Digi Power X: A Tiny Stock With A Big Super Micro Bet

Summary Digi Power X Inc.’s purchase of Nvidia B200 systems marks a real shift from hype to execution, powering their NeoCloud AI platform and driving stock momentum. The company’s hybrid model—bitcoin mining, energy sales, and AI-ready modular data pods—offers multiple revenue streams, not just future promises. DGXX stock valuation is stretched, with negative margins and high volatility due to retail-heavy ownership, making this a high-risk, high-reward momentum play. Despite big red flags like ongoing losses and crypto dependency, DGXX could explode if it delivers; I’d treat it like a speculative call option. Introduction The July 17th move in Digi Power X Inc. ( DGXX ) wasn’t just another microcap spike on vague promises. This time, the company placed an actual purchase order with Super Micro Computer ( SMCI ) for Nvidia (NVDA) B200 (Blackwell) systems, which will power their new AI platform called NeoCloud. The stock exploded over 30% in premarket and held on to a solid 7.5% gain by market close. And I think that reaction makes sense, because it’s not a future promise; it’s an actual, active move in the right direction. About Digi Power X DGXX is easy to dismiss because it sounds like a buzzword smoothie. It’s a small-cap stock with crypto exposure, modular pods, energy, and AI. But take a second look, and it starts to get more interesting. They are mining bitcoin, but it’s not as straightforward as you might think. They’re setting up Tier 3-level, AI-ready data infrastructure. Portable modular pods (ARMS 200s) that can be deployed without needing to build a hyperscale facility from scratch. That’s the idea behind their NeoCloud platform. And even before all this AI talk, DGXX was already running a business. They’ve got about 100MW of active capacity spread across three locations, with plans to scale up to 200MW or more. They’re mining bitcoin, hosting third-party miners, reselling energy, stacking solar credits in New York, and considering battery storage in Buffalo (maybe they are doing more, but this is what I have found). They even have some cash flow from it. Revenue (Seeking Alpha) Super Micro Deal The first time you could hear about Super Micro and Digi Power X relations was back in May, something about their subsidiary working on a GPU rack deployment. At the time, the stock jumped 15% premarket on the news, but it wasn’t as important because this time it was a definitive order. Nvidia B200s are being installed into their modular pods, and we will most likely see the rollout already in the fourth quarter. This is what changes things. For the first time, it feels like this company is determined to work hard and achieve its goals. The main goal, as you will see in the quote below, is to bring in Tier 3 AI compute. Besides, it’s a good sign they ordered the best to make it work—Blackwell B200s. With Supermicro’s advanced B200 systems, we are now taking the steps to transition from infrastructure buildout to revenue generation. Our goal is to deliver Tier 3 AI-ready capacity equipped with the world’s most powerful GPUs for the generative AI era. Crypto and Energy Most of the money comes from crypto and energy. In May, DGXX brought in around $4.3 million from bitcoin mining and energy sales. They mined 35 BTC that month. By the end of June, the total crypto and cash balance jumped 45% in a month to $13.5 million. Q2 energy revenue hit $2.3 million, and they’re stacking extra value from side projects like a solar site in New York and potential battery integration. These are things most people aren’t looking at when they glance at the stock, but it’s good because it means they’re not depending entirely on one future launch. They’ve already got multiple revenue streams, which, hopefully, will only grow over time. Valuation Look, I’m not going to sugarcoat this; the valuation is way ahead of the fundamentals. P/B close to 5x, P/S around 3x, no earnings, negative margins—if you’re looking for a safe entry, this isn’t it. But sometimes valuation doesn’t tell the whole story, especially with early-stage companies chasing multiple fast-growing markets. Valuation (Seeking Alpha) The Super Micro deal makes it more interesting because there is an actual deployment scheduled. And there’s already revenue from bitcoin and from energy. Besides the valuation, I noticed that ownership is mostly in the hands of individual investors (about 67% + almost 14% by individuals/insiders). That kind of ownership structure creates a very specific type of market behavior, like we saw today. Volatility on any sentiment and headline, and not necessarily on fundamentals. Ownership (Seeking Alpha) If you’ve followed enough smallcaps before, you know how this works. When a company with a retail-heavy float announces something big (very much like a deal with Super Micro) or anything with Nvidia’s name in it, the stock doesn’t just go up 2–3%; it can fly 30%. Hello, DGXX, today on the premarket. But it works both ways. That same setup makes the stock fragile. If the company delays a product launch, misses a target, or if the investors get nervous for whatever reason, you’ll see DGXX fall just as fast as it climbed, if not faster. There’s no cushion of long-term institutional holders who’d be expected to keep holding. It’s a news-driven, momentum stock, and that kind of ownership base is like jet fuel when things go right and a wrecking ball when they don’t. That said, I also looked at their balance sheet , and while it’s far from perfect, they’re not buried under debt. There’s some cash to support near-term operations, and they’re clearly trying to keep the dilution risk low for now. All of this makes DGXX the kind of stock you have to watch like a hawk, not something you set and forget. But if they deliver a few more solid updates, the upside could be explosive. You just have to know what you're getting into. Capital Structure (Seeking Alpha) Biggest Red Flags They’re still losing a lot of money, and gross margins are low. Almost every profitability metric is in the red. That’s not unusual for early-stage data infrastructure or mining companies, but it’s still a problem. If revenue doesn’t scale up quickly, they’ll need to raise more cash. And that would almost certainly mean dilution. Profitability (Seeking Alpha) Also, the bitcoin (BTC-USD) side of the business, which is one of the main revenue drivers, depends heavily on BTC prices. If crypto has a rough few quarters, its cash will disappear very fast. Conclusion DGXX is messy. But it’s the kind of messy that might become something really interesting. The AI dream is on the way, which, I must say, is great. The company has already gone further than most microcap stocks in this space. The crypto and energy business is carrying the company while that happens. And for a company this small, it looks like a solid setup. Now pay attention; it’s solid, but that does not guarantee the success of any kind. If it makes this whole hybrid AI-crypto-energy thing work, this stock won’t stay at these levels for long, and as I already said, it has the potential to fly sky-high. So, at this point, the decision is all yours, but if I were investing in it, I would treat it as a call option. Either it surges and makes you rich, or forget about all the money you have put in. Most likely, you won’t get it back.

