maxeo55

🚀THE ULTIMATE $DDC THREAD: --> What and Who is $DDC? 1/DayDayCook (NYSE: DDC) is not just another FMCG stock. It’s a high-growth food company… With a game-changing Bitcoin strategy. It’s what happens when content commerce meets corporate Bitcoin. Let’s dig in 📷 2/ 📈 Legacy Business Overview – $37.4M 2024 revenue (+33%) – 28.4% gross margin – China JV = $3M annual net profit – Adj. EBITDA breakeven – Products in Whole Foods, Kroger, Target – 80% Gen Z audience, 60% women DDC is a real biz with traction. 3/ 🍜 Brand Power + Content Flywheel Started as a cooking content platform. → Evolved into a vertically integrated Asian food brand portfolio: – Nona Lim – Yai’s Thai – Omsom – MengWei – Yujia Weng 📷 1.4B+ video views 📷 4/ 💰 SOTP Valuation @ BTC $105K 📷 FMCG Value: – 2× EV/Sales = $74.8M – Minus $47M net debt = $28M equity 📷 Total Fair Value: ~$42.6M Current Market Cap: ~$40.7M 📷 Undervalued by ~4.5% as of 19.06.25 5/ 🚨 THE CATALYST: $528M FUNDING DDC secured up to $528M solely to stack Bitcoin. One of the largest BTC-dedicated raises by any NYSE-listed company. Backers include: – Anson Funds – Animoca Brands – Kenetic Capital – QCP Capital – Jack Liu, Matthew Liu (Origin Protocol) 6/ 🧠 Smartest BTC Acquisition Strategy Instead of FOMO buying BTC, $DDC: 📷 Swaps shares for BTC 📷 Avoids slippage 📷 Lowers average cost (under $70K per BTC) This is DCA 2.0 for corporates. 📉 Norma explains this here: youtube.com/watch?v=tN_11V… 7/ 🔐 Custody & Risk Management – Custodians: BitGo + Hex Trust – Institutional-grade security – Insurance coverage – Dynamic custodian network No Mt. Gox drama here. Only disciplined execution. 8/ 👩‍💼 Meet the Visionary CEO: – Former equities lead @ HSBC – Founded DayDayCook 13 years ago – First female CEO of a public co. to adopt a BTC treasury strategy – Operator, not hype merchant Her incentives? 100% aligned with shareholders. 9/ 🚀 Warrant Incentive Program New 2025 milestone plan: – $50M MC → 800k warrants – $100M MC → 900k warrants – $250M MC → 1.2M warrants 📷 Max. 5M shares – but only if she performs. Here target? x5 the marcet cap! Founder-led + performance-aligned = skin in the game. 10/ 📈 Bitcoin Treasury Growth Roadmap – Initial: 100 BTC 📷 Total: 138 BTC Target: – 500 BTC in 6 months – 5,000 BTC in 36 months All backed by institutional capital. AND Already fully funded! 11/ 🔎 The Market’s Misunderstanding $DDC ≠ BTC Shell $DDC ≠ Food-only stock It’s a hybrid alpha vehicle: – Real positive consumer biz – Strategic BTC stacking – Asymmetric upside – Book-value entry - Low mnav 12/ 📊 Why This Matters for Investors You’re not just buying BTC. You’re buying BTC: With product revenue With customers With brand With Institutional capital It’s MicroStrategy… with food. 13/ 🛠️ Infrastructure & Integration Next frontier: – Integrate BTC into core operations – Increase yield, margin, efficiency – Bridge between TradFi & Bitcoin Norma: “We’re building a 100-year company.” Join: x.com/i/communities/…

@knedoycap @runners271851 @TradingGasMoney Pls name me on other stock with this high risk/reward! I looking since few weeks but cant find anything.

@runners271851 @TradingGasMoney Yeah I’m starting to lose patience with holding this stock atm. So many others are rocketing and this is doing nothing.

Whoever is selling ATM on $DGXX needs to be fired

@rk8215 Check out Kumar. He worked togehter with JJ. Connect the dots... I just want to give hints. It dont want to post about it. Check out Yutanix... Its all connected.

$DGXX is the next $DGXX. People often chase shiny new things (I admit, I also do time to time) when often the best place to keep your money is the ones which already started to run. Those who have been longer in $DGXX know the pain we had to endure when we went from the $2 to $6.7 and all the back sub-$2. We always knew that we were right to say that DigiPower X is undervalued, but it did not matter to market. Market wanted proof. Proof that our CEO and team can execute and land deals. Well, we got the proof. We signed SubQ and $CBRS and market gave multiple and we are sitting now at $7.72. Why I think then think that $DGXX has more room to run? First, If you start to look what DigiPower X owns; we have power plant, multiple sites already energized and with MWs ready to be delivered NOW. Secondly, we have 20% booking rate bringing $110M ARR + NeoCloudz already bringing high margin ARR top of that. Then there is the 9 fig cash position with zero debt. We have total over 1.7GW pipeline if Pleasants realizes (which I think it will). Management guides $300M ARR for 2027. Our market cap to ARR multiple is 2. Our competitors often have ARR multiples in double digits. I think this will be 20 dollar stock this year if macro allows. Just watch. NFA, just my own thoughts.

@daichi888 He is the goat.

@maxddc crazy ist untertrieben.

@daichi888 Kumar CEO of Yutanix is reposting all the stuff of JJ. They worked togehter in the past. Its becoming completly crazy right now.

@maxddc sovereign infrastructure, uff

@maxddc i'm wet

@daichi888 he uses hashtags on Linkedin about yutanix.com zutacore.com This all fits to USDC. Thats so crazy. I am so bullish. Fomo again...

