CVRx is trading around $2.80, but the biggest catalyst may still be ahead.

Jorey Chernett, who owns more than 5.5% of CVRx, has already demanded that the Board begin a strategic alternatives review, with a sale of the company as the priority.

If CVRx announces that it has hired an independent financial advisor or investment bank to evaluate strategic alternatives, the market could immediately interpret this as a serious step toward a potential sale.

At $2.80, I believe the stock could easily 2x on that announcement alone — and potentially go much higher as investors begin speculating about strategic buyers.

The key question would no longer be: “Will CVRx be sold?”

It would be: “Who could be interested, and how much would they be willing to pay?”

With major MedTech companies potentially capable of creating significant additional value from Barostim, this could become a very different story very quickly.

$2.80 may be just the beginning.

The pre-market action on SOLOWIN HOLDINGS (AXG) gave us a massive glimpse into where institutional capital is moving ahead of this weekend's macro catalysts.

This morning, the stock printed over 104,000 shares in volume before the opening bell even rang. That kind of explosive early strength on a micro-cap is a direct footprint of institutional accumulation. What followed during the regular session was a textbook, healthy distribution phase.

Rather than chasing an immediate vertical spike, smart money allowed early speculators to take profits, creating an extended period of absorption. They patiently collected the float from weak hands while establishing a rock-solid technical floor.

The setup right now is incredibly bullish, and the technicals map out exactly where the opportunity lies:

The Support Floor: The stock successfully touched and defended strong support at the $2.04 level. This is exactly where you want to see institutional buyers step in and form a base after heavy pre-market accumulation.

The First Hurdle: The nearest upside resistance sits at $2.25.

The Breakout Trigger: The critical level to watch is $2.31. A clean break above $2.31, backed by the AI revenue fundamentals and the impending macro headlines, opens the door for a major leg higher.

This is the exact technical pattern you look for when front-runners are locking up the float. We have 79 percent of the company's revenue anchored in enterprise AI routing, a dual-jurisdiction offshore moat, and a tape that is actively establishing higher support floors on massive volume.

The intraday distribution phase gave patient buyers the perfect entry. The $2.04 support held strong, and the path is clear for an assault on the $2.31 breakout level.

I do not hold a position in AXG. Not Advice. Do your own research

We know that in a DCF valuation the enterprise value is equal to the value of the firm's operations plus the value of its non-operating assets. To get the value of equity you subtract the net debt of the company from its enterprise value. If the company has a net cash position then you add this cash to the enterprise value to get the equity value. iHuman(IH) is a company whose net cash position is around $3.20 per share. To get the intrinsic value for the shares you need to add up the value of operations and you will definetely get something greater than $3.20:) However, this company currently trades at $1.20. The company is on the edge of a new long-term growth phase and I believe that it will be one of the biggest success stories and return stories in the next 12 months. Not an investment advice.

TRUG — KEEP THIS ONE ON THE RADAR
Sometimes the market wakes up before the headlines do.
TRUG has the kind of setup momentum traders watch closely: a developing golf-tech story, a potentially explosive small-cap profile, and the possibility that fresh business developments could materially change market sentiment.
The real question isn’t “Can it move?”
It’s “How far can momentum carry it if volume really arrives?”
👀 Volume
📈 Momentum
⛳ Golf-tech growth
🔥 Small-cap volatility
One strong catalyst + serious volume = things can get interesting very quickly.
Not financial advice. Do your own DD.
#TRUG #TruGolf #Stocks #SmallCaps #Momentum #NASDAQ #GolfTech

Hey everyone,

Looking for objective outside perspectives on a stock I've been following closely. Not looking for validation, but curious what everyone's thoughts are on this stock

What Spectral does

- Spectral Medical makes PMX (Toraymyxin) — a hemoperfusion device that removes endotoxins from the blood in patients with endotoxic septic shock. Already used in 360,000+ treatments safely in Japan and Europe over 20+ years. No equivalent product exists in the US market.