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Volcon Plans Potential $470 Million Bitcoin Purchase Amid Corporate Treasury Trends

🚀 Are You Chasing New Coins? Catch the newest crypto opportunities. Be the first to buy, be the first to win! Click here to discover new altcoins! Electric vehicle manufacturer

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Ethereum ETF Inflows Hit Record $726M—BlackRock Alone Drew $500M

Data shows the US Ethereum spot ETFs have just seen their biggest day of inflows, driven largely by demand on BlackRock and Fidelity. Ethereum Spot ETFs Have Seen A Sharp Uptick In Demand According to data from Farside Investors , July 16th was a big day for the US Ethereum spot ETFs, with total inflows crossing the $726 million mark, a new all-time high (ATH). The spot exchange-traded funds (ETFs) refer to investment vehicles that allow investors to gain exposure to an asset without having to directly own it. In the case of cryptocurrencies, this means that ETF holders don’t have to manage digital asset wallets or navigate exchanges. For traditional investors, this fact can make spot ETFs a convenient way to explore the market. Ethereum spot ETFs gained approval in the US nearly one year ago. Since then, demand has varied, but the asset has lately been on a positive run of inflows, with the most recent numbers showing momentum is only accelerating. Below is a table that shows how the netflow related to the various Ethereum spot ETFs has looked during the last couple of weeks. As is visible, notable daily inflows of around $200 million or more were already happening into the US Ethereum spot ETFs during the past week, indicating that demand from institutional entities was solid, but with the latest record-breaking day, things have clearly kicked into an even higher gear. BlackRock’s ETHA saw the largest share of July 16th inflows at almost $500 million. Fidelity’s FETH was a distant second, purchasing about $133 million in the cryptocurrency on behalf of its users.Capital has poured into the spot ETFs as Ethereum has seen a breakout above the $3,000 level, which has so far brought it to $3,400 for the first time since January. Following this rally, institutional investors aren’t the only ones paying attention to ETH, as data from the analytics firm Santiment shows a spike in retail interest. In the chart, Santiment has attached the data of the Social Dominance , an indicator that tells us about the discussion share that Ethereum occupies on the major social media platforms relative to other cryptocurrencies. Since retail investors far outweigh the larger holders in terms of numbers, this metric ends up reflecting the behavior of the small hands. From the graph, it’s apparent that the ETH Social Dominance has seen a huge spike alongside the price surge, with 13.4% of all digital asset discussions on social media now involving the coin. Clearly, retail is taking note of the asset now, but historically, overhype among the crowd is something that has tended not to end well for cryptocurrencies, so this trend could be one to keep an eye on. ETH Price At the time of writing, Ethereum is trading around $3,400, up more than 23% over the last week.

