$DGXX — FinTwit mentions on Surfaced

$DGXX — FinTwit mentions on Surfaced

Recent mentions

latest 100 of 161

@investmentguru_Jul 17, 2026 · 12:54 AM

NeoCloud Capitulation? $NBIS $CRWV $CIFR $IREN $APLD $BTDR $HIVE $KEEL $DGXX NeoCloud continues to show signs of capitulation as selling pressure remains intense and every bounce is being sold. Short-term sentiment is weak, but the long-term AI infrastructure thesis hasn’t changed. Be patient, preserve capital, and wait for confirmation before becoming aggressive.

@midascabalJul 9, 2026 · 6:26 AM

We've seen this movie before. $DGXX with Cerebras. First signed hyperscaler lease? Stock went parabolic. Why? Because it converted potential into proof.

@investmentguru_Jul 6, 2026 · 1:53 PM

NeoCloud $NBIS $CIFR $CRWV $IREN $DGXX $KEEL $HIVE $BTDR $APLD

@investmentguru_Jul 5, 2026 · 11:43 AM

The recent selloff in NeoCloud and AI infrastructure stocks has created some of the most attractive buying opportunities for long-term investors. My watchlist: $NBIS $CIFR $CRWV $IREN $DGXX $KEEL $HIVE $BTDR $APLD The market is pricing in near-term uncertainty after concerns about increasing competition from hyperscalers, but AI compute demand continues to grow rapidly. If you believe AI infrastructure demand will keep expanding over the next 3–5 years, these pullbacks may prove to be opportunities rather than reasons to panic. The biggest returns are often made by buying quality companies during periods of fear—not by chasing them after they make new highs. Not financial advice.

@investmentguru_Jun 19, 2026 · 12:51 AM

NeoCloud — THE AI COMPUTE LAYER ISN’T SLOWING DOWN The “neocloud” trade — power + GPUs + data centers monetized as AI compute — keeps printing fresh catalysts. Here’s why the sector remains a core piece of the Silicon-to-Substation thesis: $NBIS — The vertically integrated leader. Just closed its acquisition of Eigen AI, an inference and model optimization company . Set to join the Nasdaq-100 effective June 22 — forced index buying incoming. $CRWV — The scale king. Posted $2.078B in revenue last quarter with a massive $99.4B revenue backlog . Also joining the Nasdaq-100 on June 22 . $IREN — Bitcoin-mining roots, now asset-heavy AI infrastructure, converting power sites and data centers into AI/HPC capacity . $APLD — Power-and-construction execution trade. Surpassed 1 GW of contracted capacity after a long-term lease for a fourth AI Factory campus , plus a 400 MW deployment tied to CoreWeave. $CIFR — Fresh $810M raise funding its Stingray HPC buildout in Texas, riding a new Bernstein $32 price target. $WYFI — Momentum name with real fuel. Secured a $100M senior secured delayed-draw term loan to fund phase one of its AI-driven HPC data center in Madison, North Carolina . Also signed a five-year, $160M+ AI compute deal in the Paris region using NVIDIA GPUs . Stock has run from $24.55 to over $40 intraday in barely a week . $DGXX — Smaller-cap energy-to-AI pivot. Vertically integrated AI/energy infrastructure company deploying modular tier-3 data centers via its ARMS platform plus GPU compute through its NeoCloud portal . Guided FY27 revenue of $250M–$300M after securing a transformational AI data center deal . $HIVE — Crypto-to-AI hybrid. Full-year revenue up 158% to $297.8M, with contracted HPC ARR at $35M . Planning a 320 MW AI “gigafactory” near Toronto that could host 100,000+ GPUs . Just closed a $220M sovereign AI GPU contract with Bell AI Fabric for Cohere . $KEEL — Formerly Bitfarms, now a pure infrastructure-layer bet. Closed $458M of convertible senior notes to fund site development at Panther Creek, Sharon, and Moses Lake . CEO targeting three signed leases by year-end — the next major re-rating catalyst. Macro tailwind: The “Big Four” hyperscalers are projected to spend $630–700B collectively in 2026, a 60%+ surge versus 2025 . The power-and-compute layer remains a high-conviction long-term theme — the question is execution, not demand. Not financial advice.

@investmentguru_Jun 18, 2026 · 10:42 AM

$IREN $NBIS $CIFR $BITF $DGXX $HIVE

@investmentguru_Jun 17, 2026 · 10:59 AM

NeoCloud could be one of the defining growth themes of 2026. $NBIS $CRWV $APLD $IREN $CIFR $DGXX $HIVE $KEEL Demand for AI compute, cloud infrastructure, and high-performance networking continues to accelerate, creating a strong tailwind across the sector. Volatility is part of the game, but pullbacks should be viewed as opportunities to accumulate quality names. Stay focused on the long-term trend, buy the dip when fear takes over, and let the AI infrastructure cycle work in your favor. Patience today could translate into significant gains down the road. Not a financial advice

@investmentguru_Jun 16, 2026 · 2:22 AM

My favorite NeoCloud names: $NBIS $IREN $CIFR $CRWV $APLD $HIVE $KEEL $DGXX

@investmentguru_Jun 16, 2026 · 2:22 AM

NeoCloud remains one of the most compelling growth sectors in the market. As AI adoption accelerates, demand for cloud infrastructure, GPU compute, data centers, networking, and power continues to explode. The winners won’t just be the companies building AI models—they’ll be the companies providing the infrastructure that powers them. Why I’m bullish on NeoCloud: • AI workloads are growing exponentially. • Enterprise demand for GPU capacity still exceeds supply. • Hyperscalers can’t meet all the demand alone. • NeoCloud providers are scaling rapidly and signing larger customers. • Many names are still early in their growth cycle compared to traditional cloud giants. This isn’t just a software story anymore. It’s an infrastructure buildout story similar to the early days of the internet and cloud computing. My favorite NeoCloud names: $NBIS $IREN $CIFR $CRWV $HIVE $KEEL $DGXX AI infrastructure is becoming the new digital utility. As long as AI spending remains strong, NeoCloud could continue to be one of the strongest themes in the market.

