
Kaduna|May 07, 2026 13:38
DGXX is executing one of the smartest pivots in AI infrastructure. From bitcoin miner to vertically integrated AI power player: 400MW secured capacity and a massive $1.1B / 10 year Cerebras deal for a 40MW Alabama AI campus (Phase 1 online Dec 2026). Total potential value including expansions and renewals: $2.5B
Led by the Amar brothers (Michel CEO/Chairman + Alec President). Perhaps the most significant addition to the corporate ecosystem is Hans Vestberg, former Chairman and CEO of Verizon and current board member of BlackRock, who joined as a senior advisor in February 2026. I expect he’ll play an important role in securing more future deals.
2026 -> 2027 growth rate +422% (the explosive year as major contracts go live. Markets are forward looking and I believe this is the inflection point. Execution risks remain (like any other stock).
(I hold long positions)
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