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Ethereum Spot ETFs See Record Inflows Near $726M as Price Approaches $3,400 and Whale Activity Increases

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E-Bike Maker’s Shares Soar 135% on $500 Million Bitcoin Treasury Plan

Electric vehicle maker Volcon announced that it would purchase about $470 million in Bitcoin, adding to the list of corporate BTC treasuries.

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White House Moves to Let 401(k)s Invest in Bitcoin, Gold, Private Equity: FT

President Donald Trump is preparing an executive order to open the $9 trillion U.S. retirement market, specifically 401(k) plans, to investments in cryptocurrencies like bitcoin, gold, and private equity, the Financial Times reported on Thursday. President Donald Trump is reportedly preparing an executive order directing regulatory agencies to clear hurdles for including cryptocurrencies, gold, and

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Bitcoin Surges Past $120,000 with a 0.71% Gain Amid Ethereum’s Rise to $3,500

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Historic Crypto Policy Win: Three Bills Clear House Despite Democrat Opposition

Three key pieces of crypto legislation—including the GENIUS Act and the CLARITY Act—passed the House of Representatives on Thursday afternoon, indicating a landmark moment for crypto policy in the U.S. BREAKING: U.S. House passes all three major Bitcoin & crypto bills: • Clarity Act • Genius Act • Anti-CBDC Act Regulatory clarity is here. pic.twitter.com/p2JcuSxZkP — Bitcoin Archive (@BTC_Archive) July 17, 2025 Three Key Pieces Of Crypto Policy Advance In Landmark Moment The Digital Asset Market Clarity Act of 2025 (a.k.a. the CLARITY Act), which would effectively create a broad crypto market structure stateside, advanced through the House on July 17 in a 294-137 vote. The Guiding and Establishing National Innovation For U.S. Stablecoins (GENIUS) Act also passed through the chamber in a 308-122 vote, with U.S. President Donald Trump slated to ratify the bill into law on Friday afternoon. Meanwhile, the Anti-CBDC Act narrowly advanced in a 219-210 vote, with just two Democrats voting yes on the Central Bank Digital Currency bill. Top Democrats Speak Out Against Key Digital Asset Bills News of each piece of crypto legislation’s success comes just two days after the House of Representatives’ failed procedural vote that saw U.S. President Donald Trump hold Tuesday night talks with holdout lawmakers. “This is our moment—Digital Assets, GENIUS, Clarity,” Trump wrote in a July 15 Truth Social post. “It is all part of Making America Great Again, BIGGER AND BETTER THAN EVER BEFORE.” “We are leading the World, and will work hard with the Senate and the House to get even more legislation passed,” he added. However, not everyone is pleased with the crypto bills’ advancement , with leading members of the Democratic Party vocalizing their concerns over what Republicans are now calling “Crypto Week.” “Aside from lacking urgently needed consumer protections and national security guardrails, these bills would make Congress complicit in Trump’s unprecedented crypto scam—one that has personally enriched himself, his entire family, and the billionaire insiders in his cabinet, all while defrauding investors,” Congresswoman Maxine Waters said in a recent statement. Crypto proponents, however, see the digital asset legislations’ progress as a path forward to crypto-friendly policy in the U.S. The post Historic Crypto Policy Win: Three Bills Clear House Despite Democrat Opposition appeared first on Cryptonews .

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Pakistan and El Salvador Sign Agreement to Cooperate on Bitcoin Adoption

