Shadow Investor
270 posts
Shadow Investor
@ShadowInvestor3
(Amateur) Financial Analyst. Full-Time Commercial Banker. Positions in: $HOOD, $AMD, $DGXX, $LLY. Anything I post is my opinion not advice
Katılım Mart 2023
135 Takip Edilen110 Takipçiler
Being fully invested in $DGXX, $IREN, $KEEL, in that order, feels good. I just hope I don't start seeing portfolio screenshots, that would signal the top.
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@YodaStockInvest You’re winning man. Stop sweating every $. You’re up $18k today. No one is perfect and can see the future. Keep making the decisions that feel right.
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This is the WEIRDEST day in my investing career.
My favorite stock $AMD up to >$400.
My portfolio up 18k in a DAY at 22 years old.
But the dominating feeling is FRUSTRATION😓
Because it would’ve been 21k+ if I didn’t trim $AMD on Monday.
Investing is a complex game.
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Between $DGXX and $AMD - what a day. Reminds you why you spend all the time doing the research.
Shay Boloor@StockSavvyShay
$AMD CRUSHED THEIR Q1 EARNINGS • Revenue $10.25B vs Est. $9.85B • EPS $1.37 vs. Est. $1.29 • Data Center Revenue $5.8B vs Est. $5.6B • Gross Margin 55% vs. Est. 52% Q2 Guidance • Revenue $11.2B vs Est. $10.5B • Gross Margin 56% vs. Est. 55%
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Absolutely massive. CONGRATS to all $DGXX holders and everyone that rode this rollercoaster. WE MADE IT
Johan N.@rk8215
$DGXX signs 10-year contract for 40MW valued approximately $1.1 billion, with total potential contract value of up to $2.5 billion inclusive of renewal term with Cerebras. "The initial 10-year term is valued at approximately $1.1 billion, with total potential contract value of up to $2.5 billion inclusive of renewal terms - underpinned by a structure that provides Digi Power X with long-term revenue visibility, and Cerebras with guaranteed data center capacity, from the first day of services"
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Everyone’s flaunting their gains today. We might be at the top 😂
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$AMD with a 100% gain in AH from this post.
Shadow Investor@ShadowInvestor3
$AMD selling off after earnings is an opportunity
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@HealthyAlfred Because it’s in mice? Cmon man. I love peptides too but let’s not pretend like there doesn’t need to be more clinical trials on some of these.
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a peptide literally reversed Parkinson’s paralysis in 24 hours and the FDA has it classified as a “research chemical.”
why.
Healthy Alfred 🏄🏻♀️@HealthyAlfred
BPC-157 REVERSED Parkinson’s paralysis in mice. In 24 hours. You think Parkinson’s is an old person’s disease. You’re wrong. It starts in the gut decades before the tremor. By the time your hands shake, the neurons are gone. Every day it’s already: → Killing the neurons that control movement → Breaking the gut lining feeding your brain → Building the disease coming for you You didn’t escape it. You just haven’t felt it yet. They poisoned lab mice with MPTP — the exact toxin that causes Parkinson’s damage. One group got BPC-157. Paralysis reversed. Tremor gone. Movement back. The other group? Frozen. Rigid. Permanent. 60% of Parkinson’s patients had severe constipation for decades before the first tremor. Loss of smell. Acting out dreams. Anxiety from nowhere. If any of this sounds familiar — it’s already started. This isn’t a brain disease. It’s a gut disease we’ve been treating in the wrong organ. Stop drugging the future tremor. Heal the gut now.
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@unusual_whales I thought we obliterated their nuclear program last year? 😂😂😂
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BREAKING: Kevin Hassett: Before the war, the US received warnings of Iran possessing 11 nuclear weapons.
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I wish the government would let trash companies fail. This isn’t capitalism.
The Wall Street Journal@WSJ
Exclusive: The Trump administration is nearing a rescue deal for Spirit Airlines that would loan the discount carrier as much as $500 million. on.wsj.com/4cspZM0
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I’ve added a new position to my portfolio. Very small, but will be a consistent DCA for the next 6 months.
The stock is Eli Lilly $LLY
Reason: I’ve been on Retatrutide (Lily own the patent) for the past 2 months. It’s changed my life at a low dose. Currently in stage 3 trials, when this drug is approved it’s going to be the possibly the biggest medication ever. I would like to have a solid position before approved by the FDA. The person impact this has had on me has created extremely strong conviction.
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Great first step for $DGXX in proof of concept. I’m still not fully convinced on the execution, but I’ll continue to hold now that management has delivered something real. Great job by $DGXX team.
DigiPower X@DigipowerX
DigiPower X Inc. (Nasdaq: $DGXX)(Cboe Canada: $DGX) a Miami-based AI infrastructure operator, today announced that it has entered into a bare metal GPU rental agreement (the "Agreement") with SubQ AI ("SubQ"), a next-generation AI company. The 24-month contract carries an expected total contract value ("TCV") of approximately $19.6 million and becomes effective May 15, 2026. Read More digipowerx.com/press-releases… #DGXX #DigiPowerX #AIInfrastructure #GPUCloud #GPUaaS
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@aincomeinvestor Good to know I’m not having any unique experiences 😂 I told myself I’ll buy a Rolex at $250k. Once I got there the Rolex was so much lower on the priority list I just never got it.
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When I said “no rolex until $200,000 invested”, someone told me by then I won’t even want the rolex anymore.
It kinda hit me lol.
For someone who waited to hit a certain amount of money stacked up, has this happened to you?
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@ShalomJackie5 The last LOI they entered into they had an announcement included. And who they entered into it with (Pleasant Power Plant) and they laid out the DD period to move forward with the deal.
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@ShadowInvestor3 What details would you expect to be released - they sign ndas when negotiating deals
If they’ve said a loi is in agreement I would expect a deal to be signed within the next four weeks hopefully sooner rather than later ( four weeks from here not announcement date )
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I haven’t posted in awhile, so it’s time for a quick update on where I’m at with $DGXX
Management - I’m not confident management will execute in good faith for shareholders moving forward. The son constantly selling, over 4 months ago we were told 4 deals were on the table and they were just deciding which to sign. Haven’t seen that come to fruition yet. We were told AI revenues starting this month, yet they haven’t said where that revenue is coming from. The strange carve out execution of USDC is another red flag. You combine all of those things then ask yourself what has management done that gives me confidence?
Assets - literally the only reason I’m still holding this. But good assets can’t overcome bad management. But they do own critical MWs that will absolutely be needed.
Conclusion - I plan to get back to investing in strong management led companies that I’m confident will execute. $DGXX may succeed, but long term I don’t think I can take that ride with them. I’m going to hold through April and maybe into May to see through this first deployment, then most likely exit this position.
Will be sharing my next stock I’ll be adding and why over the next few days.
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@ShalomJackie5 And what details do we have on that LOI?
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@ShadowInvestor3 They’ve literally said they have entered a loi agreement for a deal just over 2 weeks ago
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$DGXX
Needs some type of news to sustain this price. This is where the management team is clueless.
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A lot of discussion and noise around $DGXX over the past 3 days. I’ve stayed quiet and absorbed all the information and opinions. My plan has always been to reevaluate my position end of April once we know if revenues or contracts are real. I plan to stick to that.
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I’m still waiting to see where this AI revenue is coming from next month for $DGXX. Is there a contract signed with revenue or is this “potential revenue” next month?
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