Diversified investor chasing alpha.

On site here in Alabama Huge thank you to all the hard working people here twisting wire making electrical connections, pouring concrete, working the cranes, digging those trenches,  welding all the ground networks, etc.  You are real American heroes! ⚡️ @michelamar3 $DGXX
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Warsh is a total politician- all talk, no action.
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JimInvests retweeted
Yep. This arrived faster than the form.
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I just added to my $DGXX position for the first time since I did the two PIPEs back in 2024. I believe in @michelamar3 and the @DigipowerX team. Some tell stories, some execute.
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$DGXX won’t stay this way forever. @michelamar3 is on a mission.
Valuation per MW of Data Center Operators $DGXX is the cheapest, $WYFI is the most expensive, and $IREN is the cheapest neocloud • Digi Power X | $DGXX: $0.2B EV / 400 MW = $0.5M EV/MW • Soluna | $SLNH: $0.2B EV / 206 MW = $1.1M EV/MW • Bitdeer | $BTDR: $4.4B EV / 2,825 MW = $1.5M EV/MW • HIVE Digital Technologies | $HIVE: $0.9B EV / 564 MW = $1.6M EV/MW • MARA Holdings | $MARA: $3.6B EV / 1,900 MW = $1.9M EV/MW • CleanSpark | $CLSK: $3.7B EV / 1,800 MW = $2.1M EV/MW • IREN | $IREN: $16.8B EV / 5,800 MW = $2.9M EV/MW • KEEL Infrastructure | $KEEL: $2.2B EV / 648 MW = $3.4M EV/MW • Riot Platforms | $RIOT: $7.3B EV / 2,000 MW = $3.6M EV/MW • Core Scientific | $CORZ: $8.5B EV / 2,115 MW = $4.0M EV/MW • TeraWulf | $WULF: $10.5B EV / 2,018 MW = $5.2M EV/MW • Applied Digital | $APLD: $11.8B EV / 2,150 MW = $5.5M EV/MW • Hut 8 | $HUT: $16.8B EV / 2,040 MW = $8.2M EV/MW • Cipher | $CIFR: $11.3B EV / 1,177 MW = $9.6M EV/MW • WhiteFiber | $WYFI: $1.1B EV / 110 MW = $10.1M EV/MW • Nebius | $NBIS: $64.0B EV / 5,000 MW = $12.8M EV/MW • CoreWeave | $CRWV: $80.4B EV / 4,200 MW = $19.1M EV/MW
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Sure feels like the global #bond markets are breaking. How are we going to avoid a sovereign debt crisis?
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Some tell stories, some execute.
DigiPower X CEO @michelamar3 takes you inside the Company’s AI Infrastructure Campus in Columbiana, Alabama, showcasing the technology and infrastructure being deployed for the next generation of high-performance computing and artificial intelligence. The facility features DigiPower X’s ARMS 200 modular infrastructure, designed to support NVIDIA B300 GPUs with advanced direct-to-chip liquid cooling, high-density power delivery, resilient power distribution and modular scalability. Michel highlights the key components behind the deployment, including the IT-load modular system, liquid-cooling infrastructure, switchgear and redundant backup generation designed to support demanding AI workloads. The goal is clear: deploy AI compute faster, more efficiently and at significantly higher density. DigiPower X — Powering Intelligence at Scale. $DGXX $DGX #DigiPowerX #DGXX #AIInfrastructure #DataCenters #ArtificialIntelligence #NVIDIAB300 #NVIDIA #GPUInfrastructure #HighPerformanceComputing #HPC #LiquidCooling #DataCenterInfrastructure #AIDatacenter #DigitalInfrastructure #Alabama
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long $SLV and $GDX
$SLV $GLD $GDX They say the Gold Miners lead. Gold has followed. Now it's Silver to give us that God-like candlestick and soon. Get ready. Has THAT look...
