Big Digital Energy inc. $BGDE - Six Thirty AI
USA
Joined February 2021
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Our latest portfolio addition! Big plans for both on grid and behind the meter.
Texas Load House, Hood County.
🔰 17 MW live. Near-term path to 111 MW of grid capacity, subject to ERCOT.
🔰 Tensor IQ is the offtake on that 17 MW — 7,748 NVIDIA B300s targeted Q2 2027, subject to definitive agreements. Indicative 15-year power-lease revenue on that 17 MW: ~$546 million, assuming full utilization.
$BGDE
I am not sure we have ever seen Exchange Online down for this long. Crazy. Follow along here 👇
status.cloud.microsoft/
21
Cody Smith retweeted
Today at Cantor Convergence $BGDE Chairman Josh Kilgore, shared his perspective on how access to power, speed to market, and evolving development models are shaping the next generation of AI infrastructure.
$BGDE is well-positioned to capitalize on the next phase of industry growth. As demand for compute continues to grow, the competitive advantage is increasingly shifting toward those who already control energized infrastructure. Access to power today, speed to deployment, and the ability to structure projects economically are becoming important competitive differentiators.
We appreciated the opportunity to share our progress with investors and industry peers, and look forward to continuing the conversation as we execute on our AI infrastructure strategy.
Cody Smith retweeted
A potential hyperscaler slowdown that eases spending pressure frees capital that would otherwise stay locked in multi-year greenfield projects. That capital becomes easier to direct toward sites that already have power on the grid. The interconnect exists, the timeline is shorter, and the capital is needed for conversion rather than a full build that will not bill for years.
$BGDE
Before you dump your AI stocks, check what actually changed.
Larry Adam at Raymond James is making the case for gradually moving back into tech as investors question the AI buildout.
His reasoning: construction already underway should continue for at least another year, and earnings estimates for next year are still moving higher. He sees opportunities in valuations after the selloff.
He favors diversified mega-cap tech, semiconductors, hyperscalers and cybersecurity. He’s also wary of chasing healthcare after its rally.
The hyperscaler argument caught my attention: slower construction could ease spending pressure and improve cash flow. That’s his case—not a guarantee that policy risk disappears.
My take: selling because the earnings outlook deteriorated is defensible. Selling because your screen turned red deserves a second look.
I’d rather build a position gradually than bet everything on calling the bottom.
Which AI stock still has an earnings story you trust—and which one were you only holding because it kept going up?
Follow me for market analysis focused on earnings, valuations and what could change the trade.
Cody Smith retweeted
$BGDE Before taking the helm at Big Digital I spent the better part of the last 20 years building companies from the ground up in some pretty treacherous financial environments.
Anyone remember 2008? That was 6 months after acquiring my 2nd property. A complete gut job down to the studs on the building and putting an entirely new staff of 70 people in place over a 6 month period of time. Oh....and we had nearly zero revenue during that period. That experience was the education and the catalyst that allowed the next 25 properties to happen with great success.
2020 was no different when Covid hit another one of my companies EHG. We were unable to see our clients for the better part of the following year. While our two largest peers were on easy street we struggled under immense pressure that would have broken most, but we endured and used the time to develop our team, our tech and our systems and came out of it as the leader of the pack.
Some might say we are way behind the curve and ill timed in this market. I say we are right where we need to be. The $BGDE team has done a phenomenal job strengthening the core of this company which includes nearly getting us to breakeven at the end of the quarter. Quite the change from prior management who were lighting money on fire to the tune of $1m+ per month. We have had the opportunity to observe our peers do some great deals and also witness some unfortunate missteps. We will use all of the free education the market has provided to run wide open on the road ahead. Big Digital Energy things coming!
