Digi Power X WKN: A412K2 ISIN: CA25380B1022 Kürzel: 1NQ0 Forum: Aktien User: Standard

Everyone talks about $APLD and $IREN, but few realize how similar $DGXX looks to early-stage $IREN BEFORE its 30× run. $DGXX already owns and controls 100 MW of energized capacity and is preparing to expand to 200 MW, plus the Carolina expansion has another 200mw potential. This is in similar scale to the many AI/HPC names that now trade in the multi-billion range. The difference between $DGXX and its peers? $IREN began its pivot from crypto to AI/HPC in 2023. $DGXX only began its pivot under 12 months ago. It’s roughly at the same point on the curve where IREN was when its stock was still around $2-$3. $DGXX has a unique advantage because they designed a proprietary, modular ARMS platform (Tier III-certified) and are rolling out their NeoCloudz layer. These make it ideal for specialized AI operators who want private, high-density GPU capacity - not hyperscaler contracts. $APLD trades near a $9B EV on about 200 MW of AI leases. IREN trades near $8B on roughly 300 MW total (not all watts are utilized for AI/HPC ). If $DGXX executes its 55 MW Alabama AI/HPC conversion, replicates that at its NY facilities, and advances its 200 MW Carolina project, a multi-billion-dollar enterprise value becomes plausible It’s early. The company is just about 12 months into the same transition curve that took $IREN about two years to complete. This kind of asymmetry is rare in public equities. Full disclosure: I hold a long position in $DGXX. This is not financial advice. Please do your own due diligence. Kann man meiner Meinung nur minimal miteinander vergleichen und nicht so wie es dargestellt wird, ist trotzdem ein interessanter Vergleich.

Wenn wir hier die 4,5$ nehmen dann wird die Aktie sich sehr schnell verdoppeln 🥳