I like seeing headlines like this one ... Bottom nearby 👀

And 6 days later we see $CBRS setting new lows here at ~$120 today I'm still not a buyer, as good as their product is I am too wary of the risk that their extreme P/E carries

And of course, $DGXX has closed its freshly-created hourly gap at $2.64 just now... Solid intraday trade selling into pre-market / opening strength, then buying back here ~5% lower Still targeting the hourly slightly above at $2.96, then the daily at $3.58 will be a big magnet if the Neocloud sector shows some lasting consistent strength 👍🏼

If there is Neocloud strength in the coming few weeks, $DGXX has a couple gaps above I will be watching closely Firstly, an hourly gap at $2.96. This could realistically be closed shortly in a single trading day as it's within 5% of current pre-market price of $2.82 Secondly a daily gap at $3.58. With it being a daily gap this is slightly stronger and price may overshoot this a good amount when it closes, potentially up to ~$3.80 region. But I expect price to take more than one day to get back here (unless there really is a 30%+ day lol). Obviously if the stock opens up higher today then the stock will be leaving an hourly gap behind at $2.64 and potentially a daily gap at $2.81, but I doubt it will leave a daily gap behind for long. Potentially we see an intraday reversal to fill the $2.64 hourly gap before strength returns to close the stock higher. A case could be made for trying to swing trade the stock in the short-term by selling into pre-market strength here at ~$2.80 to try and rebuy ~5% lower at ~$2.65, but the risk is that the stock moves up significantly without reversal, leaving behind the open hourly gap - and suddenly the sells at $2.80 are looking like a terrible decision. Daily PA can't be predicted accurately however. And I naturally don't like swing trading my DGXX shares when I think the stock is so severely undervalued... In 2 months the company should deliver Alabama Phase I and likely confirm both the funding for Phase II and reaffirm that it is on track to be commissioned on time by the end of March. These three catalysts alone are worth >$100M of high gross margin revenue for a company currently worth ~$300M. Not to mention DGXX's ongoing GPUaaS business arm expansion & their growing $ stake in the USDC subsidiary. If the stock is even $5+ by the end of the year, then it will be a sore loss to have sold any meaningful amount of shares below $3 - just to try and make 5% on a swing. Obviously shares can be rebought higher and long before price returns to $5, but that would mean eating the swing trade loss. All said, R/R for swings here is unattractive for me.

Okay, now we buy very heavy here at $2.64 $DGXX 😂 (And other quality names in the industry currently on discount)

Always great to see a company's CEO buy more of their stock @michelamar3 literally is doing everything he legally can to nurture the trust with $DGXX shareholders We all know @DigipowerX is set to deliver exceptional growth from this year to next with the right execution. Hopefully the stock price soon starts to sensibly value this company as they execute!

Looks like $DGXX is so weak it is going below $2.50 today 🩸

It's telling that even a twitter KOL darling like $NUAI is now caught up with massive downside moves, bringing it to an 8-month low. There are key aspects of NUAI that are similar to the following companies: $SLNH $KEEL $VIVO $GPUS $AGPU. They are all either awaiting deals or their initial significant AI revenues are 6+ months away and possibly rely on currently-unfunded and unbuilt data centres or they require currently-unpurchased GPUs. The market, seemingly, just cannot bear the risk that these companies have not secured their meaningful revenue yet - and they won't over the next six months - and so the premium is being actively stripped away. Not all future-promising-revenue companies are built the same. Larger ones like $NBIS, $HUT too, seem more insulated from this sell-off. But the market doesn't seem too caring about the difference in quality between small-cap Neocloud companies. Even mid-caps $CIFR $WULF $IREN are getting hit terribly, sinking to 52-week lows. It just seems like it's a widespread 'sell sell sell' mentality ahead of a likely Democrat sweeping victory in a few weeks as well as the increasing likelihood interest rates increases further. And if the company is not already - right now - generating superb 'protective' revenue and is instead relying on investors salivating at the thought of future revenue from data centres built and commissioned over the coming years, then the valuation of the companies are being punished harshly. The key advantage with $DGXX that sets it apart in my eyes is that it is due to deliver 15MW in December - just two months away - and then a further 25MW in March. So it is set to commence producing extremely (compared to its current market cap) signficiant recurring revenue before 6 months is out - and the funding of DGXX's data centre has a lot less questions surrounding it now after this week's news. In 2-5 months time this will group it with the NBIS's of the industry, despite its ridiculously smaller market cap, as it will at least have the proportionally very-large recurring revenue on its balance sheet, legitimizing any premium then attached to its valuation, and I think the market will reward it handsomely. The argument is: DGXX carries signficiantly less risk than similar companies in the space because it is much sooner about to commence generating significant revenues, and yet the market has been selling it off like this isn't the case. This is the asymmetric opportunity. Perhaps we'll see some slight reversal today if PPI is better than expected. Perhaps the sell off will continue aggressively for the foreseeable future.

Signal

Think this hits the valuation nail on the head Current $DGXX valuation is staggering considering this fact alone... Market is pricing in risk of complete execution miss with Alabama... Likely until the day it is commissioned

Simply looking at the monthly chart - the absolute simplistic analysis - suggests $DGXX bottoms this month, before recovering throughout November and December, reaching $10+ at some point before the end of January We'll see if history repeats though