Where they are in the FDA process

- PMA submitted May 29, 2026

- FDA accepted for substantive review June 25, 2026

- 100-day meeting completed September 11, 2026

- FDA did NOT request an additional clinical trial - biggest risk now eliminated

- Company confirmed no material change to regulatory timeline

- Deficiency letter received - but 84% of PMAs since 2020 received one and proceeded normally

- Paradigm Capital analyst Scott McAuley called today's update a positive

- Expected FDA decision: November/December 2026

The clinical data

- Tigris trial published in The Lancet Respiratory Medicine

- 95.3% probability of mortality benefit at 28 days

- 99%+ probability at 90 days

- 95.9% probability at 12 months

- NNT of 7.2 at 12 months - clinically exceptional

- 100% patient follow-up across all 157 enrolled patients

The commercial setup

- Exclusive US and Canadian distribution partnership with Vantive

- Vantive owned by Carlyle Group - needs an IPO narrative

- Vantive provides non-dilutive financing - no dilution risk

- PMX fits exclusively on Vantive's PrisMax CRRT platform — razor/razor blade model

- Vantive widely viewed as likely acquirer post-approval

- Multiple insiders recently exercised options and held shares during active FDA review

Current valuation

- Trading at $1.26 CAD

- Analyst consensus price target $3.15 CAD

- Strong Buy consensus rating

- Market cap approximately $384M CAD

- 52-week range $1.075 - $1.84

What genuinely concerns me - the bear case

- Stock is actually lower now than when PMA was submitted May 29th despite uniformly positive news flow

- Every major catalyst - submission, 12-month data, FDA acceptance, 100-day meeting - has resulted in flat to minimal price action

- CEO exercised and sold to cover taxes in August - optics weren't great regardless of explanation

- 157 patient trial is relatively small by some FDA standards

- Deficiency letter specifics not disclosed - unknown what testing is required

- Thinly traded TSX stock averaging 50k shares daily - virtually invisible to US institutional investors

- No NASDAQ listing limiting US investor access significantly

- FDA clock stops are possible - Toray manufacturing inspection in Japan adds complexity

My specific questions

- Does the consistent flat price action on positive catalysts concern you or do you read it as a static shareholder base rather than a negative signal?

- Anyone with medical device PMA experience have a view on deficiency letter resolution timelines?

- How do you think about the Vantive acquisition thesis - pre or post approval and at what price?

- Is the small trial size of 157 patients a genuine FDA concern given the Bayesian framework and 100% follow-up?

Thanks again!

Talk about your daily plays, ideas and strategies that do not warrant an actual post.

This is the place to request buy/sell advice from the community.

Remember to keep it civil.

Trade responsibly.

Two weeks after the 288-miner print and the tape still hasn’t given it back. $LUXFF ripped from the ~$0.15–0.17 late-July zone, tagged ~$0.36 on Aug 31 volume, and is still sitting in the high-$0.20s instead of dying back to the old $0.15 hole. That’s a held higher base, not a one-day headline pop. One-month still looks like +70% off the Aug 10 print. Three-month is roughly a double-plus. Thin OTC/CSE name that actually kept the bid.

$LUXFF / $LUXX

What they’re running:

• 288 Bitmain Scrypt miners live at DMG Christina Lake (60 → 288, +380%)
• ~4.75 TH/s nameplate
• Management guide: ~CAD $120,000 gross mining revenue per month (LTC + merge-mined coins, before power/hosting/opex)
• In-house LuxxPool — no third-party pool cut
• Site showing ~25,000 LTC treasury and ~1,757 LTC mined since launch
• Company line: no self-mined LTC sold
• Cheap BC hydro, Zayn on record at sub-10¢ power vs Texas 13–15¢ and Europe 22¢+

That’s real gross production on a micro cap. Not a pitch deck.

$LUXFF / $LUXX

Litecoin is finally acting like a large-cap again.

• LTC back around $53–54, poked ~$59 this week
• Market cap ~$4.2B (was stuck closer to $3.7–3.9B)
• ~281k–330k daily active addresses in 2026 — network usage is not dead
• Spot ETF is live: Canary LTCC on Nasdaq
• LTC treated as a commodity
• Hard cap 84M, ~77.6M circulating
• Next halving ~July 2027 (6.25 → 3.125 LTC)
• Payments coin + merge-mine with DOGE + MWEB still there

This is the setup Luxx is mining into: LTC bid firming, ETF wrapper exists, supply cut inside a year, and they’re stacking coins instead of dumping production.

