StockSage retweeted
I’ve been screaming into the TL to accumulate $DGXX under $4 for months
Said it at $3.
Said it at $3.50.
Said it at $3.80.
You get the fucking point.
Even at $4.50, I still think the R/R is attractive if your time horizon is longer than 3 months.
And before the crypto-brained mfs start tweaking because it hasn’t done a 3x in 48 hours, this is a NASDAQ stock, not some 12-hour memecoin shitter.
These things take time to cook.
But the funny part is, I actually think the stove is getting hotter now. The next few months should be exciting.
Execution is stacking.
Attention is coming back.
If you still don’t get it, I don’t have time to convince you.
See you when everyone suddenly discovers $DGXX at double digits.
There is a difference between announcing infrastructure and delivering it. This video shows the difference.
I serve as a Director of $DGXX and these are my personal views, not the Company's. Everything here comes from public filings and press releases. This is not investment advice.
THE VIDEO
This is our purpose-built Tier III AI data center in Columbiana, Alabama. You see what real progress looks like. Steel up. Rows of chillers set. Crews at work. Our ARMS 200 modular units on site.
This is the campus being built for Cerebras under a 10-year agreement valued at approximately $1.1 billion.
WHAT THE COMPANY HAS PUBLICLY REPORTED
From our Q2 2026 results, released August 14, 2026:
• Construction in Columbiana continues to progress on schedule
• Phase 1: 15 MW of IT load, expected December 2026
• Phase 2: an additional 25 MW, expected March 2027, for up to 40 MW
• An option to expand the Cerebras relationship could lift total potential contract value to approximately $2.5 billion
• Advanced discussions with lenders on debt financing for the site, with Goldman Sachs engaged to assist in syndication
• NeoCloudz, our GPU platform, generated first AI compute revenue of approximately $1.1 million in about five weeks
• Approximately $150 million in cash and no debt as of August 14
• Management target: a $250 to $300 million annualized revenue run rate by Q3 2027
WHY IT MATTERS
AI does not live in the cloud. It lives in buildings. Buildings that need power, liquid cooling, and teams who can deliver on a timeline. That physical layer is where the constraint is today, and it is exactly where DigiPowerX has chosen to build.
Columbiana is our flagship and delivering it on schedule establishes the operating track record that hyperscale customers and project lenders require.
That is the standard we hold ourselves to.
I am proud of Michel Amar, Alec Amar, Jagan Jeyapaul, Paul Ciullo, the entire DigiPowerX team, and every partner and crew member building this campus in Alabama.
The video shows steel and concrete.
What it represents is AI capacity for America.
And we are just getting started.
Full Q2 release: digipowerx.com/press-release…
Disclaimer: I am a Director of Digi Power X Inc. (Nasdaq: DGXX; Cboe Canada: DGX). This post reflects my personal views only and is not made on behalf of the Company. All information is drawn from the Company's public filings and press releases, including its Q2 2026 results released August 14, 2026. Nothing here is investment advice, a recommendation, or an offer to buy or sell any security. Statements about future plans and targets are forward-looking, reflect management's publicly stated expectations, and are subject to the risks described in the Company's SEC filings. Actual results may differ. Please do your own research and consult a licensed financial advisor.
Gerard Rotonda | Director, DigiPowerX Inc.
$DGXX $DGX
#DigiPowerX #AIInfrastructure #DataCenter #Cerebras #NeoCloudz #AICompute #Alabama #FutureOfAI #PowerInfrastructure
StockSage retweeted
Alabama AI data center — building 24/7 and ahead of schedule. Execution is our priority. ⚡️
$DGXX
Replying to @michaelsikand
$DGXX My Take on USDC Spinoff & Michel Amar Interview
TL;DR: I see spinoff as a net positive, I remain bullish, but cautious. April is month of execution, lets see how it goes.
First of all, I would like to thank @FrankCurzio for doing this interview. Frank has done a lot for $DGXX shareholders and has been a constant resource of information. I feel he received an unjustified amount of negative feedback last week. He is providing this information for free for all of you, so please make sure to follow him.
Second, I noticed there were a lot of negative emotions last week. I admit I was more bearish than I had ever been after reading the initial press release. It is good that DigiPower X published a statement and more information on the topic, but I feel that a couple million in market cap could have been saved.
I want to be very clear on one thing: If a -20% drop in stock price makes you very emotional, it means you might have over-invested. Please manage your position size accordingly. Never go all in on any micro-cap. Micro-caps involve a lot of risks that you need to manage.
That being said, after analyzing all the available information and listening to the interview, I am no longer bearish on this move, but there are definitely some caveats I will keep an eye on.
Let's start with the elephant in the room, the USDC Spinoff.
$DGXX stock dropped 20% last week after announcing the spinoff of US Data Centers (USDC), and full outrage over fears of dilution and insiders taking the best assets.
After the spinoff, USDC will be a completely separate entity created to build and sell and manufacture ARMS. It has zero assets currently—just the IP/prototype developed by $DGXX. Building this hardware business is highly capital-intensive. Doing it inside $DGXX would have heavily diluted existing shareholders. By spinning it out, USDC raises its own capital. DGXX is protected from the downside risk but keeps the majority of the upside (owning ~55% of USDC).
