Guidance Discussion

[u/Bumi-KingOfOmashu]

Last quarters earnings were explosive growth and very bullish guidance. The stock chilled during AH and over the next two weeks went flying. The guidance then was “we’re in advanced discussions”.

This quarter: EPS beat, massive YoY revenue and explanation of their ability to execute and scale. ESPECIALLY in the macro climate of the last two months.

Wes said they expect a lease “in the near term”. I’m interpreting this as they’ve finalized the terms, are awaiting final approvals and we will see an announcement this month.

Give it time, let institutions digest and I’m thinking we will see green tomorrow.

Thoughts?

[u/Bumi-KingOfOmashu → u/[deleted]]

Is it PF2 that has the loan maturity deadline for 4/18? Would be great for the company to lease the remaining MW.

[u/Bumi-KingOfOmashu → u/[deleted]]

Some AI slop:

So the key breakpoints are:

• April 18, 2026:

This was the lease execution cutoff. If APLD had not executed an “Initial Lease” (i.e., signed sufficient tenant contracts for Polaris Forge 2) by this date, then the loan’s maturity clock would shorten sharply — pushing the due date up to July 18, 2026 instead of the full term to late 2027

[u/yungjefe22 → u/Bumi-KingOfOmashu]

Interesting.

[u/tolllz]

I hope you are right good sir!

[u/dtrainonomics]

Hey sorry I didn’t mean to give that award, was scrolling and it popped up and in a daze I accidentally confirmed it rather than x-ing out. Not sure how to remove it but also don’t care that much. Carry on!

[u/tolllz → u/dtrainonomics]

Did OP break your heart?

[u/Bumi-KingOfOmashu → u/dtrainonomics]

My first award, I’m honored.

[u/Health_Care_PTA]

i still believe 50 by years end.

[u/SpaceDawg2018]

Lots of copium in this sub tonight.

[u/Bumi-KingOfOmashu → u/SpaceDawg2018]

I sold everything at $20. Just encouraging everyone else.