@daichi888 blog.matrixcloud.io matrixcloud.io this webpage is by JJ!

@peer_muller @daichi888 Yes I would like to see that they have exposure to the stock price: I hope they have enough shares. They are doeing a great job. Its nice to have them in our team.

大家好！ In my opinion, Jagan and Venkat are currently the most important figures at DGXX. When I look at their LinkedIn posts, their enthusiasm for their work and their products really stands out. I think they’ve found a company in DGXX where they can fully contribute their ideas and enthusiasm. I’m really excited to see what else they’ll accomplish!

A comprehensive summary of $DGXX that I highly recommend everyone read. In it, @daichi888 highlights a point that hasn’t received enough attention yet in the discussions surrounding Digi Power X: “Project Voltlet™” (Source: LinkedIn post by Jagan Jeyapaul) and the “URP-1 Robotics Line” (Source: latest earnings release)! While the ARMS pods already represent an outstanding USP for Digi Power X, this could signal another promising innovation.

@daichi888 @peer_muller @michelamar3 Ich suche speziell was im HPC/AI Bereich. Versteckte Power Assets und Kraftwerke. Das ist mMn das größte Bottleneck bis 2030! Habe mir sogar ein paar alte Papierfabriken und Kohlekraftwerke angeschaut. DGXX bleibt mein Favorit.

@maxddc @peer_muller @michelamar3 hast du mal bei SOFI reingeschaut im FinTech Sektor? Könnte interessant sein wenn du mehr crypto affin bist

@daichi888 @peer_muller @michelamar3 I went trought all the BTC Miners and Crypto stocks 200+ I found nothing for me. I hope DGXX will pull it of. Its my largest position.

Ja definitiv starkes Team das @michelamar3 da um sich gebaut hat. Execution risk von vor einem Jahr ist nicht mehr gegeben und jetzt wird geliefert am laufenden Band! Ich hab einiges auf der Watchlist vor allem in Defense Sektor, aber auch physical AI, Laser, Memory.. aber nichts was mich derzeit mit dem gleichen Potential anlacht und auch eher zum diversifizieren und um verschiedene Bereiche abzudecken.

@daichi888 @peer_muller Das glaube ich, die drei zusammen sind ein starkes Team. Ich hatte KI gefragt, alleine die Patente und das Netzwerk von Vestberg sollte mehr wert sein als die aktuelle Marcet Cap :D. Leider finde ich keine weitere Aktien, die so vielversprechend sind wie Dgxx...

@maxddc @peer_muller Jaaaaa! Das wird richtig spannend, ich hab seitdem noch ein wenig rumgespielt und es wird immer interessanter 👌👌👌

@daichi888 @peer_muller Ich bin gespannt, was Sie mit USDC vorhaben...

@peer_muller Credits to @maxddc for the URP-1 recognition 🫡 und danke fürs teilen Peer

@MoodyWriter13 Super slow growth, bad Q1. Low digit groth outlook 2026. Good Compounder but I dont know why I should by this when bottlneck stocks do 100% in a week.

$KSB is one of the very few manufacturers worldwide capable of supplying premium pumps for the radioactive primary circuit across all three major nuclear growth markets (the West, China, and India), not just the less profitable auxiliary pumps in the secondary circuit. KSB manufactures the 8 MW main coolant pumps (the Most expensive ones ) at 3 locations: in Germany, the RUV pump for Western reactors, in Shanghai, the same RUV pump for Chinese reactors via its joint venture with Shanghai Electric, and in India, a dedicated pump called the RSR 400/2 specifically designed for Indian reactors. There, they are effectively in a near-monopoly position. There is no official information available on this. However, the CEO has stated that the company will also manufacture pumps for small modular reactors. I guess it is probably still too early for concrete details or implementation. The operational lifetime of nuclear power plants is currently being extended to up to 80 years. As a result, KSB generates high-margin service revenues over decades through maintenance and servicing activities. Over 70% of the group’s EBIT comes from the service business.

@AncestralHealtz @OptimusDelta ;)

Walking beats running and here's why: -Lower cortisol spike -Burns fat directly -No joint destruction -Sustainable every day -Improves digestion -Sunlight exposure -Zero recovery needed

@OptimusDelta yeah vs. non-runners but now compare to walking or mediocre sports people. Heart stress what more do you need to know?

Don't even know where to start here. Humans are literally built to run long distances. Our lifestyle and diet hamstrings most. I am an ultra distance trail runner, and also lift heavy. Body performs as well as it did 20+ years ago in a high tempo operator role. It is also the cleanest, most pure antidote to depression/ptsd. Zero gym membership costs, zero excuses. Two feet and a heartbeat. Embrace a bit of discomfort in your life and watch how the mind changes.

@OptimusDelta Have a look at human studies. pls.

@maxddc I'm not asking AI about this. I'm relating it to my own physicality and those around me.

@daichi888 as AI which company this is. I got an 90% probabilty answer. And the nordic connection with vestberg becomes clear ;)

USDC holds the ARMS modular data center platform AND the URP-1 robotics line. DGXX owns 55%. the ARMS platform is already commercializing. URP-1 is the unknown. Vestberg's actual legacy at verizon wasn't consumer 5G. it was positioning verizon as the backbone for everything physical that needs connectivity. autonomous vehicles, smart factories, robotic warehouses. he always said the real 5G market is machines talking to machines. URP-1 could be the first product that converges telecom infrastructure, AI compute, and autonomous management into a single deployable unit. one box. bolt it to a cell tower, a ship, a vehicle. it becomes a node in a distributed compute and connectivity fabric simultaneously (pure speculation) thanks to you i did the research about the CVs of jeyapal, rangasamy, vestberg.. then it clicked. none of this is in the article. the article is just the floor.