@speednotcomfort @trading_chi @lisa_hough_ @SludgeLLC @krdavis1210 @KyleDanges
Today, Big Digital Energy released its Third Quarter 2026 results. Highlights from the quarter included:
🔰 Revenue of $8.7 million, up 41% quarter-over-quarter
🔰 Energized Capacity: approximately 169 MW
🔰 Acquired 30 acres at Hood County with 10NetZero; entered a non-binding LOI with Tensor IQ for up to 17 MW of AI/HPC capacity
🔰 $4.9 million loan to 10NetZero fully repaid in October
🔰 Average monthly operating cash burn declined to approximately $850 thousand, down from approximately $3.4 million in the first half of 2026; targeting positive operating cash flow in Q1 2027
“During the third quarter, we continued to execute Big Digital Energy’s strategy of acquiring, developing and monetizing powered infrastructure for AI and high-performance computing markets,” said Phil Stanley, Chief Executive Officer.
More here: bigdigital.energy/news-media…
$BGDE
Cody Smith retweeted
$BGDE has plenty to build on with ~169 MW energized and the Hood County project taking shape. Excited to see that capacity put to work as the AI business develops.
Cody Smith retweeted
Today, Big Digital Energy released its Third Quarter 2026 results. Highlights from the quarter included:
🔰 Revenue of $8.7 million, up 41% quarter-over-quarter
🔰 Energized Capacity: approximately 169 MW
🔰 Acquired 30 acres at Hood County with 10NetZero; entered a non-binding LOI with Tensor IQ for up to 17 MW of AI/HPC capacity
🔰 $4.9 million loan to 10NetZero fully repaid in October
🔰 Average monthly operating cash burn declined to approximately $850 thousand, down from approximately $3.4 million in the first half of 2026; targeting positive operating cash flow in Q1 2027
“During the third quarter, we continued to execute Big Digital Energy’s strategy of acquiring, developing and monetizing powered infrastructure for AI and high-performance computing markets,” said Phil Stanley, Chief Executive Officer.
More here: bigdigital.energy/news-media…
$BGDE
🤖 Made with AI
Cody Smith retweeted
Gina Hinojosa just won the Texas governor's race and this could become a pretty big headache for several AI infrastructure stocks.
Looking at the chart, companies like $IREN, $GLXY, $CIFR, $RIOT, $FRMI, and $CORZ have some of the highest exposure to Texas, while $CRWV and $BTDR have moderate exposure. Meanwhile, companies like $NBIS, $APLD, and $WULF have relatively little direct exposure, which could actually work in their favor if Texas starts restricting new data center development. The biggest concern here is that Hinojosa has called for a moratorium on new data centers until additional safeguards around electricity, water, and local communities are established. That could potentially delay future expansions and push revenue timelines further out for companies that are heavily dependent on Texas.
Personally, I still think the AI buildout will continue regardless of who is in office. AI infrastructure spending is the most important driver of economic growth in the US and significantly slowing it down could create another major headwind for an economy that is already facing plenty of uncertainty. I understand the concerns surrounding electricity and water consumption, but the last thing we need is to start slowing down one of the biggest investment cycles in American history. Especially when so much of our future economic growth is increasingly tied to AI. At the end of the day, I think these projects will move forward, but investors need to pay close attention to which companies have already secured approvals and which ones are still relying on future expansions.
🤝 Paid partnership
Texas is a pressure point for the AI buildout. Democrat Gina Hinojosa has called for a moratorium on new data centers until lawmakers establish safeguards around power, water and local communities. A broader pause could delay construction and push expected revenue further out.
Stocks like $IREN and $GLXY have substantial Texas exposure through projects such as Sweetwater and Helios, making the treatment of future expansion especially important. Both companies have already secured conditional power classifications for key projects, so the impact would depend on which approvals a moratorium covers.
Stocks like $NBIS and $APLD have less direct exposure, with their disclosed core AI campuses outside Texas. $WULF has also completed the sale of its Abernathy stake, reducing its direct Texas exposure.
For investors, the distinction is where the next phase of growth is being built and which projects still need permission to move forward.
Cody Smith retweeted
zcash:native Interesting money math on Zcash mining pools. We built @SluiceyPool to be different from the rest. The Zcash you mine goes direct to your @vizorwallet or @zodl_app or wherever else you prefer. And we built it to serve your fleet at the lowest possible cost because a pool fee should not be a major operational expense. 0.25% for those that join us today. That's not an introductory rate, that is the rate.