@investmentguru_Jun 15, 2026 · 3:11 AM

NeoCloud is one of my highest-conviction themes for 2026. $NBIS $IREN $CIFR $CRWV $HIVE $KEEL $DGXX As AI workloads explode, demand for power, compute, data centers, and cloud infrastructure continues to accelerate. I’m focused on companies building the backbone of the AI economy: The AI gold rush isn’t just about models—it’s about the infrastructure powering them. 🚀

@investmentguru_Jun 14, 2026 · 7:11 PM

NeoCloud next biggest sector to concentrate on. $NBIS – Pure AI infrastructure play $CRWV – Fast-growing hyperscale cloud provider $IREN – AI/HPC data center expansion $BTDR – Scaling AI compute and infrastructure $CIFR – Building out AI-ready capacity $CORZ – Major beneficiary of AI compute demand $APLD – Data center and AI hosting exposure $DGXX – Emerging AI infrastructure name $HIVE $KEEL $SLNH few more Supporting ecosystem: $VRT – Cooling and power solutions $ANET – AI networking backbone $MU – Memory demand explosion from AI workloads $NVDA – The engine powering the AI revolution

@photonbullJun 13, 2026 · 5:20 PM

@BluesBallersHQ I kinda like both, $VIVO is risky but $DGXX I like

@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.

@investmentguru_Jun 12, 2026 · 3:34 PM

NeoCloud sector wise strength $NBIS $CRWV $CIFR $IREN $KEEL $HIVE $SLNH $DGXX

@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.

@photonbullJun 10, 2026 · 4:26 PM

I am a big fan of $NBIS, and also like $DGXX and $IREN Reposting this to point something out that I agree with Ignore the tickers here and focus on the perspective The best company is not the best stock I think this is a very important detail for retail investors, and especially younger people I think there is a balance between being a superior company and a superior stock The winner depends on prices and valuation. $GOOGL and $SPCX are probably two of my favourite 'best' companies. They are involved in almost everything where they can But still I would not buy any of them right now. I think $SPCX is overvalued at the IPO price and I think $GOOGL is not offering asymmetric returns at this point That's why I follow them from a distance, without stock exposure

@ckcapitalxxJun 6, 2026 · 8:00 PM

My favorite names in every sector right now. The full conviction list, three deep in each. Humanoid Robotics $AMBA $OUST $VPG AI Infrastructure $NBIS $PENG $CRDO Defense $EOS.AX $MRLN $KRKNF Data Center Power $CEG $BE $FCEL Photonics & Optical $AAOI $LITE $COHR Memory & Semiconductors $MU $MX $SNDK Small Cap Data Center $VIVO $DGXX $KEEL Quantum Computing $INFQ $LAES $IONQ Satellite & Space $ASTS $RKLB $OPTX Different sectors. One theme tying them together. Real businesses, real catalysts, and valuations the market has not fully caught up to yet. This is where I am positioned for the next few years.

@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

@photonbullJun 3, 2026 · 2:47 AM

Quantinuum $QNT prices Wednesday night and trades Thursday on the NASDAQ, upsized to 26.5M shares at 53 to 55 dollars for a raise near 1.46B and a valuation around 14B. That makes it the second most valuable listed quantum name behind $IONQ at roughly 27B, ahead of $QBTS near 11B. This is the first traditional IPO for a full stack quantum company and it lands with long only institutional demand rather than a SPAC float, which is exactly the kind of anchor event that drags an entire theme into focus. We saw this script run twice already. $DGXX caught a bid into the $CBRS listing and $SPCX is pulling the broader space complex along with it. A large IPO reprices the whole sector because it forces every allocator who missed the deal to find liquid public exposure to the same thesis, and the small caps are where the hype can get crazy (see $MNTS $ASTI $SPCE). Watch the quantum names like $IONQ $RGTI $QUBT $ARQQ $LAES $BTQ and $HQ. The mechanism is not fundamentals on the day, it is positioning and scarcity. People will try to frontrun the IPO through names like these, which makes them very tradeable. Would not recommend size on this, as it is very risky and not comfortable to hold long term if you have to.

@midascabalJun 2, 2026 · 7:44 PM

I called $DGXX at $3.10 for a +155.48% gain. One good trade is all you need to retire with generational wealth. Posting my next trade on my FREE discord (36k+ members). Join here: https://t.co/RmuXXkPCj6 https://t.co/A8YAYD9Xdg

@investmentguru_Jun 2, 2026 · 11:06 AM

NeoCloud is emerging as one of the strongest sectors in the market. The AI race isn’t just about chips anymore. The real bottleneck is compute, power, networking, storage, and data center capacity. That’s where NeoCloud companies come in. My top names to watch: $NBIS – Pure AI infrastructure play $CRWV – Fast-growing hyperscale cloud provider $IREN – AI/HPC data center expansion $BTDR – Scaling AI compute and infrastructure $CIFR – Building out AI-ready capacity $CORZ – Major beneficiary of AI compute demand $APLD – Data center and AI hosting exposure $DGXX – Emerging AI infrastructure name $HIVE $KEEL $SLNH few more Supporting ecosystem: $VRT – Cooling and power solutions $ANET – AI networking backbone $MU – Memory demand explosion from AI workloads $NVDA – The engine powering the AI revolution The AI buildout is still in its early innings. Pullbacks in quality NeoCloud names continue to look like opportunities rather than reasons to panic. Follow the infrastructure. That’s where the biggest capital is being deployed.

