maxeo55

@L9FRIENDLYSTYLE @daichi888 @chinoalemano Hopefully we are right :) I am looking forward to USDC news.

@daichi888 @chinoalemano @maxddc I think max was the one to put me on dgxx at first, or maybe you/mkfilko mentioning max

Ceo of $dgxx just validated my research via @chinoalemano repost btw Truly incredible stuff. Pays to dig deep.

@L9FRIENDLYSTYLE @daichi888

This is a consolidation of my thoughts on $dgxx/$usdc/Yutanix/Zutacore. There is alpha in this. Enjoy the read: Nobody is talking about the real reason $DGXX is about to take over the AI infrastructure market. Let me explain. Everything $dgxx is doing right now is positioning them to completely take over the ai infrastructure market. $DGXX owns 55% of US Data Centers Inc. (USDC). USDC is currently private. USDC's entire business is manufacturing and selling the ARMS 200 — a modular, Tier 3-certified AI data center system that can turn any powered site into a fully operational AI compute facility in a fraction of the time traditional construction takes. Companies like $IREN have spent years and enormous capital securing gigawatts of powered land. That's the hard part, or so everyone thought. But raw power means nothing if your cooling and compute density can't keep up with modern AI workloads. Air cooling and glycol loops are hitting their limits fast. These companies are sitting on some of the most valuable land in infrastructure and underutilizing it because they chose the wrong stack. USDC's ARMS 200 is the answer they didn't build themselves. Drop modular units onto existing powered land, skip years of conventional construction, and immediately unlock high-density AI compute. The host site doesn't have to rebuild from scratch. They just have to let USDC in. Their stranded gigawatts become productive. USDC gets a customer. Everyone wins, but USDC wins most, because they own the system that makes it all work. The ones who dont make this switch either through USDC or on their own will be left with way bigger electic bills, higher maintenance costs, and difficulty expanding. The ARMS 200 uses a dielectric liquid cooling (I will talk further about the liquid a couple paragraphs down, this is signalled and not publicly confirmed. This is alpha.) built around Supermicro hardware and NVIDIA Blackwell-class GPUs, not to mention the $35 million $dgxx just spent on Vera Rubins. Wonder where thats going! Each pod delivers 1 MW of compute and supports up to 256 B200/B300 GPUs. DGXX plans to scale to 40 MW at its Alabama site alone, roughly 10,240 GPUs. The modularity allows for easy scaling. Now here's where Yutanix fits. Yutanix is an AI infrastructure marketplace that connects AI teams with GPU capacity, deployment planning, and data center sourcing. As USDC starts selling ARMS units to powered sites at scale, Yutanix is positioned to be the demand-side engine that feeds it, matching teams who need compute with the exact kind of rapid-deployment, cluster-ready infrastructure ARMS provides. USDC supplies the modules. Yutanix supplies the customers. That's a clean loop. Now here's the piece worth watching VERY closely. ZutaCore dielectric HyperCool technology is waterless, direct-to-chip dielectric cooling. Zero water, handles extreme power densities that glycol and air cooling can't touch, closed loop, ZERO leak risk The main publicity backlash against AI data centers right now is noise, power, and water usage. Communities where USDC decides to set up modules will eat this up. ZERO water usage if utilizing Zutacore Hypercool. The heat can be REUSED for other purposes easily. The Zutacore system requires a flow rate of just 0.3L/min for every 1000W. For example, cooling Nvidia’s B200 (1200W) would need a flow rate of 0.36L/min with HyperCool, compared to 1.8L/min for single-phase direct-to-chip water/glycol cooling. Thats 5 to 6x lower flow rate. 50%+ less energy usage on cooling. No official DGXX/ZutaCore partnership has been announced, but Jagan Jeyapal, CTO of DigiPowerX, was photographed at ZutaCore's booth at GTC and tagged #digipowerx #dgxx #zutacore and #yutanix all in the same LinkedIn post, mentioning plans to work on "large projects together." That's not nothing. If a formal partnership follows, it becomes very hard for any competitor to replicate without tearing their building apart and starting over.

@L9FRIENDLYSTYLE Dont make me go all in :O

DGXX is debt-free with $93M in liquidity and ~400MW of secured power across four sites. Hans Vestberg, former Verizon CEO, just co-founded USDC as senior advisor. The ZutaCore link is still unconfirmed officially. Same with Yutanix. Everything else is on the record. Do your own due diligence. Not financial advice.

@FaustFund @IggyOnInvesting @evfcfaddict why not buying Realty Income? Higher dividend yield...

@IggyOnInvesting @evfcfaddict Yield arbitrage. They buy small german retail centers that strictly yield ~10% while financing them for ~4%, very stable cashflows from grocery, discounters, drugstores, hardware stores etc. The objects are too small for big funds, very low competition for a fair P/FFO rn.

So are there any German stock worth looking at?

@InvestorIra Is Soluna with wind energy good enough for Tier III Data Center?

