"Continuing to share my thoughts on this $AGPU project. If you're interested, keep an eye on it: 1. Axe Compute shifted from the pharmaceutical sector to the computing power services sector. Previously, it rebounded nearly 10x from the bottom. 2. Currently, it's in a transition phase. You can't see any solidified profits in the financial reports yet, but according to the 8-K filings released by the company, profits will be reflected in future reports. This requires close monitoring. 3. After the transition, the project’s model is more aligned with CoreWeave’s Neocloud model. This type of Neocloud expands by continuously using bonds and equity financing to stockpile GPUs, which are then rented out to major companies like Google to meet their capacity needs. Ultimately, the GPU assets belong to the Neocloud. 4. Axe Compute’s biggest innovation is adopting the DAT model, which involves purchasing a large amount of $ATH tokens to provide more flexible computing power services. It uses Aethir’s distributed GPU solution at its core. On one hand, this allows computing power to go online faster, and on the other, the purchased GPUs can be immediately deployed to the Aethir network for GPU mining of $ATH tokens. 5. Based on the 8-K filings disclosed so far, Axe Compute has secured contracts worth a total of $3 billion, far exceeding the full-year 2026 plan at the time. If calculated based on ARR, the estimated ARR for 2026 could reach nearly $700 million, while the current $AGPU market cap is less than $100 million. 6. Previously, Axe Compute submitted a $1 billion shelf registration for financing, which was approved by the SEC. This is essentially to prepare for future financing to expand GPU purchases. However, the CEO mentioned they would try to avoid using this method since the current contracts include prepayments. 7. I initially thought this was a very niche project, but seeing that Yihua Li is also paying attention, the market buzz will likely increase gradually. 8. As for the stock performance, I think there’s a high degree of manipulation right now. After all, it’s a small-cap stock. If you’ve been following my tweets, you’d know that the stock price surged pre-market after landing a big contract, only to be halved after the market opened. The usual trading volume is less than 2 million, but during high volatility, it exceeds 10 million, indicating a high likelihood of active price manipulation. But there are also a lot of pump-and-dump schemes going on." #AGPU #AxeCompute #Neocloud #GPU #ATH #Crypto #Investing