@kevinvestingytJun 2, 2026 · 5:35 AM

I've initiated a position in $IREN in the overnight markets. A few hours ago, Google just told the world something important: Demand for AI compute infrastructure has reached a scale where even $174 billion in annual operating cash flow isn't enough. They're raising $80 billion more in equity on top of $100 billion in existing debt just to keep pace. Sundar Pichai said "compute capacity" is what keeps him up at night. "Be it power, land, supply chain constraints, how do you ramp up to meet this extraordinary demand for this moment?" His answer? Raise $80 billion in equity. Dilute shareholders. Do whatever it takes. They already raised over $85 billion in debt across six currencies in the last year. Total debt balance now over $100 billion. And now back for $80 billion more in equity on top of that. 2027 capex expected to significantly increase compared to 2026's $180 to $190 billion. This is not a company managing a growth cycle. This is a company in a full sprint that cannot build fast enough. And that money does not stay inside Google's walls. It flows downstream into the neoclouds, the power holders, and the companies sitting in the critical path of every dollar they spend. I initiated a position in $IREN today as the catch-up trade in this space. Here's why: - IREN just signed a five-year $3.4 billion AI cloud contract with Nvidia to provide managed GPU cloud services for Nvidia's internal AI and research workloads. On top of that, Nvidia was given a five-year right to purchase up to 30 million IREN shares at $70 per share -> a right to invest up to $2.1 billion. The broader strategic partnership targets deployment of up to 5 gigawatts of Nvidia DSX-aligned AI infrastructure across IREN's global pipeline. - Nvidia chose $IREN as a strategic partner. That is not a small thing. - The stock still trades at roughly $4 to $5 per watt while CoreWeave trades at $26 per watt and NBIS at $20 per watt. The big names already ran. $IREN is the catch-up. Now the risk I want to be honest about: IREN's buildout is heavily dependent on external capital. Between Nvidia's share purchase right and a $2 billion convertible note offering, dilution and debt servicing are real risks. The ATM program is still active. If the stock re-rates upward, dilution could act as a ceiling slowing the move. Eyes open on that. But Google raising $80 billion to meet demand that is outpacing their supply is exactly the macro environment where $IREN's pipeline gets filled. That is the trade. And the options market agrees. $50 million in premium just hit on $IREN calls at a $110 strike expiring January 2027. That is highly unusual flow. Smart money is positioning. In summary: - Google raising $80 billion to fund AI infrastructure is the ultimate bull-signal for neoclouds. -I believe neoclouds are about to go on another heater. On top of my $NBIS, $CRWV, $DGXX, $APLD, $KEEL, $CIFR, and $WULF positions... I think it's finally $IREN's time to play catch-up. The options flow seems to agree, with there being over $50 million in premium for the $110 calls expiring in January 2027. Not financial advice. Do your own research. I have a position of 6,000 shares at a $63.70 average cost.

@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 29, 2026 · 2:40 AM

Power is the bottleneck. $KEEL: 2.2 GW pipeline across PA, WA, Quebec (~771 MW energized/secured, plus 750 MW Scrubgrass study with FirstEnergy). Powered shell colo focus = cleanest, most lease-able product. Less capex risk than running GPUs. CFO: $533M liquidity funds Panther Creek, Sharon, Moses Lake through lease execution + G&A through 2028. Runway isn’t the risk. Redomiciled Canada to US (April ’26, 1:1 from BITF). Sets up for institutional capital and index inclusion. Thinly covered, Chardan initiated Buy. Setup: secured power + colo + pre-contract + US listing + thin coverage. What $APLD, $WULF, $NBIS looked like 12-18 months before 500% prints. Pre-contract by design, mgmt waiting on permits. $DGXX = same theme, later stage. 10yr $1.1B Cerebras deal, 40 MW Alabama. Smaller, concentrated, ATM diluting, but contract on the board. Risk: no anchor yet. Panther Creek or Moses Lake landing a hyperscaler = re-rate. Q1 loss $145M on $37M rev, funded but ugly.

@wliangMay 26, 2026 · 4:00 AM

I’ll also never forget my $SATL call for you guys… from ~$3 to ~$10. This is what I mean when I said you can get rich from just scrolling on X… Imagine randomly seeing my thesis on $SATL at $3, highlighting the fundamentals and technicals. You decide to put in some money. And before you know it, you’re casually up 233%… And then you realize every trade Wayne has made recently have been hidden gems. $FLY from ~$20 to $50+ $SIDU from ~$2 to $5+ $DGXX from ~$3 to ~$8+ $SPIR, $AMPG, $SLNH, and many more. And if you missed all of those… Maybe it’s time to start listening?

