- Breaking down the DigiPower X (DGXX) drama [0:20]
- Welcome back, Michel Amar, CEO of DGXX [5:13]
- Why USDC is great for DGXX shareholders [7:21]
- Power demand continues to outpace supply [23:56]
- Major news at the North Carolina and Alabama sites [28:30]
- Why the next few weeks will be a game-changer for DGXX [37:12]
- Plans for the future: $100M per month in revenue [41:27]
- A word for the social media haters [48:26]
Wall Street Unplugged | 1332
I just bought more DGXX—here's why
Transcript was automatically generated.
Frank Curzio 00:00
How’s it going out there? It’s Tuesday, March 17th. And I’m Frank Curzio, host of the Wall Street Unplugged podcast.
Frank Curzio 00:05
We’re bringing the headlines and, uh, tell you what’s really moving these markets. So today’s Tuesday, you guys know I do my podcast, Wall Street Unplugged. Wednesday, we’re still gonna have a Wednesday podcast. So this is a special broadcast, not because it’s St. Patrick’s Day. It’s special because it’s an interview with Michel Amar,
Frank Curzio 00:26
CEO of DigiPower X, which I know so many of you, especially the freebies on Twitter, are looking forward to listening to. So this is a company we recommended 15 months ago, $1.65 in our Curzio AI newsletter, trading whatever, 240, 250 today. I know Michel personally. I’ve been to his house three times just for one-on-one meetings,
Frank Curzio 00:47
not like I went there for parties or anything, because I really love this story. I want to know more about it. And that’s kind of research we do to boots on the ground. I’ve traveled everywhere over the world to find the best stories for my subscribers. And over the past 15 months, the stock has been volatile. They changed their business model from mining Bitcoin to AI infrastructure provider.
Frank Curzio 01:06
That’s why I put in our AI newsletter, since they own close to 200 megawatts of total power, I believe hundreds online, uh, which is worth, if you look at it, Bitcoin mining around 1 million. That’s called tier one. But it’s worth 10 to 15 times that when converted to tier three, which is AI infrastructure. That’s what the company’s doing. One of the first to do it as a Bitcoin miner.
Frank Curzio 01:25
Over two years ago, they started this transition. So the volatility was especially crazy last week after the CEO announced the formation of a new company called US Data Centers, USDC, which will be used to deploy AI infrastructure to DGXX and the rest of the world, including hyperscalers. So it’s gonna leave DGXX as a pure play on power generation, digital energy infrastructure.
Frank Curzio 01:46
And just to set this interview up, for those who haven’t been following, DGXX was close to $3 a share last week when they released this news. This is late last week. They released news on Friday. But then a firestorm started on Twitter after some believed the formation of this new entity, USDC, was taking out the best part of DGXX.
Frank Curzio 02:08
Shareholders thought they were getting diluted, but it’s a separate entity. That would be mostly owned by insiders. Uh, and they basically thought the common shareholders were getting screwed. So the stock, after the news, I think it initially went up, but then turned negative after everyone on Twitter started going crazy and it fell 20% in the day. And next thing I know, I was being labeled a pump and dumper.
Frank Curzio 02:28
I’m an a-hole, piece of shit. And in these tweets, some followers are tagging the SEC, saying they should launch an investigation on me because I have a pump and dump scheme. And the funny thing is, I was at Bush Gardens on Friday with my 50-year-old daughter, taking a rare vacation day. I don’t know if you’re familiar with Bush Gardens. It’s a roller coaster park where you have to put everything in your locker,
Frank Curzio 02:49
including your phone. And phone’s in the locker all day till about 1:30. We got there early and went a bunch of roller coasters. And when we went to go to lunch around 1:30, I took my phone, picked it up, and bam, all these freaking, everyone going crazy. I’m like, what the hell’s happening? Uh, a few things here. One is, I do get why you’re so mad.
Frank Curzio 03:09
And at the beginning, I was posting on Twitter, you get really pissed,right? You get defensive. I’m like, what the hell? I’m providing free information to you guys and everything like that. But, you know, when you calm down a little bit, you get it. You know, I put out a, um, a short video on DGXX on Thursday, saying the stock has to use upside potential, which Michel liked on Twitter, by the way.
Frank Curzio 03:27
And then they came out with the news the next day and the stock fell 20%. So, you know, I can see some people saying, well, that looks bad, considerably considered. I haven’t really talked about DGXX on Twitter much in the past month or two, but here’s a story you need to know. We did a live broadcast on Wall Street Unplugged on Wednesday. We’re starting to do that every month,
Frank Curzio 03:45
and that just happened to fall in that month, which was a Q&A format. So we got great questions. It was about six to seven great questions. One of them was on DGXX. And I told my team and said, hey, you know what? Create these short videos and put them out. And DGXX, that was pretty good. We put it out. We just have to put it out Thursday. Uh, for those who say I haven’t talked to the company forever, it’s because you’re a freebie. You’re on Twitter. Okay. So this stock is in my Curzio AI newsletter.
Frank Curzio 04:06
They get updates several times a month. We have a special paid podcast called Wall Street Unplugged Premium every Thursday. It’s $10 a month. Jesus, she’s charging a lot more for that because it includes a trading portfolio where I talk about DGX a ton over the past few months. Second, I have not sold a share. In fact, I added more yesterday after setting alert to my subscribers to do the same on this pullback. And after this interview with Michel,
Frank Curzio 04:26
you’re gonna know why exactly I added to my position. So without further ado, here’s my interview with Michel. Michel, so I think the past few days pretty tough for us, mostly because you launched a new company called US Data Centers, USDC, uh, which will be spun out of DGXX. And shareholders,
Frank Curzio 04:45
including me, were a little confused when you first issued a press release on Friday. But yesterday, you came out with another press release explaining exactly why you launched this company. And based on the stock pushing higher, I’m pretty sure most investors understood the news a little better, but you still have some questions. And I wanted to start with this, straight out of the bat,
Frank Curzio 05:04
USDC, what was the reason why you launched this company and how does it benefit shareholders in DGXX?
Michel Amar 05:13
Good morning, Frank. Uh, talking to you out of GTC NVIDIA conference in San Francisco. So I’m outside, uh, don’t mind the environment, but, uh, let me give you a little bit of, uh, background on the, uh, initial, um, inception of US Data Center, Inc.
Michel Amar 05:37
So about 50 weeks ago, that’s not a long time ago, um, DGHost at the time, uh, was a $35 million market cap company,
Michel Amar 05:53
Bitcoin mining company with basically no interest from anyone and basically no cash, very little cash.
Michel Amar 06:02
And I came up with a few, uh, ideas at the time, changing the name of the company to a DG Power X and kind of segmenting ourselves a little bit far away from Bitcoin mining and more into the power industry.