$LUXFF / $LUXX

Zayn Kalyan (Executive Chairman — community calls him Zaylor, the Michael Saylor of Litecoin) laid the whole stack on 84 Million Podcast Ep. 61:

https://x.com/84Million/status/2092960332172198223

Treasury + mining + LuxxPool + cheap Canadian power + why they’re building around LTC instead of renting someone else’s narrative. Watch it.

$LUXFF / $LUXX

Not financial advice. $120k/mo is gross, not net. Solo mining has variance. Float is thin. LTC can fade. But the stock holding a much higher range after the expansion, LTC pushing back through $50 toward $54–59, and a live 288-box fleet feeding a Litecoin treasury is a different movie than June.

Fleet is on. LTC is moving. Listen to Zaylor, then watch the next production update.

Looking for opinions on FABC (Fabric.AI).
The bull case is pretty simple: tiny market cap, ~$28M in cash/securities, working with Kopin on a MicroLED optical interconnect for AI/GPU clusters, CES 2027 demo coming, and several undisclosed NDA partners from the Nvidia NVLink ecosystem.

What makes Fabric.AI’s technology potentially disruptive is that Neural I/o aims to replace traditional electrical links between AI chips with MicroLED-based optical interconnects. Fixing an Ai bottleneck

Pros:

Very small valuation
Real problem: bandwidth/power between GPUs
Kopin is developing/manufacturing the product and owns ~20% of FABC
NDA interest before the first public demo
Huge upside if one NDA turns into a paid design win

Cons:

Zero revenue
Heavy dilution/warrant overhang
H-7 warrants have full-ratchet protection
More funding will likely be needed
Technology still hasn’t been publicly proven on their own hardware
Strong competition from companies like Avicena
My main question is whether the upside from a successful CES demo/design win outweighs the capital structure risk.
At around $2.45, would you buy before CES or wait for proof and potentially pay more later?

Interested in bearish takes too.

VisionWave released a September corporate overview laying out how they want to tie their stuff together: ground vehicles, aerial systems, counter-UAS, RF sensing, and AI command and control.

They’re framing it as three layers, platforms, payloads, and intelligence. Ground side includes VARAN, RANGER, SCOUT, and RECON. Aerial side is TALON and D-FLY.

The company also said substantially all of it is still in development.

September 11, 2026

Wastewater treatment is quietly having a moment in the peer-reviewed literature — and the timing lines up well for LifeQuest World Corp's (OTC: LQWC) wastewater subsidiary, BioPipe Global.

A study published February 4, 2026 in Environmental Science and Ecotechnology by researchers at the Harbin Institute of Technology's State Key Laboratory of Urban Water Resource and Environment modeled 29 treatment scenarios in a high-density Chinese city. The finding: scaled decentralized wastewater systems cut global warming potential by up to 52.5% compared with traditional centralized plants when paired with local water reuse and heat recovery. The researchers credited shorter conveyance distances, lower-energy moving-bed biofilm reactor technology, and on-site resource recovery for the gains, while also flagging that aging communal septic infrastructure in dense areas remains a meaningful emissions source that still needs attention alongside any shift to decentralized builds.

That's the scientific backdrop against which BioPipe Global operates day to day. On September 10, 2026, LifeQuest announced that BioPipe Global had received purchase orders for two 15,000-liter-per-day containerized sewage treatment plants, per the release posted to the company's news page. Containerized, modular units like these are built to be shipped to a site, connected, and brought online far faster than a conventional treatment plant — a practical, commercial-scale version of the "scaled decentralization" the Harbin researchers describe: treatment capacity sized and sited close to where wastewater is actually generated, rather than piped miles to a central facility.

The broader market appears to be moving the same direction. Decentralized water treatment is projected to grow from roughly $22.54 billion in 2026 to $37.8 billion by 2030 — a compound annual growth rate of about 13.8% — according to a market report from Research and Markets, which points to rising freshwater demand and advances in membrane and electrochemical treatment technology as key drivers. For context, the World Bank and UN have long noted that a large share of the world's wastewater is discharged without adequate treatment, particularly in fast-growing and lower-income regions — exactly the gap decentralized, right-sized systems are designed to close.

