Big Digital Energy (NASDAQ: BGDE) @BigDigital

Set your reminders for our livestreamed panel on September 14th 👇 $BGDE

OG Advisory Group @OGAdvisors

4 weeks ago

$BGDE is in the room. @bigdigitalnrg joins OG After Dark NYC, bringing its focus on power-ready digital infrastructure for AI/HPC and digital assets colocation. Sept 14 · 6–10 PM ET · @PubKey NYC. Watch live on X. Set your reminder -> x.com/i/broadcasts/1…

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$BGDE Q2 2026 results update Big Digital Energy has reported financial results for the second quarter ended June 30, 2026. Highlights from the quarter included: ✔️ Revenue of $6.2M, up 28% QoQ ✔️ ~129 MW of energized capacity ✔️ ~75 MW in the process of being deployed under the Six Thirty AI agreement ✔️ Cleburne site acquired; Hood County closed via 50/50 JV with 10NetZero ✔️ Nasdaq stockholders' equity compliance regained ✔️ LOI entered with Tensor IQ to advance the planned 17 MW AI/HPC campus Read more: bigdigital.energy/news-media/pre…

@ShawarmaCapital 🤝

bigdigital.energy/news-media/pre…

$BGDE Load House campus update Texas Load House, has entered into a strategic LOI with Tensor IQ establishing a framework to develop and commercialize up to 17 MW of AI/HPC capacity. ✔️ Up to 17 MW of gross power capacity planned for Tensor IQ ✔️ Initial deployment planned for 7,748 NVIDIA B300 GPUs ✔️ Infrastructure designed for AI training and inference ✔️ Targeted to be in service by Q2 2027 Subject to definitive agreements and full utilization, the LOI’s indicative terms represent ~$546M of power-lease-related revenue to TLH over the initial 15-year term, with the potential to reach approximately $1.07B over 25 years if both extension options are exercised. This represents another important step in moving our Texas Load House project from site development toward an operating AI infrastructure campus Read more: bigdigital.energy/news-media/pre…

The AI buildout has a power problem and these 5 small cap names already have (or are securing) the one thing hyperscalers need most. ⚡️ While mega caps dominate headlines, a handful of under $500M market cap companies with existing power assets, operating data centers, or advanced pipelines are quietly positioning for AI/HPC colocation and hosting demand. This idea to compare came after seeing @Invst_Informant post about sub $500M market cap AI stocks under the larger market’s radar. I broke down five emerging plays in a detailed side by side comparison (financials, power positions, AI execution status, risks, and timelines): $DGXX $SLNH $NUAI $VIP $BGDE These stories sit at the exact intersection of the energy transition and AI infrastructure supercycle. Different stages of execution, different risk profiles but all centered on power as the ultimate bottleneck and moat. @DigipowerX @SolunaHoldings @NUAI_IR @vulcan_infrapwr @BigDigital Full deep dive (including latest quarterly snapshots, key risks, and execution details) 👇

Earnest Hamilton @FinancialErnie

2 months ago

x.com/i/article/2081…

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@Onedayyourise @kilgore_joshua 🤝

Quite a few sub $500M and sub $100M AI power developers that the market does not have on their radar yet with larger operating power footprints that market is giving them credit for $NUAI $SLNH $BGDE $ANY

Was that the flush? The Fed held rates steady. Korea’s margin and leveraged ETF unwind became a clear pressure point in global risk this week. Iran and oil volatility stayed in focus. Reports of major fund deleveraging added to the sense that forced selling may have finally run its course. Now this morning, the OG Market Desk heatmap is lighting up. Bitcoin Miners, BTC Treasury, Digital Asset Infrastructure, AI/HPC, AI Infrastructure, the Magnificent 7, Bitcoin Preferred Equities, and Digital Asset ETFs are broadly green. A few notable moves: AI/HPC: $SHAZ +28.5%, $KEEL +27.7%, $NBIS +26.9%, $CIFR +25.8%, $IREN +25.5% BTC Miners Pivoting to AI/HPC: $BTDR +18.2%, $MARA +17.9%, $FUFU +12.3%, $BGDE +12.2% (The Market Desk category says Bitcoin Miners, but the space is no longer one size fits all. Many of these names are now being valued through a broader power, data center, and infrastructure lens) AI Infrastructure: $AMD +12.4%, $INTC +11.6%, $MRVL +10.4% Mag 7: $MSFT +14.1% $AMZN +4.5% Digital Asset ETFs: $WGMI +19.4%, $NODE +11.0%, $DAPP +9.8% Maybe the bottom was yesterday. Maybe this is just a relief rally. But when leverage clears, macro stabilizes, and the highest beta parts of Bitcoin, HPC, compute, and digital asset infrastructure all move together, it is worth paying attention. At OG Market Desk, we track these shifts in real time across sentiment, price action, and narrative formation for Bitcoin, AI, HPC, and Digital Asset Infrastructure. Most people see the chart after the move happens. The edge is seeing when the pressure starts to break. ogmarketdesk.com

