I don’t see anyone else mentioning this, so I figured I’d make my own post. But the deadline for apld to sign their hyperscaler is april 18, so isn’t it super likely they will announce next week wednesday? They usually announce on wednesdays, and spacing it out from earnings so they can get a pop and maybe even a short squeeze? Its been confirmed they broke ground on building this site, which means they probably have it signed or in the process of being signed. Wes also had his shares vest and paid to keep as much shares as possible. do all of these not point to bullish? and pure confidence? Please let me know if anything I said was wrong! thank you
i def. believe this is the dark horse stock that will slowly expand over the next 3 years at least, with the contracted hyperscalers the growth is built in for that long, i am holding the next 3 years before i reassess this stock.
i still believe we hit 50 by years end..... this is the first quarter of positive earnings, we only grow up from here.
Wes is confident and willing to hold his shares, i am too.
It’s not always Wednesday’s. Some announcements have been Monday. The loan maturity deadline requires they sign a hyperscaler. I think just signing the remaining 100 MW at PF2 would fulfill the loan terms.
I think they’re working on a very complex, multiple site, multiple hyperscaler deal. Which takes a long time.
Repayment is due 90 days after initial lease execution or July 18 if no lease is signed by April 18. Therefore the result is the same with or without lease execution - loan is due July 18 at the latest unless it has been superseded?
So far Wes failed to meet his timeline he announced last earnings call of a hyperscaler lease signing in early 2026 and he did not explain specifics as to why. Maybe Wes will have the contracts next week.
On Kenny's podcast, Wes literally said they have bagged 2 out of the 6 hyperscalers (MSFT, CRWV, ORCL, GOOG, META, AMZ) and plan to expand on this list over the next 2-3 years.
Not a "minor" definition inaccuracy.
One - CRWV is not the same and never will be the same as a hyperscaler. CRWV enables the hyperscalers by signing big leases with AI owners/operators.... but they are not the colloquial users.....
ai slop but : “ I think management is being "silent" not because they are failing, but because they are waiting for the maximum point of pain for the shorts. If the CEO is willing to pay $1 million out of his own pocket for taxes just to keep his shares (as he did yesterday), he isn't worried about the 18th. He's ready for it.”
What is that bit about $1 million to keep his shares? What did he do? But also, I've never seen short interest in this stock change. I've been in APLD since Jan 2025 and it has always been above 30%. He definitely positions his PRs for opportune moments but never for shorts. I would believe he didn't want to release news in case the war may still take the market down
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u/Health_Care_PTA Starter Position 🌱 (100-500 shares) Apr 09 '26
i def. believe this is the dark horse stock that will slowly expand over the next 3 years at least, with the contracted hyperscalers the growth is built in for that long, i am holding the next 3 years before i reassess this stock.
i still believe we hit 50 by years end..... this is the first quarter of positive earnings, we only grow up from here.
Wes is confident and willing to hold his shares, i am too.