Michel Amar 06:22
We announced last year in February 2025 the formation of US Data Center, Inc. as a standalone, uh, business. So just to make sure that it was not a surprise last week when we, uh, uh, announced, uh, you know,
Michel Amar 06:43
the future of US Data Center, it was pre-announced over a year ago.
Michel Amar 06:49
And we went from no cash, $35 million market cap, 50 weeks later with $80 million cash, $160 million today in market cap, which is low, uh, for us.
Frank Curzio 07:06
Mm-hmm.
Michel Amar 07:08
$15 million of CapEx that we just, uh, invested in 2026 alone and paid, uh, no debts whatsoever.
Michel Amar 07:21
So the idea, to go back to your question, the idea of US Data Center was to build a turnkey modular system, a piece of equipment that we use to build our data center as DG Power X.
Michel Amar 07:40
Now, when we build a data center, a DG Power X, we need a multiple, a multitude of equipment.
Michel Amar 07:49
We need transformers, we need switch gears, we need substations, we need, uh, supply of electricity, uh, we need racks, systems, or container systems if we are not doing it in a building.
Michel Amar 08:07
So US Data Center was answering a need in the market to have a flexible, uh, small-scale modular system to serve Bitcoin miners or people who don’t have the capital to, uh, build a campus that cost billions of dollars.
Frank Curzio 08:29
Mm-hmm.
Michel Amar 08:30
That was the purpose of that, uh, uh, subsidiary. And the reason why we branched out that, uh, subsidiary is because inside DG Power X, it has zero value. It’s invisible.
Michel Amar 08:48
We’re not getting paid for a future business. US Data Center has zero assets today. They don’t own sites. They don’t own pods. They don’t, they own an idea that we want to develop into a business.
Michel Amar 09:10
And, and to develop that, uh, uh, uh, standalone business requires a lot of capital. And I’ll give you an exampleright, uh,right now.
Michel Amar 09:25
We developed that first pod under the umbrella of DG Power X. And DG Power X got the first pod that he paid for.
Michel Amar 09:40
So the first pod that’s being commissioning, uh, commissioned now in Alabama has been financed and paid fully by DG Power X.
Frank Curzio 09:49
Mm-hmm.
Michel Amar 09:50
US Data Center doesn’t, does not own anything from that pod, does not collect any license fee, nothing.
Michel Amar 09:59
And
Michel Amar 10:02
we got the prototype. Now we can expand and sell this modular system, that piece of equipment, globally to other Bitcoin miners, to competitors, basically of Bitcoin miners. And to do so,
Michel Amar 10:21
we need to hire and raise tons of capital. It’s a relatively low-margin business. If you get an order, I gave you an example of 100 megawatts from a Bitcoin miner.
Frank Curzio 10:37
Mm-hmm.
Michel Amar 10:38
That’s out there. That would be basically a $250, $300 CapEx to invest.
Frank Curzio 10:46
Mm-hmm.
Michel Amar 10:47
Am I going to dilute DG Power X and risk the capital needed for developing our GPU as a service or the build of our data center? Of course not. That would be, that would be, uh, irresponsible.
Frank Curzio 11:03
Mm-hmm.
Michel Amar 11:03
So
Michel Amar 11:06
you separate
Michel Amar 11:10
US Data Center, you get your own capital, you raise your own capital, you separate the expenses, the Salesforce team, the, uh, the, the, the service after sale, you separate all these payroll, these, uh, uh, uh,
Michel Amar 11:30
expenses to develop that business that require a lot of capital, and you take it out of the risk of DG Power X. And, and therefore, now DG Power X, who owns the majority of that entity, gets only the upside.
Michel Amar 11:50
There’s no downside to G Power X. What happened if I buy 100 modular systems and it never came in? The, the, the boat sink. We’re out of business with DG Power X. So I’m, I’m protecting, it’s a shield.
Michel Amar 12:05
I’m protecting DG Power X from any risk of diluting the shareholders of DG Power X and diluting our cash. We have to preserve our cash. We have no debts. We have, we have the best, one of the best balance sheets out there because when I look at every other companies,
Michel Amar 12:28
plenty of debt, plenty of leverage, we have zero leverage. We, we, we are in very good shape. So that, that was the reason we separated, uh, uh, US Data Center from DG Power X, invisibility within our company, cap-wise,
Michel Amar 12:48
and, uh, mitigating the risk, zero risk for DG Power X. And all the capital intensive required to develop that business has to be founded standalone.
Frank Curzio 13:03
So let me ask you this. I think people will better understand it. Uh, we know tier one megawatts say if it’s worth a million dollars, and if you transition to AI, which is tier three, anywhere from 10 to 15 million dollars. Say that as you’re transitioning, how much does it cost? So we know what it’s worth, 10 to 15 million dollars, but how much does it cost to build that, would you say, in terms of per megawatt?
Michel Amar 13:26
I would say for us, around five, five and a half million dollars a megawatt.
Frank Curzio 13:32
Okay, which, which is fine. I think a good example of this and why I love what you did here is we look at Oracle, and I had Oracle on the books as well. We did very well with it. And they came out and said they signed, I think it was $400 billion in revenue, which they call remaining performance obligations, which is backlog.
Frank Curzio 13:51
It was a 400% increase quarter over quarter for a large company. It’s insane. You can’t believe it,right? The stock went up 30% in one day. The stock went from low 200s into the 300s, but then it got cut in half because everyone started realizing that, okay, this isn’t software. We just give out a password and you generate money. You, they have to actually build the data centers, and everyone was like, how are they going to raise the money?
Frank Curzio 14:10
And then once they found that out, that’s when the stock got crushed,right? It got cut in half because they had to raise $50 billion. How are they going to do it? Are the hyperscalers still going to spend during this timeframe? And to me, when I, when you see that playbook, for me, when you spun this out and saying, hey, instead of doing that with DGXX, I think people are under the impression like, oh, these megawatts are just worth, you know,
Frank Curzio 14:30
the 200 megawatts at your full capacity of, say, 100 that are onlineright now, and you times that by 10 million, whatever you have a billion dollar valuation with, whatever your market cap is today, 120, 125 million, whatever it is. The cost to do that means that you’re going to have to, you have to get the money someplace. You have to have to raise money through bonds. You have to do it directly. You have to dilute shareholders. And you found a way to spin off something that had zero assets in it that you’re also able to maintain.
Frank Curzio 14:51
It seems to me that the great, uh, great partners, great people that you just signed,right, to your company, superstars, and now you’re able to raise money and you’re not diluted. I want to make this clear. So with DGXX shareholders, they’re not going to see any dilution of this,right?