@photonbullMay 25, 2026 · 1:35 PM

The constraint on AI is no longer models or chips, it is power and the buildings to put them in. Hyperscaler capex keeps climbing, inference demand is compounding, and grid connected megawatts have become the scarcest asset in technology. The names that own the power and the data centers are the ones quietly capturing that scarcity. Here are my favourite picks: • $NBIS Nebius. Full stack AI cloud, vertical integration, owned gigawatt scale power, Microsoft and Meta anchor contracts, clearest path to true hyperscaler. • $IREN IREN. Ex bitcoin miner gone all in on AI, owned renewable Texas campuses, large Blackwell GPU fleet, Microsoft contract, targeting almost four billion in AI ARR. • $KEEL Keel Infrastructure. The former Bitfarms reborn, owned power and land across Pennsylvania and Washington, early HPC landlord pivot, fresh Buy coverage, rerating candidate. • $HIVE HIVE Digital. Green powered miner reallocating capacity into AI and high performance compute, smaller and earlier, an option on the same pivot playbook. • $DGXX Digi Power X. Former bitcoin miner turned AI infrastructure operator, just signed a ten year colocation deal with Nvidia rival Cerebras for a 40 megawatt campus in Alabama, built on land it already owns with grid power secured. The initial term is worth roughly 1.1 billion, with total potential value up to 2.5 billion inclusive of expansion and renewal options. The contracted minimum alone runs larger than the whole company, which trades near a 720 million market cap. The AI supercycle still looks early. Power is the bottleneck, the buildout runs for years, and the market is only starting to separate the owners from the renters.

@photonbullMay 22, 2026 · 5:10 PM

@Temple_Eight Fair enough In my mind it gets excitement into the IPO, and then it becomes a sell the news event similar to $DGXX was with $CBRS

@dustinhuntwnMay 22, 2026 · 2:42 AM

$DGXX here’s the pic I mentioned in my post. Jagan Jeyapal (CTO) posted it about a month ago. Seeing the engineering masterminds behind the ARMS 200 pods (CTO Jagan Jeyapal and VP Venkat Rangasamy) on-site with NVIDIA’s infrastructure team tells you everything you need to know. If this helped you out, follow for more.

@tradableastroMay 21, 2026 · 8:15 PM

The AION Index global leaderboard across 1,186 tickers. Top of the board: $FCEL, $INOD, $ENPH, $WOLF, $MNTS, $RDW, $SEDG, $ALAB, $VELO, $NVTS, $ARM, $VOYG, $RKLB, $POET, $PENG. EV, Solar, Space, AI Infra, and Defense dominating the top 20. $WOLF on a 15 day streak up 88.3%. $DGXX on a 13 day streak up 48%. $RKLB on a 10 day streak up 17.6%. The market is telling you exactly where it wants to go. Follow the leaderboard not the headlines.

@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.

@investmentguru_May 20, 2026 · 10:57 AM

AI infrastructure $NBIS $IREN $CIFR $CRWV $WYFI $HIVE $KEEL $DGXX $SLNH $BTDR AI infrastructure is starting to look like a multi-layered trade, not just a single “AI chip” story anymore. The rotation is moving from pure GPU names into the full stack — compute, mining-to-AI conversion, energy, and neo-cloud capacity — where bottlenecks are shifting toward power, deployment speed, and data center scaling.

@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 18, 2026 · 10:30 PM

Stocks I think are deeply undervalued right now and will re rate. My conviction list. $PENG — $48. NASA. US Air Force. US Navy. $NVDA and $AMD partner. Photonic memory optionality completely unpriced. Should be a $100 stock. $ASTS — $86. Every major US carrier now signed. 3.3 billion addressable subscribers. Monthly batch launches starting now. The most scalable subscription infrastructure business ever built. $KEEL — $4 Power secured land in constrained markets. The hyperscaler lease is coming. When it signs this re-rates overnight. $DGXX — $7 billion Cerebras colocation contract. $2.5 billion in expansion options. $56 billion anchor tenant. Fraction of the valuation. $VIVO — $5 million market cap. 41.5MW operational today. Management formally guiding $1 billion in revenue by 2029. One hyperscaler lease announcement changes everything. $MU — $680 The memory supercycle is just getting started. HBM demand from AI is unlike anything this company has ever seen. Still undervalued at current prices. $SNDK — $1330 Leopold's second largest position at $724 million. Flash storage demand accelerating with every AI deployment. The re-rate has not happened yet. $ZETA — $19 AI powered marketing platform growing 40% year over year. The market has not figured out what this business is worth at scale. $OPTX — $6.50 Anduril. US military. LEO satellites. AI datacenter interconnects. All ramping simultaneously. $305 million market cap and multiple decade long tailwinds behind it. All of these feel mispriced to me right now. Not financial advice. DYOR.

@investmentguru_May 18, 2026 · 11:18 AM

$NBIS $IREN $CIFR $CRWV $KEEL $SLNG $DGXX $BTDR NeoCloud / AI infrastructure could be the next massive sector to concentrate on. Everyone talks about AI software, but the real bottleneck is becoming: ⚡Power 🖥️ Compute 🏗️ Data Centers 🔌 Infrastructure These companies are building the backbone for the AI boom. As AI demand explodes, hyperscalers and enterprises will need more compute capacity, energy and infrastructure at scale. The next big winners may not be the apps… but the infrastructure powering them

@dustinhuntwnMay 18, 2026 · 3:24 AM

$DGXX Responsible capital raising. Management is well aware of dilution impact...I have never seen management giving explanation on dilution. They just go and do it... https://t.co/USREkLE9Xi

@wliangMay 17, 2026 · 9:32 PM

$DGXX and $SLNH (recent trades) are still asymmetric relative to where their comps are valued. E.g. $SLNH at ~$300M MC vs. $TLN at $15B or $CEG at $97B (renewable AI power thesis). Or a closer comparison ($BTC to AI/HPC pivot) would be $IREN at ~$19B MC, $CIFR at ~$8B MC, $WULF at ~$11B MC. Despite being up ~120% in the past month, it's still minuscule if the valuation gap starts to fill... next leg up could be even more aggressive. They still have meaningful upside relative to their competitors - we're nowhere near that ceiling yet. But that being said, for those who don't want to chase, there are more setups incoming. Keep notifications on. You don't want to miss the next one. 🤝

