I want to be cool

Joined March 2022
5 Photos and videos
Daniel Kim retweeted
$DGXX --- $DGXX has committed $35 million, to be fully funded from existing cash on hand, to purchase NVIDIA’s next-gen “Vera Rubin” AI systems from Supermicro. The hardware will fuel full-scale expansion of its NeoCloudz compute platform, with deployments slated to kick off in Q1 2027. Prior to this order, the firm had already rolled out its first batch of NVIDIA B200 chip clusters. Back in early May, the company inked a landmark 10-year colocation agreement valued at a total of $1.1 billion with a premier AI compute provider. $DGXX will deliver 40 megawatts of compute capacity via its data center campus in Columbiana, Alabama. This ultra-long-term, guaranteed recurring revenue completely lifts the ceiling on the company’s fundamental growth trajectory. Late April brought a separate 24-month SubQ AI contract worth $19.6 million. Hot on its heels, the firm’s proprietary NeoCloudz GPU-as-a-Service platform launched publicly on May 15, with management confirming the business booked its first material stream of AI compute service revenue that same month. 1. Clear Transformation Roadmap: Power Assets Compute Modules Creates Unmatched Competitive Edge The biggest bottleneck plaguing large language model training today is not algorithmic innovation—it’s power supply. DGXX’s legacy operations hold massive pre-secured grid interconnect capacity across Buffalo, New York, Alabama, North Carolina and other sites. The company is seamlessly repurposing power originally allocated for crypto mining to feed its in-house engineered ARMS 200, a triple-certified modular AI data center pod. These self-power-backed modular AI factory facilities boast blistering fast build timelines. 2. Vertically Integrated Compute Ecosystem Model This vertical stack lets DGXX capture maximum gross margin across every link of the supply chain amid the AI industry’s explosive growth cycle.DGXX differentiates itself from two industry peers: traditional colocation REITs that only lease data center real estate (EQIX, DLR) and pure-play software vendors offering standalone compute cloud services. Instead, it operates a fully integrated value chain:Controlled power generation & grid capacity → Proprietary ARMS 200 modular data center pods → Self-owned fleet of top-tier NVIDIA hardware clusters → NeoCloudz GPU cloud platform 3. Expected Explosive Financial Inflection in 2027 The company’s current market cap sits at roughly $600 million. If the revenue targets are fully achieved, its forward price-to-sales ratio will land at only around 2x—leaving massive upside for a meaningful valuation re-rating story.During its Q1 earnings call, management laid out explicit 2027 financial guidance: total annual revenue targets range from $250 million to $300 million, encompassing AI colocation services, NeoCloudz GPU cloud subscriptions, and residual energy sales.
1
8
853
Daniel Kim retweeted
$BTC Before and after 👀 It was obvious but many were blinded by bias. And no the bottom still isn't in. Expecting a new low towards $51,000.
$BTC makes you wonder...
2
2
9
1,003
Daniel Kim retweeted
빨리 사고, 물리면 존버한다.
트레이더 꿀팁 늘 말하지만 5분봉으로 진입하고 물리면 주봉으로 바꾸는 트레이딩 전략은 따라하면 안된다.
2
15
2,817
Daniel Kim retweeted
숏고기들 조금씩 타들어가는 중 BTC 66K 렛츠고
4
2
28
1,003
Daniel Kim retweeted
$HIVE UPDATE; NO REAL VOLUME ON THESE PLAYS TODAY DUE TO MARKET RANGING... STILL SETUP FOR A BREAKOUT TO THE UPSIDE!! $4.29 NEXT KEY LEVEL
1
3
21
3,311
Daniel Kim retweeted
Buying 2 $MARA for the cost of 1 $RIOT right now is a massive market mispricing and generational buying opportunity.
2
5
32
2,294
Daniel Kim retweeted
$BTC is hovering around the $67,000 level. The next key resistance is around $68,000 and a breakout above it could push Bitcoin to $70,000 soon.
50
12
172
7,961
Daniel Kim retweeted
$MARA - Daily I could let this one slip by but don't think I forgot what I said here. Believe started June 1st before more Iran issues and a nasty $BTC selloff threw us off course. Watching the close. I expect this week to be in the belief timeframe.
$MARA Like I said, still people won't believe in $30 for another week
12
1,395
Daniel Kim retweeted
< $wld, $jto 놓쳐도 괜찮다.> 봉남신 픽들이 너무 많다. 월드, 지토 수익 찢어 버릴만한 종목이 아직 널렸다. 1. $icp 2. $fil 3. $cfg 4. $pengu 5. $virtual 6. $render 7. $avax 8. $ena 9. $near 10. $sui 이외에도 너무 많지만 이정도로 한다. 봉남신이 마지막 기회라고 계속 외쳤다. 근데 매수 하고 물렸다고 찡찡 ㄴㄴ 그건 너가 선택 한거잖아.
3
3
28
922
Daniel Kim retweeted
#BTC liquidation levels and estimated liquidation leverage. $7 billion in long liquidation at 58K $6.8 billion in short liquidation at 74K Where do you think it will go next? I think higher.
7
3
38
2,792
Daniel Kim retweeted
$ZETA - HAPPY GOLDEN CROSS DAY - Buy at $20 Wave 3 target is $66.
9
5
133
9,466
Daniel Kim retweeted
Two weeks left until the $BTC monthly close, and if the candle finishes like this, it’s just another wick that got bought up. Ask yourself this. Bears had five months to push the price down, with all kinds of bear-flag formations/fractals plus a major war starting/ongoing, and we never got a single weekly close below 60K. Crypto became the laughing stock, interest collapsed, capital rotated into other assets, pessimism hit extremes, fear readings reached historic lows… and still the chart looks like this.
2
3
24
449
Daniel Kim retweeted
micro count I am monitoring:
2
5
20
3,315
Daniel Kim retweeted
$RGTI Buying some of this tomorrow morning. See you all later.
6
16
146
40,577
Daniel Kim retweeted
US Government is literally telling you what to buy. "U.S. to Award Quantum-Computing Firms $2 Billion and Take Equity Stakes" I am usually 2 weeks ahead of others in calling moves. Was writing about Quantum stocks on May 12th. People were questioning my Quantum call. Results are out. $IONQ 65% $INFQ 54% $QBTS 54% $RGTI 42% $QUBT 40% As always, taking the higher road. ✍️ All dips. I mean any 20-25% pullback is an opportunity to scale in.
44
55
667
52,901
Daniel Kim retweeted
$RGTI Another strong move higher today Next area: $13.95 - $34.61 After that, I would expect a larger correction
1
2
7
561
Daniel Kim retweeted
$RGTI clean retest of previous ATH from January 2025 This is critical to the real start of an uptrend - we are gearing up...
$RGTI uptrend is fully in tact and chart is beautiful - Wicked off the .618 at $18.46 - Filled the gap, may retest gap Trend line not tested, could be higher low = bullish
1
2
2
474
Daniel Kim retweeted
If everyone including myself thinks $MARA will fade here...will it?
4
2
12
1,412
Daniel Kim retweeted
분명히 '최소' 4불이라고 했다.
$wld 월드코인 최소 2불-4불 간다.
1
13
1,324
Daniel Kim retweeted
ㅉ. 이때 이거 두개만 샀어도 수익률 최소 2배다.
<올해 모두의 예상을 깨고 폭등할 코인> 1. $WLD 월드코인 2. $ONDO 온도파이낸스
1
15
808