Fuzeh up
169 posts


@QC_Capitals With $300k I could buy 1300 shares of $NBIS. I would then write $330 strike cc's for Dec 18 at $4,400 credit per cc to begin. Then use the premium to buy msft or meta and let the cc's play out then decide what to do after
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@SMASIMHO I'm gonna sound quite sad... But after talking to Claude 🤣i'm just gonna hold my commons as is and not risk selling cc's as Nbis is high conviction play and I don't own enough Nbis to let them go. You gonna sell those cc's when price moves higher? It is tempting as fack
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@EndicottInvests Fair enough. Just out of this world premiums imo but i'm gonna hold my commons
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@FuzehUp I don’t like locking up my shares for that long, I like the optionality
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@SharkChart I rememebr being in a uni lecture just staring at the stock sky rocketing and feeling so euphoric.. Then I rode it all the way back down to $5 and still holding!
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@YoYInvestor Did you make any money on your previous short for Rklb? I tried to do the same trade but robinhood didn't support $RKLZ :(
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@growthrapidly I've kind of trippled my position by buying the dip.. Might need to stop
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Where are the $ONDS bulls?
Seems like everyone is expecting the worst for tomorrow morning.
@CeoOndas what happened my guy?
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@retail_mourinho Realistically, what's the best outcome for this earnings? As i'm more looking forward to the 2nd half of the years report and see this one as a bit of a nothing burger.
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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.

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@Sam_Badawi Does this mean UK citizens can use Sofi or am I getting too far ahead of myself. I'd love to bank with them
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@CGInvesting10 But why would you want to get rid of 100 shares at $18? For just $20 credit?
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@Ashton_1nvests The only thing keeping me going is calculating my "profits" when we hit $30.
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Me and the $SOFI bro’s when we hit $30 this year…
1980’s Finance@1980Finance
A client meeting in the Swiss Alps
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