Maybe it’s nothing… but does anyone else find the timing interesting here? BlackRock is now publicly talking about massive hyperscaler AI data center financing literally while Hans Vestberg is involved with USDC/DGXX. Hans isn’t just a random advisor either. Former

Might need to change the profile pic soon. V12 Ferrari delivery this weekend. $DGXX #DGXX

This👇

You don’t open up shop there unless you’re trying to play in the big leagues. Feels like DGXX is seriously trying to transition from being looked at as ‘just a mining company’ into a legit AI infrastructure/data center player. That’s where all the AI connections are too… Nvidia

axios.com/2026/03/25/san… Kinda crazy that AI data centers are now turning into a political fight 😭 From what I understand it’s not really about “AI is dangerous,” it’s more about how much power and water these giant campuses use. But honestly this kinda just makes me more

$DGXX taking a breather today. Not worried at all with the 15th coming up. Between the SubQ launch and potentially hearing about more hyperscale talks on the earnings call, the path to $20 still looks solid. Wake me up when we hit the moon!

Much more to come my friends!! Exciting times!

The more I look into the IREN/Nvidia situation, the more I am excited about $DGXX and Cerebras. $IREN started getting rerated once the market realized they weren’t just mining anymore. They had real AI infrastructure, real power, and real partnerships. That’s why the Cerebras

Former Oracle and Equinix guy… the dude’s been around serious infrastructure for years. That’s exactly the kind of person you want helping build AI data centers. Seeing him next to that Blackwell rack makes this whole thing feel a lot more real. DGXX clearly isn’t thinking

finance.yahoo.com/markets/stocks… $IREN $NVDA

$CRWV $APLD CoreWeave earnings basically just confirmed one thing for me… AI demand is still absolutely insane. People freaking out over the spending but ignoring the fact they’re locking in MASSIVE backlog and scrambling for more power and infrastructure as fast as they can

That’s our tenant right there!! How cool is that!!?? $DGXX

I would like to wish all the Moms out there a Happy mother’s Day this weekend.☺️

I feel great! People chasing the IPO while $DGXX already positioned itself alongside them. That part. ☺️

Buffett always said a great company doesn’t always mean a great stock right away. Market can stay dumb longer than people expect. Sometimes the company keeps executing while the stock just gets beaten up for a while. $NOW

I'm long $DGXX since $3.6. This might be one of the most asymmetric AI infrastructure plays I've ever seen. Sub-$500M market cap. $2.5B potential contract. 400 MW of secured power. A co-founder who ran Verizon. Could this be a 100x? Let me show you why I think so. 🧵

👀

$DGXX Cerebras is literally powering the AI for companies like OpenAI, $Meta, and $AWS. $DGXX just locked in a $2.5B deal to build the massive AI campus where that work actually happens. If you can’t get the IPO, buying the guys building the foundation is such a smart move.

Agree