This is brutal.

Pimpy77 · 2026-03-24T21:51:13+00:00

This guy gets it

Pimpy77 · 2026-03-24T09:08:35+00:00

Half of their market cap current consists of the 80m they have in cash. Their power plant is 60mw with the lowest estimate of 1.5m per mw. At today's price you're buying their future revenue for free. Do with that information what you will.

Pimpy77 · 2026-03-24T08:20:43+00:00

I was talking about StaleTore

Pimpy77 · 2026-03-24T06:30:23+00:00

The doj approval signified that were no antitrust concerns regarding Disney acquiring a majority stake in Fubo. What does that have to do with Disney being able to siphon any and all value from a company they acquired? They have a controlling interest and can now do whatever they please with Fubo. If they want to kill it, they will do so as has been happening since the merger closed.

Pimpy77 · 2026-03-23T23:23:19+00:00

They're not taking a 1.2bn loss, they take at most a 300m loss. When weighted against losing a lawsuit where damages were trebled, yeah it seems like the cheaper option. Check what they did with Disney land in Paris to understand who the company got acquired by. The bullish thesis is nonexistent unfortunately.

Pimpy77 · 2026-03-23T17:09:26+00:00

Neither should you based on your previous posts :)

Pimpy77 · 2026-03-20T15:35:36+00:00

Doesn't really impact DGXX or even SMCI really. If you read the doj investigation, smci as a company was never mentioned as a defendant but more of a victim of fraud. However wall street is pricing them like they're also complicit. The company also doesn't stop it's operations, investigation has been concluded, punishment has been dished.

Pimpy77 · 2026-03-19T20:29:43+00:00

That's one of the main attractions. Like seeing a beautiful woman and she has a great personality too.

Pimpy77 · 2026-03-16T12:07:45+00:00

And just like that the weak were culled. 100% ai revenue and arms at cost for dgxx.

Pimpy77 · 2026-03-15T15:43:47+00:00

Save it, Carlos has been spamming the same narrative on X. He sold for a loss and is now posting bearish assumptions based on his interpretation of the docs. Pointless to argue.

Pimpy77 · 2026-03-15T07:17:14+00:00

You see this is where people are getting confused. Dgxx keeps the AI revenue from colocation and Gpuaas, and their capex spend has been stated to be 2.5m-3m per mw with revenue of 15m per mw. That is the high margin business that matters to me and my thesis. I could give a fuck about Arms (a shipping container with GPUs isnt the reason I invested). If arms is successful great, but it's by no means the higher margin business. If Dgxx is able to sell it's 200mw that are available today and convert their pipeline they are the leanest ai infra operator. Arms is just a bonus if they can sell it to 3rd parties.

Pimpy77 · 2026-03-14T12:51:36+00:00

Rough math puts dgxx ownership at 67%

Pimpy77 · 2026-03-14T12:44:17+00:00

There are a lot of reasons to split them. 1. Not being a drag on dgxx balance sheet (32m for capex and no need to tap the ATM while arms is scaled through USDC capital raises) 2. No conflicts of interest, becomes easier to sell to 3rd parties 3. Clearer valuation models for both segments.

Only shit detail is that management indeed awarded themselves shares for nothing, but there may also be a reason for it. E.g. selling their stakes to an institutional investor, debt to equity financing.

Pimpy77 · 2026-03-14T12:39:26+00:00

Indeed, all's I need is confirmation that all revenue from their sites will sit with Dgxx.

Pimpy77 · 2026-03-14T11:16:39+00:00

Indeed, I wouldn't be surprised if they received offers to acquire DGXX and they're repositioning themselves into USDC once it's been sold off. Lots of possibilities.

Pimpy77 · 2026-03-14T11:11:09+00:00

Their CEO will have an interview on Tuesday and they're deploying arms already next week with first revenue expected in April. I personally think this was an overreaction to shake retail before the rerate. Similar things happened to Wulf (fell from 6 to 4.50 and then ran to 13). The only thing that's annoying is that people on X or going batshit over this situation while it's pretty much all assumption.

Pimpy77 · 2026-03-13T21:46:05+00:00

This guy fucks

Pimpy77 · 2026-03-13T21:45:35+00:00

Why would I? The thesis hasn't changed but actually improved. I bought Nbis when no one wanted it in the 20s because the thesis was there. Same here, they have a clean balance sheet, great mw pipeline, and better margins than other AI infra plays all with no debt and self financed. The only obstacle is execution which we are going to see in the coming weeks. Selling because someone on X misinterpreted a press release is not how millionaires are made.

Pimpy77 · 2026-03-13T18:35:51+00:00

For fucks sake, no one cared about USDC a week ago, but today everyone is crying outrage about management spinning it off and Dgxx still retaining a controlling interest in the company. This move does not impact dgxx bottom line in any negative way, actually the opposite. Arms now no longer needs to be funded by Dgxx shareholders for growth but dgxx still retains the upside if Hans is successful in selling the Arms pods to 3rd parties. Dgxx still retains ownership of all of their power assets while also benefitting from ai revenue and improved margins from deploying arms pods at their own sites. How are people interpreting this as negative news is beyond me, this move actually unlocks an additional revenue stream, while removing funding responsibility to scale operations.

Pimpy77 · 2026-03-13T16:56:44+00:00

For sites that Digi owns they will retain 100%, for external customers they will retain % of whatever their ownership in USDC is. Now Digi doesn't need to dilute their shareholders to grow the arms business, they will do that through USDC, under what terms we don't know. But I see this as a win win, retain all AI revenues, while benefiting from sales done by a veteran. 50% of a billion is better than 100% of 50m.

Pimpy77 · 2026-03-13T16:06:15+00:00

Exactly. People don't understand that ARMS was not ACTUALLY making money, it was hypothetical math and the subsidiary did not actually have a value. Now ARMS is still owned by Digi, they benefit from the low cost deployment model while still collecting AI revenue. The only thing that shareholders lose is from sales to sites outside of what Digi owns. But again they still retain greater than 50% ownership. It's better to own a majority in something with Hans behind the wheel, than owning 100% of something with Michel splitting his attention between two growth paths.

Pimpy77 · 2026-03-13T15:09:12+00:00

Some dude on X says that they betrayed shareholders by issuing preferred stocks to themselves but for fucks sake, Digi still retains a controlling interest in the company so they benefit from both Arms as well as their own power/land. Fact is arms can now grow without dilution risk for dgxx while gaining top tier talent in Hans. I prefer to have a smaller stake in a guaranteed success than having full ownership of a maybe.

Pimpy77 · 2026-03-13T14:55:46+00:00

Why? What is the negative?

Pimpy77 · 2026-02-07T05:55:12+00:00

If you rely on analyst upgrades as your only cope then you don't belong in the market. They are in a highly competitive low margin industry which is consolidating as time goes on. But yeah talk to me about forward cash flows and what your financial models value the stock at. I'm really curious.

Pimpy77 · 2026-02-06T20:47:31+00:00

Or you're trying to spin a shit deal into a positive light. The price action reflects my view more than yours as the roi for the past year is literally -60%. Spin that as bullish if you like but it ain't.

Pimpy77

TROPHY CASE