$DGXX — FinTwit mentions on Surfaced

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160

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16

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$DGXX

Digi Power X

$DGXX

Digi Power X

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About this stock

$DGXX has been mentioned 160 times over the past 12 months by 16 distinct FinTwit voices, with the first mention appearing on November 7, 2025, and the most recent on July 9, 2026. The most-active voice category for this ticker is long research. @investmentguru_ (InvestmentGuru) leads with 52 mentions, followed by @wliang (Wayne Liang) with 32 mentions, @ckcapitalxx (CK Capital) with 27 mentions, @photonbull (PhotonBull) with 14 mentions, and @bullofbritain (BULL OF BRITAIN) with 7 mentions.

Recent discussion of $DGXX has focused on its positioning within the AI infrastructure and hyperscaler lease landscape. @investmentguru_ included the stock in watchlists of AI infrastructure names amid market pullbacks, while @midascabal drew parallels to Cerebras, noting that signed hyperscaler leases have historically converted potential into proof, causing stocks to move sharply. The stock has appeared consistently across long research-focused commentary about AI compute demand and infrastructure opportunities.

AI-generated from tracked posts · updated Jul 9, 2026

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Recent calls

25 calls

@ckcapitalxxJun 13, 2026 · 2:01 PM

$KEEL has a realistic path to a 10x, and it is simpler than people think. It all comes down to leasing the power they already control. Here is the math that gets you there. KEEL controls a 2.2 gigawatt pipeline across Pennsylvania, Washington, and Quebec, with grid interconnections already in place. That power is the entire asset. The whole business model is turning secured megawatts into signed leases that throw off long term recurring revenue. Start with what a lease is actually worth. AI data center colocation runs roughly $150 to $200 per kilowatt per month. Take the three leases the CEO has committed to signing by year end. Panther Creek at 350MW, Sharon at 110MW, and Moses Lake at 18MW. That is roughly 478MW of near term capacity. Leased out, that alone is somewhere in the range of $850 million to $1.1 billion in annual recurring revenue. On a company with a current market cap a fraction of that. Now extend it to the full pipeline. 2.2 gigawatts fully leased at those same rates is north of $4 billion in annual recurring revenue. Data center operators with contracted hyperscaler revenue trade at 6 to 7 times sales. Put a conservative multiple on $4 billion in recurring revenue and you land around a $30 billion company. From where this trades today, that is the 10x. And here is why the path is simple, not complicated. KEEL does not need to invent anything. They do not need a new product. They do not need to win a technology race. They already own the power. They already have the interconnections. They just need to sign the leases, and the CEO has told the market the priority for this year is signing three of them. Every lease that gets signed converts speculative power into contracted cash flow and re rates the entire pipeline behind it. We saw $DGXX do exactly this with Cerebras. The first signed hyperscaler lease changes the whole story overnight. Secured power. Grid connections in place. Three leases targeted this year. A 2.2 gigawatt pipeline behind it. The path to a $30 billion company runs straight through those signatures. And they are coming.

@ckcapitalxxJun 11, 2026 · 4:20 PM

People comparing $SATS to $DGXX are missing the whole point. $DGXX was a proxy. It signed a deal with Cerebras but owned zero equity. It rose on association. $SATS literally owns 2%+ of SpaceX. Actual shares on the balance sheet getting marked to a $1.75T valuation tomorrow. One is a story. The other is an asset you own.

@ckcapitalxxJun 4, 2026 · 10:54 PM

A $350 million raise just handed me a discount on the one my favorite infrastructure stocks with potentially three lease signings lined up before year end. I am buying the dip. Here is why this dilution does not scare me one bit. It is not even a stock offering. It is a convertible notes raise with capped call transactions built in specifically to reduce dilution. About as shareholder friendly as a raise gets. They are funding the buildout without flooding the market with shares. And they need the capital for one reason. To turn secured power into leased revenue. $KEEL controls 2.2 gigawatts of pipeline across Pennsylvania, Washington, and Quebec with grid interconnections already in place. This raise converts that power into operational AI data center capacity. Now the catalyst that changes everything. On the Q1 call CEO Ben Gagnon said the 2026 priority is to sign three leases by year end. One at Panther Creek. One at Sharon. One at Moses Lake. He called a signed lease the single most important inflection point for the entire business. Three leases. Three sites. All targeted this year. And look at how the stock got here. It ran from the low $4s to over $6 in a multi week run of higher lows where every single dip got bought. The market has been front running this lease catalyst the entire time. Now you get a temporary dilution dip, on a shareholder friendly raise, sitting directly in front of three potential lease signings. We have seen this movie. $DGXX signed Cerebras and re-rated overnight. When the first $KEEL lease lands it does the same and there is no looking back. The dilution created the entry. The leases are the catalyst.

