Added to YB: 2026-06-22
Pitch date: 2026-06-18
BGDE [bullish]
Big Digital Energy, Inc.
Author Info
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Company Info
Big Digital Energy, Inc., a technology company, designs, develops, and operates digital infrastructure platforms in the United States.
Market Cap
$34.6M
Pitch Price
N/A
Price Target
18.00 (+116%)
Dividend
N/A
EV/EBITDA
-3.49
P/E
-0.60
EV/Sales
2.00
Sector
Software
Category
turnaround
129 Megawatts at a Dead-Miner Price, and the Insiders Are Loading - $BGDE
BGDE: Ex-miner (Mawson) now power-first op w/ 129MW grid-connected PJM capacity at ~$0.3-0.5M/MW vs peers' $11-30M/MW. Fixed power ~$42/MWh vs $79 PJM spot. 2025 rev $38-40M (colo $26M, energy mgmt $11.8M +56%). Activist Endeavor seized board, bought $6M+ stock $4-8, zero sells, 29% owned. NAV ~$75M (2x book). Base case $18, bull $55 on first AI offtake, moonshot $150+ vs ~$7. Risks: Dec'26 power reprice, $26.5M near-term loans/going-concern, dilution, no AI deal yet, related-party structure.
Read full article (8 min)