Look at my AI infrastructure babies go🥹
Digi Power X Inc.
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Discussion sur DGX
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6Sometimes the timing could be worse
Bought yesterday for the new challenge, today I get this message from $DGX (+17,92 %) this message.
The shares of Digi Power X Inc. (NASDAQ:DGXX) rose 25% after the company announced a master services agreement with Cerebras Systems for the colocation of a 40-megawatt AI data center in Columbiana, Alabama.
The initial 10-year term is valued at approximately USD 1.1 billion, with a potential total contract value of up to USD 2.5 billion including renewal options. The agreement provides Digi Power X with long-term revenue visibility and assures Cerebras of guaranteed data center capacity from the first day of operation.
Digi Power X will develop the facility in two phases. Phase 1 will include a 15 MW IT load, followed by Phase 2 with an additional 25 MW, for a total capacity of 40 MW. The facility will be built to Tier III infrastructure standards and optimized for the high thermal requirements of high-density AI accelerator hardware.
The company will begin construction of Phase 1 immediately and is targeting an operational readiness date of December 15, 2026. Full commissioning is planned for the end of the first quarter of 2027. The construction of Phase 1 will be self-financed by the company.
The Columbiana site was selected due to its access to power infrastructure, favorable regulatory environment and proximity to major fiber corridors serving the southeastern United States. Digi Power X owns the underlying land and has already completed construction of its own substation for Phase 1. The grid connection has been finalized and a power supply agreement with Alabama Power is in place.
Revenue generation is expected to begin by the end of 2026, with full revenue ramp-up targeted for the first quarter of 2027 following completion of commissioning.
Let the games begin!
As promised, I'm starting my own little sub-challenge today.
There is no clearer result than in the direct duel between the two from @Epi and @Krush82 and sophisticated strategies that have been successfully running in wikifolios until shortly after the birth of Christ. And multibagger small and midcaps trading.
I am starting with the following stocks:
$MGN (+1,63 %) 100 shares at €2.79
$DGX (+17,92 %) 50 pieces at 3,80$
$SPIR (+9,96 %) . 15 pieces at 17,75$
$BB (+6,02 %) 50 pieces at 5,75$
I still have a little remaining capital for a possible 5th value.
got 4 pieces at 219.84. Since I could not buy any fractions, it did not become 1000€ at @Epi
got 6 pieces for 156.35. @Krush82
Since it is based on the % performance, it is of secondary importance exactly how much money was invested in the individual position.
If there are changes in my share, I will present them here transparently.
So now good night everyone.
New challenge project!
Don't worry, it's just a new sub-custody account that I've just opened within my overarching 100k project, which I'm going to let run and populate by reallocating existing funds.
In total, I will initially shift approx. 15% of my total current portfolio volume to it.
In each case 5% (approx. 1000€) will be invested in the Wiki Zertis of @Epi and @Krush82 will flow. I will actively trade the remaining 5%. I will continue to focus on small and mid caps. For the sake of fairness, I will do without KO certificates and use factor certificates when leveraged.
I find it exciting to actually try out under the same conditions whether it is possible to beat 2 strategies tested in this way with active trading.
So Monday is the start, if I manage to implement everything there. The securities account will be with Flatex. It's not cheap, but it's easier for me than opening an account with SBroker.
I'm curious to see how I perform against you with my minimally diversified single stock momentum.
My tip for May-December 2026:
1. @Krush82
2. @Multibagger
3. @Epi
Finally breaking the ground zone?
Risky but worth a gamble $DGX (+17,92 %)
List of data center operators 🫡
$IREN (+10,35 %)
$CIFR (-1,49 %)
$NBIS (+9,34 %)
Maybe one or the other exciting value for you?
I am in $IREN (+10,35 %) , $CIFR (-1,49 %) but $NBIS (+9,34 %) I also find it exciting in the long term. 👌
$ORCL (+3,74 %) Oracle
$CRWV (+6,1 %) CoreWeave
$NBIS (+9,34 %) Nebius
$IREN (+10,35 %) Irish
$GLXY (+2,14 %) Galaxy Digital
$APLD (+9,63 %) Applied Digital
$RIOT (+15,8 %) Riot Platforms
$CIFR (-1,49 %) Cipher Mining
$MARA (+6,17 %) Mara
$GDS (+1,82 %) GDS
$CORZ (-0,3 %) Core Scientific
$CLSK (+7,71 %) CleanSpark
$WULF (+7,83 %) TeraWulf
$BTBT (+7,95 %) Bit Digital
$HUT (+34,28 %) Hat 8
$BTDR (+20 %) Bitdeer
$BITF Bitfarms
$VNET (+5,8 %) VNET
$HIVE (+2,89 %) Hive Digital
$WYFI WhiteFiber
$DGX (+17,92 %) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
AI infrastructure continues to be one of the most exciting investment themes
$IREN (+10,35 %)
$CIFR (-1,49 %)
$BTC (-0,44 %)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+10,35 %) and $CIFR (-1,49 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1,49 %) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+0,51 %)
$MSFT (+0,22 %)
$AMZN (+0,34 %)
$ORCL (+3,74 %)
$BABA (+6,54 %)
Neocloud: $NBIS (+9,34 %)
$IREN (+10,35 %)
$CRWV (+6,1 %)
$APLD (+9,63 %)
$GLXY (+2,14 %)
$WYFI
Memory: $SNDK
$STX (+0 %)
$MU (+1,69 %)
$WDC (+2,58 %)
$PSTG (-0,77 %)
Semiconductor: $NVDA (+4,75 %)
$AVGO (-2,75 %)
$AMD (+11,93 %)
$TSM (+5,63 %)
$ASML (+5,94 %)
$ARM (+14,88 %)
$KLAC (+4,29 %)
$INTC (+1,54 %)
Networking: $CIEN (+4,31 %)
$CLS (-3,58 %)
$CRDO
$RMBS (+7,79 %)
$ANET (+0,04 %)
$APH (+0,67 %)
$COHR (-4,32 %)
Servers: $VRT (+3,29 %)
$DELL (+9,86 %)
$HPE (+0,19 %)
Data: $INOD (+0,9 %)
$PLTR (-1,76 %)
$SNOW (-1,98 %)
$DDOG (-2,08 %)
$MDB (-0,83 %)
Energy: $LEU (+9,26 %)
$CEG
$OKLO
$TLNE
$GEV (+1,4 %)
$NXT (+0 %)
Batteries: $EOSE (+2,22 %)
$QS (+9,27 %)
$TSLA (+2,09 %)
$MVST (-0,24 %)
Every AI Value Chain explained:
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