@ckcapitalxxJun 3, 2026 · 7:32 PM

$KEEL has more than doubled in the last month and they have not signed a single lease yet. That is what makes this setup so compelling. The entire move so far is built on anticipation. The CEO met with over 160 investors and recently said they would have to pump the brakes on further investor calls. The market read that exactly how you would expect. Something is coming. And here is the part that matters most. On the Q1 call CEO Ben Gagnon said it directly. The 2026 priority is to sign three leases by year-end. One at Panther Creek. One at Sharon. One at Moses Lake. He called a signed lease the single most important inflection point for the entire business. Three leases. Three sites. All targeted before the end of this year. Look at the capacity behind it. Panther Creek has 350 megawatts of secured gross capacity. Sharon has 110 megawatts. Moses Lake has 18 megawatts. 2.2 gigawatts of total pipeline with grid interconnections already in place. And the balance sheet funds the whole thing. $533 million in liquidity, enough to carry them through lease execution out to 2028. The stock doubled on anticipation alone. Now imagine what happens when the first of those three leases actually gets signed. We have seen exactly how this plays out. $DGXX signed Cerebras and the entire narrative re-rated instantly. A signed lease converts $KEEL from a speculative power play into a contracted revenue machine with long term cash flow. Management has already told us three of them are the goal this year. The doubling was just the warm up. The leases are the catalyst. And when they sign there is no looking back.

@photonbullJun 3, 2026 · 11:56 AM

Digi Power X $DGXX committed $35 million from cash on hand to acquire NVIDIA Vera Rubin systems for its NeoCloudz GPU as a Service platform, with initial deployment targeted for Q1 2027. Vera Rubin is NVIDIA's rack scale successor to Blackwell, pairing Rubin GPUs with 288GB HBM4 against the 88 core Vera CPU over NVLink 6. Funding the next generation silicon entirely from balance sheet rather than dilution. The Alabama campus is the constraint that matters. Phase 1 at 15 MW targets a December 15 2026 ready for service date, scaling to the full 40 MW by end of Q1 2027, which is the same window the Rubin systems are meant to land in. NeoCloudz has been live and processing workloads on deployed B200 and B300 fleet since May 15 2026 and recognized its first AI revenues in May, so the platform clearing real traffic ahead of the capacity step up is the operational tell, not the order itself. Let's see if $DGXX can regain some momentum on this news

@itschrisrayJun 3, 2026 · 11:45 AM

Just bought 200 shares of $DGXX as a swing trade (unless my conviction grows). An interesting name in a space I’m underexposed to, plus today’s news, I figured why not? I’ll dig into them a little bit more now that I’m a shareholder. https://t.co/0iEe1WmoJc

@ckcapitalxxJun 1, 2026 · 12:33 PM

I went long $KEEL at $3 and we have nearly doubled since. The part that should make everyone excited is they have not even signed a lease yet. Think about that for a second. The entire move so far has happened on the anticipation of what is coming. Not the actual catalyst. The catalyst is still ahead of us. $KEEL controls hundreds of megawatts of power secured land across Pennsylvania and Washington. Panther Creek. Sharon. Moses Lake. Sites positioned in exactly the kind of power rich locations that AI data center operators are desperate for right now. Permitting is progressing. The infrastructure is being built. Everything is lining up for the moment a hyperscaler or neocloud signs on the dotted line. When that first lease gets signed everything changes overnight. A signed colocation agreement converts $KEEL from a speculative power play into a contracted revenue machine with guaranteed long term cash flow. That is the moment the market completely re-rates this company. We have seen exactly how this plays out. $DGXX signed Cerebras and the entire narrative shifted instantly. A lease announcement is not a gradual catalyst. It is a step change. And the stock has already nearly doubled without it. Once the leases come there is no looking back. The speculation phase ends and the execution phase begins and the valuation follows the contracted revenue.

