Danny Marques
Bitcoin/AI Investor Relations at OG Advisory Group, Research at Finblueprint
Digi Power X's 10-year Cerebras agreement gives it a named AI customer and contracted revenue, moving it beyond the speculative crypto-mining bucket. The 40 MW Alabama campus carries about $1.1B of initial value, up to $2.5B with renewals, with 15 MW due December 2026 and all 40 MW by Q1 2027. It owns the land and has Phase 1 power infrastructure in place; execution risk remains. If the stock clears and holds above $6-7, $15 and the mid-$20s become realistic long-term targets. x.com
Digi Power X's proposed 40% cap on RSUs and stock options looks shareholder-unfriendly because it could enrich executives at shareholders' expense. Vote no on proposals #5 and #6. The earlier executive-pay plan dates to 2025, making that concern less compelling; the cap increase from 20% to 40%, if understood correctly, remains the issue. Digi Power X is still massively undervalued for what it is building. This is only a proposal, but if it passes, likely exit once revenue starts arriving. x.com … Show more
Digi Power X owns power generation in an AI buildout where power, more than chips, is the bottleneck. It is debt free, owns 60MW+ with a 1.3GW letter of intent, and its 10-year, $1.1B deal with Cerebras gives it a multi-year revenue runway that pays off even with partial execution. The bear case is that it is pre-revenue with disappointing past earnings, though those predate the Cerebras deal; it depends on execution, and the buildouts will take years. x.com
Digi Power X is unlikely to break out, because the bull case's "all they have to do is execute" on a $1.1 billion, 10-year book is doing a lot of heavy lifting. @Pentosh1 argues the 10-year Cerebras deal gives the debt-free, pre-revenue company a multi-year runway and that owning 60MW-plus of generation matters when power is the AI bottleneck. x.com
Digi Power X is the home for Cerebras AI chips, with real asymmetry if both execute. Cerebras chose it over every other operator for a 10-year, $1.1B colocation deal with up to $2.5B in expansion options, against a $620M market cap, and a second tenant and GPU-as-a-Service revenue are starting. Risks are high: revenue begins only in late 2026 if the 40 MW Alabama campus is delivered on time, Phase 2 needs financing and dilution, and Cerebras depends on two UAE customers for 86% of revenue. x.com
Digi Power X could shift from speculative micro-cap to contracted AI infrastructure operator with a potential nine-figure revenue base, thanks to a 10-year, $1.1B colocation deal with Cerebras for a 40 MW Alabama data center, up to $2.5B with renewals. It sold 20 million ATM shares since March 31, lifting the share count about 30%, but the $103M funds the contracted Cerebras build, not losses. The binary test is delivering the first 15 MW by December 15, 2026; a material slip would end the case. … Show more
Digi Power X is the smartest backdoor play on Cerebras as massive institutional demand builds for its 20x-oversubscribed IPO. It is Cerebras's AI landlord, supplying power and Tier III data-center capacity under a locked-in 10-year, $1.1B contract worth up to $2.5B, which transforms its revenue model. It is also scaling GPU-as-a-service and energy sales as it pivots from legacy bitcoin mining to pure AI infrastructure. x.com x.com
Digi Power X looks cheap as the power and hosting provider behind Cerebras. Cerebras signed a 10-year, $1.1B anchor lease, up to $2.5B with options, at its 40MW Alabama AI campus, expected to bring over $100M a year once live; 15MW arrives by December 2026 and 25MW by early 2027. Its NeoCloudz GPU rental adds revenue, and 2027 guidance is $250-300M, about 2x forward revenue on a $650M cap versus 5-15x for peers. Phase 2 financing is unsecured and dilution continues. x.com
Digi Power X's price can't be ignored much longer now that CEO Michel Amar has made his first open-market share purchase in years. The buy is not large, but it signals confidence. He also gave a hands-on tour of the Alabama facility showing build progress and physical units while many AI names keep sliding. This is a great time to buy at these prices. x.com x.com x.com
Digi Power X should benefit as investors researching Cerebras' IPO trace its supply chain to the company building its data center. Cerebras priced at $185, above its raised range, for a $56.4 billion fully diluted valuation, and opened near double that. Digi Power X has a 10-year, $1.1 billion colocation deal to build and operate Cerebras' Alabama campus plus $2.5 billion in expansion options, yet trades at a fraction of its tenant's value, a better proxy than paying the IPO premium. x.com x.com … Show more
Digi Power X is the cheapest data-center operator on enterprise value per megawatt, at about $0.5M per MW ($0.2B EV for 400MW). That compares with $1.5M for Bitdeer, $2.9M for IREN, $5.2M for TeraWulf, $12.8M for Nebius and $19.1M for CoreWeave. x.com