no grants.

➡️ Then Alec Amar. The President.

➡️ Now Jim McCabe. Strategic advisor to the company, and one of the few names DGXX has ever disclosed on its board of advisors in an SEC filing.

Three people with the deepest view of this business, buying their own stock in the same week.

And understand who McCabe is.

He was an early investor at $2.64 in the February 2025 private placement, back when this was a forgotten ex-miner nobody covered.

His declared beneficial ownership was 737,954 shares as of July.

He just added 40,000 more at $3.97.

He did not need to. Advisors do not file Form 4s. The only reason anyone knows about this buy is because he chose to show it.

Now stack it against what just happened at the company: first AI revenue in history printed, $150M cash, zero debt, Goldman Sachs engaged for the debt financing, Cerebras Phase 1 running ahead of schedule for December.

The people who see the machine from the inside are buying it from the outside.

That is the most expensive kind of conviction there is: cash, at market, with no upside from being wrong.

I'm long $DGXX. Not financial advice. DYOR.

[Kim @yoitskimpoy]

let's go!!!!!

[DigiPower X @DigipowerX]

At our Columbiana, Alabama campus, DigiPower X is building 40 megawatts of AI infrastructure for Cerebras, designed to support multiple generations of Cerebras systems and configurations, including CS-4 and future platforms.

Modular construction and parallel execution are accelerDataCentersath to capacity, while the infrastructure is engineered for high availability, redundancy, fault isolation, maintainability, and demanding power and cooling requirements.

With dual carriers and diverse access paths, the site is also designed for resilient connectivity into major networks and cloud ecosystems.

40 MW. Built at speed. Engineered for resilience. Purpose-built for AI.

$DGXX

#DigiPowerX #DGXX #Cerebras #CS4 #AIInfrastructure #DataCenters #AICompute #DigitalInfrastructure #HighPerformanceComputing #HPC #Alabama

[Johan N. @rk8215]

$DGXX earnings call was actually quite good.

To add Chinos post:

- Michel mentioned that DigiPower X is close of debt financing deal with Goldman Sachs to fuel growth.

- Last ATM draw was done mid $7 which is also welcome news.

[Ste @ste_p_hen]

🚨 $DGXX: The Earnings Ramp Has Not Started Yet

Q2 2026 was never expected to produce massive earnings.

DGXX reported $6.63M of revenue, but:

• NeoCloudz only generated revenue from 15 May
• Cerebras contributed no meaningful revenue
• DGXX was spending heavily on infrastructure that had not entered service
• Phase 1 was still seven months from commissioning
The investment case depends on the revenue scheduled to come online over the following four quarters.
My base case estimates and potential post-earnings fair values:

Q3 2026 estimate
Revenue: $8.0M
Growth: +20.7% QoQ

Q4 2026 estimate
Revenue: $10.1M
Growth: +26.3% QoQ

This includes a partial contribution from the first 15MW of Cerebras capacity following the targeted 15 December commissioning.

Q1 2027 estimate
Revenue: $17.8M
Growth: +76.2% QoQ

This would include the first full quarter of the initial 15MW.

Q2 2027 estimate
Revenue: $32.9M
Growth: +84.8% QoQ

This assumes the first full quarter with the complete 40MW Cerebras deployment operating.

The valuation ranges use approximately 111M pro forma fully diluted shares and imply diluted market capitalizations of roughly:

• Q3 2026: $0.61B to $0.83B
• Q4 2026: $0.78B to $1.11B
• Q1 2027: $1.11B to $1.56B
• Q2 2027: $1.56B to $2.11B

The framework gradually increases the valuation applied to DGXX’s $250M to $300M annualized revenue target as construction, financing, commissioning and customer revenue become visible.

The Q2 2027 range remains below the valuations awarded to larger public neocloud peers and does not fully price in:

• The additional 50MW colocation target
• NeoCloudz reaching a $100M annualized run rate
• New GPU customers
• Cerebras extension or expansion value
• Additional AI infrastructure contracts

These are milestone-dependent valuations, not automatic price targets. Delays, financing problems or further dilution would reduce them.

Not financial advice.

[Parabolic Runners @runners271851]

$DGXX 🚨🚨🚨🚨

$1.1B contracted AI revenue.
$150M cash. No debt‼️
$250M–$300M revenue run-rate targeted by Q3 2027.

And Goldman Sachs is now helping syndicate Alabama financing.

I predict $15 by end of year
$40 by Q3 2027…

The market hasn’t caught up yet.

[Kastriot @kastriooot8]

$DGXX LFG🔥🔥

[Kastriot @kastriooot8]

That's just how the world works.

The only chance for financial freedom and a way out of this system is to invest in the next 10x banger.

For me, that's clearly $DGXX.