Michel Amar 15:06
Zero dilution. And that’s the purpose of, uh, uh, this standalone entity. So, so now you, you, you made a good statement. That, uh, co-founder Hans Vetsberg, I think, got paid from Verizon a year ago, about $24 million a year.
Frank Curzio 15:27
Yep, $24. Mm-hmm.
Michel Amar 15:28
Okay.
Michel Amar 15:29
So now I’m taking a guy that’s worth $24 million a year, and I’m getting him in a new venture where DG Power X is a majority shareholder,
Michel Amar 15:44
where we have a chance to raise capital from institutions because just remember, he’s on the board of BlackRock, he’s, uh, connected to every top CEO in the country.
Frank Curzio 15:58
Mm-hmm.
Michel Amar 15:59
We have a top 100 CEO co-founding this venture with us. We have a real chance, uh, to have a pure play in a piece of equipment.
Michel Amar 16:11
Now, customers would not deal with a confused DG Power X that was a Bitcoin miner and now pivoting to AI, but still waiting for the first AI revenues and give us credit to buy a piece of equipment.
Michel Amar 16:32
So by, by being a standalone company, we have a clean slate. We can start clean. We have no Bitcoin background. We can go to institutions. It’s a pure play. We have theright people. And theright people, uh,
Michel Amar 16:51
and I know it was a concern from the shareholders, theright people need to be motivated.
Michel Amar 16:58
You have to remember that the people that got allocated shares, the co-founders, they are not getting any cash. We’re not giving any cash to any, uh, co-founder, uh, equity, uh, uh, uh, motivated founders.
Michel Amar 17:19
We’re not giving any cash. They, they, they’re only going to get one day compensated through their equity if it works.
Frank Curzio 17:28
Mm-hmm.
Michel Amar 17:29
But if it works, it’s going to work for DG Power X as well. So that, that business has, has big potential. And our view is that eventually we would like to take it public if we can to raise enough capital to finance the growth of that business.
Michel Amar 17:50
You have to remember it’s very, very high capital intensive.
Michel Amar 17:55
But if we do a successful, uh, uh, offering and the market cap gets to a couple hundred million dollars, $500 million, DG Power X gets direct, direct positive upside to our market cap.
Frank Curzio 18:17
Mm-hmm.
Michel Amar 18:18
I would like also to add, and I think that’s important, I believe I’m the largest shareholder of DG Power X. And I want to remind everyone that in 2016, 2017, privately, before we went public, I invested about $8 million of my own personal funds.
Michel Amar 18:40
I never sold a share.
Michel Amar 18:44
Since we are public, since 2020, when, when it was, uh, we got public a couple of weeks before COVID,
Michel Amar 18:50
and I never sold a share. I always kept myself in the company and a believer for long term. Okay? When we raised money back in, uh, in, uh, November, uh, from the institutions, and it’s how we diluted a little bit of shares,
Michel Amar 19:10
I sold shares at $6.20 a share, $6.20 a share.
Frank Curzio 19:14
Mm-hmm.
Michel Amar 19:15
So I think that we did a tremendous job in 52 weeks. We went from a low market cap, below $1 stock price, uh, with no future, basically, a, a, a Bitcoin mining,
Michel Amar 19:34
uh, uh, a company with no interest, no future, no cash, to a company today, 52 weeks later, that has cash, that has a market cap that’s five times, five X greater, that has a story that is happening as we speak.
Michel Amar 19:55
Uh, I was in Alabama last week, and I saw the tremendous work that we did over there. We have a site that’s incredible. And I want to reassure the shareholders that everything we do or we did belongs to DG Power X 100%.
Frank Curzio 20:11
Mm-hmm.
Michel Amar 20:12
All DG Power did was developing through our management a prototype, the Arms 200, that prototype belongs 100% to DG Power X.
Michel Amar 20:30
And we want to commercialize manufacture and distribute globally that prototype under US data centers because it requires too much capital and too much, uh, uh, human resources to do it under DG Power X,
Michel Amar 20:51
besides the fact that we have no, it’s, it’s invisible inside our company. It’s, we are not getting any, any valuation.
Frank Curzio 21:00
Yes.
Michel Amar 21:01
And, and so I’ll recap again.
Michel Amar 21:04
US Data Center has zero assets. They don’t own sites. They don’t even own pods. They own an idea. And we’re going to take that idea and commercialize it and create a business and value for the shareholders of DG Power X.
Michel Amar 21:23
That, that’s, that’s the idea of that, uh, standalone company.
Frank Curzio 21:29
And this is with, with, you know, Hans Vetsberg, a former CEO of Verizon. You’reright. 24 million in, in annual compensation 2024. Even if you look back, it’s around 20 million annually,right? So you have a person that, that is actively within your company now, not someone that’s just on the side doing nothing. Uh, probably has a role of DEX of AI infrastructure investors bigger than KKR and Citadel.
Frank Curzio 21:50
Uh, you’re also locking in as an advisor. It’s the board member from BlackRock. For those of you not familiar, BlackRock is a king of the world, 13 trillion assets under management, investors in every publicly traded company on the planet, including every major tier one AI hyperscaler,right, which they probably have a direct line to.
Frank Curzio 22:04
So, you know, having these people and locking them in this way without having to pay them probably $30 million plus in compensation with an $80 million balance sheet, no debt, uh, and being able to, having to raise money to actually fund this thing. I, I thought this was very creative by you in how you did this. And I understand, you know, that there’s, there’s a lot of a pushback because, you know, there’s a lot behind this.
Frank Curzio 22:25
And I think that’s why I wanted to do an interview with you. People wanted to hear from you because there’s a lot of moving parts here. But when you see the outcome, what I see is someone that’s looking long term, that created a structure to lock in two superstars that could help you raise money tremendously. You have a vehicle now that you’re not going to have to dilute because people don’t understand the cost. They just look, oh, this is how much the revenue generated. So this company should be a $2 billion valuation,
Frank Curzio 22:45
$3 billion valuation, when it actually cost a lot of money to build this stuff, which Oracle found out the hard way. Uh, and that stock got crushed,right? Now they raised the money. I think Oracle’s just screaming by because no, they’re not going to stop spending anytime soon. What we saw the past quarters. And that’s my next question to you. Uh, what are the next steps here? Because I know you’re in the loop. You’re at these conferences.
Frank Curzio 23:04
Everyone that I know, and I cover this sector for many years now, uh, anyone who has megawatts, pretty much more than 25 megawatts plus, uh, they don’t even have to go and seek the hyperscalers. The hyperscalers are seeking them because there’s, there’s a massive energy crisis and they’re in dire need of power. We’re not even modeling for agentic AI.