@dustinhuntwnMay 21, 2026 · 2:25 AM

$DGXX what DigiPowerX is hoping to be designated is a NPN by Nvidia. Stands for “Nvidia Partner Network”. It’s a preferred vendor program and has a ton of advantages for the “Partner”. If you google it, you will better understand. Too much info to post here. I believe a Nvidia Representative(s) were at the DigiPowerX campus / site in Columbiana, AL about a month ago? We believe that’s probably the reason they were in AL and Michel Amar talked about the NPN program in the recent past in an interview too. There is a pic of them at the AL site and will try to find it and post. Finally,you can follow me,I'll be updating you with the latest info on DGXX and more related content.

@dustinhuntwnMay 20, 2026 · 3:14 AM

$DGXX Near term? Probably more tenant announcements, funding clarity, and execution on power/infrastructure. Through 2026 though… if DGXX executes, I think the real catalysts are: • filling out the remaining MW capacity • scaling the Alabama/Cerebras relationship • additional AI/HPC tenants • progress on the 1.3GW Pleasants power strategy • potential non-dilutive financing/loan deals • institutional coverage & ownership growth • revenue ramp finally catching up to the vision Also,Digi Power X HAS BEEN building AI data center infrastructure and GPU cloud services around NVIDIA hardware, especially the newer Blackwell and B300 GPU platforms!!! DHXX ALREADY announced purchases and deployments of NVIDIA-powered systems through Supermicro NOT TO MENTION THAT NeoCloudz platform rents out NVIDIA GPUs as “GPU-as-a-Service” to AI companies. Back in April, Digi signed a ~$19.6 million AI compute contract using NVIDIA Blackwell GPUs for customer SubQ AI AND their infrastructure is also logistically following NVIDIA reference architecture standards. At the end you can follow me,I'll be updating you with the latest info on DGXX and more related content.

@wliangMay 19, 2026 · 7:44 PM

As mentioned before, we just got our third Weekly Blue Diamond on $AMPG. This is ground zero. Note the bull tracker at the very bottom. Once that flips bullish, we'll likely be in the $5-6 range. I said the same thing about $DGXX early on before it flipped from ~$6 to ~$8. https://t.co/p0YkVLIqwD

@dustinhuntwnMay 19, 2026 · 3:10 AM

$DGXX Digi Power X price target raised to $12 from $10 at Alliance Global https://t.co/HhyynjkbUk

@ckcapitalxxMay 15, 2026 · 5:45 PM

$CBRS IPO was a stinker and $DGXX fell heavy. Dip getting ate up as i expected. The selloff was an overreaction imo. https://t.co/kSVp13H5BV

@investmentguru_May 14, 2026 · 10:50 AM

$DGXX $CBRS derivatives is bigger catalyst to watch today

@ckcapitalxxMay 14, 2026 · 4:50 AM

$CBRS just priced at $185 earlier. Above the raised range. $56.4 billion fully diluted valuation. This just gets even more bullish for $DGXX $DGXX is now sitting up 12% overnight leading into the IPO. Every person researching Cerebras today is going to find $DGXX. Digi Power X. 10 year $1.1 billion colocation deal to build and operate the Cerebras AI data center campus in Alabama. $2.5 billion in expansion options. The company physically building what a $56 billion AI chip company runs on. $56 billion anchor tenant. $DGXX sitting at a fraction of that. The research trail leads right here. $56.4 billion fully diluted valuation. $56.4 billion fully diluted valuation.

@wolfgangkasperMay 13, 2026 · 9:39 PM

Wouldn’t be surprised if $DGXX ran to $10 tomorrow!

@photonbullMay 13, 2026 · 9:03 PM

Wow, $CBRS Cerebras is about to be the most hyped IPO we have seen in a good while Probably the biggest since $CRWV? IPO expected price range history this week alone: - Monday: $115–125 - Thursday: $125–135 (Bloomberg) - Sunday night: $150–160 (Reuters) With the stock running before even being open, it seems like $DGXX is looking very good as a $CBRS proxy after they signed a 10-year agreement. ・Digi Power X will begin construction of a data center in Columbiana, Alabama, and supply Cerebras with 40 MW of computing power. ・The company will be paid $1.1 billion over ten years, and Cerebras will have the option to expand on the agreement by $1.4 billion. ・The company will first bring online 15 MW of computing power by mid December. And this is trading at a $600 million market cap? Going to be an exciting day tomorrow $DGXX

