In short: A negative NY regulatory catalyst that Singh argues is overdone: Gov. Hochul's 1-yr freeze on new 50MW+ data-center air permits, plus a North Tonawanda local moratorium covering expansions. But DGXX's ~140MW is grandfathered ("carved out"; upgrading existing crypto-mining to tier-3 AI), existing ops continue, and a hardship-exception path exists — "not a clean all-clear, but not the outright ban some bears portray." 140MW of controllable power = a strategic asset.
A scary-looking headline that Singh argues is overblown. New York froze new permits for big data centers, and the local town added its own pause on expansions — which sounds bad for DGXX's ~140 megawatts of power in the state. But its sites are existing operations that are "grandfathered in," so they're carved out of the new rules and can keep running and upgrading to AI use; there's even a hardship-exception path. It's "not a clean all-clear, but not the outright ban some bears claim," and 140MW of power is a valuable asset in a power-starved AI world.
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In short: Reiterated as a data-center-delay beneficiary ("DGX" in the call): operators with live capacity and secured power (with CoreWeave, Nebius) command premium lease rates while ~50% of 2026 / ~80% of 2027 builds haven't broken ground.
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In short: Risky small-size long from ~$3–4: won a >$1.7B AI colocation contract the market wasn't valuing (equity-raise fears); the stock more than doubled — trimmed and hedged the rest with covered calls.
A small, risky company that hosts computing equipment ("colocation" — renting out powered, cooled data-center space). Singh bought around $3–4 a share when it won an AI-related contract worth over $1.7 billion that the market ignored, fearing the company would have to sell new shares to fund it.
The stock more than doubled quickly. He took some profit and protected the rest by selling covered calls (collecting option income in exchange for capping further upside). The lesson he draws: tiny AI-adjacent bets can be multibaggers, but you size them small so a blow-up can't hurt you.
54:36and they effectively got a very large contract. So we were long from three four dollars a share and effectively the company got a very large collocation AI related contract of over 1.7 billion and the market wasn't valuing that because they thought it would have to raise some equity so there are a lot of ways the stock actually more than doubled in a very short period of time and we were able to you know to Well,
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