Frank Curzio 23:22
We’re not modeling, modeling for robots and the amount of energy that we’re going to use. We’re still modeling on large language models, which is much less energy. Uh, how is your conversations going? What can you say about that? You’re a publicly traded company. But to me, doing this model suggests to me that the meetings you’re in, these people are really ready to sign up because we know what happens to your competitors.
Frank Curzio 23:42
When they see a tier one hyperscaler sign up to them, it, it re-rates and the stock absolutely surges because now you have big money behind them. What’s the conversations like if you could talk about and, and, you know, what’s the next step in this growth for you?
Michel Amar 23:56
So, so the consensus and, and I got very, uh, good meetings these next three days, but the consensus is that there’s much more demand today than supply in power infrastructure, 100%. And we have a lot of action.
Michel Amar 24:17
It’s about making theright collocation deal or
Michel Amar 24:24
developing our own GPU as a service, which we should be live in a few weeks from now with our first initial GPU as a service. And that’s a very important step for us because we, uh, we bought the GPUs, the B200, B300 from NVIDIA,
Michel Amar 24:44
bought the servers. They are actually, uh, uh, being tested as we speak. Then they will be, uh, plugged in our infrastructure. And then we can run GPU as a service and start to get revenues. Now,
Michel Amar 25:04
the day we get revenues in AI, we are in business. And, and being in business makes it a big difference from trying to be in business in the AI. And I think that historically, if you look at all the companies that, uh,
Michel Amar 25:24
converted themselves like Apply Digital and, and Iron, when they converted themselves from a story to actually data processing, uh, GPUs, their market cap blew up. And, and, uh,
Michel Amar 25:43
we are very, very close to be a player in the AI and convert all our megawatts to AI. So, so I want to reiterate that the allocation of capital that we have, which is a lot for us historically, but not a lot when you are in the AI business.
Michel Amar 26:05
We have to leverage that capital to be able to develop our core business, which is GPU as a service.
Frank Curzio 26:14
Mm-hmm.
Michel Amar 26:16
Power infrastructure. That’s, that’s what we are. That’s what we want to be. We want to have two streams of revenues: collocation, GPU as a service. And it’s exactly what we are doing now. And of course, we don’t want to be distracted with other types of businesses.
Michel Amar 26:36
However, we don’t want to, uh, not get the opportunity to get upside from other businesses like US Data Center. Like to go back to Hans Vetsberg, I could never motivate him to come into DG Power X. It would cost us too much money.
Frank Curzio 26:53
Mm-hmm.
Michel Amar 26:53
That would be a major mistake for us. But on a new venture, being motivated and having access to institutional money is very important to finance an equipment, a turnkey equipment. So we’re in a very great position.
Michel Amar 27:13
After one year of announcing that pivot, we’re actually starting the pivot. There’s a lot of interest. And I have no doubt that every GPU that we set up in our infrastructure is sold. No doubt.
Michel Amar 27:33
It’s sold. So all we have to do now is to allocate the capital and leverage it the best way and preserving as much as we can dilution and grow the GPU as a service. And that’s our mission for the next five, ten years. Very narrow mission.
Frank Curzio 27:56
We’ve got some questions on, on updates with Alabama. Also, I saw a very favorable article, uh, from, uh, North Carolina. And that’s like your next step,right, of bringing on another 100 megawatts of power. But, uh, you know, the article was very good. It says that, uh, you know, Helen DeBrand, which is North Carolina, updates zoning rules. AI data center proposal moves forward.
Frank Curzio 28:15
And it talks about you. It talks about adding jobs, uh, you know, because North Carolina is a big hub. But, you know, talk about that. Like the trend, like how’s Alabama going? How’s North Carolina going? Because it seems like everything is coming together as well as everything that we talked about so far. But I think we got some questions on that as well.
Michel Amar 28:30
So a couple, uh, couple updates, important updates that happened in the recent weeks. We got the load study, uh, in New York on the power plant of 60 megawatts. And, uh, we waited three years for that. In North Carolina,
Michel Amar 28:49
we got, uh, the zoning, uh, approved. Took us a year to get the zoning so we can have a data center in North Carolina very close to the Google, uh, North Carolina site.
Frank Curzio 29:02
Mm-hmm.
Michel Amar 29:03
Um, so that’s very good, positive news that, that, uh, unleash another 200 megawatts worth of future power. That’s for the pipeline of 28, 29, 30. Uh, Alabama was there, uh, last week. An incredible site. Uh, we just entered into a,
Michel Amar 29:23
uh, um, a contract to buy, uh, an additional 33 acres, very low price, uh, adjusted to our property. So now we have about, uh, 55 acres in Alabama.
Michel Amar 29:44
So we have, it’s a, it’s a beautiful site, Alabama. 55 acres, 70 megawatts. Uh, we’re going to be running next month our first, uh, GPU as a service rental. So we’re very excited about Alabama.
Frank Curzio 30:00
That’s cool.
Michel Amar 30:01
New York, very exciting. We got the 60 megawatt load study back. So now in the, uh, in the gas combined cycle power plant that we own fully, uh, and, and by the way, is worth much more than it used to be two years ago. The power plants,
Michel Amar 30:20
uh, uh, valuation went up dramatically. Okay. We have a 63 megawatt generator combined cycle. It’s, it’s, it’s value at least at a million dollars megawatt. At least. That’s not, that’s, that’s more than that. But on that, on that power plant, we got also 60 megawatts of clean power,
Michel Amar 30:41
hydropower from the grid, granted after three years. Uh, uh, so, so we’re in very good shape in, uh, in, uh, in New York. All our sites, uh, people have accepted our pivot to AI. It’s all a matter of execution now.
Michel Amar 30:57
Focus on execution on converting our megawatt power from Bitcoin to, uh, to AI. Our view is that by 2027, we won’t mine Bitcoin at all. We will be a pure play AI, uh, generating business.
Frank Curzio 31:20
And if that’s the case, will you sell some of the Bitcoin on your balance sheet? I know that’s included in $80 million in cash,right? And Ethereum as well?
Michel Amar 31:26
Yeah. So, so we have, we have about, uh, uh, 155 Bitcoin, I believe, and 1,000 Ethereum. And we’re just going to keep it long term and, and, uh, not worry about it. Uh, and if, if Bitcoin goes up, we have an upside. Um, you know, on the, on the DG Power X,
Michel Amar 31:45
we are still, we are still correlated with a Bitcoin price. Bitcoin goes up, we, we tend to go up. It goes down, we tend to go down. But, uh, I believe long term, it’s still a good digital asset. And we’re just going to set it aside and not worry about it. And we’ll get the upside when it recovers and goes up.