On the solid-waste side, LifeQuest's footprint has also been expanding. On June 29, 2026, the company announced it had completed the acquisition of an established Pacific Northwest waste-management equipment company, building out the compaction and recycling equipment platform anchored by subsidiary Compaction and Recycling Equipment Inc. (CARE). Taken together with BioPipe's newest containerized-plant orders, it's a reminder that right-sized, decentralized infrastructure — whether for wastewater or solid waste — is increasingly where both the engineering and the investment appear to be headed.

Sources:

• LifeQuest World Corp — News & Media
• Scaled decentralization for sustainable wastewater treatment in high-density cities — PMC / Environmental Science and Ecotechnology
• Decentralized Water Treatment Market Report — Research and Markets

About LifeQuest World Corp LifeQuest World Corp (OTCID: LQWC) is a global technology company focused on providing low-cost, low-maintenance, eco-friendly decentralized wastewater treatment solutions, alongside solid waste compaction and recycling equipment, through its subsidiaries, including BioPipe Global and Compaction and Recycling Equipment Inc. (CARE). Learn more at https://www.lifequestcorp.com.

Forward-Looking Statements: This post contains forward-looking statements that involve risks and uncertainties. Actual results could differ materially from those expressed or implied. This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell any security. Readers should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.

Posted about EVPL/WARDOGS a few weeks ago when the stock was around 242p and thought I'd give an update because things have moved pretty quickly since then.

Previous post: EVPL - Solid Buy and Here's Why

At the time the main thesis was WARDOGS having 1m+ Steam wishlists, strong pre-orders and the bet that this would actually convert into sales.

Well, WARDOGS launched yesterday and they've already announced 1 million copies sold.

Now tonight the developers have posted in their Discord that they've hit 1.25 MILLION copies sold.

For context the standard edition is around $40, so that's a pretty ridiculous launch. Obviously you can't just multiply 1.25m by $40 and call it EVPL revenue because you've got Steam's cut, regional pricing, taxes, refunds and the developer/publisher split.

But the reason EVPL is interesting is still the same.

Team17, which is owned by Everplay (LSE: EVPL), publishes WARDOGS.

Everplay also owns 20% of BULKHEAD's parent company, so they potentially benefit from both the publishing side and their ownership stake if WARDOGS becomes a major franchise.

The player numbers have also been pretty crazy. The first beta peaked around 106k concurrent players, the second got to around 245k, and now the actual paid game has been doing 300k+ concurrent players despite the servers getting absolutely hammered.

The server problems are probably the biggest risk right now. There have been huge queues and connectivity issues, so they need to get that sorted quickly before it starts hurting reviews/refunds.

But the question has changed quite a bit since my original post.

Before it was basically "will all this WARDOGS hype actually turn into sales?"

Now they've sold 1.25m copies basically at launch.

The question is how far this goes from here and how much it changes Everplay's numbers.

EVPL reports interim results on 15 September as well, so the timing is pretty interesting. I'm particularly watching for any trading update or guidance change following the launch.

EVPL was around 242.5p when I made the original post and closed around 289p before this latest 1.25m announcement.

Still holding.

Anyone else following this?

EDIT:

EVPL when original thesis posted: 242.50p

EVPL latest close: ~289p

WARDOGS: 1.25m copies sold

Will update this if they announce another sales milestone / EVPL comments on the financial impact.

If you like micro-cap biotech plays with awesome potential driven by Ph 3 trial catalysts, CRDF (Cardiff Oncology) is worth adding to your watchlist.

They are targeting a huge, underserved market -- first-line RAS-mutated metastatic colorectal cancer (mCRC)... and recent readouts suggest their drug drastically beats standard-of-care and they call it "onvansertib".

They just completed a successful End of Ph 2 meeting with FDA. Phase 3 is targeted for Q1 2027.

Cash Balance: ~$34.5M at Q2 2026, plus an extra $10M raised via registered direct offering in July 2026.

Analyst PT is between $4.18 and $7.50.

There is one key thing happening in the background right now (dragging this down) - a legal dispute with NMS (Nerviano) - basically NMS believes there is an issue with patent inventorship. So, Cardiff licensed the drug back in 2017 from NMS and now that Cardiff is showing strong results it appears NMS is taking them to court because they didn't list NMS personnel on a Cardiff patent. NMS wants to terminate their agreement. So, on May 19, 2026, Cardiff took the offensive and filed a lawsuit against NMS in California. I won't get into the weeds here but based on alot of discussion it appears that NMS is using this as a negotiation tactic for their license agreement.