$BGDE This will be a long post. For that I do apologize. Today is the 115th day of leading the charge for Big Digital Energy. To sum it up, it has been an experience. Perhaps the most fun I have had in business, and I've had my fair share. I get asked all the time: who are you, where did you come from, what's your experience in this industry, and where are you really taking this company? I think it's time to share some of my personal story with you. For those of you who have invested your hard-earned dollars with us, and to those who are considering it, I owe you that much. My name is Joshua Kilgore, and today is my 45th birthday. Born in Tennessee, I grew up in the Mid-West, living in TN, IL, OH, and KY before I ultimately landed in Wayzata, MN at the age of 11. I grew up in a traditional middle-class family with parents who loved me (still do, I'm told 🤣) and two younger sisters. Like a lot of children, I lived in a bubble. Carefree, with no worries other than the anticipation of my next soccer game and learning how to play hockey with kids who started on ice skates at birth. That ended shortly. The summer I turned 12, my parents informed us they were divorcing…bubble burst. Life was going to change in a major way. Two households to pay for, attorneys working hard for those billable hours, and family infighting that I didn't know could exist started to set the tone for what the next decade would bring. A year later, my father made the decision to move to Arkansas, where he and my mother were from, for a fresh start. I had the opportunity multiple times to join him, but I was torn between moving and leaving my mother and two younger sisters 800 miles north, so I stayed. I don't regret that decision because while there were hardships, there were good times, good friends, and opportunities which presented that I learned to take control of. In high school I was introduced to a corporate attorney in the area who recruited hockey players for Amherst College, his alma mater, when he wasn't putting deals together. I was no academic, and by that time the only hockey I played was pick-up games, but I had impressed him with my demeanor and work ethic. He hired me to work at his estate and then recommended me to work for the Carlson family on their estate, where the star hockey recruits would typically be given summer jobs between semesters. The Carlson Estate was another world to me. I had never seen homes so grand, personal fleets of boats, or Ferraris up close. Literally up close, as one of my duties was to keep them all detailed. The opportunity and experience opened my mind and created a drive in me that didn't previously exist. I didn't want to be poor anymore. I didn't want to buy secondhand clothes or have to worry about putting gas in the tank. Curt Carlson founded the Gold Bond Stamp Company and turned that endeavor into the Carlson Companies. He started from nothing and built a multi-billion-dollar empire that he passed to his children. Anything was now possible. I needed to figure out a way to create something for myself. A few years later, during my time at the University of Minnesota, I went to Arkansas to visit my father. He and my uncle encouraged me to transfer to the University of Arkansas and join them in skilled nursing, which was their business. It was an industry I never wanted to be a part of, but the idea that I could work my way into ownership sealed the deal, and I committed. In January 2003, I made the move with my fiancée (now my wife) and took the plunge. Unfortunately, six months after I made the move, my father and uncle's relationship hit a wall and they decided to part ways. The deal I had agreed to changed overnight, and I was out of a job. My father was able to secure a single location out of the deal, but it wasn't big enough for the two of us to live comfortably, so we set a path to work towards expanding operations. After some time we were able to secure a second location, which then turned into a third, fourth, and fifth. I began to experiment with business outside of our partnership and added two locations of my own in a new state, as well as an interest in a group that provided dental services to skilled patients who otherwise were not able to receive them. My place as an entrepreneur was sealed. With that came some real tests. Skilled nursing is a very intense industry where a hundred things can go wrong even while you're doing everything right. I also learned what having partners that don't have the same level of commitment and ethics can do to an operation. I walked away from the dental services company because I caught my partner being unethical in another branch of the company, only to get sued by him after moving to another partnership and starting over. It was a trying experience, but I came out victorious and learned invaluable lessons from that ordeal about how to fight, how to defend, and why it's so important to always do the right thing, even when it's not the easy thing. ExcelHealth Group was born from that experience and today is one of the largest providers in our industry. My partner, our CEO, has been instrumental in both building our team and making sure we always show up and do the right thing. Again, even when it's not easy. The payoff from doing the right thing? ExcelHealth has the opportunity to be a billion-dollar market cap company in the years ahead. Continuing to execute will be paramount. By 2015, I had created a large enough position and was able to buy my father out and let him enjoy retirement. I rebranded, rebuilt, and set my eyes on forward growth. In 2018, after having several peers in the industry approach me about a buyout, I decided to lease out all of my properties and focus on building a true portfolio, REIT style. In 2020, when COVID was taking over the world and crushing our industry, I made my first move in the State of Texas, buying my first location and backing two young operators who had the work ethic and discipline I could put real money behind. That started a snowball effect, and over the next four years I put together a number of large transactions that brought my ownership to 27 locations across three states with a strong diversity of operating tenants. The value of what we put together was so great that in the summer of 2025 I started getting offers for the portfolio. The money was there, the time was right, and I had other interests that I thought I could leverage into that would continue to accelerate. All in, over $400M worth of deals I had put together were sold in three tranches, and that allowed me to take the plunge into powered land assets. I had been