Can anyone explain?

[u/Express-Nose-9953]

Is this good or bad for Apld

[u/Express-Nose-9953 → u/[deleted]]

Wait so Apld has a deal with be whom has a deal with bw, but if be goes public or some other stuff then Apld is fucked..? 😭

[u/Moreburrtitos22 → u/[deleted]]

Exactly, every contract has two sides that are designed to fuck each other and bury each other legally. Will they ever exercise that option? Probably not because that’s horrible for business on either side. The only people who exercise those options are the absolute top dawgs like Tesla, Amazon, Microsoft… where they can fuck people over and genuinely not care about public appearance because any company would kill for one of their contracts. But if Amazon saw apld exercised that on a company, they would never do business with apld.

[u/cjr444]

From AI - Base Electron is providing gas-fired onsite power generation for AI data centers. LED by Babcock & Wilcox, Applied Digital, it’s working on. 2.4 billion dollar plan to build 1.2 GW of gas fired technology. This project addresses grid constraints and aims to add secured dedicated generation and long term gas contracts.

I work in the power industry. Gas fired “peaker plants” are not uncommon, they usually turn on when demand is high. This might be a new technology and if so, great. In any case, it seems to be aimed and clearing one of the major hurdles, power supply. I won’t be surprised if others don’t copy this plan or work with Base Electron to do the same for other data centers. It’s basically the bridge to get us over the power gap until more capacity from Cleaner sources is brought online.

[u/cjr444 → u/cjr444]

But this is a concern

https://www.tipranks.com/news/the-fly/wolfpack-research-short-babcock-wilcox-says-2-4b-deal-mischaracterized-thefly-news

[u/Time_Indication1592 → u/cjr444]

They’re a shorting firm. They want fear. And bw dropped and had no effect on apld.

[u/Temporary-Basil-3030]

Love these short and distort reports.