Dave L

50 posts

Dave L

Dave L

@Da_Lambo

Присоединился Ocak 2011
8 Подписки8 Подписчики
Dave L
Dave L@Da_Lambo·
@MichaelMen9253 @OneManCircus43 Also keep in mind, liquidity is low at the moment. There just aren't enough people trading the stock. There are likely algos actively pushing the stock down, for smart money to enter, and for shorts to improve their covers. There are no large institutional players on the stock.
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Michael Mendez
Michael Mendez@MichaelMen9253·
@Da_Lambo @OneManCircus43 This is the main reason I’m holding out, I have faith in we start to rebound. I don’t need a full send, just a green day here and there to get my optimism back
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HokieHead
HokieHead@OneManCircus43·
@Da_Lambo Awesome analysis. We are early to the party. Looking at some other neoclouds that have already taken off in recent months $AGPU easily 10-20x undervalued, but not for long imo.
Dave L@Da_Lambo

I feel like I'm in crazytown. $AGPU has no debt, $14 million in cash, $36 million in ATH, and just signed a $260 million contract to build one of the largest B300 based compute farms on the planet. $37 million market cap. Make it make sense.

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Dave L
Dave L@Da_Lambo·
@MichaelMen9253 @OneManCircus43 That said, look at other players in this space. $APLD, $CRWV... They have market caps in the billions. There is money there. AGPU doesn't need to be the next AWS to succeed, they just need a slice. Hell, AGPU's guaranteed $86m/year is already comparable to APLD.
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Dave L
Dave L@Da_Lambo·
@MichaelMen9253 @OneManCircus43 Gonna be honest, I wouldn't be surprised if it keeps selling off for a few days. There's the right choice, and there's the right time. I think you made the right choice, but at the wrong time. So did I, I'm in mid $8.
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Dave L
Dave L@Da_Lambo·
@stockplaymaker1 $AGPU $260m contract, <$50m cap. Think $BIRD but real.
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Dave L
Dave L@Da_Lambo·
@OGainzzz They just yesterday posted 100m warrants... But at a .50c strike. They know something we don't. I think they just got a massive order for Ignite.
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OTC_gainzzz
OTC_gainzzz@OGainzzz·
$ADTX tons of volume out of nowhere. monday back to .70+?
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Dave L
Dave L@Da_Lambo·
@chrismiglino @OkamotoKyle Yet the market is lukewarm. This should be a buying frenzy. Beyond transformative, this is confirmation, justification of their pivot.
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Dave L
Dave L@Da_Lambo·
$AGPU (formerly $POAI) pivoted from AI drug discovery, but they are already well versed in compute. And now with @chrismiglino and @OkamotoKyle at the helm, they have the experience.
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Dave L
Dave L@Da_Lambo·
I feel like I'm in crazytown. $AGPU has no debt, $14 million in cash, $36 million in ATH, and just signed a $260 million contract to build one of the largest B300 based compute farms on the planet. $37 million market cap. Make it make sense.
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Stock PlayMaker 🌐
Stock PlayMaker 🌐@stockplaymaker1·
IF YOU HAD $10,000 TO BUY ONE STOCK AND HOLD UNTIL NEXT FRIDAY, WHICH ONE WOULD IT BE?
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Dave L
Dave L@Da_Lambo·
@frankyboyz We hit 7.63 premarket and it was rejected hard. Short shares available dropped at the same time. Price being pushed down and retail is tired. We need bigger interest before it moves.
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Dave L
Dave L@Da_Lambo·
@SmallCapBob2 So far the market does not believe the CEO. There's a real chance they announce a secondary offering to fund the purchase of $150m of GPUs. That said I'm in a position, and I'm very bullish.
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Dave L
Dave L@Da_Lambo·
@SmallCapBob2 How do they fund the purchase of the GPUs? They don't get $260M immediately. As an investor, I'm worried about dilution.
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SmallCapKing - aka “Bob”
$AGPU ➡️ $39M MC April 1, 2026 Axe Compute signs $12M in executed agreements over past 30 days I rest my case First a $12M contract then a $260M contract 20 days later BEST PART👇 Axe Compute Has Access to Sufficient Liquidity Sources to Fund Ops Through FY26 and Beyond
SmallCapKing - aka “Bob”@SmallCapBob2

$AGPU If you think this is going to be the only contract announcement from #AxeCompute, think again. When you’re attracting contracts worth $260M there’s ALWAYS more than one entity that’s interested $NVDA finance.yahoo.com/markets/stocks…

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SmallCapKing - aka “Bob”
$AGPU Axe is rumored to have another BIG contract after announcing a 36-month infrastructure contract worth ~$260M, to deliver a cluster of 2,304 NVIDIA B300 GPUs and AI-focused high-speed storage for massive data processing & training, deployed in a Tier 3 US data center
SmallCapKing - aka “Bob”@SmallCapBob2

$AGPU it’s gonna make the same kind move $UGRO did It spiked on day one, they hammered it down the morning of day two, and then it really took off 🚀 $AGPU ➡️ $7.51 Yesterday’s high was $10.86 Today’s low was $6.65 ➡️ $42M MC ➡️ FREE FLOAT 4.25M ➡️ ~$260M, 36-Month Contract

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Dave L
Dave L@Da_Lambo·
@jlin8886 Tell that to $BIRD . They're still up 200% from a few days ago. $AGPU should be skyrocketing, and it's an absolute mystery why it isn't.
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Justin Lin
Justin Lin@jlin8886·
The divergence tells the whole story. $TXN +18%, $ALP -20%, $AGPU -18%. Same sector, same day. One has a $7.5B Silicon Labs acquisition and actual revenue. The others have press releases. Quality always wins in AI.
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Dave L
Dave L@Da_Lambo·
@AethirCloud As investors in AGPU, we need more info. The next thing out of Axe better not be a private placement. We need clarification.
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Aethir
Aethir@AethirCloud·
BREAKING: Axe Compute (NASDAQ: AGPU) just signed a $260M enterprise deal: - 2,304 NVIDIA B300 GPUs - Multi-year contract - Powered by Aethir’s decentralized GPU cloud. Aethir's GPU network includes: 430K+ GPUs in 94 countries, across 200+ locations, with fast deployment, and zero egress fees. Decentralized GPU infrastructure just entered the enterprise big leagues. 🔥 Check our latest blog for all the details:👇
Aethir tweet media
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Dave L
Dave L@Da_Lambo·
@RocketLeague Why is it that extra modes ranks are so scuffed? I'm D3 in hoops, top ~2.6%. In doubles that's somewhere between C3 and GC1. I'm often playing against GC tags. Is it even possible for more than a handful of people to get to SSL in hoops?
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