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 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 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 short term opportunity squandered. Nice job, Axe. Still in denial that we were so close to getting a perfect storm of go-live news and ATH stock price. What a joke.

$AGPU Looking at the Powerpoint, it's still not 100% confirmed. Columbus refers to multiple agreements. Prove me wrong though, I'd love to believe it.

$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 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 - The site/campus is not the cluster. We need $AGPU to announce that the cluster is live, accepted by the offtaker, and billing.

$AGPU If you liked this stock two weeks ago, you'll absolutely love it today. Yes the murky status of the Columbus go-live and the general rate environment are headwinds, but I still believe this one is very undervalued at the current price. Even at ~$13.75, Axe was trading at a discount due to execution risk. Since that high-point, they've continued to bring in additional contracts, strengthen their balance sheet, and the new PENG news just shows their commitment to executing quickly and efficiently. If you are bullish on the macro trend - that there's not enough compute to supply the demand - In my humble opinion, this is the best value play amongst neo-clouds/data centers.

$AGPU We're not dead yet. No volume, and trading below fair value even assuming healthy discounts to contracted backlog. I'm cautiously optimisitic for earnings.

$AGPU elections don't alter the need for innovation,, they might change our taxes, but they dont alter the need for innovations.

$AGPU boy oh boy ya gotta love when fresh horses can come in near earnings and a new month....

$AGPU Defi-Django on YouTube hosted 100s of customers GPUs for mining a few years ago. He didn't have a stock symbol. This company seems to be one step away from a shell if the AI business is not sustainable thanks to moving fully away from bio. Yes I have bought some down here but am not confident.