For every 1 G/Sol of hashrate you have producing today here are some numbers to consider if your current pool charges you as follows:
2% fee - Sluicey net savings $385k
1.5% fee - Sluicey net savings $275k
1% fee -Sluicey net savings $165k
Those numbers are based on network hashrate of 30 G/Sols and a price of $1,250.00. The higher the number goes for ZEC the more you save. Come try it out...I think your gonna like what you see. @trading_chi @speednotcomfort @Zcash @ZcashFoundation @truebittoken
Cody Smith retweeted
On days like today, it's important to zoom out.
No, the AI Revolution is not "over," and the market is not "going to zero."
In fact, the Nasdaq 100 is up +11% YTD and nearly +70% since its April 2025 low.
Meanwhile, the S&P 500 is currently set to post a blended earnings +30.2% growth rate for Q3 2026.
This puts us on track for the third-straight quarter of earnings growth above 25%.
And, even after the biggest hack in crypto history, Bitcoin is down less than -5% this week.
Disruptive technologies like AI will inevitably bring heightened volatility, polarized positioning, and extreme swings in market sentiment.
However, do not let short-term volatility overshadow the broader picture.
We are in the midst of the biggest technological revolution in history.
Technical corrections are healthy, necessary, and an inevitable part of every bull market.
Do not lose sight of the bigger picture.
Cody Smith retweeted
US mining is about 10.3 GW of already-energized capacity. It is the largest measured pool that can be redirected to AI without a new interconnect.
Of that, roughly 4–6 GW is under AI/HPC contract. About 0.6–0.9 GW is currently billing as AI. Roughly 5 GW is still mining or in conversion.
That is the difference. An already-energized site can move from contract to billing without waiting for a new interconnection study, substation, or multi-year construction cycle. Revenue starts while the rest of the queue is still in development. The sites that pivot reach profitability years before greenfield AI load comes online.
$BGDE
Cody Smith retweeted
$BGDE will release its Q3 2026 financial results after market close on Thursday, November 5, 2026.
Management will host a conference call and webcast on Thursday, November 5 at 5:00 p.m. ET to discuss the results.
Register here: edge.media-server.com/mmc/p/…
Cody Smith retweeted
Necessity is the mother of invention.
AI compute can't wait years for grid connections, so it's adapting to travel to the power faster than ever.
Compute is becoming mobile. Power isn't.
Having the power is the asset. $BGDE
NVIDIA $NVDA JUST INTRODUCED DSX POD, AI DATA CENTERS THAT SHIP IN CONTAINERS
Each one arrives with computing, cabling, power, and liquid cooling already installed, built around Nvidia's Vera Rubin systems. That cuts setup time at a ready site from 6 months to as little as 14 days.
Partners plan to deliver them worldwide in early 2027.
Jensen Huang: "An AI factory creates value when it starts producing tokens, not when construction is complete."
“With NVIDIA DSX POD, we’re bringing factory-built precision and speed to AI infrastructure construction — reducing deployment time from months to weeks so customers can scale capacity and bring revenue-generating production online faster.”
Cody Smith retweeted
Not exactly a victory lap, but our little $BGDE team has been punching well above its weight since the MIGI takeover in April.
But a chart isn’t a mission.
We’re building infrastructure to create good jobs, support growing families and strengthen America. Prosperity requires power. Always has. Always will.
Just getting revved up. 🇺🇸
Cody Smith retweeted
$BGDE I love this market. Irrational moments in markets are always the most fun because they typically don't factor the teams that are on the ground executing ignoring their screams of the never ending bottoms. Eyes forward, plan in place. Can't stop, won't stop. @trading_chi @speednotcomfort
🔰 Texas Load House, Hood County.
🔰 17 MW live on ERCOT. Path to 74 MW of grid power.
🔰 Brownfield industrial site outside the DFW ozone nonattainment counties. On-site gas generation falls under PSD, not nonattainment NSR with offsets/LAER. That means no buying scarce emission credits and no strictest-in-class control mandates, so permitting is faster, cheaper and more predictable. Speed to power is the biggest bottleneck in AI infrastructure.
🔰 Pipelines and power infrastructure are already on site. Four transmission lines cross the south side and tie into three on-site interconnections. That's why it can move faster than greenfield projects, even with the current TCEQ pause. $BGDE
