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Wise words from the GOAT! Psychologically these draw downs are hard. But no one is immune. It’s the price for outsized returns.
I believe we will look back at Many of these AI companies prices today and laugh about how worried we were.
$DGXX $WGMI
WARREN BUFFETT ON WHAT TO DO WHEN YOUR STOCKS DROP 50%
On a day like today, this is worth hearing again.
"You're not going to pick the bottom, and nobody else can pick it for you. You've got to be prepared when you buy a stock to have it go down 50% or more and be comfortable with it."
He pointed out that Berkshire Hathaway $BRK.B itself has dropped 50% three different times. "There wasn't anything wrong with Berkshire when those three times occurred."
The people who get hurt, he said, are the ones who borrowed to buy, or who react every time the price moves.
"If you can't handle it psychologically, then you really shouldn't own stocks, because you're going to buy and sell them at the wrong time."
"I don't know whether today is a great day to buy stocks. I know it will work out over 20 or 30 years."
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Matt retweeted
One of the most important things Michel said in this interview is that a 3.6MW GPU pod could generate ~$400M over five years, with customers accepting 30% upfront deposits to fund equipment.
Now look at the power footprint he described:
• North Tonawanda: ~120MW across generation and utility power
• North Carolina: targeted 150MW development
Assuming a 1.2 PUE to account for cooling and electrical overhead, fully developing those sites into GPU capacity at Michel’s example economics would mean:
• North Tonawanda: ~$2.22B annual revenue
• North Carolina: ~$2.78B annual revenue
That is potentially ~$5B in combined annual revenue before equipment and operating costs.
But the financing mechanism is what really stands out. A $400M customer contract with a 30% deposit brings $120M upfront to help buy the GPUs and build the pod.
If those deposits cover deployment costs, DGXX could use customer funding to unlock its other facilities, reducing the need for dilution or additional debt.
$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.
Matt retweeted
Down nearly $3m on my $DGXX position and I’m still buying my own blood
ngl, never expected us to revisit these levels after the $CBRS deal sent this thing flying to $9
either I’m completely fucking insane or the market is handing me one of the biggest opportunities of my life
Here’s why 👇🏼
$DGXX CEO Michel Amar’s interview with Frank Curzio, key takeaways:
• ~$135M cash, zero debt and ~$155M invested into Alabama this year. Michel says construction is being self-funded.
• $200M straight debt financing targeted to close before Thanksgiving. He says the Goldman Sachs syndication secured a rate 2 percentage points below an earlier offer, saving ~$4M annually if fully drawn.
• Alabama Phase 1 expected complete in 7–8 weeks, with Phase 2 targeted for March 2027. All chillers for BOTH phases are installed and all equipment purchased. Around 250 people are working seven days a week on the 40MW IT-load facility.
• Initial Cerebras rent expected in December, with full rent from March 2027. Michel projects ~$6M MONTHLY EBITDA from March, equivalent to a ~$72M annual run rate.
• Michel says Cerebras wants all available DGXX power. However, DGXX is pursuing customer diversification, with 5–6 other contracts described as ready to sign, including some investment-grade customers.
• NVIDIA B200/B300 operations have been running since May with reported 100% uptime. Michel describes current income at roughly $1M monthly, while also citing ~$10M annually.
• Customers are reportedly accepting 30% upfront deposits for future GPU deployments. His illustrative example: a 3.6MW Vera Rubin pod generating ~$400M over five years could provide a $120M deposit to fund equipment.
• NeoCloudz launched its token factory in Berlin this week. Michel believes selling tokens can generate roughly twice the value of bare-metal GPU rental.
• Supermicro partnership supporting modular pod development for 2027. DGXX is also designing pods for Cerebras CS5/CS6 systems, with Vera Rubin equipment expected at the end of Q1.
• Within 36 months, Michel targets $500M+ annual revenue with ~25% EBITDA margins, implying ~$125M annual EBITDA at that revenue level.
• Michel estimates asset value above $400M versus the ~$225M market cap cited in the interview. He also highlighted New York preparations and potential West Virginia developments.
• No ATM use since June 13, according to Michel. He says he has never sold shares and is currently restricted from buying ahead of earnings.
• On equity compensation, he says awards are needed to compete for engineering talent. He described the intended increase as taking a 10% pool to 11%; the final proxy determines the actual authority.
$IREN keep selling it off!
Q1 FY27 results are out. AI Cloud growth is exploding.
• Revenue: $228M, up 66% QoQ
• AI Cloud revenue: $200M, up 182% QoQ
• AI Cloud gross margin: 86%
• Adjusted EBITDA: $66M vs. $19M last quarter
• Revenue backlog: $20.3B, up 22%
• $4B+ ARR target fully contracted and funded
• New 5-year AI contract worth ~$22M per MW
• New short-term contract at $40M per MW
The biggest takeaway? AI infrastructure pricing continues to strengthen, with contracted pricing up 11–12%.
IREN is showing just how valuable powered data centers and GPU capacity have become.
Bullish for the broader AI infrastructure sector
Retail is finally scared! Let’s be honest I am and if you’re not well hats off your probably all cash.
“Shortly before market close, retail net outflows from single stocks reached $338M, Vanda noted. The sell-off marks the third-largest day of retail single-stock liquidation on record, trailing only March 12 and March 17 of 2020.”
Crazy! Here’s to a better few days, weeks, and months!
$DGXX $WGMI
Sometimes the stock price doesn’t reflect actual business progress. I feel that’s the case with $DGXX I’d bet @michelamar3 would be adding if they weren’t in a lock-up period ahead of next week’s earnings.
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.
$WGMI Not every company in this space is going to survive, but I can’t help thinking there’s serious money to be made going long if you have the patience and a long term horizon.
I had a product demo today where I needed help updating some custom prompts and scripts.
The technical resource assigned to me said, “Sure, let me ask Claude.”
I’m sitting there thinking, well, if that’s all you’re going to do, I could’ve done that myself.
But then it hit me. We’re at the point where AI is being used to build AI.
Think about where we’ll be in 5 years.
The infrastructure powering all of this isn’t going to build itself.
$DGXX
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Matt retweeted
Proud to launch NeoCloudz TokenFactory by DigiPowerX at GTC Berlin! From power to data centers to compute—we’re building for fast, affordable AI inference at scale. Good models deserve great infrastructure. $DGXX #NeoCloudz #AI #seedsforthefuture