End of story

[MxR @mxrbtc]

If the bottom is printed on $DGXX then the hardest thing now is to simply hold until a fairer valuation is reached

Next upwards move could even take six months to play out fully

Target, for anytime in 2026, is ~$20

As always, patience is key

[Ste @ste_p_hen]

🚨 $DGXX: JPMorgan Opens New 518,757 Share Position

JPMorgan Chase has disclosed a new position of 518,757 DGXX common shares in its Q2 13F, valued at approximately $2.80M on 30 June 2026.

This represents roughly 0.53% of DGXX’s 98.54M outstanding shares and places JPMorgan among the company’s larger disclosed institutional holders.

The position was established during the quarter in which DGXX announced its $1.1B Cerebras agreement and accelerated its transition into AI infrastructure.

A 13F does not identify the specific JPMorgan strategy or its average purchase price. However, for a company of DGXX’s size, a new position exceeding half a million shares provides meaningful institutional validation.

With Alabama construction advancing, NeoCloudz generating initial AI revenue and JPMorgan now appearing on the shareholder register, institutional interest in the DGXX story is clearly beginning to grow.

Bullish.

Not financial advice.

[Parabolic Runners @runners271851]

$DGXX 🚨🚨🚨🚨

JP Morgan now in DGXX! More institutions to come…

[Johan N. @rk8215]

BREAKING: NEW 13F JUST DROPPED. INSTITUTIONS ARE BUYING $AMPG & $DGXX!

$AMPG - Landscape Capital Management increased their shares 900% up to 449,510 shares 🔥

$DGXX - J.P.Morgan Inititiates a new position of 518,757 shares 🔥

Reminder: both companies report this week! 🔥🚀

[Kastriot @kastriooot8]

Yep, you read that right. Neoclouds are huge winners here.

$DGXX to the MOON!🚀🚀

Other winners
$CRWV
$NBIS
$IREN
$APLD
$CIFR

[Kastriot @kastriooot8]

Nvidia’s push into third-party financing is a massive tailwind for the entire AI ecosystem—and heavily bullish for $DGXX! 🚀

As Wall Street heavyweights like BlackRock and Apollo pump fresh private capital into AI infrastructure, the entire investment cycle gets extended by years. Concerns over a sudden drop in spending ("Capex Fatigue") are effectively off the table.

What does this mean for Digi Power X ( $DGXX)?

🔹 Sustained Demand: A prolonged buildout guarantees long-term utilization rates for its NeoCloudz platform.
🔹 Cheaper Capital: With AI infrastructure recognized as a solid asset class, $DGXX can secure cheaper, non-dilutive project financing for campus expansions (e.g., Alabama).
🔹 NeoCloud Validation: The model for alternative, specialized cloud providers gains major credibility from Wall Street.

No "AI peak" in sight— $DGXX sits right at the intersection of energy and GPU power to ride this massive wave of capital. 📈

#AI #Nvidia #DGXX #DataCenter #GPU

[Carolyn @BullishNSassy]

👀 This new NVIDIA $500 BILLION AI financing deal could actually be pretty interesting for $DGXX.

NVIDIA is teaming up with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to create massive pools of capital to help finance NVIDIA-powered AI infrastructure and AI factories.

And immediately I thought… could $DGXX eventually tap into something like this?

To be clear, there is NO announcement that DGXX is getting any of this money.

BUT look at what DGXX is building.

They’re already building a 40 MW AI Factory, they’ve committed $35M for NVIDIA Vera Rubin systems, and their whole model is basically power + data centers + GPU compute.

That’s pretty much right in the lane NVIDIA is trying to finance.

And this doesn’t necessarily mean NVIDIA just hands DGXX a giant check. 😂

It could mean DGXX wants to deploy hundreds of millions in NVIDIA infrastructure → one of these big financial partners helps finance it → DGXX gets to scale its AI Factory much faster without having to fund the entire thing themselves.

THAT is the part I find really interesting.

This is definitely NOT $DGXX news yet.

But IMO it is very relevant to what DGXX is trying to build.

NVIDIA is basically saying: We want a LOT more AI factories built, and we’re putting the financing infrastructure in place to help make that happen.

And DGXX just happens to be building one. 👀

I’ll definitely be listening for the words NVIDIA, GPU financing, project financing, institutional capital or AI Factory expansion in DGXX’s upcoming updates.

Could be nothing.

Could eventually be a very big deal. 🔥

$DGXX $NVDA

[Matt @ROIRecruiter]

With the construction of $DGXX flagship site ahead of schedule I can see a large move coming sooner rather than later.

It’s pretty impressive that in under 12 months they will have 15MW of colocation with $CBRS online and generating meaningful revenue. Mark your calendars for Dec!

[Freedom By 40 @Freedom_By_40]

$DGXX

The circled moves are impulsive and this last one was even more impulsive than the previous one with even bigger volume.

Last time we found support at the .618 which is where we are now.

Next goal is to break the green trend line and we want to see big green volume come in again.

Just a matter of time imo.

Long DGXX.

[michel amar @michelamar3]

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