@ckcapitalxxMay 13, 2026 · 8:03 PM

Tomorrow is going to be a big day. $CBRS IPOs tomorrow and $DGXX is my favorite proxy. Most people are going to try to chase Cerebras on day one. The IPO was oversubscribed, raised from $115-$125 to $150-$160, upsized to 30 million shares, and Polymarket has it closing above $50 billion on day one. Getting in at a good price on the IPO itself is nearly impossible for retail. So instead of chasing it I am watching $DGXX. Digi Power X signed a 10 year $1.1 billion colocation agreement directly with Cerebras to build and operate their AI data center campus in Columbiana Alabama. Up to $2.5 billion in total expansion options. Phase 1 operational by December 15 2026. A $50 billion AI chip company going public tomorrow. The company building their infrastructure has a $550 million market cap. When $CBRS starts trading tomorrow morning and every financial headline is about the hottest AI IPO of 2026 the market is going to start mapping who actually builds what Cerebras runs on. That connection gets made fast. The re-rate for $DGXX does not happen gradually. It happens in real time. Tomorrow is going to be interesting. $DGXX $CBRS

@dustinhuntwnMay 13, 2026 · 6:29 AM

$DGXX Filed yesterday. Citadel increased their DGXX stake. Ken personally owns 3.5M shares now https://t.co/KELoEb7ffK

@investmentguru_May 12, 2026 · 11:38 PM

$DGXX we may see new ATH tomorrow https://t.co/bE0rCYwvOv

@ckcapitalxxMay 12, 2026 · 1:26 AM

Here is one of my new favorite long position and the catalysts are genuinely insane. $DGXX. Digi Power X. A company most people are just now starting to here about as its been talked about so much recently on X It is quietly becoming one of the most interesting AI infrastructure plays on the market. Let me walk through the full picture. Two anchor tenants already signed in the last 30 days. This shows that it is a company that has figured out how to win in the most competitive infrastructure market on earth. First. A 10 year $1.1 billion colocation agreement with Cerebras Systems to build and operate their AI data center campus in Columbiana Alabama. Tier III standards. Phase 1 operational by December 15 2026. Up to $2.5 billion in total expansion options. That expansion ceiling alone was larger than the entire DGXX market cap when the deal was signed. Cerebras is not a random customer. This is the company that OpenAI just committed $20 billion to. The company that just raised its IPO price from $115 to $160 in a single week because institutional demand was so overwhelming. The most oversubscribed AI IPO of 2026. That company looked at every data center operator available and chose $DGXX. Second. A bare metal GPU rental agreement with SubQ AI signed April 20 worth $19.6 million. Two enterprise tenants signed in weeks. The pipeline is moving fast. Now the catalysts that are coming. Thursday. $CBRS goes public. Polymarket has it closing above $50 billion on day one. When a $50 billion AI chip company starts trading every eye on the market immediately maps the relationship to the $550 million infrastructure company building their campus. That gap gets discovered in real time Thursday morning. December 15 2026. Phase 1 of the Cerebras campus goes operational. This is the moment the company transitions from a speculative developer into an operating cash flow generating AI infrastructure landlord. First real contracted revenue flowing from the anchor tenant. This is the event that changes the multiple the market assigns to this business overnight. Then the expansion options. Up to $2.5 billion with Cerebras alone. Every time Phase 1 executes Cerebras has the right to expand. Each expansion option exercised is another decade of locked in revenue on the same physical asset. The Alabama campus compounds in value every time a new phase opens. And here is the bigger picture that makes this genuinely exciting. The Columbiana campus is a proof of concept. Every hyperscaler, neocloud, and enterprise AI company watching Cerebras succeed at that campus is a future conversation for DGXX. The moment you have a $50 billion anchor tenant operational on your infrastructure every future sales cycle gets shorter. Nobody questions your execution when Cerebras is your reference customer. This company is not priced for any of this. $550 million market cap. $2.5 billion in potential expansion options with a single tenant. A $50 billion anchor customer going public this week. Phase 1 operational in seven months. Pipeline building with a second tenant already signed. This is not a trade around the Cerebras IPO. This is a multi-year AI infrastructure buildout that happens to have the hottest AI chip company of 2026 as its anchor tenant and is just getting started.

