Parabolic Runners

[text] $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.

[text] $DGXX 🚨🚨🚨🚨 Has definitely tested my patience. Not because my investment thesis has changed, but because communication hasn’t kept up with the opportunity. The company has: • No debt ‼️ • Owned power assets ‼️ • Owned land ‼️ • A $1.1B AI infrastructure agreement ‼️‼️

[text] $DGXX 🚨🚨🚨 WEBSITE REVIEW After reviewing the entire new DGXX website, here’s my biggest takeaway: Management is no longer presenting Digi Power X as a mining company, a power company, or even just a data center company. They’re presenting it as a vertically integrated AI

[image] $DGXX 🚨🚨🚨 This may be the most interesting slide in the entire updated DGXX presentation. DGXX assigns a $500M valuation to the Alabama Tier III AI Data Center based on 40 MW of developed capacity. Yet the entire company is trading at roughly the same valuation. Think

[text] $DGXX 🚨🚨🚨🚨 Connect the dots. 40MW Cerebras deal. B300s live. ARMS scaling. 100% uptime. Now the VP is validating CS-4 against DGXX’s design and says they’ll deploy it “at scale.” Cerebras → OpenAI demand → DGXX infrastructure. 40MW may just be the beginning.

[image] $DGXX 🚨🚨🚨🚨 This is big! Built to support CS-4 AND future Cerebras platforms. This looks like infrastructure designed for a long-term Cerebras relationship, not just one 40MW deployment.

[image] $DGXX 🚨🚨🚨🚨 22% institutional ownership! Kadensa Capital with 2.3 million shares!! Look at their portfolio and some of the big companies they own. DGXX is now one of their biggest holdings!! Institutions are loading, why aren’t you?

[text] $DGXX 🚨🚨🚨 Is DigiPowerX building the next “baby Nebius”? The hiring roadmap is interesting: GPUaaS, OpenAI-compatible APIs, AI Token Factory, and private AI cloud. They’re clearly aiming to move up the AI stack. Now it’s all about execution.

[image] $DGXX 🚨🚨🚨🚨 AMD partnered with Cerebras to deliver faster, more efficient AI inference. DGXX already has a 10-year Cerebras agreement, while its CTO has been saying the next AI race will be won by inference not just training. Things that make you go hmm…

[text] $DGXX 🚨🚨🚨🚨 All these insider buys means financing is close Maybe an announcement next week. Once the financing happens, this will open up new colocation deals and compute deals. Also be on the lookout for other sites. Company has hinted at expansions. Big rest of year ahead!