Ok so first of all this won't be a long DD, I'm just very surprised DGXX is still under the radar.
Also, I'm completely regarded so it's not a financial advice, just to put this stock on the map.
Finally, English is not my first langage and I didn't use AI to write this.
I first got interested in a SPAC that was about to merge with Boost Run but unfortunaltely, my broker did not have it and since it has triple... So I looked for other under the radar AI hyperscaler or Neocloud that did not skyrocket. After a lot of digging and conversation with gimini, I found Digi Power X which is a better stock than Boost Run in my opinion.
Okay, so the market cap is around 500M$ by the time I'm writing this, they have no debt (but there's an orange/red flag which I'm gonna talk about) and more than 100M$ in cash.
As usual, it's a former bitcoin miner that pivoted to AI because it already had the infrastrucutre.
They shifted the core business a bit more than a year ago and now everything is coming together already.
Lately, they signed their first AI related deal for 20M$ over 24 months with SubQ AI.
Just a few weeks later, they announced another deal of 1.1B$ over 10 years with Cerebras for 40MW.
They have a total pipeline of 400MW wich is gonna come alive by tranches into the end of the decade.
Important info: They own their own energy grid which is huge because energy is the bottleneck for AI and drags permit for years. That's why they were so fast to get these first deals after their pivot from bitcoin.
The red flag: They just allow a new ATM program of 100M$ which dilutes heavily the investors.
The market reacted positively because management is exectuting and the money will allow more MW to be operational. Management said that they will stop ATM program after that and secure debt at reasonable interest rate.
Management expect 250 to 300M$ in ARR by the end of 2027. Profitability should not be an issue.
As I said I'm not gonna write an endless DD so if you're interested, do your own DD :)
TLDR: Sorry but I really need to poop.