AGPU Axe Compute Inc.

$AGPU $DUOT Duos has just confirmed the Georgia site is live. No comment from Axe. But I’m sure it’s coming.

$AGPU This is massive news. Closes buyout of 100% of Columbus cluster. Eliminates the potential debt trap, expands gross margins, clearer structure for valuation, extends contract horizon. Transformative for equity holders. Zero share issuance, debt payment all from cash flows from cluster Fixed energy costs for 5 years.

$AGPU AGPU targeted the first 2,304-B300 cluster to go live in Q3, but that does not mean they are required to issue a separate announcement by September 30. They can disclose the milestone through their next earnings report or another operational update. So the lack of a PR today does not mean the deployment was delayed. The key thing to watch is whether the cluster is confirmed operational and revenue-generating in the next update. Meanwhile, the company continues to report strong execution: $184M+ in new customer prepayments and $266M+ in new contracts since Q2 earnings, bringing total contracted value above $3.45B. The pain is real mates wish you all the best stay strong 💪🏼

$AGPU both $AGPU and $DUOT insiders has been buying during the last few days they know something that we don’t! The promise date for their first contract get live is about to expire at the end of this month! Throw the news baby !!

$AGPU Now we know something significant happened on September 30. They weren't simply sitting there doing nothing. They were closing the acquisition of the Georgia cluster SPV. And the transaction was completed September 30, exactly when Q3 ended. So the lack of a September 30 PR doesn't look nearly as concerning in retrospect. The September 30 “silence” wasn't necessarily bad news. We now know there was a major transaction closing that day. October is the most bullish hysterically let’s see what else this month will bring stay strong 💪🏼 If also they confirm that this 2304 b300 cluster became operational we will fly

$AGPU Axe: We have done something incredible for our company and shareholders. The market: Meh.

$AGPU just a reminder to Axe management that today is my birthday, so a positive news announcement about the Columbus cluster would be great, cheers! 🎂🎁🎉

$AGPU Announce the golive please. While every other neocloud has intense debt worries, Axe is for the moment clean..ish. I shift to a fresh player would be welcomed, I think. Give them somewhere to put their investments.

$AGPU I bought more at $9.7. Too good to miss I think. The physical hardware (the 2,304 NVIDIA B300 GPUs), the $87.8M retired debt, and the recent $184M+ in customer prepayments haven't disappeared. I think the risk vs reward is worth it.

$AGPU Wow 😮 Their revenue stream just doubled, and they did it without diluting. This management team is full of stars! 😎

$AGPU I had a vivid vision last night. AGPU was trading at $25 after a big jump on a single day. I think they are close.

$AGPU the market is in fear mongering mode. Buy into fear. We will be at ATH in November.

$AGPU Am I reading right? With the last PR it is almost official they didn’t deliver the Columbus and now delegating the buildout work to PENG? I am still bullish though.

$AGPU Yeah, even with the macro narrative surrounding neoclouds, it’s good value here considering the contracts even assuming dilution / financing / execution risk. Been in since $2-$3.

$AGPU sheesh we’re at the levels where I was worried I was bag holding. If it hits below 8 again, I’m all in

$AGPU Axe Compute Signs Penguin Solutions as Strategic Partner to Accelerate Delivery of Next-Generation AI Infrastructure as Demand for Axe Compute Build Surges

$AGPU first break of lower BB since mid May. On an endless stream of good news. I think something is broken my dudes.

$AGPU interesting. PENG's annual revenue is now at about $2.26B and its market cap is $3.1B. The ARR for agpu for its orders is $696M. So agpu's equivalent market cap would be $955M but that would be after they deliver on the $3B+ in orders. Agpu's current market cap is $263M.

$AGPU Bought AGPU yesterday. Fast growing neo cloud co. 3.45B in contracts signed over the past 7 months, company claims $6B in the pipeline. Just received a prepayment of $180M, and signed new deals worth $266M two days ago. Currently $135M market cap with 11.5m shares outstanding. Can someone explain to me why it is so cheap? Seems like this should be closer to $100/share.

$AGPU on the positive side of things, the stock didn't sell-off with the announcement of new contracts for a change. End of Q3 is tomorrow. The compute for the $260M contract will be live?