Dr. PauI Chirsitanosn

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Dr. PauI Chirsitanosn

Dr. PauI Chirsitanosn

@LauraBernstein2

PhD. Professor in School of Business & Innovation. Disruptor Investing is focused on identifying and investing in disruptive companies. Not financial advice.

Katılım Aralık 2011
32 Takip Edilen27 Takipçiler
Dr. Paul Christianson
Dr. Paul Christianson@disruptorinvest·
$DGXX could be on the verge of a significant rerate. The company has around 200MW operational (AL and NY) and 200MW in development (NC). Additionally, they may have an additional 1.3GW in WV, which we should be hearing about in the coming weeks. The company is set to activate their first AI revenues next month and is anticipating $15M annualized revenue per MW. They're targeting 10MW deployed by Q3 2026 which would give them $150M in annualized revenue at huge margins. $DGXX has a market cap of ~$150M with $80M of cash on the balance sheet, so you can see the disconnect in their valuation and why I think the stock could see a significant rerate once the AI revenues start to hit. If they're able to just transition their operational 200MW into AI workloads (which I think is very reasonable) that could generate $3B in ANNUAL revenues. Double that to $6B if they're able to successfully develop the 200MW in NC which is by a $GOOG datacenter. Here's where it gets really interesting. The company has huge backers. Peter Lynch and Ken Griffin are reported to have positions and now the past CEO of $VZ and current BlackRock board member, Hans Vestberg, is spinning off their ARMS division into USDC, which may seek to go public in the future. The sheer fact that a small company like $DGXX has been able to attract this type of investment and talent is very impressive. Since Mr. Vestberg joined the $DGXX board, we've seen a rapid increase in institutional ownership via 13F filings and I think that's just starting. I'm just trying to share my opinions based on my research. Please do your own due diligence when making investment decisions. This is not financial advice.
Dr. Paul Christianson@disruptorinvest

$DGXX out with big news this morning launching the next phase of development for US Data Centers (USDC). This phase is being co-founded with Hans Vestberg, former Chairman and CEO of $VZ and current Board Member of $BLK. USDC will lead the manufacturing, distribution and deployment of modular AI data centers, while $DGXX will develop and operate energy-efficient digital infrastructure assets, including power generation and high-performance computing facilities. $DGXX will remain the majority shareholder of USDC holding more than 50% of the companies equity through common stock. $DGXX is projected to scale rapidly and profitably. The USDC spinoff is very intriguing as their ARMS-based deployments are designed for faster installation and incremental scaling. Before the announcement the company had a projected to be scaling rapidly with a FY 2027 PE of only 8.5 which is extremely cheap IMO given their projected profit margins.

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Dr. Paul Christianson
Dr. Paul Christianson@disruptorinvest·
$DLO up 7% on a strong earnings report. A beat on top line revenue and a $300M share buyback. That's a pretty significant buyback as their quarterly revenue just came in at $337M. Notice the quarterly revenue acceleration on the chart. I'll be watching the technicals to see if the stock is able to hold a break of its downtrend channel here.
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Dr. Paul Christianson@disruptorinvest

$DLO is starting to look interesting. Their new CEO was the long-time CFO at $MELI. Technically the stock is trading in a downward channel right now, but it's one I'll be keeping an eye on (when the channel breaks) given the growth and profitability estimates. It's trading at only a FY2027 PE of 10.9.

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marieme chibani
marieme chibani@mariemechibani·
Traded late-night takeout for 20-min home stir-fries. Now I sleep better u0026 save $100+/month. Small swap, big win
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Dr. PauI Chirsitanosn
Dr. PauI Chirsitanosn@LauraBernstein2·
Passed the Project Management Professional (PMP) exam on first try! Grateful for the late nights, practice tests, and mentors who pushed me. Excited to apply these skills in real projects! #PMP #ExamPass #ProjectManagement
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Dr. PauI Chirsitanosn
Dr. PauI Chirsitanosn@LauraBernstein2·
"Pick one tiny hobby you love—even 10 mins daily! It’s not ‘wasting time’; it’s fuel for your brain u0026 joy. What’s YOUR tiny joy today"
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外滙交易員.
外滙交易員.@sHocksitho·
" Turn old tees into a cozy patchwork tote—no sewing machine needed! Grab scissors, fabric glue, u0026 your favorite tees. 10 mins = your new go-to bag. #DIYCrafts #UpcycleHacks"
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Dr. PauI Chirsitanosn
Dr. PauI Chirsitanosn@LauraBernstein2·
Nature Explorers Club | Join our weekend hike to the Hidden Valley! Meet at the campus gate at 8 AM this Sat. Bring water, comfy shoes u0026 curiosity! Tag a friend who loves adventure—let’s chase waterfalls u0026 spot wildflowers together! #CampusAdventures #NatureLovers
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Dr. PauI Chirsitanosn
Dr. PauI Chirsitanosn@LauraBernstein2·
Level up your [核心技能，如：writing/communication] in 10 mins daily! Try [具体小技巧，如：1 sentence a day/active listening] + review 5 mins later. Consistency beats perfection—start today! #SkillUp #LearnEnglish
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