r/DGXX

DGXX 2027 revenue targets ($250M–$300M run-rate) are looking increasingly plausible.

Visible Base (~$140M):
- ~$110M: $CBRS average annual contract value ($1.1B, 10-yr contract)
- ~$11M: Existing B300 fleet (~0.6 MW)
- ~$15M: Q1 2027 Vera Rubin (~288 GPUs / ~0.9 MW at $7/hr, 85% util)
Total visible run-rate: ~$136M + existing operations = ~$140M

Upside Case (~$248M–$282M): Reaching the 8–10 MW GPU target leaves ~6.5–8.5 MW left to deploy, potentially adding +$108M–$142M in incremental annualized revenue.

The ~$140M is funded and visible. $250M–$300M requires external CapEx for the next 6.5–8.5 MW, high fleet utilization, and zero deployment delays.

What’s up guys?! I’m new to the stock. Loaded up a few long calls, and about 1,000 shares today at 4.17.

I became pretty bullish after hearing the CEO give an interview on YouTube. (Linked the video in the comments)

So what’s the deal from you all?

We see revenue tomorrow from the Neo cloud, and we go up?!

Alabama seems to be going well, self funded.

155M in cash on hand.

Seems like the next APLD? Or dare I say NBIS?!

Why is everyone so quiet?! Let’s talk!!

How is everyone feeling post earnings? Revenue missed by close to 6 million and EPS was 10 cents less than estimate. I remain bullish but want to hear folks opinions.