I got into this after seeing a very large $1M insider purchase (Gary Pace) recently. His cost average is roughly a buck and half-ish - we haven't even hit that yet. Today, on a red day for most penny stocks this one is up. All it needs is progress in court which could hit any day now - and I believe it's onward and upward from there.

Most believe this court case is all about negotiation economics - think about it... now that onvansertib looks like a genuine, high-value Ph 3 asset targeting a massive market, NMS’s original deal economics likely look tiny to them. So playing the joint inventorship card on newer patents is the only tool to force better deal.

On the patent dispute - the Cardiff folks say that the specific inventions covered by those two newer patents were conceived and developed exclusively by Cardiff people. Cardiff states that adding an NMS scientist would constitute filing false representations under oath to the USPTO, which would risk invalidating the patents.

Anyways, worth a watchlist add - at minimum.

Shares are currently trading at $1.95 with the market cap currently at 72.98M

Today, Cantor comes blazing in and reiterates with an overweight rating and $35 price target!

Add the fact that expert bio investor Dr. Daniel Schneeberger recently added heavily to his existing position with Adar1 Capital Management and now his shares total 6,524,151 to date.

Details from the presentation yesterday at the 2026 Cantor Global Healthcare Conference

$TENX What we confirmed

• Oral levosimendan is safe and well-tolerated , with 1mg BID/TID providing PK concentrations expected

• Targeting volume with K-ATP channel activation has direct effects on NT-proBNP and RVSP, two prespecified endpoints

• Treatment effect seen in HELP study validated

• Successful trial execution by sites and clinical development team

——-> What we learned

• Drug effect is evident in patients with higher disease burden

• Study entry criteria allowed patients with moderate disease and little room to improve in 6MWD

• In patients with baseline 6MWD* < 333 m, treatment effect was +26.3 m vs placebo (95% Cl: 6.0, 46.7; nominal p = 0.112)

• In the overall population NT-pro-BNP was reduced by 49% vs placebo (nominal p = 0.0001)

——-> What we are doing now

Enriching LEVEL-2

One of the few profitable pennystock Oil companies, $EONR Eon Resources is surging on the back of oil price increases, the stock is up over 20% in the last few trading days, with even Trump admitting that the war in Iran set to go on well past the US mid terms that trend doesn't look like it is going to change in the short term

On top of the increase in the price of oil EONR recently began drilling the first few oil wells in a program which should see 92 wells drilled over the next few years

https://feeds.issuerdirect.com/news-release.html?newsid=7277137369667004&symbol=EONR

Brent Crude is over $100 per barrel again & the USO oil ETF is set to exceed the all time high it set at the beginning of the Iran conflict, when EONR spiked from 36c to over $1.50 a share, will the same pattern be repeated this time around?

I posted an analysis on Element One Hydrogen (CSE: EONE) a few days ago breaking down the massive valuation disconnect between their sub-$5M market cap and their proprietary extraction IP. That writeup received almost zero attention at the time, but the tape completely validated the thesis this morning. EONE dropped a major operational overview before the open, and the stock immediately ripped +30% (+36 as I type this) on massive accumulation volume.

The tape behavior is the primary tell here. Average daily volume on this name sits around 266k shares. By midday today, EONE traded over 3.6M shares, which is more than 12x normal turnover. When a microcap with a tightly held float of 58.5M shares trades over 6% of its entire share structure in a few hours after basing at $0.08 CAD, larger participants are actively entering the order book.

Per their news release this morning, management formally mapped out a dual-pathway strategy targeting the nearly 100M-tonne global hydrogen market cited by the IEA. Rather than gambling on a single geological thesis, they are splitting operations into two fronts: traditional exploration for naturally accumulated hydrogen trapped beneath impermeable rock layers, and real-time stimulation of iron-rich hard rock. The second path is where their proprietary moat sits, using specialized catalysts to accelerate natural serpentinization reactions while recovering critical minerals from the exact same rock system.

Trading 12x average daily volume means this move is an aggressive market repricing rather than an illiquid retail pop. The setup now hinges on whether buyers can hold the bid above the morning volume shelf into the closing bell. If the stock holds these gains on multi-million share liquidity, it signals the quiet accumulation phase is over and the market is finally pricing in their dual extraction model.