@ckcapitalxxMay 11, 2026 · 5:35 PM

Thursday is going to be a fun day. $CBRS goes public. Polymarket has it closing above $50 billion on day one. The most oversubscribed AI IPO of 2026. OpenAI as the anchor customer on a $20 billion deal. Raised its IPO price 35% in a single week. And sitting quietly at a $550 million market cap is $DGXX. The company that signed a 10 year $1.1 billion colocation agreement to build and power the Cerebras AI data center campus. Up to $2.5 billion in expansion options. Phase 1 operational by December 15 2026. A $50 billion AI chip company going public Thursday. The infrastructure it physically runs on has a $550 million market cap. When that connection gets made in real time on Thursday as $CBRS starts trading and every financial media outlet covers the IPO the math becomes impossible to ignore. $50 billion company. $550 million infrastructure partner. Thursday is going to be very interesting for $DGXX holders.

@wliangMay 7, 2026 · 6:07 PM

Once our bull tracker flips bullish for $DGXX on the Weekly, it'll likely be in the $7-8 range. More confirmations to come = more room to go. https://t.co/QkEkkNX5Ac

@investmentguru_Apr 18, 2026 · 5:03 PM

$DGXX: From Bitcoin Mining to AI Infrastructure — $DGXX Might Be One of the Most Underappreciated Pivots in the Market Right Now. Here’s what’s quietly happening behind the scenes: THE PIVOT IS REAL → Fully exited Bitcoin mining at its Alabama facility → Replaced it with Tier III AI data centers powered by its proprietary ARMS (AI-Ready Modular Solution) platform → Zero debt. $93M in liquidity. $17M in CapEx already funded from cash — no equity issuance $NVDA CONNECTION → Deployed its first NVIDIA B200 GPU cluster in Alabama → Acquired $20M of next-gen NVIDIA B300 GPUs via Super Micro Computer → GPU-as-a-Service platform “NeoCloudz” now live and targeting first commercial revenues this month POWER IS THE MOAT → 400MW capacity pipeline secured across Alabama, New York & North Carolina → 60MW hydro approved in New York | 70MW approved in Alabama → 200MW under development in North Carolina (2028–2029 pipeline) → Evaluating a 1.3 GW power station in West Virginia under LOI THE NUMBERS → FY2025 revenue: $34.2M (colocation +11%, energy sales +186%) → Cash & equivalents: $78.5M (up from $1.7M in 2024) → Total assets: $134.1M vs. $34.3M prior year → Full activation run-rate potential: up to $282M annually UPCOMING CATALYSTS → First GPU-as-a-Service revenue confirmation — April/May 2026 → 10 MW operational target at Alabama — Q3 2026 → North Tonawanda, NY ARMS 200 deployment — end Q2 2026 → Enterprise anchor customer announcement (pending) CREDIBILITY SIGNAL Former Verizon Chairman & CEO Hans Vestberg joined as Senior Advisor in February 2026 — advising on AI infrastructure deployment, edge architecture, and Tier-3 reliability. That’s not a name that attaches itself to vaporware. WHAT TO WATCH Short interest has risen 574% YoY — the market is skeptical. And the FY2026 revenue estimate was cut from $47.2M to $33.2M, citing a lack of signed customers. It’s a high-conviction spec play with a binary execution risk in the next 90 days. If DGXX delivers on its 10 MW target and announces its first enterprise customer — at a ~$200M market cap with $282M revenue potential — the risk/reward becomes very hard to ignore. The AI infrastructure wave is real. Power is the bottleneck. And DGXX owns the power. Watching closely. Not financial advice. Do your own research.

@midascabalJan 16, 2026 · 7:42 AM

Bullish for $DGXX.

@investmentguru_Dec 20, 2025 · 10:18 PM

$BITF vs $DGXX $BITF is a more established crypto-infrastructure company with large-scale Bitcoin mining operations across North and South America and a growing push into high-performance computing and AI data centers. It generates significantly higher revenue, benefits from scale and institutional interest, and offers leveraged upside to Bitcoin while positioning itself for the next phase of AI-driven demand. While still unprofitable and tied to crypto cycles, BITF is better suited for investors seeking a relatively balanced, mid-risk exposure to both Bitcoin and future compute infrastructure growth. $DGXX is a smaller, higher-risk, higher-reward play that is rapidly pivoting from crypto mining toward AI infrastructure, modular data centers, and energy-efficient compute solutions. With a strong cash position, no debt, and a much lower market cap, DGXX offers outsized upside potential if execution succeeds, but also carries significant volatility and early-stage risk. It fits aggressive investors looking for a speculative AI-infrastructure winner that could outperform in a strong risk-on market.