participating in the Bitcoin mining space with my partners Phil Stanley and Cody Smith since 2021 with one-off projects, but as we each had liquidity events to deal with and a tax burden to solve for, we decided to form an official partnership and created Big Digital Energy, LLC (now renamed Six Thirty AI, LLC since we gave our fun name to the pubco) in the summer of 2025. The thesis was simple. We believed powered land was undervalued, Bitcoin mining misunderstood and underappreciated, and that pulling together both our expertise and liquidity would allow us to quickly build a portfolio we could further build on with the AI race squarely in front of us. In less than six months we put together a collection of sites that many PubCos in the space today still can't compete with. Phil, Cody, and I have always been equities and options guys. I have been trading for over 20 years. In November 2025, when Mawson announced their 20:1 reverse split, the stock tanked and stood out on my watch list. I ran some quick numbers and discovered the company was trading for less than $100K per MW they controlled, at the same time we were developing locations for $300-500K per megawatt. It was a value buy, and I was in. I rang Phil and Cody and pitched it to them. They didn't disagree. Over the next few days, as the stock continued to fall, I continued to buy. At some point along the way, Cody reached out and said, "Josh, I think you might have to file your position with the SEC." Having been in private business for as long as I had, I was honestly not aware of the thresholds because it was never a factor in my other investing. At that time, we decided to reach out to the company as substantial shareholders because they were obviously struggling to maintain the business and we were quite good at it. Over the course of the following three weeks, we tried every way we could think of to touch base with executive leadership, the Board, employees, etc., and they simply refused to talk to us. If we are anything, we are "Persistent," and finally, after dozens of emails, DMs, texts, etc., Mawson agreed to have a call with us on Christmas Eve morning. The first conversation included GC Kaliste Saloom and CFO Bill Regan, as well as one of their outside advisors. It went great, and those communications continued through the holidays. Noticeably absent was the Board, as they still refused to entertain a call, which led to Kaliste calling me on January 7th ahead of their next Board meeting, which was the following day. Kaliste asked if we could put our ideas to help the company in black and white so he could present them to the Board in an effort to get them to open up to a conversation. At his request, we put together a bullet-point list of ideas. The document was labeled a draft, for discussion purposes only, and contained a number of bullet points summarizing different ideas we had discussed about how to work with them and possibly fund them out of some of the issues. We felt pretty good about it, but Mawson went silent and never responded. A couple of weeks later, a lawsuit arrived alleging we failed to file with the SEC correctly, that we didn't disclose our true intent to take them over (false), that we should not have been allowed to buy the shares we had, AND that we had made an offer for the Company that we did not disclose to the market (also false). We were admittedly blown away by the allegations considering the quality of the conversations we had with Kaliste, but now understood what we were really dealing with. A Board so focused on litigation they couldn't do good business if it was brought to them on a silver platter. Twenty years of litigation experience and a recent win against two attorneys general gave me the mental fortitude and confidence that this was not something to be afraid of. We needed to prove them wrong and usher them out. After two months of litigation, we won on a Motion for Summary Judgment. Mawson had no claim, no case. They had crossed the line, and it was time to remove them from an industry they really didn't belong in. During the suit, we had investors from around the world reach out to us in support of our actions, encouraging us to make a move and fix this company. We hired Olshan to represent us in a proxy fight to remove the Board. As we were gearing up to collect shareholder votes via the proxy solicitation process, the Board finally wised up and decided to walk away and save face. They agreed to vote Phil and Cody, as well as three independents, onto the new Board, but refused to vote me on out of spite. I was made aware of this just days before this transition was to take place. I laughed it off and let them have their emotional win, knowing the trust I had in my partners. As a parting gift, the market told the former board what it really thought about their leadership and sold the stock down to $1.70 on their last trading day at the helm, Friday, April 3, 2026. We took control the following Monday, April 6th, and never looked back. That is the true story of how we actually got here. Fast forward: we have now been at the helm for 115 days. In my personal view, our team has accomplished so much, and always with the best interests of the Company and Shareholders in mind. I think very few people can really understand and appreciate the task we took on and what we have given up for the good of the Company, noting, of course, that as the largest shareholders we have the most to win and lose from our decisions. To those of you still reading, I want to say thank you. Thank you for your time, your trust, and your confidence in this team. I am not a one-man show. I could not do this without the incredible people around me. That has been true in all of my endeavors. My goal is to always be the dumbest guy in the room, and to date, I have always hit that goal. My name is Joshua Kilgore. I am 45. I am a Son, a Husband, and a Father to two amazing children and one black lab (she's adopted but we don't tell her 😉). I'm also a Serial Entrepreneur. I am the Executive Chairman of Big Digital Energy, Inc. I am a proud partner in Six Thirty AI, LLC. I am the Founder and Principal of Endeavor Blockchain, LLC. I am a seed investor and Board member of Corley Energy, LLC. I am Founder and Principal of Kilgore Property Management, LLC. I am Co-Founder and Managing Partner of ExcelHealth Group, LLC. There is so much more ahead. I look forward to experiencing the journey with you all. Thank you again for your continued support. We will not let you down. Big Digital Energy things ahead! @speednotcomfort @trading_chi @lisa_hough_ @SludgeLLC @krdavis1210 @KyleDanges

