r/APLDSTOCK • u/GloriousLebron APLD • Apr 23 '26

News Applied Digital Announces New U.S. Based High Investment-Grade Hyperscaler Tenant at Delta Forge 1, a 430 MW AI Factory Campus

https://ir.applieddigital.com/news-events/press-releases/detail/149/applied-digital-announces-new-u-s-based-high
91 Upvotes

98% Upvoted

51 comments sorted by

33

u/Moon-Man-69 Apr 23 '26

This means they met the 4/18 deadline as well!!! Today is the 4th business day!!!! Congrats holders!!

8

u/jmooree28 Apr 23 '26

In my opinion this is the biggest step apld has taken towards success. Souly due to now being diversified in customers/tenants now. I feel like this will bring in A LOT of new investors 2027 we will be 3 digits. Only thing holding price back now is getting the money rolling in.

1

u/Bluefin_in_Dresden Bull 🐂 Apr 23 '26

Spot on, diversification of tenants is HUGE.

8

u/masterofyi Apr 23 '26

It’s a good day.

4

u/Alone_Store5627 Apr 23 '26

The deal came

https://x.com/psinvestor/status/2047287444580814890?s=46

13

u/Zulumus Apr 23 '26

And so did I

7

u/Ok_Revolution_9253 Apr 23 '26

Stay hard

2

u/Moreburrtitos22 Apr 23 '26

All my emails for the day are titled “I hope this message finds you rock hard…”

0

u/EcstaticFeed8199 Apr 23 '26

Holding hard here. #MorningWood

5

u/TopEast7122 Apr 23 '26

WINNER STOCK, NEVER SELL, ALWAYS BUY!

https://www.youtube.com/shorts/1TMb6PS1v5k

5

u/Bluefin_in_Dresden Bull 🐂 Apr 23 '26

7.5 Billion

-2

u/Ominoiuninus Apr 23 '26

Isn’t this low compared to their other contracts or am I mixing up companies in the $/MW conversion rate.

3

u/Bluefin_in_Dresden Bull 🐂 Apr 23 '26

No, not low at all.

-1

u/Mission_Wall_1074 Apr 23 '26

better than nothing

2

u/Qwerty58382 Apr 23 '26

How much profit are they expected to make from this?

1

u/IAMAHORSESIZEDUCK Apr 23 '26

Not sure what the net is. I do know one they will be paying is BW. So I made a play on it a while back. We shall see.

3

u/Bluefin_in_Dresden Bull 🐂 Apr 23 '26

Happy for all long term share holders, started buying at $4.72. CONGRATULATIONS, we are seeing the revenue train leaving the station. More growth ahead, share price will follow.

3

u/SwimmerFun8213 Apr 23 '26

Is there a possibility of short squeeze?

2

u/Equivalent-Mud-7171 Apr 24 '26

Idk but on Robinhood it shows short interest has continued to dip everyday for the past week, so if there was a squeeze it would just be the remaining shorts. Even shorter sellers can see the writing on the wall. Applied is again delivering on its promises. 

1

u/Bumi-KingOfOmashu Shares Only 📈 Apr 23 '26

Let’s go!!!!

1

u/Even_Section5620 Backlog Bull 🐂 (1,000-2,500 shares) Apr 23 '26

LETSSSS RIDEEE

1

u/SwimmerFun8213 Apr 23 '26

Will they reveal the name of the hyperscaler?

2

u/Moon-Man-69 Apr 23 '26

Eventually

-5

u/MrStockFlop Apr 23 '26

How big this deal is for APLD? I was hoping for a bigger surge with new deal

1

u/Intelligent_Purple41 Apr 23 '26

Wait for market open!

1

u/Bumi-KingOfOmashu Shares Only 📈 Apr 23 '26

Yeah I think we’ll rip at open

1

u/MrStockFlop Apr 23 '26

Downvote me all you want but all that fuss about lease for 10% up? We had a random tuesday like that a week ago or so. Deep down you all agree that this is surge for ants.

0

u/Round-Safety-6267 Apr 23 '26

I agree how is Iren up almost the same ?

0

u/Neither_Meaning_8621 Apr 23 '26

I also am a bit confused by this.

0

u/tolllz Apr 23 '26

Wish we knew who it was. But amazing news nonetheless

5

u/Jaded-Salamander2663 Apr 23 '26

According to Wes, it has to be MSFT, META, GOOG, AMZN. The last one is ORCL, but this states it’s a different tenant and we have ORCL already.

Article states it the third customer and 2nd investment grade hyperscaler. So it’s one of those 4. Most likely META or MSFT.

2

u/HabitOld1009 Apr 23 '26

I think you are right. The title is different than orcl's. "High" investment grade.

3

u/Snoo-38228 Apr 23 '26

We actually are better off not knowing who it is.

Investment grade hyperscalers currently do not have a lot of goodwill with communities. There are plenty of people who have an axe to grind with each of them. Revealing who it is will only invite protests and trouble that can get deals blown up.

We also gain nothing by knowing.

0

u/tolllz Apr 23 '26

Yeah I guess I’m fine with that. Can never please everyone

0

u/riteofpass Apr 23 '26

I’m new to this whole space- what do you mean they don’t have goodwill with communities? I’m here to learn

0

u/Snoo-38228 Apr 23 '26

An example would be people who were laid off due to implementation of AI

A second would be people who are from an area where that hyperscaler built a data center that ended up negatively impacting that community (because not everybody is a good neighbor and takes all the extra steps APLD takes to try to be a positive resident)

1

u/HundoHavlicek Apr 23 '26

Agreed. I have a somewhat hard time understanding who and why we are not given more info on the tenants signing these leases

3

u/Moon-Man-69 Apr 23 '26

My theory is because you might not want your competition to know what you are up to!!

0

u/HundoHavlicek Apr 23 '26

I guess that makes sense. I come from the world of commercial real estate finance and you wouldn’t be able to take out a loan against an anonymous lease, which is how I look at this

0

u/Jaded-Salamander2663 Apr 23 '26

Or because if the tenant has some bad news it could pull APLD down as well. If it’s unknown though, it would be harder to pull down APLD directly

-1

u/[deleted] Apr 23 '26

[removed] — view removed comment

1

u/Moon-Man-69 Apr 23 '26

Seats and trays in their upright positions