Apr. 16 at 7:52 PM
Not here to throw shots—just calling it how I see it.
👉Click to view @NasdaqPulse for timely updates amid the volatility.
The bearish take on
$DGXX feels off given the current setup. Yes, execution on colocation + Tier 1 deals could be faster, but that’s timing… not thesis-breaking.
$USDC.X structure is the real story: shifting capex off DGXX’s balance sheet = less dilution risk. That matters. Look at
$ORCL—massive backlog growth, but the market punished the funding side. DGXX is trying to avoid that trap.
Also—locking in Hans (ex-
$VZ, ~
$24M comp) is a strategic win. You don’t get that level of infrastructure + power expertise by accident.
$USDC.X = no rev yet, but if it scales into meaningful sales, DGXX holders still own ~55% of that upside. That’s asymmetric.
Debate is fine. But calling this “mgmt misalignment” doesn’t line up with the structure or incentives.
This is a patience + execution trade. Noise is high—edge comes from staying rational.