@itsmichaelluuMay 16, 2026 · 1:19 PM

20 stocks I'll add in this May/June 2026 $SPY crash. Remember, market always bounces back to all time highs. 1. $NVDA $225 Buy: $180–190 Prior breakout and massive institutional demand zone. 2. $MU $725 Buy: $500–$550 Strong support and AI memory demand acceleration zone. 3. $GOOG $392 Buy: $350–360 Historical accumulation zone and long-term AI infrastructure support. 4. $AAPL $300 Buy: $260–270 Major support with massive cash flow and buyback strength. 5. $IONQ 51 Buy: $25–38 Prior breakout zone with aggressive future growth potential. 6. $POET $16 Buy: $7–9 Early-stage AI photonics accumulation zone before mass adoption. 7. $DGXX $7 Buy: $3–3.50 Deep support zone with speculative AI infrastructure upside. 8. $MRAM $52 Buy: $14–15 Long-term semiconductor accumulation and breakout retest area. 9. $CIFR $20 Buy: $11–12 Oversold support with strong long-term cybersecurity demand potential. 10. $MSFT $42 Buy: $360–370 Major institutional support and AI cloud dominance zone. 11. $META $610 Buy: $530–540 Historical support and heavy AI monetization opportunity area. 12. $AMD $420 Buy: $340–350 Major support before next AI data center expansion cycle. 13. $INTC $107 Buy: $65–70 Multi-year support with asymmetric turnaround potential. 14. $ORCL $192 Buy: $140–150 Prior breakout zone with accelerating AI enterprise demand. 15. $QCOM $200 Buy: $150–160 Strong support with long-term edge AI opportunity. 16. $NOW $95 Buy: $80–85 Institutional demand zone and enterprise AI transformation support. 17. $ADBE $247 Buy: $224–235 Long-term support with massive AI productivity monetization potential. 18. $BE $42 Buy: $16–19 High-risk support zone with AI energy demand tailwinds. 19. $LITE $971 Buy: $600–650 Prior breakout zone and major AI infrastructure support. 20. $SNDK $1381 Buy: $800–900 Strong semiconductor support with rising AI storage demand. 21. $DRAM $50 Buy: $32–35 Early accumulation zone before broader AI infrastructure expansion. If the $SPY sells off under $700 towards $650 by the end of June, I'm interested in $SPY calls for $750 June 2027 calls. ♻️RESHARE this post and make 1 comment if you want $SPY contract less then $10 to buy so you can hold it through volatility.

@wliangMay 16, 2026 · 2:27 AM

$DGXX beat $SLNH by 1.65% LOL. Either way, you won by following either of these trades - rest of the Neocloud sector had it rough. Anyway, I think the sector will rally next week. And don't forget, our Helix indicator is sensing $SLNH will see some explosive movement soon... https://t.co/6wkrUXmQ5x

@photonbullMay 15, 2026 · 8:35 PM

$ASTS is to $SPCX what $DGXX was to $CBRS this week in terms of price movement I expect a big runup into the SpaceX IPO Let's see $ASTS

@wliangMay 15, 2026 · 6:47 PM

Battle of my picks… $SLNH & $DGXX, who’ll win the race today? Either way, let’s keep printing! 🫡 https://t.co/0VhwXgLv7u

@photonbullMay 15, 2026 · 5:49 PM

We might be back $DGXX https://t.co/Pqdf7A0UrH

@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

@wliangMay 15, 2026 · 3:07 PM

@MarkWolverine62 $DGXX is the first of the sector to flip green/fluctuate near flat. Makes sense after a huge sell-off from earnings volatility / $CBRS IPO. https://t.co/4WPtLDOZXE

@photonbullMay 14, 2026 · 7:15 PM

I agree We will see what the earnings bring tomorrow $DGXX $CBRS

@wliangMay 14, 2026 · 5:51 PM

Quick recap on some of our recent setups, in different layers of the same supercycle. Nailed the $SNDK rally, alongside $MRAM as a proxy which ran from ~$13 to ~$51 at peak. Nailed the $AMD thesis shortly after, before the next leg up. $SNDK earnings (datacenter revenue +233% YoY) reaffirmed our AI infrastructure & data center thesis. We already knew where to position our capital. Leading into Neocloud... with $CBRS IPO and $DGXX's recent deal with them, it was an easy proxy - rallied from ~$4 to ~$9 before the classic "sell-the-news" volatility. I expect it to be very short-lived. With $SNDK, $AMD, and $CBRS reaffirming the supercycle, power has become one of the most overlooked layers (all these chips run inside data centers, all those data centers need massive amounts of power). $TLN and $CEG dominate the sector. Now the most asymmetric name in the same chain? In comes... $SLNH. Renewable power. Fundamental and asymmetric thesis has been explained in a separate post. Called it at ~$1 (currently still playing out and early IMO). It's the same process over and over again. Find the bottleneck, find the asymmetric setup, position before the market catches up. All of this was posted in real-time, using fundamental explanations and technicals for solid entries. Every single name has paid off heavily. Don't miss the next run.

@ckcapitalxxMay 14, 2026 · 5:01 PM

This is why i own $DGXX. I’d rather own one of its best proxies than pay this premium. https://t.co/gTsudGblhy

@ckcapitalxxMay 14, 2026 · 3:32 PM

$CBRS is opening near double its $185 IPO price this morning. That is not an entry point for most people. But here is what always happens on IPO day when something opens at a ridiculous premium. The smart money that missed the allocation starts mapping the ecosystem. Who supplies them. Who builds for them. Who wins when they scale. That rotation is already happening. $DGXX $WYFI $VICR All three have direct contractual relationships with Cerebras. All three are a fraction of the valuation. All three move when $CBRS runs. Sometimes the best trade on IPO day is not the IPO.