Frank Curzio 32:07
You brought up a good point. We’re trading kind of similar to Bitcoin. When does that change? Is it when you announce a partner? Because you have a lot of catalysts coming up. Because when I look at your company and I compare it to valuations of competitors like Maura, Core Scientific, Riot, CleanSpark, BitDigital, Northern Data Group, again, you know,
Frank Curzio 32:26
looking at these companies, when I see their valuation compared to yours and their balance sheets aren’t as strong as yours, uh, their valuations are at least five times higher than yoursright now. Is that going to change? You see the re-rate after you announce maybe, you know, a tier one customer once you get this going?
Frank Curzio 32:41
And, and, and I guess is that when you feel like you won’t be trading so much as to the Bitcoin price when that’s the transition when you see Bitcoin into the AI data centers?
Michel Amar 32:52
Yes. I believe that as soon as we actually, uh, process data next month and we get AI revenues, we become a different profile.
Frank Curzio 33:05
Mm-hmm.
Michel Amar 33:06
Now we become credible in the AI industry. Then everything trickles down to more business, more revenues. Projections can be more predictable. So, uh, it’s a, it’s a very important, uh, uh, corner of,
Michel Amar 33:26
uh, of DG Power X next month. As soon as we print, then we copy and paste and we grow that business. And, and I really want to assure the shareholders that every dollar is allocated properly in our business.
Frank Curzio 33:44
Mm-hmm.
Michel Amar 33:45
Uh, to, to really, uh, uh, respond to the concerns of shareholders about US Data Center believing that, you know, they are missing out, you know, the, the, uh, uh, the missing, missing out factor. They are not missing out anything.
Michel Amar 34:05
I will not be able to handle both businesses today. GPU as a service and building a data center and launching some equipment and try to sell it to, uh, uh, uh, other parties. I will not be able to do it.
Michel Amar 34:20
So, so by, by, by taking it on a standalone and getting the majority of the shares, I get the upside without jeopardizing our core business, which is developing the data center, processing data, AI. So, so I think we are, we are in a very, very great spot.
Michel Amar 34:43
Uh, we got interest from all the institutions. They’re all waiting on the sideline to, uh, see our execution. So the execution risk goes down to basically zero.
Frank Curzio 34:57
Mm-hmm.
Michel Amar 34:58
And you have to remember that, uh, we’ve been involved with every major institution. And, and they will jump on our company as soon as they see the execution happening. And we are, we are, we are there.
Michel Amar 35:17
It’s, it’s a few weeks away from there.
Michel Amar 35:19
So I’m very confident, uh, to, to respond to your, um, question about how’s the market much more
Michel Amar 35:34
demand than supply in infrastructure.
Frank Curzio 35:38
Mm-hmm.
Michel Amar 35:39
Okay. And, uh, and, uh, so, so I’m not very concerned about utilizing, uh, our existing power assets and convert it to, to AI. I’m more concerned about the capitalization of growing because we have to,
Michel Amar 35:59
uh, uh, be careful about the dilution.
Frank Curzio 36:02
Mm-hmm.
Michel Amar 36:03
I had to dilute, uh, uh, last year in order to get into a certain, uh, balance sheet position that allowed me to function.
Frank Curzio 36:12
Mm-hmm.
Michel Amar 36:13
Now I can function. I can talk to, uh, suppliers. Uh, you know, they look at the balance sheet. They say, “Okay, they have, they have a good balance sheet.” But 50 weeks ago, I could not talk to anyone. We had no cash. We had no market cap. We were, it was, I mean, it’s kind of a miracle to go from 50 weeks ago,
Michel Amar 36:34
80 cents a share, $35 million market cap, to today at $160 million with $80 million cash. It’s, it’s, uh, it’s, it’s really, uh, in my opinion, a, uh, an incredible milestone. And, and we have a story and we are executing.
Frank Curzio 36:52
So, and just to recap what you recently, what you just said, which I found was incredible, you said that you have hyperscalers on the sidelines waiting to jump at this opportunity, which I’m hearing from everyone who owns power, but they’re waiting for the execution part. And you’re telling me in two weeks or a few weeks, you know, we’re there, GPUs as a service. It seems like everything’s about to come together really quickly.
Michel Amar 37:11
So exactly. So to, to be, uh, even more, uh, uh, detailed on the, on the agenda. So we, we, I was in Alabama, as I told you last week, uh, commissioning the, uh, the site. It’s, the site is ready,
Michel Amar 37:30
uh, to receive the, uh, servers and GPUs from NVIDIA and Supermicro. Today, the racks, uh, containing the network, the storage, uh, CDUs, GPUs, memories has been built in Supermicro headquarters.
Michel Amar 37:51
And, um, I got pictures that I will share with, uh, with, uh, you know, at some point in the next update. And these racks, uh, after testing, because you have to test every GPU, uh, three days and make sure that every GPU doesn’t fail. It’s very expensive, as you know.
Frank Curzio 38:10
Mm-hmm.
Michel Amar 38:10
We just, we just invested $20 million in these GPUs. So we want to make sure that every GPU is working. And they will deliver this GPU on site, uh, in the next two weeks. Then there’s a bunch of testing for a week or two.
Michel Amar 38:30
And then we can operate. And, uh, we have a great, uh, relationship with Supermicro and NVIDIA. We have, for any GPU failure, next day replacement. Next, next business day replacement.
Frank Curzio 38:44
Mm-hmm.
Michel Amar 38:45
So, but, but they are testing. It’s, it’s, it’s very well done. Uh, I’m actually, uh, uh, having a, uh, great meeting tomorrow evening with NVIDIA and Supermicro to try to, uh, plan the future, uh, because we plan to be an NCP partner with NVIDIA.
Michel Amar 39:05
And, and for that, we need to have more, uh, GPUs running. And after, when you become an NCP, uh, partner, basically, when a customer buys GPUs from NVIDIA, NVIDIA recommends our site.
Frank Curzio 39:19
Wow.
Michel Amar 39:20
So, so it’s a very, uh, good step. You can, you can search it. You’ll see NCP partners. It’s very important.
Frank Curzio 39:25
Mm-hmm.
Michel Amar 39:26
Uh, so, so we don’t see any issue of growing our GPU as a service. Uh, there’s more demand than supply, specifically on the new, uh, uh, chips, the B300 and the GB300. Uh, but it’s very capital intensive as well.
Michel Amar 39:46
So I have to find theright, um, capital structure to get these GPUs and grow without diluting the company and the shareholders.
Frank Curzio 39:58
I, I, listen, I, I thought this was incredibly creative, what you did. Unbelievably creative. It really was. I mean, you know, I think out there people just look at the GPUs and they look at the megawatts and they want to provide a valuation. But, you know, you have to raise money to do this. It’s capital intensive. And then once you do it, you do itright, you make a shitload of money. But in order to do that, you either have to raise money through bonds.
