Med student, Position trader

Joined March 2017
5 Photos and videos
Personal note from me as a director of $DGXX (Digi Power X). My views, posted in my personal capacity, not the Company's. 1). Q1 2026 was an inflection point. Adjusted EBITDA flipped to a positive $1.1M from a $1.3M loss a year ago, a $2.4M YoY improvement, while we deliberately wound down legacy crypto mining. 2). Michel Amar on the call: "the most consequential strategic decision in company history" was the pivot from Bitcoin mining to AI infrastructure. The strategy is now executing. 3). The anchor: a 10-year, $1.1B Master Services Agreement (expandable to $2.5B) with one of the world's top chipmakers, for a 40 MW campus in Columbiana, AL. Phase 1 of 15 MW targets RFS December 2026, full 40 MW by end Q1 2027. 4). NeoCloudz GPU-as-a-Service is LIVE. First bare-metal GPU rental went live on the day of the call, a 24-month contract with SubQuadratic AI, on NVIDIA B200 and B300, in Columbiana. 5). Balance sheet, per public release and call: ~$125M cash, ~$15M digital assets, zero long-term debt, ~$45M YTD capex at Columbiana. Michel: "the strongest in the Company's history." 6). Financing strategy is public. Michel confirmed a term sheet has been signed with a lender, contemplating a 70/30 loan-to-cash structure, to fund the build out via debt rather than dilution. 7). Power moat. ~210 MW already grid-connected today. ~393 MW total secured across AL, Niagara Falls, NC, and Buffalo. 1.3 GW WV LOI for 2028 through 2030. Michel: "We don't need to wait for an interconnection with the utility." 8). Multi-year revenue goals (public, from the call): 2027: ~$300M run rate 2028: $450 to $500M run rate 2029: $800M to $1B run rate 9). Michel: "We are no longer building toward the top tier of this industry. We are in it." He also said publicly that the Company is "receiving interest from institutions, partners, and lenders." 10). Proud to serve with this team. Rely on the Company's public filings (SEDAR , EDGAR), not this thread. Not investment advice. Forward looking statements subject to risks in our public disclosures. Gerard Rotonda, Director, $DGXX
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$DGXX WE ARE WITNESSING THE RE-RATING IN REAL TIME!! EVERY DIP WILL BE BOUGHT UP
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When $DGXX runs thru the whole $750M shelf in 2027 the market cap is likely to be around $2B and when you substract the $750M shelf it leaves us with $1.25B market cap which gives us little over $17 share price without any new big catalysts/deals (current 40MW colo 10MW GaaS)
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$DGXX 🚨 Before you freakout about the ATM, considering the momentum and rerating in effect it is unlikely to cause a huge dip. We are more likely to stall and build a little base on these levels before the next catalyst.
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Can we take a moment to appreciate the tremendous change in $DGXX PR-team lately. I know the they got bashed heavily for a long time, but it’s nice to see things improving on this side of the business also.🤝
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Crazy resistance at the 52-week high of $6,78 levels. Once we smash through theres no stopping💪📈 $DGXX
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And there we go💪
$DGXX wants to flip green👀👀 crazy strength we’re seeing here!
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$DGXX wants to flip green👀👀 crazy strength we’re seeing here!
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It baffles me how $DGXX didn’t go higher yesterday. Maybe the re-rating is now in effect and grinds up in the upcoming weeks. But seriously, industry leading price per MW ($2.75M), 40MW $1.1B colo deal, 10MW Cloud coming online, high tier credible customers, Sub $400M market cap
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The new $HUT deal is worth $1.86M per MW per year vs $DGXX Cerebras deal is $2.75M per MW per year👀👀 $DGXX should run to $9 based on all current details and I think we will hear something juicy about NeoCloudz soon.
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$DGXX has a $75M ATM open and with yesterdays volume of 115 million shares it is highly likely they sold into that strength. Only about 14 million shares of that 115 million volume would be enough to generate the $75M dollars. Just a guess, but hope to hear about it next week.
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$DGXX Thesis validated. The market will reward us now🤝
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$DGXX with these AI Revenue winds we should see the stock price climb up to the 5$ area as anticipation for new deals starts to grow and institutional money starts to flow in. Then with a Colo deal reach new ATHs, while additional NeoCloudz deals pushes the price higher. 🤝
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Hesander retweeted
Going out on a limb here guys but $ORCL and $NVDA don’t just show up at a random datacenter for no reason. Jag was the missing piece for $DGXX he’s cooking and building great things. I’d be surprised if next week we don’t start seeing some news!
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$DGXX Let’s claim $3 back today🙏🏻🙏🏻
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$DGXX breakout looking promising👀 needs to hold this level and we are primed for news!
$DGXX looking technically weak right now, we need to claim the 200 EMA and breakout of this descending channel at roughly $2.8. Possible with some Nasdaq sector tailwinds and then paired with the catalyst we all are so patiently waiting for is the key to launch us to new ATHs🤞🏻
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$DGXX looking technically weak right now, we need to claim the 200 EMA and breakout of this descending channel at roughly $2.8. Possible with some Nasdaq sector tailwinds and then paired with the catalyst we all are so patiently waiting for is the key to launch us to new ATHs🤞🏻
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$WYFI keeps ripping towards that $1B mcap with a 40MW colo deal signed while $DGXX is sitting on hundreds of MWs and a 70MW data center coming online this year👀 $200M mcap by the way…
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Watching $DGXX fade into every close is getting frustrating… have to stay patient
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Hesander retweeted
If you have less than $50k invested, it makes no sense to be diversified… let me explain Diversification is capital protection. The reason diversification is praised so much is because with enough of it, it’s nearly impossible that you’ll lose But on the flip side, you won’t “win” or make nearly as much. That’s fine if your goal is stability… if you have alot saved up and want to protect it. But with a small account, over-diversifying just dilutes impact. A 100% winner barely moves the needle when position sizes are tiny, and spreading capital across 10–15 names often turns real conviction into noise. Early on, the edge usually comes from focus. Knowing a few names well, sizing them meaningfully, and accepting volatility early on in exchange for growth. Risk has to be managed much more actively… through position size, timing, and understanding what you own. Diversification matters more as capital grows; when preservation becomes the priority. Pick 2-3 names and know them better than 99% of the market. Before that, concentration is often what actually compounds an account.
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