Without this spinoff, DigiPower X would not have heavy hitters like Hans Vestberg on board. With his connections. Michel heavily leaned on the fact that they couldn't afford to pay former Verizon CEO Hans Vestberg a $24M–$30M cash salary. Vestberg's compensation—and the rationale for the spin-off—is entirely equity-based so $DGXX keeps its cash.
Amar also confirmed that it costs 5.5 million dollars to build one MW of Tier 3 infrastructure (including ARMS, excluding GPUs). This is a very low number. Well done here.
Now here is the caveat. This all sounds good, but I will be keeping an eye on what management really does. My biggest fear is that the 55% we own on USDC might be diluted to a much smaller number in future as press releases in general are not binding. Worth keeping an eye.
Site Updates & Execution
Some updates were provided during the interview:
Alabama (70 MW): The site is ready. $20M worth of Nvidia B200/B300 GPUs are currently being tested at Supermicro and will be delivered and operational next month. DGXX just added 33 acres to the site, expanding the site to 55 acres.
$DGXX also secured a massive perk with Nvidia/Supermicro for next-business-day replacement on any failed chips.
North Tonawanda (120 MW): The regulatory bottlenecks are finally clearing. The 60 MW gas combined-cycle power plant just got its load study approved, plus they secured an additional 60 MW of clean hydropower from the grid. After a three-year wait, DGXX just received the approved load study for their fully owned 60 MW gas combined-cycle power plant.
Amar noted the base valuation of this plant alone has skyrocketed, conservatively pegging it at at least $1 million per megawatt in today's market.
North Carolina (200 MW pipeline): Zoning was just approved for a site located right near Google's NC hub. This is the long-term growth engine mapped out for 2028–2030. Local news is already buzzing about job creation. As North Carolina is still in the distant future, I have not considered it in my own thesis. It is a bonus if it happens.
Upcoming Catalysts
The interview makes it clear that April will be a game changer for DigiPower X. There will be multiple catalysts coming.
NeoCloudz launch: DGXX’s first true AI revenues are literally weeks away. They just dropped $20M on next-gen Nvidia B200/B300 GPUs, which are currently undergoing rigorous testing at Supermicro to ensure zero failures. Next month, these go live at the Alabama site.
CEO Michel Amar specifically pointed out that when competitors like $APLD and $IREN transitioned from "talking about AI" to actually processing AI data, their market caps exploded.
This launch is the exact moment DGXX pivots from being valued as a crypto miner to a credible AI infrastructure player.
Insane Revenue Potential: Every 1 MW of GPU-as-a-service generates roughly $1.3 million a month. Converting 100 MW over the next 18 months would mean that given that they execute on that timeline, an eye-watering $130 million in monthly recurring revenue—meaning they could generate their entire current market cap in revenue every 30 days.
Hyperscalers on the Sidelines: Big Tech is completely starved for power right now (as Frank noted, Microsoft is buying nuclear energy 20 years in advance). Amar confirmed that major institutions and hyperscalers are actively "waiting on the sidelines," watching DGXX closely. They are in dire need of power, but they want to see proof of concept first.
Once DGXX successfully powers up its GPUs next month, the "execution risk" effectively drops to zero, which is the exact trigger needed for these deep-pocketed hyperscalers to start signing massive colocation deals.
Nvidia Partnership: This is a massive, under-the-radar catalyst. Amar confirmed he is actively meeting with Nvidia and Supermicro leadership to establish DGXX as an NCP. Why is this a game-changer? Because once certified, whenever an enterprise customer buys GPUs directly from Nvidia, Nvidia will actively recommend DGXX as the certified, premier site to host and power those chips.
It essentially turns Nvidia into a built-in, global sales funnel for DGXX's infrastructure.
Final Thoughts
I see this spinoff as a net positive, and I remain bullish on $DGXX. I will continue to hold it as a shareholder. There is, however, definitely more risk on the table after the spinoff.
Despite justifying the spinoff, Michel glossed over the exact breakdown of the other insider ownership in USDC. The specific financial terms, operating agreements, and exact cap table between $DGXX and USDC were not addressed and remain private. For skeptical shareholders, the mechanics of how insiders are compensated here are still a mystery.
April will be the month of execution. I will be keeping an eye on how DigiPower X keeps its promises. If they deliver on those promises, I do believe there will be a massive re-rate; however, any delays in execution will probably cause some sell pressure on the stock.
StockSage retweeted
Hey guys, I’m sorry for the late response, I’m at Busch Gardens with my daughter.
For all those worried about this $DGXX deal being dilutive, you’re wrong - @michelamar3 will explain why when I interview him on Wall Street Unplugged on Tuesday.
Quick 2 points:
1) I haven’t sold a share.
2) For all of you suggesting I’m involved in a pump and dump scheme, go F yourself, and you just got yourself blocked.
The interview will be published by noon this upcoming Tuesday.
If you’re long this stock, you better give it a listen.
@DigipowerX
$DGXX Digipedia is PUBLISHED!🚀
After pouring 400+ hours to due diligence, I collected all the information into one article.
Digipedia™ - a comprehensive article on DigiPower X, covering everything related to this company.
I hope you enjoy reading it.
StockSage retweeted
JUST IN: $DGXX to Announce 2025 Q3 Financial Results on November 13th
digipowerx.com/news?i=158918




