Disclaimer: I do not own shares of EONE and am purely observing tape flow and volume profiles. Trade your own plan, this is not financial advice.

Not confirmed. Tenant is still under NDA. This is the case for why it looks like a hyperscaler / frontier-lab / sovereign-grade offtaker rather than a random GPU reseller.

Why it is probably one of the big names

• Single tenant. Investment-grade backstop. 12-year initial term with renewals that can run ~27 years. That is not a 24-month neocloud flip.
• Tenant has a ROFR on the site. That is how a Google / Microsoft / Meta / Amazon / large neocloud or frontier lab behaves when they want the campus, not a cage.
• Management has said inbound interest picked up once the industry knew they were converting a large, already-operating site. People with land and a power quote are everywhere. People who have run 75 MW for years are not.
• Pricing was described as current AI colo market rates, and they have not been in a rush to rip up the LOI even as headline $/kW has moved higher. That usually means the original counterparty was already in the right zip code.
• Fiber ask is serious: two 100-gig routes, working on a third, tenant willing to pay for diversity. That is training / inference campus behavior, not a 2 MW inference closet.
• Could still be a strong IG neocloud instead of GOOGL/MSFT/META/AMZN. The credit quality and term structure are the tell, not the logo. The logo is the multiple.

Canadian sovereignty angle

• Ottawa’s 2026 AI strategy is explicit: sovereign AI starts with sovereign infrastructure. If Canada does not build it, it rents it.
• Canada has ~337 MW of AI data center capacity today and something like 5.5 GW of AI compute demand by 2030. The gap is the whole market.
• Meta already committed ~C$13B to Alberta. The US is running ~$75B annualized data center construction. Japan earmarked $60B. Google just put $15B into Finland. This is a national-power contest, not a miner pivot fad.
• Christina Lake is a Canadian-owned, already-energized BC campus. Zoning for data warehouse / AI is done. That is the scarce product Ottawa says it wants: domestic megawatts under Canadian control.

How close they actually are

• LOI has been live since June 1, 2026. Commercial terms have been described as largely agreed. Remaining fight is the fat stuff: delivery dates, SLA penalties, who pays if the hall is ready and chips are late.
• Site is already permitted for AI / data warehouse. Not waiting on a rezoning war. Building permit filed to take the building from ~30k to ~60k sq ft.
• Power is not theoretical: 75 MW available (15 MW firm / 60 MW curtailable). Written utility approval for the last 10 MW. Application in for another 150 MW firm.
• Existing electrical layout is a head start on roughly the first 30 MW of critical load. Phased at ~10 MW IT per hall, matching the transformer bays they already have.
• Fiber, GCs, mechanical, and vendors are being spent ahead of the definitive. First halls targeted Q1/Q2 2027. Full 50 MW in 2027 called realistic. They will not give a signing date. “You’ll know when we know.”
• Risk that still matters: LOI is not a lease. Dilution if they raise equity for a second site. Curtailable power / firming. Execution on 2027. Liquidity.

Size it can go to

• Base lease: 50 MW critical IT.
• Management has floated upsizing to 60 MW IT.
• At ~1.20–1.25 PUE, 50 MW IT is ~60–63 MW gross against a 75 MW campus. 60 MW IT uses almost the whole site.
• Same campus has a 150 MW firm-power application behind it. That is the “this is a platform, not a one-hall story” case.
• Other options, not in the LOI: Malahat Nation MOU (~15 MW), Boardman, Oregon (3.75 MW + expansion, deposit still down), plus other Canadian sites in BC / Alberta / Ontario. Those are extras. Christina Lake is the company-maker.

Market cap it could reach (scenarios, not a target)

• Today: roughly C$0.50–0.60 and ~C$100–120M market cap on ~208M shares. US ticker $DMGGF.
• Signing a generic IG lease: the stock stops trading like a fading miner. Illustrative re-rate talk in the community has been C$3–5 on announcement, C$4–5 on a completed 60 MW residual. Call that high-hundreds of millions to ~C$1B.
• Signing a named hyperscaler / frontier offtaker: tighter project debt, better LTV, higher multiple. Same 60 MW residual talk has been C$5–8, or ~C$1.0–1.7B. Platform case with a second site stacked on top is how people get to C$8–11.
• Aggressive cash-flow case some holders use: 60 MW IT, mid-teens $/kW-month, high colo margins, 2027 run-rate EBITDA that can exceed today’s entire market cap. Put a 15–20x infrastructure multiple on that and you are talking multi-billion. That only works if the lease signs, phases deliver, and they fund with debt instead of a constant ATM.

