@penny_etherMay 5, 2026 · 10:10 PM

@kilgore_joshua Banger update. Spot on with the S19XPs being good risk/reward right here. After seeing the deal, it was clear you guys really threw $BGDE a bone with this deal. Getting paid back 80% in $20 warrants (valued at $20) was quite generous. Very nice to see 12m termination rights (I somehow missed this bit in the 8k). Wish you the best of luck cleaning up the house! Quick question: Does the inferred ~$0.056/KWH operating cost include all cash expenses, or just the power?

@penny_etherMay 3, 2026 · 4:47 AM

@kilgore_joshua @SultanAmeerali @ElGatoPartners Sounds to me like his critique is more about investing cash on ASICs (which provide a cashflow torqued to BTC) vs investing that cash on securing a foundation for AI/HPC. As you've pointed out... it's not either/or. Personally I thought the same thing as OP before seeing just how slanted the terms are in favor of $BGDE shareholders.. 100% paid in equity, and 80% of that paid in $20 warrants (valued at $20!) says to me this is not the only move that will be made. Looking forward to seeing what's next.

@penny_etherApr 24, 2026 · 4:47 PM

$MIGI - complete restructuring of board. Sits on 130MW, market cap of $40m. Doofus CEO Mewawalla long gone. Changing name to highly memeable "Big Digital Energy" with ticker $BGDE. (Drop the "G"... it's cleaner.) Up 20%. Can't speak for actual HPC prospects (and wtf happened to the 20MW hpc deal they signed in August 2024)... but easy to imagine it pitched by microcap accounts as "all the other BTC miners up are X% last 2 years but this diamond in the rough isn't", esp if/when the others rally. I prefer proven management and execution, but I have a small position anyway.