$1,000 follows their calls into $972
Wild Hawggg Sellin Rips@WildHawggg$DGXX update - the Alabama buildout is showing up in third-party construction records. Local Alabama permit reporting says a $7M building permit was issued to Dunn Building Co. for part of the Columbiana data center project, which Bham Now describes as a two-phase transformation
Wild Hawggg Sellin Rips@WildHawggg$DGXX just announced a $200M project-level debt financing commitment for the 40 MW Alabama/Cerebras infrastructure build, with Goldman Sachs syndicating the deal. This is a major de-risking step. Just as important, the company says it sold no shares through the ATM in Q3, which
Wild Hawggg Sellin Rips@WildHawggg$DGXX update - the latest press release is a de-risking step. Columbiana construction remains on schedule, crews are now raising the building shell, Phase 1 is still targeted for Dec. 2026, Phase 2 by the end of fiscal Q1 2027, and $DGXX says all major long-lead Phase 1 equipment
Wild Hawggg Sellin Rips@WildHawggg$UBER has gotten pretty beat up, but bookings, margins and FCF remain strong, and the recent ~$5.3M open market buy by the COO around $76 is a meaningful confidence signal. The real debate is whether AV ultimately strengthens Uber’s role as the neutral demand layer or disrupts
Wild Hawggg Sellin Rips@WildHawggg$CRMT update - the latest Bloomberg data shows ACM Auto Trust 2025-1 Class A down to just about $5.95M from $150.77M originally, meaning roughly 96% of the senior tranche has already amortized. Once Class A is retired, principal begins paying down the Class B tranche, originally