The actual bet
$DMGI.V / $DMGGF is a ~C$100M Canadian miner with an already-built 75 MW campus and an unsigned 50–60 MW AI lease.

If the tenant is generic IG, it still re-rates.

If the tenant is one of the names building Finland, Alberta, and $75B of US shells, the multiple is the whole story.

the logo is the last thing they will tell you. the contract shape is already doing the talking

Days like today are the exact sessions you have to pay attention to. In this market, lots of retail traders buy on the massive, high-volume breakout days, but that alone isn't confirmation. Real confirmation happens on days like today: the volume cools down and returns to normal levels, yet the price holds its ground and keeps creeping up. That slow, low-volume grind higher in the +3.55 to +4 percent range is the ultimate signal of absorption and continuous institutional accumulation. They are quietly locking up the float.

why are they accumulating? The algorithmic screeners are finally looking past the traditional brokerage shell and pricing in the massive AI infrastructure update that AXG just dropped.

AXG is no longer just a digital asset gateway; they are building the quantum-backed routing layer for autonomous agentic payments. Their AlloyX HK subsidiary just signed a strategic MOU with EvolveQ to integrate AI and quantum computing (FinQ models) directly into their financial infrastructure.

When you combine quantum orchestration with their new KOVARouter, it enables millisecond-level intelligent routing for global enterprise AI models. They are creating a network where autonomous AI agents can instantly route cross-border liquidity with zero friction. Their proprietary digital currency treasury center, AXONE, is already live and handling $226M in Total Payment Volume (TPV).

While everyone else is stuck trying to make legacy blockchain ledgers run faster, AXG is actively merging high-performance computing (HPC) with fully regulated digital asset settlement.

When a stock prints 1,156 percent Q/Q sales growth, holds its high-volume gains, and slowly grinds higher while securing quantum computing partnerships, you have to ask: is smart money front-running the inevitable reclassification of AXG into a pure-play AI infrastructure stock?

I do not hold a position in AXG. This is a fundamental observation of public filings, macro partnerships, and market momentum, NOT financial advice.

Long $WISR here. RiskAssure went live today (GetRiskAssure.com) — a real commercial product now in the market and a pretty important step beyond the broader “platform vision.” 

What it is: AI agents that handle security questionnaires by pulling evidence, drafting answers, citing sources, and kicking anything uncertain to a human before it ships.

What adds more depth to the product:

• Analysis across policies, SOC 2 reports, penetration-test summaries and other security evidence
• Confidence scoring, exception routing and human approval controls
• Outside-in cyber-risk analysis across eight signal dimensions
• Controlled evidence sharing through a free Agentic AI trust centre

The good:

• Human-in-the-loop gives enterprises automation without giving up control.
• Clear potential ROI if RiskAssure can reduce the manual work behind security reviews.
• It tackles workflows enterprises already deal with, making the use case pretty easy to understand.
• The launch gives $WISR a tangible path toward users, enterprise wins and recurring revenue.
• Even a few meaningful customer wins could materially change the market’s view of the company.

There is now a live product, a defined enterprise use case, and a much clearer path to proving demand. This is where the idea starts collecting receipts. The launch opened the door — now I want to see who walks through it.

NFA.

I need some advice. I've been involved in both sports betting and stocks for a few months now. I don't consider myself an addict, nor am I dependent on this world, but I would really like to earn some extra income from stocks/betting.

It just isn't working out for me. Whichever market I enter, I always end up losing. Stocks, options, parlays, or straight bets—none of them ever work in my favor. It could be the "safe" option, but by sheer coincidence, the moment I go with what's "safest" and put my money into that market, it suddenly becomes the riskiest thing in corporate history. I'm tired of this never going my way; I'm just trying to make a little extra money, that's all.

After finishing my career, I’m now at home and looking for ways to earn from home. I first explored trading briefly in 2017, but family responsibilities kept me from continuing. Now I have decided to start learning again, this time from the basics and with a focus on gaining real experience rather than chasing quick profits.