@ckcapitalxxMay 14, 2026 · 12:46 PM

$CBRS IPOs today at $185. $56 billion valuation. The most oversubscribed AI IPO of 2026. Let’s ride $DGXX army. The company building the physical infrastructure Cerebras runs on. 10 year $1.1 billion colocation deal. $2.5 billion in expansion options. $56 billion anchor tenant. IPO day is here.

@investmentguru_May 14, 2026 · 10:59 AM

$QS $SOUN $SERV $DGXX $SLNH $RR $DARE $VLN $BB $SIVEF Worth keeping eyes on these stocks as many are starting to see improving momentum, sector rotation, or early accumulation patterns.

@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.

@ckcapitalxxMay 14, 2026 · 3:47 AM

hmmmmmmm. is the proxy $DGXX?

@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

@wliangMay 13, 2026 · 8:59 PM

Round of applause to everyone who followed the $SLNH & $DGXX trades. We all know what happens when technicals and fundamentals line up… take us higher! 🍀 https://t.co/LLd0WelEgH

@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

@bullofbritainMay 13, 2026 · 6:23 PM

Bull of Britain portfolio activity last few weeks > Sized $DGXX after $CBRS $1B contract -> up 71% in 6 trading days > $VNP.TO hitting ATH week after week. Best earnings to date. Maintained their guidance. Slow, invincible compounder. > Bought $MRAM last week Monday after the Samsung squeeze and RAM price hiking up 100% > Longed $NOK 2 weeks ago on the re-rating amd $NVDA / Anduril news > Held $AAOI despite every short report and scaremongering, up 300% since I bought back in Feb > Sized into $ALMU after the $TSEM deal. Now up 170% $ALMU will become a beta of Tower Semi. So any news will collaterally effect Aeluma. > Diamond handing every EU Photonic name since the Goldman Sachs and BoA photonics guidance ($SIVE, $IQE, $LPK, $SOI) > $DOCN reporting best ER since inception -> guided 50% growth yoy (Agentics go brr) -> 100% up Haven't sold anything as of yet. But I won't be injecting cash either in the current market state.

@wliangMay 13, 2026 · 5:16 PM

Look what happened to $DGXX when our Helix indicator converged... gave us a ~$3 to ~$9 rally. Now look at $SLNH in the second photo. Interesting... https://t.co/GsTfdvmeTV

@ckcapitalxxMay 13, 2026 · 4:26 PM

Let’s ride!! $DGXX

@investmentguru_May 13, 2026 · 4:23 PM

Many green in my portfolio today $QS $SOUN $MU $AAOI $VLN $NOK $RR $DGXX

@photonbullMay 13, 2026 · 4:00 PM

$DGXX dip buys this morning treating me well @KawzInvests @CKCapitalxx 🫡 https://t.co/xwqgxW11Sg

@ckcapitalxxMay 13, 2026 · 3:51 PM

lol. Investing is so easy. my calls are proud. $DGXX https://t.co/6nO4NGWuce

@wliangMay 13, 2026 · 1:50 PM

I'll make this super clear for people wondering if $DGXX or $SLNH is more asymmetric: They serve two completely different purposes, in different layers of the same supercycle. Both genuinely asymmetric in their own way. Both sit in the Neocloud ecosystem. $DGXX as a GPU-as-a-Service operator and $SLNH as the renewable powered data center beneath it. Different theses, different risks, same tailwind. $DGXX (~$600M MC) - GPU-as-a-Service operator deploying $NVDA Blackwell GPUs directly to customers. Initially shared at ~$4 (up 105%+ now). > Similar model as $CRWV (~$60B MC), $NBIS (~$45B), $IREN (~$20B). First AI revenue contract signed. $1.1B $CBRS colocation deal. Hans Vestberg / $BLK connection. > 1.9% institutional ownership leaves massive room for re-rating. Earnings tomorrow, GPU rental starts on Friday. Risks: Early stage, $750M shelf filed (dilution capacity), negative margins, execution heavy. $SLNH (~$250M MC) - Renewable powered AI data centers. Wind farm acquisition closes vertical integration loop. Initially shared at ~$1 (up 65% so far). > Same renewable power thesis as $TLN (~$17B), $CEG (~$106B), $VST (~$50B). 4.3GW development pipeline. Difference between them is instead of wind farm → grid → data center, $SLNH does wind farm → data center. > Dorothy campus operational and expanding. Nasdaq compliance just regained. Earnings May 19. Risks: Overhang from active dilution. Cash burning. Execution risk on Dorothy 3 (300MW+ campus). Both are very early stage at this point. Both have execution risk. But both have real catalysts incoming. As for dilution, that's a risk with any early stage company. Again, bears were saying the same thing about $PLTR at ~$15. Now the same bears would full-port if it ever dips to $100. Valuation gap between current MC and what their competitors are trading at is what makes both asymmetric in their own layers.