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⚡️⚡️⚡️
Alabama AI data center — building 24/7 and ahead of schedule. Execution is our priority. ⚡️ $DGXX
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I was going to go to the grocery store but I forgot my ID so I just went to vote instead. - New York City
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Clear message to end the war.
PLEASE NOTE A major breakout is taking place today in the U.S. 30-year and other government instruments along the yield curve This generates an upside target toward or above the 7% yield
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Wow $AMZN just said they plan to spend $220 billion up from $200 billion on capex and it still won’t be enough. Every single #neocloud MW will get leased. Don’t get shaken out. $DGXX $IREN $SHAZ $VIVO
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JimInvests retweeted
Everyone wants to run a hedge fund, but it appears nobody wants to actually do any hedging
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JimInvests retweeted
Ken did not want to be outdone by a 22 Year Old Not only did he manipulate him and took everything he owns He stole his bus fare home. This was savagery And it was planned
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Craziest story of 2026. Leo is getting married and sold his whole book for pennies!
OH. MY. GOODNESS. CITADEL HAS BOUGHT A MAJORITY OF THE PUBLIC ASSETS FROM LEOPOLD'S SITUATIONAL AWARENESS FUND. So...Citadel scares everyone on Tuesday about a surprise rate hike during FOMC that WE ALL KNEW was not going to happen... On Wednesday, the entire market freaks out about the rate hike which causes the selling to compound on itself creating 50-70% drawdowns across the board in high beta semicondcutor names... Which means Leopold who we now know had $45B of assets and was 400% LEVERED ends up being the sacrifice as he gets liquidated at what theoretically could be the bottom due to not having the margin requirements to keep solvent... AND THE PERSON WHO CAUSED THE SELLOFF WITH THE RATE HIKE FEARS ENDS UP COMING IN TO BUY HIS ASSETS FOR 40 TO 50 CENTS ON THE DOLLAR. By the way, Leopold is getting married this weekend. I think he wanted to make sure he wasn't getting margin called during his wedding. A vet on wall street in Ken Griffin takes out the young new kid. ABSOLUTE. CINEMA.
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Renaming him the Fauci of Finance for all the financial destruction. How many people’s portfolios were destroyed? How many S Koreans committed suicide b/c of this kid? Sure he pocketed 9 figures and will go launch a ai startup now. 🤬
Situational Awareness has EXITED its ENTIRE public-equities book, including both long and short positions, through a transaction with a single buyer, according to CNBC’s David Faber.
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JimInvests retweeted
A quick walk through the floor. Rated-3, running 24/7 Nvidia B300.
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Tucker Carlson says people like Fauci and Bill Gates may never end up in prison. But their lives will be misery forever. “He’s still alive, but in some very obvious sense, he’s already in hell.” “None of them are getting away with anything.” “Justice is real.” “Wrongdoers are always punished, period.” “You can see it when you look at Bill Gates.” “Is that a happy man with a wife who loves him and kids who respect him, with deep personal friendships?” “No.” “Today we learn without question that Tony Fauci is in that same category.”
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What Fauci did during Covid is so disgusting. People may not even realize the full effects of his lies: - 200,000 businesses closed permanently - learning delays in K-12 schools - speech and developmental delays in children - uptick in mental health issues - more suicide deaths than covid deaths in kids - many fired over vaccination status - people denied life-saving operations because of vaccination status To top it off, his diary said he had a massive vaccine injury in the form of a pulmonary farction. Btw, what adult male even has a diary? Our money supply is broken from all the printing and runaway inflation looks inevitable. All this while he knowingly misled the public and lied repeatedly under oath so he could profit. He is a modern day James Bond villain mass murder who developed a bio weapon and lied the world that it came from a bat and Joe Biden had the nerve to give him a preemptive pardon. Total disgrace. Our government has zero credibility and is completely broken.
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This pullback is either the mother of all overreactions OR Artificial Intelligence is officially dead and we will no longer be advancing technology forwards as a society. Pick a side - it's that simple.
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