During a meeting between Bilal bin Saqib and Nayib Bukele, Pakistan and El Salvador signed an agreement to cooperate on Bitcoin adoption at the national level. Saqib views El Salvador as a model for digital transformation in a resource-constrained environment. Other areas of collaboration include blockchain-based financial inclusion and the development of crypto policies for emerging economies. The agreement was signed in San Salvador during a meeting between Bilal bin Saqib, Chairman of the Pakistan Cryptocurrency Council (PCC) and Special Advisor to the Prime Minister on Cryptocurrencies and Blockchain, and Nayib Bukele, the President of El Salvador. In addition to advancing Bitcoin adoption, both countries agreed to collaborate on blockchain-based financial inclusion and the development of crypto policies for emerging economies. The Letter of Intent they signed outlines joint efforts to promote the public adoption of Bitcoin, expand financial inclusion, and foster supportive regulatory frameworks. The official discussions centered on leveraging El Salvador’s experience as a model for countries with limited resources but ambitious plans for digital transformation. Saqib emphasized the importance of seizing the moment, stating that emerging economies need not wait—they can embrace blockchain and cryptotechnology now, guided by Bukele’s example. Crypto-Reserves: Digital Assets as Strategic State Reserves El Salvador, despite ongoing criticism from the International Monetary Fund (IMF), continues to actively accumulate Bitcoin. According to data from BitcoinTreasuries.NET , the country holds more than 6,240 BTC—worth approximately $740 million at the time of writing. Meanwhile, Pakistan is increasing its participation in the digital economy, bolstered by a $7 billion IMF loan program extending through 2027. Earlier in the summer, the PCC—working with the Ministry of Finance—initiated the allocation of 2,000 megawatts of surplus electricity for Bitcoin mining and artificial intelligence centers. However, the IMF raised concerns, particularly regarding preferential electricity rates for energy-intensive industries like Bitcoin mining. Saqib also discussed plans for establishing a strategic Bitcoin reserve during The Bitcoin Conference in May 2025, reflecting Pakistan’s drive to secure a role in the future digital financial ecosystem. This partnership represents a pragmatic approach for emerging economies to harness the transformative potential of cryptocurrency and blockchain technology, aiming for greater financial inclusion, innovation, and resilience amid a rapidly evolving global economy.

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Trump administration is looking into a de minimis tax exemption for Bitcoin transactions under $600

White House Press Secretary Karoline Leavitt said the Trump administration is looking into a de minimis tax exemption for Bitcoin transactions under $600. This is to make it easier for Americans to use Bitcoin and other cryptos on a day-to-day basis. Karoline Leavitt revealed that President Trump has already signaled support for the exemption and that the administration continues to support it. 🚨 The White House is now exploring a de minimis tax exemption for #Bitcoin to make crypto payments easier. That means no more capital gains tax on small BTC transactions. Mass adoption just got one step closer 🇺🇸📲 #Crypto #BTC #Altseason pic.twitter.com/G5hkxlkO3L — PLETHORALLC (@plethorallc) July 17, 2025 “We are definitely receptive to it to make crypto payments easier and more efficient for those who seek to use crypto as simple as buying a cup of coffee,” Leavitt said. “Of course right now that cannot happen, but with the de minimis exemption, perhaps it could in the future, and we will continue to explore legislative solutions to accomplish that.” This would be another win for the crypto industry. However, $600 is still on the higher side. Earlier this month, Senator Cynthia Lummis introduced legislation to reform US crypto taxation. She aims to exempt transactions under $300 and alter the tax implications for mined or staked crypto. Trump’s office to hold a signing ceremony The House passed three major crypto bills on Thursday, locking in a rare legislative win for the industry. In what’s now the biggest regulatory overhaul for crypto so far, lawmakers voted on the GENIUS Act, the CLARITY Act, and the CBDC Anti-Surveillance State Act. Leavitt added that the bill was very important to keeping Trump’s campaign promise. “This piece of legislation is going to make America the crypto capital of the world, and that’s what the president promised,” she said. The GENIUS Act is mostly about regulating stablecoins. On the other hand, the CLARITY Act makes it clear that the SEC and CFTC will be responsible for different types of digital commodities, like Bitcoin. Meanwhile, some Democrats are still criticizing the bill for creating what they see as an overly weak regulatory framework that could pose long-term financial risks. They’ve also raised concerns that the legislation opens the door for major corporations to issue their own private crypto tokens. “If this bill passes, it will allow Elon Musk and Mark Zuckerberg to issue their own money. The bill still permits Big Tech companies and other conglomerates to issue their own private currencies,” said Massachusetts Sen. Elizabeth Warren. The Anti-CBDC Act says that the Federal Reserve can’t make a digital currency that is used by the whole country. The press secretary reiterated Trump’s opposition to a central bank digital currency (CBDC). She noted that he signed an executive order in January prohibiting its development. Leavitt said more crypto legislation will emerge from Capitol Hill. “The administration supports Congress’s efforts to codify that executive order into law, and I believe there will be future pieces of legislation in regards to crypto that will be moving through Capitol Hill,” she said. Bitcoin mining remains an issue Senator Cynthia Lummis recently unveiled a digital asset tax reform draft that addresses these Bitcoin issues. The one that is yet to be addressed is that the IRS doesn’t see it as a product. The IRS usually only taxes people who make goods at the point of sale. However, Bitcoin miners are taxed by the IRS both when they mine Bitcoin and when they sell it. Bitcoin is the only thing that the IRS treats this way. Your crypto news deserves attention - KEY Difference Wire puts you on 250+ top sites

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