@ckcapitalxxMay 13, 2026 · 1:48 PM

I’m taking this dip as a buying opportunity. $CBRS IPO is tomorrow. Let’s see how we end the day today. $DGXX https://t.co/T8OnHX9Lx6

@wliangMay 13, 2026 · 1:35 PM

Funny how people question if I called these tickers early, when they should be focused on what I’m calling… When $DGXX is $10+, just remember it was given to you at $4-5. And when $SLNH is $5+, just remember it was given to you at ~$1. Just added more shares as well. https://t.co/GaHc0ozQSF

@itsmichaelluuMay 13, 2026 · 12:45 PM

1 year ago, $LITE was at $40. It's up 2600% so far at $1040. Here's 15 stocks surging right now like $LITE: 1/ $RXT — Rackspace Technology up +1,500% this quarter (favorite for me) Signed a major MOU with $AMD to build a governed Enterprise AI Cloud for regulated industries. Returned to GAAP profit for the first time in years. $PLTR partnership added. Wall Street scrambled to reprice the whole story overnight. 2/ $MRAM — Everspin Technologies up +285% this quarter Locked in a $40M defense subcontract to supply Toggle MRAM memory technology to the U.S. defense industrial base. Then signed a foundry deal with Microchip Technology for onshore production. Defense + AI memory + domestic supply chain. Perfect catalyst stack. 3/ $DGXX — Digi Power X up +258% this quarter Announced a $2.5B colocation deal with Cerebras Systems to power an AI data center campus in Alabama. Then Cerebras filed for the biggest IPO of 2026. Retail flooded in. AI infrastructure on a thin float — you do the math. Stocktwits 4/ $AMBQ — Ambiq Micro up +125% this quarter Revenue surged 59.3% driven by new product launches and higher average selling prices. Makes ultra-low-power edge AI chips that run AI workloads directly on devices without the cloud. Every smart wearable, AR headset, and sensor needs this. TradingView 5/ $VPG — Vishay Precision Group up +59% this quarter Precision sensors and measurement tech riding the industrial automation and defense spending wave. Onshoring is forcing manufacturers to upgrade equipment. Quiet compounder that finally got re-rated as reshoring capital floods in. 6/ $VSTS — Vestas Wind Systems up +41% this quarter Record 2025 revenue and EBIT driven by strong onshore performance, a robust order backlog, and improved cash flow. Europe's AI data center buildout needs massive clean power around the clock. Wind is the answer and Vestas builds the turbines. StockAnalysis 7/ $FCEL — FuelCell Energy up +130% this quarter Surged after investor optimism grew around massive electricity demand from AI-focused data centers, driving a broad rally across the fuel cell sector. Just launched a 12.5MW fuel cell platform built specifically for data centers that can't wait on the grid. StockStory 8/ $BAK — Braskem up +17% this quarter Brazil's largest petrochemical company obliterated earnings estimates that expected a loss. Commodities recovery + falling Brazilian interest rates + China trade deal optimism. Classic beat-and-gap setup on a name nobody was watching. 9/ $DDD — 3D Systems up +38% this quarter US-China trade tensions are forcing manufacturers to reshore production fast. 3D printing is the fastest way to rebuild domestic supply chains. Defense, aerospace, and medical contracts are accelerating. Trump tariff trade with a real catalyst behind it. 10/ $ROMA — Romeo Power up +286% this quarter EV battery tech turnaround story on a thin float with heavy retail attention. Classic small-cap momentum squeeze. The quarterly gain tells you everything about what happens when retail finds a low-float name with a clean chart and a good story. 11/ $IPI — Intrepid Potash up +36% this quarter America's largest domestic potash producer quietly returned to profitability. Iran war is choking global fertilizer supply chains. Food security is now a national security issue. Domestic ag inputs just became a geopolitical trade. 12/ $Q — Quintana Energy Services up +54% this quarter Oil and gas field services company printing money as drilling activity surges. Iran war keeps oil above $80. Every barrel needs to be drilled and Quintana provides the equipment to do it. Picks-and-shovels on the energy price shock. 13/ $KOPN — Kopin Corporation up +127% this quarter Secured a https://t.co/gGkk4MgHnT deal with a $15M initial order, exclusive manufacturing rights, and a 19.9% equity stake, dropping Kopin into the AI data center buildout. Then added a $21.5M follow-on defense contract. AI + defense on a single micro-cap ticker. StocksToTrade 14/ $BUUU — B2Digital up +114% this quarter MMA and combat sports media platform getting swept up in the small-cap momentum wave. Retail traders found it, the float is thin, and the quarterly chart did the rest. Pure momentum — respect the move but know what you own. 15/ $ESOA — Energy Services of America up +50% this quarter Revenue hit a company record with full-year revenue of $411M, up 16.8% year-over-year. Builds pipelines, utility infrastructure, and power systems. Every AI data center and energy project needs ground-level construction. The boring pick that keeps winning. My favorite one on this list and I want to add $RXT Nov 2026 $7 call options here (or shares). They have a big deal with $AMD. ♻️RESHARE this post and make 1 comment for my top 20 beaten down stocks like $POET $QS $SOFI

@bullofbritainMay 13, 2026 · 7:41 AM

I guess I was right after all $DGXX Good lesson. Price action DOES NOT = Intrinsic value. https://t.co/clt7FnMwZx

@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

@photonbullMay 12, 2026 · 11:04 PM

This guy is on fire right now 🐐 $PENG $DGXX

@ckcapitalxxMay 12, 2026 · 11:02 PM

I gave you guys both these trades this week. Who bought? $PENG $DGXX https://t.co/uae59vvghd

@photonbullMay 12, 2026 · 10:32 PM

$PENG $DGXX $MRAM LETS GOOO https://t.co/xv7QG4lHH1

@investmentguru_May 12, 2026 · 7:38 PM

@wliangMay 12, 2026 · 6:48 PM

Trading can be easy if you’ve invested in the right tools. No Pink Diamonds on $DGXX = no confirmed sell signals. Downside to not being subbed to https://t.co/ihHRGnddfF is missing out on solid entries & exits. Upside is you’ll save one dinner’s worth of money each month. https://t.co/OckXhy0SHz

@bullofbritainMay 12, 2026 · 6:46 PM

In a sea of red. There is one gainer. $DGXX Assymetrical conviction at its finest. https://t.co/ZMNSk8vtW9

@wliangMay 12, 2026 · 6:40 PM

Mind you, I gave every fundamental and technical reason to support $DGXX and join me for the ride. Posted updates the entire way. And yet some people still didn’t follow. Whatever you do, don’t miss out on the next trade… many more incoming.