@stock_duty 🤝

@Onedayyourise Thank you for your support.

@NTRS_ZIB 🤝

@trading_chi 🤝🔥

We are firing on all cylinders over here!👇👇

Big Digital Energy (NASDAQ: BGDE) @BigDigital

2 months ago

An important milestone in building Big Digital’s AI infrastructure platform. The Hood County acquisition is now complete. Hood County ✔️ 17 MW operational today ✔️ Expected phased expansion to as much as 111 MW of grid capacity, subject to ERCOT validation ✔️ Existing natural

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@petromundo1 @denverbitcoin @parkeralewis @bitentrepreneur @MartyBent 🤝

@Invst_Informant 🤝

An important milestone in building Big Digital’s AI infrastructure platform. The Hood County acquisition is now complete. Hood County ✔️ 17 MW operational today ✔️ Expected phased expansion to as much as 111 MW of grid capacity, subject to ERCOT validation ✔️ Existing natural gas infrastructure provides the potential for behind-the-meter generation, supporting a total buildout of up to 300 MW The acquisition marks an important milestone as Big Digital and 10NetZero advance site planning, engineering, customer engagement, and development activities for the proposed datacenter campus. Read more: globenewswire.com/news-release/2… $BGDE

@4heavenseek @growthrapidly 🤝

@McnallieM 🤝