Frank Curzio 40:17
You have to bring on big partners. It’s hard to get, uh, you know, great people on that are capable of raising capital that have, that have very, very big names, especially at, at, at with a market cap your size. Or you got to dilute the hell out of them and you kind of avoided every single one of these while also giving DGXX shareholders upside to, to this entity if it really starts doing very,
Frank Curzio 40:36
very well where they, they’re going to own, what is it, 55% of it. I, I just thought it was very creative by you because that’s the hardest part that nobody really talks about. And the fact that you did that is very impressive to me. I was into finance for 30 years, uh, and very creative. So, so very, very good job by you. And, and I’m looking forward to seeing what’s going on in the future. And I guess that’s the last question I’m going to have here.
Frank Curzio 40:54
Where do you see your company? You know, you said in 10 years, great. Long term, that’s what you want to see. But where do you see it maybe in the next 18 months or two years? Because it seems to me this is the pivot. This is a transition. This is where everything gets going. You know, so much stuff behind the scenes, a million things. You’re traveling. Every time I speak to you, you’re traveling all the time, which my, you know, uh, Curzio AI members know I have your stock in that recommendation.
Frank Curzio 41:16
Twitter, we don’t report as much. There’s a lot of free people on Twitter. But, uh, what’s the next step for you? Where do you see your company in the next 18 months here? Because it seems like there’s a lot of catalysts that, that could really, that shareholders may be, uh, very happy about.
Michel Amar 41:27
So, so our goal, our goal this year, the next 18 months, our goal is to convert, uh, a part of our, uh, power infrastructure into AI, uh, data processing. Either collocation or GPU as a service. GPU as a service is a much greater revenue. But to give you a,
Michel Amar 41:47
uh, an idea of potential revenues, every megawatt of GPU as a service is about $1.3 million a month revenues.
Frank Curzio 41:59
Mm-hmm.
Michel Amar 42:00
So if we can convert in the next 18 months 100 megawatts, that’s $130 million a month of revenues.
Frank Curzio 42:08
It’s hiding a market capright now. Yeah.
Michel Amar 42:10
So, so, uh, basically, what we expect to happen is that when we execute the initial, uh, AI, then we can formulate projections based on our execution.
Michel Amar 42:29
And then we may be paid for it. We may be compensated for it, okay, through our market cap. Uh, and when our market cap gets larger, then we have access to, uh, uh, creative financing, um, and, and keep on going. But,
Michel Amar 42:47
but, uh, you know, my goal always, my goal always is to try to protect me as a shareholder, the largest shareholder, and, and try to get the most value as possible. You know, I said to myself, it’s been 10 years that I’m in the business, privately and publicly. I’ve been holding on for 10 years.
Michel Amar 43:07
If I can hold on for another three, four years, it’s okay. I, I, I will hold on. But I want a big payback. Okay, not a small one. So, uh, I’ve been very patient. We went through a very hard time, a few times during COVID. And, and we survived. And we always survived for one reason and one reason only. No debts.
Frank Curzio 43:30
Mm-hmm.
Michel Amar 43:30
Okay. When you start to have big debts, uh, there are companies out there that are very, very big, but their debt ratio versus equity is huge. And I don’t know how they’re going to survive, okay? I’m not sure. But we are survivors. And not only we are survivors, we are on theright track to become a player in the AI industry.
Michel Amar 43:51
And I, and I think we are, we are, uh, well positioned. Our balance sheet is great. Uh, I’m, I’m very, I’m very proud of a small team of people that work with us and got to accomplish what we accomplished in the last 52 weeks.
Michel Amar 44:06
Uh, and I think, uh, I hope shareholders appreciate that and they will support me to take us to the next level because now we are going to the next level and everyone should be, uh, happy.
Frank Curzio 44:21
No, that’s great stuff. That’s great stuff. Well, listen, I know how busy you are. I know that you’re travelingright now. Uh, and I really appreciate you coming on. A lot of people looking forward to this interview just to get some more clarity. I think you provided that today. Uh, and I really, really appreciate it. I’m a shareholder. I haven’t sold any shares on this as well. I actually added to my position, uh, on this, on, on the pullback. And now the stock is going back up.
Frank Curzio 44:40
But, uh, I look forward to the future. I look forward to this execution. And, uh, very happy where it is. And thank you so much for coming on. I really appreciate it. It’s got great stuff by Michel. If you have any follow-up questions, let me know. I will say this about Michel. As soon as this happened, I emailed him. And the news, the, the first press release should have been more detailed because I even called him and said, “Hey, you know what?
Frank Curzio 44:59
What’s going on here?” I didn’t think there was dilution in DGXX. They alerted and said that. But I’m like, “What is this new entity?” And when I learned about it, I thought it was absolutely brilliant, as I said in the interview. Uh, and I, I thought it was brilliant because I’m very familiar with Oracle. And, and, and Oracle, that stock went up tremendously. It’s nice getting the orders. But remember, this isn’t, you know, I used to own a phone store.
Frank Curzio 45:18
And if, say, if, if the sanitation department, the police department, and, and the fire department came in and said, “Hey, we’re going to start fixing our phone through you every time we break our screens or whatever. And we want to have all these orders and say this $3 million in orders.” I have to go and buy the parts for like a million dollars, a million and a half dollars, whatever your margins are,right? And whatever your costs are. And then you’re going to make the margins in between that.
Frank Curzio 45:37
And to do that, I would have to raise money. And that’s what he’s doing. He’s finding ways to raise money where he’s not diluting shareholders while also being able to keep, you know, I’ve, I’ve covered a lot of small caps in my life in 30 years. It’s rare when you see, you know, this caliber of people behind him. I mean, Peter Lynch, still a shareholder. Ken Griffin, still a shareholder. Now you got former CEO of Verizon.
Frank Curzio 45:57
Allright. How do you lock that guy in? This is normal with companies. When you have a small company, you can’t afford to pay these guys. But if you have a great enough idea, they’re going to come on board. You give them shares. They become advisors or co-founders. So he spun off this division. No assets. You get 55% of it. If it doesn’t do anything, it’s fine. If it does great, if they start selling, remember, they’re going to be building this stuff and probably selling it back to DGXX at cost.
Frank Curzio 46:17
And then they’re going to make incredible margins selling, uh, all these pods and on-pods to, to, to infrastructure companies,right? And the fact that you have BlackRock and, you know, uh, who’s somewhere on the board from BlackRock. And then you have the former CEO of Verizon on there. Uh, these guys pick up the phone once and they’re raising $10, $20 million like that.
