m0fasa

I think we see a morning dip before the market catches on later in the day. I'll stack some more $DGXX. What's your Monday morning market move?

How are you positioning in crypto right now? Buying or keeping off? I'm stacking USDT right now because I don't think we've reached max pain yet. Here is why: BTC cycles don't lie. 2017 peak → 2018 bottom: -84% ($3k BTC) 2021 peak → 2022 bottom: -76% ($16k BTC) 2025 peak ($126k) → 2026 bottom: ~-68%? Each cycle, the drawdown shrinks. Each cycle, the bottom comes nearly 12 months after the top. Oct 2025 was the top. That puts the bottom around Oct 2026 at ~$40k. Clock is ticking. 🕐 I'm extremely sidelined and just stacking cash right now.

Personal note from me as a director of $DGXX (Digi Power X). My views, posted in my personal capacity, not the Company's. 1). Q1 2026 was an inflection point. Adjusted EBITDA flipped to a positive $1.1M from a $1.3M loss a year ago, a $2.4M YoY improvement, while we deliberately wound down legacy crypto mining. 2). Michel Amar on the call: "the most consequential strategic decision in company history" was the pivot from Bitcoin mining to AI infrastructure. The strategy is now executing. 3). The anchor: a 10-year, $1.1B Master Services Agreement (expandable to $2.5B) with one of the world's top chipmakers, for a 40 MW campus in Columbiana, AL. Phase 1 of 15 MW targets RFS December 2026, full 40 MW by end Q1 2027. 4). NeoCloudz GPU-as-a-Service is LIVE. First bare-metal GPU rental went live on the day of the call, a 24-month contract with SubQuadratic AI, on NVIDIA B200 and B300, in Columbiana. 5). Balance sheet, per public release and call: ~$125M cash, ~$15M digital assets, zero long-term debt, ~$45M YTD capex at Columbiana. Michel: "the strongest in the Company's history." 6). Financing strategy is public. Michel confirmed a term sheet has been signed with a lender, contemplating a 70/30 loan-to-cash structure, to fund the build out via debt rather than dilution. 7). Power moat. ~210 MW already grid-connected today. ~393 MW total secured across AL, Niagara Falls, NC, and Buffalo. 1.3 GW WV LOI for 2028 through 2030. Michel: "We don't need to wait for an interconnection with the utility." 8). Multi-year revenue goals (public, from the call): 2027: ~$300M run rate 2028: $450 to $500M run rate 2029: $800M to $1B run rate 9). Michel: "We are no longer building toward the top tier of this industry. We are in it." He also said publicly that the Company is "receiving interest from institutions, partners, and lenders." 10). Proud to serve with this team. Rely on the Company's public filings (SEDAR+, EDGAR), not this thread. Not investment advice. Forward looking statements subject to risks in our public disclosures. Gerard Rotonda, Director, $DGXX

@InvestifyDaily @HunterAllen4 $HYLN looks really strong actually. Considering buying a small position.

S/o again to @HunterAllen4 the system works! Bought small amount of contracts and sold for x2. Turned $90 into $195! Regardless $HYLN seems like a great long term opportunity. X has been a great ecosystem to learn trading. IMO you don’t need a text book but to learn through experience and people smarter than you!

$BZAI is a micro-cap ($214.8M) targeting Edge AI with its GSP chips. Real Contracts: Up to $50M deal with NeoTensr for APAC edge data centers. ~$15M year-one agreement with Winmate for defense/rugged systems 3-way strategic alliance with Nokia & Datacomm in Indonesia. Financial Reality/Risks: Q1 2026 revenue rose 170% YoY to $2.7M ($130M full-year guide) High $22.7M net loss in Q1 2026 Recent $35M equity offering causing near-term stock dilution I'm looking at opening a small position in this as a high-risk, high-reward speculative edge AI play. Current market cap is $214m.

Just finished adding more to my $DGXX below $7. Left some cash in case we have a chance it dips again further below $7.

@oihjklhiwiu @524192795Feng I like that they didn't focus on the Cerebras contract because too much focus on that and if Cerebras stock is not performing well, it will affect ours too. So him not focusing on that is a plus for me.

@524192795Feng I'm aware, I still don't think he understands the business. Call was very surface level, questions were boring AF. Barely a word about the Cerebras contract.

$DGXX I officially don't trust the CEO, he sounds like he barely understands his business. But if DigiPower executes on 300 Million Revenue FY 27 - which is a big if - I'd expect the stock to be around 15-25 a share depending on dilution.

@bullsofwealth 3 stock

Would you rather invest $100K into $VOO or 3 stocks of your choice? Trying to understand your risk tolerance with this question. Would love to hear your thoughts!

@CryptoTony__ Just $SOL to be honest. I don't see anything with better R/R.

What Altcoin are you most bullish on and why ?

@MartyZimme90457 Waiting for the early trading action this morning then see if i can get a better discount, lol.

@m0fasa I did in pre-mkt it's a gift down here 🎁

Gonna have to move around and sell some stocks to buy the $DGXX dip. That earnings call is the dream. No future ATM increases is nice to hear.

@SixStockThesis I don't think it will stay this cheap for longer than a couple of hours. We are approaching double digits for sure.

$DGXX just dropped its 2027 outlook and the market is still sleeping on it. Management is guiding $250–$300M in total 2027 revenue across three segments. Note that this is not the ARR - which should be a much higher number. • AI colocation (Cerebras + Phase 2): up to $200M • GPUaaS via NeoCloudz: $100M ARR run-rate by year-end • Energy: ~$12M I am applying 10x forward P/S - the discount rate I would give a micro-cap with execution risk and a single anchor tenant (at the moment). I’m using the mid revenue number of $275 million. At 10x multiple, the current fair value should relate to a market cap of $2.75 billion. Assuming diluted number of shares of 90 million, my end of 2026 target price is $30, very close to my initial estimate of $32. The bull case of course is higher than the above. Any new deals will rerate my price higher. Thesis is intact. Wake me up in September. :) Not an advice. Do your own DD. $DGXX $CBRS

@neppy You'd need to add one of this in there for me at least. I don't mind both either. Everything else is good.

Men, be honest. Is this enough?

I think $CBRS IPO'd at a crazy valuation for sure ($100B), but that can be said of current valuations for a lot of AI stocks. I won't be shocked if it retains that valuation or near, and begins an upward trend. Clearly nothing in this market is impossible right now. They are going head to head with $NVDA so they've picked a difficult fight but are clearly eating away at it.

$DGXX issues revenue guidance of $250m to $300m in 2027 FY. Big if it happens. Q1 2026 net losses due to intentional winding down of Bitcoin mining business. Sitting on loads of cash. Time to load up.

@knedoycap It's all done. Guidance is $250m-$300m in 2027 revenue.

Not getting our green $SIVE day today it seems 😏 Waiting out for $DGXX earnings call - hope guidance is big

@dwarf_co I'm struggling with this stock because the dilution is just terrible. Although, it's a first of its kind and if it works out it will be crazy good.

$DVLT My predictions: Revenue: Beat, US $50 million It will be another positive quarter.

@_king142 Looking at $18-$25 in 2026, but easily above $50 in 3 years.

@m0fasa What’s your price target on $BULL

$IBKR $BULL $HOOD Which one is yours? I mean, $BULL is super cheap it's kinda stupid.

@_LEAPOptionsCP_ Very hard to argue against $PLTR with how bullish their earnings were recently.

Two stocks I plan on starting a position in? $NOW at $88 $PLTR at $131 Which one is a better buy right now ?