Shadow Investor retweeted
We are lucky to be in the right US state. Great vision by Alabama elected officials 👏
Alabama is about to experience an economic boom like we've never seen before. Incoming Governor Tommy Tuberville has announced that the state will be welcoming data centers and teach all elementary school kids to use AI.
"We're going to do data centers. It will help you tremendously. The tax money that comes from those things is unbelievable for schools, for law enforcement, for anything that's done."
"I think there are 27 states that said we aren't going to build data centers — We're NOT going to do that. 'It makes too much noise, It's going to ruin the climate — BULL CRAP. They are listening to all this nonsense they see on social media that's coming from China because China does not want us to grow."
This is how serious leaders act. @CoachForGov is a serious leader.
$NVDA
THE INFORMATION:
- NVIDIA HAS APPROACHED APOLLO ABOUT CREATING A NETWORK OF SMALL AI DATA CENTERS POTENTIALLY SPANNING 20 STATES ACROSS THE US
- NVIDIA IS EXPLORING RETROFITTING OLD TELECOM BUILDINGS FOR AI DATA CENTERS
well, Jensen isn’t going down without a fight
Takeaways:
-Cerebras wanted ALL of the power. Michel said no on the advice of Goldman to diversify customer base
-6 contracts in pipeline demand not an issue
-buildout is on time and from design to completed in 7 months (impressive)
$DGXX
The interview you’ve all been waiting for from my Curzio One Wealth Forum...
@DigipowerX $DGXX CEO @michelamar3 took the stage and was in execution mode, delivering a full update on where the company stands: balance sheet, construction progress, new contracts, elections, proxy voting, and more.
If you’re a shareholder, this is a must listen. You won’t be disappointed.
A huge thank you to Michel for joining me on stage and coming to the conference. Speaking with shareholders directly makes a world of difference.
One quick note: One and Alpha members have had access to this interview, and all the others, for days.
Early access means more time to digest, research, and make your own decisions, while everyone else is just now seeing it.
If you’re interested in joining and getting access to the portfolio and every interview like this one, press the link below for more info.
I’ve been looking more and more at the possibility of a $DGXX acquisition. And honestly, it potentially is a win/win for mgmt and shareholders. Reality is this is a capital intensive business. Dilution and financing are the only 2 ways $DGXX can complete this build out. If they deliver Alabama on time, they will be a very attractive target for the larger players, especially with more power ready locations.
Worked with Claude and here is where we landed on acquisition price per share.
Would love to get $DGXX shareholder thoughts overall either way.
Daily reminder: vote your $DGXX shares
Read what they are proposing on expanding RSUs (dilutive) and make your own decision. But either way vote. No bitching on here if you don’t VOTE
$DGXX 40MW coming online in next 3-4 months in a DC friendly state. After elections tonight, that might come at a premium moving forward
Proud to be in Auburn tonight with Coach Tommy Tuberville for Governor! 🇺🇸 Coach will bring more jobs, more growth and real leadership to Alabama. Let's go, Coach! #Alabama #CoachForGovernor
It was in fact a breakout year for $AMD
Shadow Investor retweeted
"A quick clarification on my interview with @FrankCurzio: I said 25% EBITDA, but I meant 25% cash flow. For our leased AI data center business, we target roughly 60% EBITDA margins and about 25% cash flow margins after debt service,Thanks to Frank for the conversation. $DGXX"
$LLY is gonna have a monster couple of years once Reta is on the market. I bought shares immediately after my own experience with the compound. Life changing.
Anyone at or listen in on Michels interview at the Curzio conference? Would love to hear the highlights.
$DGXX
