Diversified investor chasing alpha.

Joined June 2017
My friend Dr. Jesse is a visionary, forward thinker. Check out his new article.
A surgeon's argument that a new human species has already been born, and that you are it. @elonmusk @PeterDiamandis
1
2
436
Not even a hurricane can stop this train from leaving the station! ⚡️💪🏻🙌
Our ARMS 200 module at the Alabama site withstood the effects of Hurricane Isaias, sustaining no damage and maintaining uninterrupted operations throughout the event.
1
3
25
908
JimInvests retweeted
Supermicro has partnered with @DigiPowerX to offer dedicated, bare-metal access to the latest @nvidia Blackwell GPUs without requiring customers to build or manage the underlying infrastructure themselves. Read the case study to learn more about the NeoCloudz platform: hubs.la/Q04zP6NS0
7
29
8
129
14,444
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
7
8
71
2,510
Warsh is a total politician- all talk, no action.
1
3
606
JimInvests retweeted
Yep. This arrived faster than the form.
1
2
396
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.
8
8
7
105
25,109
$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
1
6
47
2,640
Sure feels like the global #bond markets are breaking. How are we going to avoid a sovereign debt crisis?
1
421
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
2
2
44
2,887
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...
4
1,268
⚡️⚡️⚡️
Alabama AI data center — building 24/7 and ahead of schedule. Execution is our priority. ⚡️ $DGXX
1
3
18
1,703
I was going to go to the grocery store but I forgot my ID so I just went to vote instead. - New York City
2
320
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
4
737
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
3
1
21
2,769
JimInvests retweeted
Everyone wants to run a hedge fund, but it appears nobody wants to actually do any hedging
115
458
41
8,630
319,511
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
186
87
19
1,362
130,622
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.
3
842
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.
4
1,187
JimInvests retweeted
A quick walk through the floor. Rated-3, running 24/7 Nvidia B300.
17
21
11
109
21,538