@maxddc Top 3 holdings - DGXX then SLNH then TSSI & then swing trading VIVO

$DGXX Here is a list of all the Debt Free Data Centers currently running live B300's GPU's..

@InvestorIra and which ones? :D

@maxddc yes

@ROIRecruiter @michelamar3 and excluding the LOI with above 1 GW.

@maxddc @michelamar3 Yes I believe he’s purely speaking about AI rev from MW.

On the last earnings call @michelamar3 laid out a bit of guidance and how $DGXX is strategically positioning themself! If you have doubts on were they are going I encourage you to read this quote pulled from the transcript. Michel- “our goal is to, for '27, be active with 90 megawatts worth of colocation and basically 10, 12 megawatts of GPU-as-a-Service that would give us a total run rate of $300 million a year. In 2028, we plan to add an additional 50 megawatt of colocation and 20 megawatt of GPU bare metal that would give us a $450 million to $500 million a year run rate. And in 2029, an additional 100 megawatts of colocation, an additional 50 megawatt of GPU bare metal that would give us an $800 million to $1 billion run rate per year. So this is our goal. It can be accomplished as long as we get the financial strength and the debt financing instruments in place, which we are executing now on the financial side”

@L9FRIENDLYSTYLE Do you have research for AMPG?

@maxddc Was just thinking earlier today i should really just go 50/50 in ampg and dgxx and call it a day, theyre going to be two of the biggest stocks in like 5-10 years

The blueprint is heavily intertwined with Zutacore btw. @/Zutacore is leaving breadcrumbs on their demo videos. There is alpha hidden in Zutacore videos $DGXX

@L9FRIENDLYSTYLE USDC will go to Space its exactly what vestberg skills are. 5g/6g connecting everyting...

@maxddc The biggest boldest bull case i have in my mind for USDC is that it parasitizes the entire ai infrastructure market because everyone realized they fucked up with cooling/gpu density and need saving

@L9FRIENDLYSTYLE Best think we participate in both

@maxddc $dgxx gets to grow independently and do whatever amazing things come their way. $usdc gets to latch onto the bigger unrelated names and/or startups that want the best. And the best is Zutacore hypercool within the ARMS modular data center.

@L9FRIENDLYSTYLE What else do you have in your Portfolio?

@maxddc As of right now, usdc is dgxx and dgxx is usdc. For the future, dgxx gets to do its own expansion. Usdc gets to sell these modular units to powered sites, so big names like $iren for example dont fall behind by simply having their many secured gigawatts go to waste

@L9FRIENDLYSTYLE They now executed a few MWs and now they only need to scale it. Vestberg in the Team is awesome. This company is so crazy. I always have to hold back to not go all in.

@alexeliasson whats your portfolio right now?

Budapest Stock Exchange 🇭🇺 $BET Q1: ▪️Revenue +23% ▪️Operating Profit +52% ▪️Operating Margin 40% (⬆️+6,5 pp) +80% USD Total Return from pitch and now trades at ~9x earnings ntm (+30% ROE @ p/b 2x). Sold half my position this week and recycling into 🇰🇷, 🇧🇷, 🇭🇰 & 🇯🇵

@L9FRIENDLYSTYLE Predictions? I would like to see some updates about USDC inc...

@maxddc Since a few months ago, going back to all in after the $ampg run

Who is an unkown Investor I have to follow for Alpha?

@InvestorIra @ROIRecruiter what does this mean ?

Something from the recent North Tonawanda town hall caught my attention regarding $DGXX. A lot of investors have wondered why we haven’t seen a major announcement tied to the site’s 123 MW of power. After reading through the meeting coverage, I think the answer may have less to do with demand and more to do with the realities of developing large scale infrastructure projects. What stood out most were the comments from the plant manager. According to the discussion: • A large amount of Bitcoin mining infrastructure has already been removed from the site • New equipment has been installed • Mining containers continue to be removed • Plans call for an enclosed 80,000 sq. ft. facility • Management believes the new design will significantly reduce noise compared to historical operations To me, that’s a bigger deal than many realize. Investors spend a lot of time waiting for press releases. Meanwhile, it sounds like physical changes are already taking place on the ground. The other thing that stood out? The community pushback. But honestly, this feels very familiar. We saw a similar playbook in Columbiana, Alabama. Questions from residents. Concerns about development. Local scrutiny. Debates over what the project means for the community. Today, Columbiana is home to the 40 MW Cerebras deal that could be worth up to $2.5B over its term. I’m not saying North Tonawanda follows the exact same path. I am saying we’ve already seen DGXX navigate these types of local challenges before. My takeaway: The market already knows 123 MW of power is valuable. They are actively preparing the site ( confidence that things will progress) The story may just be about how long it takes to unlock that value. And based on the town hall, it appears $DGXX is actively moving the site forward while working through the same type of community and political hurdles we’ve seen before.

@InvestorIra USDC coming

$DGXX