DGXX

DigiPowerX (Nasdaq: DGXX). AI data center power and colocation. First write-up April 2026.

Five More Earnings Updates!

Five quarterly updates on names from the write-up archive. I compare against guidance and discuss what actually matters underneath the headline numbers.

by Fajasy

Aug 16, 2026

UUUU

Five Names Worth Revisiting

A fresh look at five names from the archive, plus a quick recap of the market backdrop. For each name, I cover what happened to the business while the stock moved, where the mispricing has widened, and whether I'm adding at current prices.

by Fajasy

Aug 2, 2026

BRUN

BRUN, DGXX, & AI Infra Comps Analysis

Boost Run's share structure post-merger, DigiPowerX's Q1 earnings and Cerebras IPO read-through, plus a comps valuation across 10 AI infrastructure operators

by Fajasy

May 17, 2026

Deep Dive

$93M Cash, No Debt, & 400MW of Power

First AI customer signed April 20. Cash backs the downside. 99% of the 400MW capacity is still uncontracted. Base case puts per-share at +346% by FY 2027.

by Fajasy

Apr 29, 2026