Published 28 May 2026, 14:28 UTC · fetched 15 Oct 2026, 05:05 UTC
🐧
@Pentosh1
$DGXX Finally looks ready to break out after a period of consolidation. Going to give both the bull and bear case so you can evaluate for yourself. They have a $CBRS deal. A 10yr, $1.1B agreement that gives them a multi-year revenue runway. All they have to do is execute partially. They are debt free. they OWN generation. In an AI buildout where power is THE bottleneck, owning 60MW+ with a 1.3GW Loi The are pre rev, and the prev earnings left a lot to be desired but that was PRIOR to the CBRS deal. Which materially changes everything. Again, as long as they execute. Right now, power is the constraint more than chips. A few things. These things take time to play out. The buildouts will be years in the making in general.View original on X ↗
Deterministic: the same prices and policy always give the same result
unresolved Price missing or stale within toleranceNo price is estimated or interpolated. The outcome stays unresolved until a valid observation exists.
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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