Frank Curzio 46:36
I know because I know a lot of people like that. A lot of people are one subscribers who invest in private, um, in, in private securities and stuff. So seeing what he did here, the explanation could have been better, as you could see from the interview. Uh, look, you know, French, it’s his first language,right? So he doesn’t, you know, with English. So, so the communication part I get.
Frank Curzio 46:56
And maybe he feels, and I see this with a lot of brilliant people because he is absolutely brilliant where they think everybody knows everything. And what our job, especially my job doing this, is my job is to break down biotech companies, break down mining companies, break them down so everyone can understand them because you don’t, and I tell us all the time, the mining companies, please don’t have your geologist going up there. I say it and doing presentation.
Frank Curzio 47:15
I say it to, to biotech companies, please don’t have your science guy going up there because no one’s going to care. They’re going to be so freaking lost. You want someone to just explain it in simple terms. And I felt like we were able to do that today to understand and address a lot of the concerns that, listen, you’re not getting diluted. This is very creative. You’re locking in two great guys, unbelievable talent that could raise a shitload of money for them. And they’re rocking and rollingright now.
Frank Curzio 47:36
It looks like, you know, in the next few weeks, next few months, there’s a lot going on with this company. Once these GPOs come online, I know from covering this industry, anyone that has power, they don’t even have to go to the hyperscales. The hyperscales are going to them because there’s, there’s an energy crisis and they’re in dire need of power,right? They’re so dire in need that, that they’re hiring, uh, they’re going to restart Three Mile Island, which is going to take another five, six years.
Frank Curzio 47:55
And they don’t even know if they’re going to get state, local, federal approval. And not only that, then Microsoft announced that they’re buying energy 20 years after that,right? I mean, that’s how in dire need of power where Oklo, they don’t have scalable technology yet. If they do, the stock definitely is worth its market cap probably more in the billions. But you could see how even the newest innovations where Blue Manager,
Frank Curzio 48:16
we have in a portfolio of 500% on that in our AI portfolio as well. Celestica makes switches, uh, and parts. And we, we locked in gains, uh, in that company for, I believe, 400% plus gains. So, you know, when I see a company like this and I see the news come out and I see it at Twitter, listen, it’s fair game if the stock goes down. The stock goes down. I’m, you know, you’re listening to me and that’s fine.
Frank Curzio 48:36
And, and, you know, you could bitch, you could plain, you could yell. That’s fine. That’s fair game. The pump and dump shit, come on, guys. We got to be a little bit better than that. I mean, I, I haven’t sold shares. Uh, I still own, I added to my position. I came in with the financing at around $265. So, you know, what, a couple of my investors, they gave us $500, $500 grand of that offering, which we took out in like, you know, three, four days.
Frank Curzio 48:56
And I haven’t even converted those shares yet,right? So, so that’s how I, you know, to know where I stand, I’m a long-term shareholder because I really believe in this and because they have the assets. Uh, and I love the fact that he did this where if you look at a mining company, and let me put this perspective for you, you know,right now, wherever you are, I guarantee underneath of you, underneath you,
Frank Curzio 49:14
that there’s mining, there’s copper, there could be gold, it could be silver that’s worth hundreds of millions of dollars. And you’re like, holy shit, looking at that hundreds of millions, they’re not going to tell you it’s going to cost you a billion dollars to get, get it out,right? So, you know, it’s not just looking at the GPUs and what they’re worth. It’s how do we limit those costs? What’s the best way to do it without diluting shareholders? And he’s the biggest shareholder in the company.
Frank Curzio 49:33
So he cares the most about this,right? And, you know, we got some questions about that, about this. Hopefully, we address them. But one of the things I want to address also is voting rights. You have to realize an individual investor, you don’t have voting rights. Okay, it’s all bullshit. It’s hard shit. Okay, whatever you want. And people are like, well, with the voting rights for this new entity, one, it’s a brand new entity you got for free that we’re getting for free. If it does well, it’s great. If they spin it out, yeah, we own it.
Frank Curzio 49:53
You’re going to make even more money on it. And they could raise money, sell infrastructure back to DGXX at a very, very cheap cost, as you know. And these are two separate entities,right? So, and then it could raise money through that, and which is, you know, going to be non-dilutive to DGXX shareholders, which is great. When it comes to voting rights, even if you get to the large cap level, forget about small caps and mid caps.
Frank Curzio 50:13
If you start your own company, what you never want to do is get, get kicked off of your own board,right? So, I mean, even if they give shareholder rights and everything, and I see this all the time because people complain, and it’s meaningless because even if every single one of you as shareholders said, okay, we want change, it’s not going to fucking matter because, one, you’re looking at 45% of the USDC is owned by Insiders,
Frank Curzio 50:34
which are going to vote the same way. And then you have probably 9%, 8%, I think, around there, owned by Michel and his son. So if they’re going to vote as that 55%, if they’re going to vote on that side, it doesn’t matter if all of you choose to vote whatever you want to vote for, a different board member, uh, kick Michel off the board away, it doesn’t matter,right?
Frank Curzio 50:54
And that’s how companies are set up. And that’s the way you’re going to set up your company. So, you know, it’s just the way it is. I, I love when people say, well, we have voting rights. You don’t have fucking rights. Your rights and how do you protect yourself is based on if the CEO is in the same boat that you are. Does he own shares of the company? Is he participating in the financing rounds? If not, if he’s not writing a check, F him, get out of it. And if they’re not doing their job,
Frank Curzio 51:13
then sell the shit out of the stock and get out of it. That’s yourright. But the voting rights and people all over Twitter going, oh, what the voting rights? You don’t have no voting rights. Okay, it’s been 30 years. Believe me, your vote doesn’t matter. It sucks. That’s the way it is. I’m being honest with you. Okay, I’m not bullshitting you. So, so forget about that. Your, the biggest part for you is, is he doing theright thing for his company, for himself, because he’s the biggest shareholder in the company?