@wliangMay 12, 2026 · 6:33 PM

Insane strength from $DGXX. It’s almost like someone knows something… Anyway, I’m a man of my word. Just sent the wire for a Ferrari 812 Superfast. 🐎 https://t.co/YA3vxFfLh4

@ckcapitalxxMay 12, 2026 · 6:23 PM

OMGGG $DGXX LETS GOOOOO!!! https://t.co/D5imqrgMik

@ckcapitalxxMay 12, 2026 · 6:10 PM

Added the dip sub $7 today. Treating me right. $DGXX https://t.co/Vmg7iAc6Nx

@ckcapitalxxMay 12, 2026 · 3:10 PM

Bloody day for the markets. Stocks i’m looking to add on this dip. $ASTS down 13% $NBIS down 5% $CRWV down 9% $DGXX down 6% $PENG down 6% $HOOD down 5% All seem like good discounts here.

@investmentguru_May 12, 2026 · 10:25 AM

$DGXX interesting week https://t.co/h5NZYG2Qyj

@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.

@investmentguru_May 11, 2026 · 11:21 PM

Lots of runners in my portfolio today $NBIS $TSLA $QS $MU $AAOI $RKLB $DGXX $KEEL and many more. When you stay patient with high conviction names, the market eventually rewards you. Great day in the market. 📈

@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 11, 2026 · 4:20 PM

I love how people doubt that I called $ONDS at $0.83 for https://t.co/r8G8UwUxO6 users (posted to X at ~$1.4), $CIFR at $3.01 (posted to X at ~$4), and more. The entire track record is on here. All wins and losses. Anyway, cheers to those who got in on $DGXX and $SLNH from my recent posts. Next year, there'll be a new set of bears claiming I never called these either... 😂

@bullofbritainMay 11, 2026 · 4:06 PM

The goat @CKCapitalxx has joined the $DGXX gang. Bottom signal. Let's ride!

@ckcapitalxxMay 11, 2026 · 3:49 PM

FLYYY ME TO THE MOOOOOON. $DGXX https://t.co/CYEZDQwp0B

@investmentguru_May 11, 2026 · 3:09 PM

$DGXX https://t.co/j3LvXrCXQI

@wliangMay 11, 2026 · 2:19 PM

"Damn, if only I listened to Wayne." If you missed $DGXX, $SLNH, or any of the recent calls, don't miss the next one... https://t.co/N9h9ugPs8n

@ckcapitalxxMay 11, 2026 · 11:57 AM

Back here is no time hopefully. The $CBRS IPO will re rate $DGXX like crazy

@ckcapitalxxMay 11, 2026 · 11:51 AM

Polymarket has $CBRS closing above $50 billion market cap on its first day of trading Thursday. It IPOs at $4.8 billion raised. $50 billion market cap on day one. Now think about who is building their infrastructure. $DGXX. A 10 year $1.1 billion colocation agreement to build and operate the Cerebras AI data center campus in Alabama. If Cerebras closes at $50 billion on Thursday every eye on the market turns to the company that won the contract to build what Cerebras runs on. The re-rate for $DGXX does not happen gradually. It happens the moment $CBRS starts trading and the market maps the relationship. $50 billion AI chip company. One data center infrastructure partner. One proxy. Thursday is going to be interesting.

@ckcapitalxxMay 11, 2026 · 11:37 AM

$DGXX is the best $CBRS proxy on the market and the re rate comes Thursday when Cerebras starts trading. $CBRS just raised its IPO price range to $150 to $160. One week ago it was $115 to $125. Upsized to 30 million shares. Raising up to $4.8 billion. 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. 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 announced. Think about what that validation actually means. Cerebras is the company that OpenAI just signed a $20 billion deal with. The most oversubscribed AI IPO of the year. A company that just raised its price 35% in a single week because institutional demand was so far beyond expectations. That company looked at every data center operator available and chose $DGXX to build and house their infrastructure. If Cerebras trusts them nobody else needs convincing. DGXX is not a one customer story either. They signed a bare metal GPU rental deal with SubQ AI in April worth $19.6 million. Two tenants signed in weeks. The pipeline is building fast. Every headline about the Cerebras IPO this week is a headline about DGXX’s anchor tenant. Every dollar of demand for Cerebras chips is demand for the infrastructure DGXX is building to run them. Thursday when $CBRS opens the market is going to look at $DGXX very differently.

@investmentguru_May 11, 2026 · 10:33 AM

$DGXX $SLNH $SATL $SIDU $LWLG $POET $BB $KEEL $KOPN $VLN $GCTS $SHMD $ASTI $BLNK $ABCL $SIVEF Some good-looking small cap and early-bet setups in this market right now. A mix of Space, photonics, AI infrastructure, biotech, energy, EV, and speculative tech names starting to show improving momentum and accumulation. Still a high-risk area of the market, so position sizing and patience matter, but selective small caps continue to outperform when momentum returns.

@bullofbritainMay 11, 2026 · 9:13 AM

Happy hunting $DGXX https://t.co/5bvtUpQded

@blackpanthercapMay 11, 2026 · 8:50 AM

I’m considering building a new big LT position within AI infrastructure constraints. Power, memory, substrates and now glass… There’s SO many opportunities circulating right now; $LPK $P $PENG $DGXX $MRAM just a few examples. The industry is moving SO fast. So, what’s the best cases out there in your perspective? I need inspirations for my research.

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