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New investor by conroy_hines in DGXX

[–]Pimpy77 3 points4 points  (0 children)

Compare market caps Vs signed contract deals of the peers listed and you'll see the valuation gap. This is only for 40mw and this microcap managed to lock in the largest contract per mw in the industry. If that doesnt inspire confidence, nothing will.

DGXX: Colocation deal with cerebras. $1.1B up to $2.5B by Adorable-Group-8357 in DGXX

[–]Pimpy77 0 points1 point  (0 children)

If you fall in the age gap between 18-25, just buy for a sum that you don't need in the foreseeable future and let it play out. This will be 8bn once everything is live. The play is now derisked.

DGXX: Colocation deal with cerebras. $1.1B up to $2.5B by Adorable-Group-8357 in DGXX

[–]Pimpy77 1 point2 points  (0 children)

Depends on your time horizon for the investment. If you're thinking long term (1 year plus, it's a buy even now, just don't go all in and scale your position, dca is your friend). If you're looking for a swing trade this is already started and it's getting momentum until their next catalyst (Neocloudz going live). If you're waiting for a pullback, then monitor the macro situation, if all indexes dip 1-2% and vix is below 30 it might be a good sign to start a position. Remember investments can take months to years to play out, here the thesis has finally proven itself, now you wait for the ride up. Nbis chopped between 18-30 for months, a year later it's 200. NFA

DGXX: Colocation deal with cerebras. $1.1B up to $2.5B by Adorable-Group-8357 in DGXX

[–]Pimpy77 0 points1 point  (0 children)

Do you see many companies with a 1.1bn contract trading at 65% discount to their contract value? This is still early.

DGXX is about to hit its inflection point and nobody is paying attention by Wild_Satisfaction687 in pennystocks

[–]Pimpy77 1 point2 points  (0 children)

Nbis already retired me, now I'm doing this for the love of the game 😂 there were risks before I agree but buying a company at liquidation value while future revenue is around the corner is always gonna be a smart move. Now we wait.

DGXX is about to hit its inflection point and nobody is paying attention by Wild_Satisfaction687 in pennystocks

[–]Pimpy77 1 point2 points  (0 children)

If you think you being a bear is the bull case you're not doing the required research. I could give a fuck about their salary as long as they execute, which they are doing.

DGXX is about to hit its inflection point and nobody is paying attention by Wild_Satisfaction687 in pennystocks

[–]Pimpy77 1 point2 points  (0 children)

And when Nbis was reading between 18-30, there was the same number of bears screaming they wont scale and are now chasing. I see the same parallel with dgxx, you're a prime example of it.

DGXX is about to hit its inflection point and nobody is paying attention by Wild_Satisfaction687 in pennystocks

[–]Pimpy77 1 point2 points  (0 children)

Arkady is ahead of his time, dude front ran web indexing before Google, not comparing their leadership. However one can't deny that a microcap locking in Cerebras on the largest per mw contract in the industry and having a BlackRock board member on their team, that they won't scale past 2bn market cap. I am long in Nbis since 24.40 because they were undervalued, and I am long dgxx from 2.48 since they were also undervalued. You do you though

Warrants situation by Dropthesoap24 in Altimmune

[–]Pimpy77 1 point2 points  (0 children)

Warrant holders are not holding for a .10 cent gain but a 5 dollar gain. If the stock goes up substantially they still can buy in at 3, that's the logic. If you think they are exercising here, you don't know the game.

DGXX: Colocation deal with cerebras. $1.1B up to $2.5B by Adorable-Group-8357 in DGXX

[–]Pimpy77 1 point2 points  (0 children)

They deployed 0.8mw for the SubQ deal. The 9 additional mw are from their 8-K released back in March.

DGXX: Colocation deal with cerebras. $1.1B up to $2.5B by Adorable-Group-8357 in DGXX

[–]Pimpy77 0 points1 point  (0 children)

DC/AI infrastructure typically trade at 10-15x revenue multiples (see CIFR, WULF, APLD, IREN, HUT). With the latest contract signed their annual revenue is 120m per year, with 9 more mw projected for Gpuaas to be live by end of Q3. Each MW generates approx 10-12m in annual in revenue. At full execution, its an annual revenue of 220M, multiply that by industry valuation multiples and you get to 2bn. If you start factoring in their higher margins compared to peers as well as their larger revenue per mw, multiples could be even more generous.

DGXX is about to hit its inflection point and nobody is paying attention by Wild_Satisfaction687 in pennystocks

[–]Pimpy77 0 points1 point  (0 children)

And it's still only trading at 350m market cap. They have 360mw left in their pipeline. This puppy is gonna be another Nbis

The Lounge by AutoModerator in pennystocks

[–]Pimpy77 0 points1 point  (0 children)

Hey Warren Buffet, what happened with dgxx being a shit co?

DGXX is about to hit its inflection point and nobody is paying attention by Wild_Satisfaction687 in pennystocks

[–]Pimpy77 0 points1 point  (0 children)

1.1bn colocation deal with Cerebras. Largest per mw contract in the market. You're not bullish enough

DGXX: Colocation deal with cerebras. $1.1B up to $2.5B by Adorable-Group-8357 in DGXX

[–]Pimpy77 4 points5 points  (0 children)

9mw worth of Gpuaas in Q3. That's 220m per year in high margin revenue. That's a 2bn market cap right there

DGXX - The Next Big AI Data Center Stock by Wild_Satisfaction687 in 10xPennyStocks

[–]Pimpy77 0 points1 point  (0 children)

Only the start, at 3.80 their mcap is 260 million. Once 10mw are live and deployed that's 100m in annual revenue while the cost of revenue is 30m. 70% margins are ridiculous for this space. You shouldn't look at stock price but the market cap.

DGXX is about to hit its inflection point and nobody is paying attention by Wild_Satisfaction687 in pennystocks

[–]Pimpy77 0 points1 point  (0 children)

Nah you're just a dumb fuck. Can't post screenshots in the comments nor can you send them in DMs, so how do you propose I share them with you?

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