Frank Curzio 51:34
And this is, he’s not diluting shareholders. And I think, you know, seeing this pushback, I get it. We’re only up about halfway from when to pull back because everyone’s like, okay, let’s wait and see. And I’m still nervous. Well, that’s fine. Well, let’s wait and see over the next couple of weeks if he follows through. If he does, this thing could really take off. But once they announce a partnership or a tier one guy, these stocks, as you guys know,
Frank Curzio 51:52
many of you cover this industry, especially on Twitter, this thing’s absolutely going to take off. Okay, it rerates probably well over $5, much, much more than that, depending on the deal, because now they’re in a different class. Like he says, market cap goes higher. You can get more creative with the financing. It’s not as dilutive. You have money coming in that’s going to be guaranteed by tier one,
Frank Curzio 52:11
uh, you know, again, if you’re looking at, at, uh, Google, Microsoft, Amazon, whoever, CoreWeave, uh, Tether, you’re seeing any of the, any of these customers come in, they’re going to be writing a very big check. And they have, you know, the deepest pockets in the world, as we all know, and they’re in dire need of this energy. They’re in dire need of it in order to build their AI models,
Frank Curzio 52:32
to go into agentic, to go into robotics and stuff like that, which we’re not even talking about the robotics part and how much energy that we’re going to need for that. And they’re lined up to whoever. I mean, they’re on the sidelines waiting, hey, if these guys can execute, we’re signing a check and we’re going to lock in. We’re going to take all his megawatts from themright away because we need them. So, uh, you know, they’re sitting there with those assets.
Frank Curzio 52:53
Uh, he’s working his ass off. Every time I call him, he’s overseas. He’s going here. He’s going there. He’s talking to, to a bunch of people within the industry. And, uh, I really like this news. I get it. I understand. Uh, one thing I would say, if you, if you, when I saw the comments, again, I was first pissed, but people, again, you know, you tag in the SEC,
Frank Curzio 53:12
like, like, like, really, like a 20% move in the stock. I’m going to ruin my 30-year career,right? And short the stockright the day before that I put out something positive on it,right? Which I thought was funny. Uh, just, you know, it was a coincidence. But, uh, one is the people that are going crazy, if you go in that crazy, it means you own too much of this stock. It’s still a $2 stock,right? $250.
Frank Curzio 53:31
They have to execute. There’s tons of freaking risk. It’s a reason why it’s $2. The reason why it has a $125 million market cap. You got to be very careful. Uh, and, you know, maybe sell some of it when it does go higher. But if you have too much into it where you’re that emotional and Curzio’s an asshole, this and that again, if the stock goes down, it’s fair game. I’m the asshole. I find, I get it,right?
Frank Curzio 53:51
And don’t follow me. And I know that most of the people you followed over your career, fuck you. I get it. You know, it spacks and this is going to be the greatest thing ever. And, you know, Wall Street, Wall Street’s job is to, to lie to the retail investor community to get them to buy so they could sell. They want the retail, the retail community creates the liquidity for the insiders on Wall Street to get the hell out.
Frank Curzio 54:11
And you’re going to get it last,right? That’s what it is when working on Wall Street. So I know never trust anyone. Always do your research. Do everything you have to do. It’s the most important thing, even me. But, you know, again, to say thatright away without knowing the facts and knowing it and just taking this newsrightly so, I see that it wasn’t really explained well. But to go that far for some of you,
Frank Curzio 54:30
and again, that’s not any of my subscribers. I reported to themright away. Uh, just let you know, Michel, I emailed them. I said, hey, what the hell’s going on with this? He talked to me like three or four times over the weekend and said he’s going to issue a press release and everything. And I said, great. I said, you know, because, you know, shareholders, you know, you don’t want to screw shareholders. These guys are gone. They’re gone. These guys are diehards. They’re posting on Twitter every day about you guys,
Frank Curzio 54:49
waiting, waiting, waiting, waiting for all these catalysts to come to fruition. You know, these are your diehards. Andright away he said, listen, I’m at a conference. I’ll separate from the conference. Uh, a couple of people came up to him during that interview, which we edited, which he had to stop because they didn’t know he was doing interviews. So, you know, just really good stuff for him. If you have any other questions, again, feel free, you know, on Twitter, I’ll answer what I can.
Frank Curzio 55:08
Again, for Twitter followers, if you really want all the information, everything that I offer for all these AI picks, which we’re doing a fantastic job in AI newsletter, we’re kicking ass, which I love, you know. So, uh, and we always highlight our losers. If we have losers and stuff, I’m not just talking about the winners, but the AI newsletter has been doing absolutely fantastic since we launched this thing several years ago. Big, big winners. But that’s where, you know,
Frank Curzio 55:26
for people that are paying for our services, that’s what you get, you should pay for. Uh, if you get on Twitter, you’re like, yeah, I haven’t talked about this for two months. Sorry, I’m not the free guy that’s just going to hand out shit. I like my time. I’d rather hang out with my daughter than give away free information all fucking day. That’s just me. But maybe a lot of people on Twitter like that stuff. I do like to share with people. I do like to share with my followers just to show them and saying, hey, this is what we do. And if you want more, then subscribe to my services,right?
Frank Curzio 55:47
I deserve to get paid for that since I’ve been doing it for 30 years, finding these stocks. And that’s why my subscriber list isn’t pissed because they’re in at a dollar and change where a lot of people are buying this at four, five, six dollars. And, you know, as we’re highlighting this and doing interviews with Michel at the stock higher price and stuff like that, we just want them to know what the next step is. And, you know, a Wall Street Unplugged podcast is for free, which I’ve been doing for 15 years.
Frank Curzio 56:07
But to suggest I throw all that away for a 20% decline in the stock and post it, you know, something positive and the next day this is going to come out. I mean, come on, guys. You guys are better than that. Just if you’re that emotional about the stock, again, I’ve been there and done that. I’m not saying it’s like I’m some kind of genius because I lost money. I got fucked by Wall Street. I’ve been there. I’ve done that. That’s why I do it. That’s why I do this now.
Frank Curzio 56:26
I don’t have to do this. I could retire. I have enough money to retire. I don’t have to do this ever again. I enjoy this. I enjoy helping people. And I get when people are pissed off. And if I’m losing your money, you have theright to be pissed off. But don’t ever suggest that I’m not on your side because I am on your side because there’s not a lot of people out there that are. And that’s why we have a big following, why traffic is increasing across our platforms, why we’re increasing our subscriptions,
Frank Curzio 56:46
uh, and revenue at, at, at Curzio Research very, very fast is because, you know, people don’t do theright thing. We always do theright thing. And theright thing was to do this free interview and take my time to do it to give that information to you guys. So hopefully you appreciate it. If not, that’s okay. But questions and comments, hey, go on Twitter. I’m on there. Uh, but most of our good stuff is always going to be for our paid subscribers because that’s the way it is.
Frank Curzio 57:06
And that’s the way, hey, you should always treat your business. Okay, so I’ll put back to you guys soon.
Any questions, comments, again, feel free to email frank@curzioresearch.com. Take care.
Announcer 57:16
Wall Street Unplugged is produced by Curzio Research, one of the most respected financial media companies in the industry. The information presented on Wall Street Unplugged is the opinion of its host and guests. You should not base your investment decisions solely on this broadcast. Remember, it’s your money, and your responsibility.



















