AGPU Axe Compute Inc.

$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 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 is handling $NBIS size contracts with only $150M market cap. Once they deliver first platform this will shoot to $200-$300 band fast.

$AGPU cmon, hit us with “the Georgia facility that we own 100% of is LIVE and collecting revenue”

$AGPU two questions I have for management: 1. Were there delays caused by issues with supplies, permitting, labor, etc? Or 2. Was this just an over promising by Miglino? It matters because it affects how we evaluate future timelines. Will the “by end of year” or “by the beginning of 2027” promises still happen?

$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?

$AGPU Great to see the momentum. Over a quarter of a billion $ in 6 weeks, & additional customer prepayments for existing & new commitments. But let’s not miss the elephant in the room. As yet, no update on Columbus. That’s either the cherry on top, or this announcement is the distraction trick. Time will tell.

$AGPU What IF ... all the algos stopped treating AGPU like a continuation of POAI, and used some AI assistance to start trading AGPU like the NEW Company ... that it IS. What would THAT ... look like?

$AGPU long bull flag in the making. Company is turning the corner with high growth rate couoled with strong margins and huge growing backlog with the right players. The #s don't lie, the market has this priced wrong. I like what I see here, anyone else?

$AGPU on Aug 18th received over $300M in pre-payments from clients yet its market cap is at a -50% discount to that total.

$AGPU $MEDS rallies 300% and Axe just... sits there. I hope Axe didn't have a holding period on the shares and sold at the peak. Heh.

$AGPU They could be coordinating an announcement or waiting until earnings. The announcement yesterday indicating additional signed contracts lends me to believe that things are moving full steam ahead, and even if there is a slight delay in Columbus launch, it isn't concerning enough to deter additional customer interest.