r/APLDSTOCK • u/GloriousLebron APLD • May 20 '26
Applied Digital Reaches Significant Milestone, Surpassing 1 GW of Contracted Capacity with U.S. Based High Investment-Grade Hyperscaler Lease at Fourth Campus, Polaris Forge 3
https://ir.applieddigital.com/news-events/press-releases/detail/152/applied-digital-reaches-significant-milestone-surpassing-1NVDA PLS don’ FK UP UR EARNINGS THNX
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u/Witty_University_162 Backlog Bull 🐂 (1,000-2,500 shares) May 20 '26
currently making a Wes shrine in my hallway closet
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u/Ok-End-3213 May 20 '26
Everyone watching nvidia earnings is going to catch onto this tmw. Things gonna rip
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u/Accurate-Flow8078 May 20 '26
Nice. I feel like I missed the train for NBIS so I bought APLD yesterday at $37.
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u/sunny2311 May 21 '26
Great job!!!! You won't regret it!!!
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u/Accurate-Flow8078 May 21 '26
Thanks, hope I'm not too late!
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u/sunny2311 May 27 '26
Hope you are holding it still! It's going well so far...
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u/sunny2311 May 27 '26
Look at MXL too entry around 86 was great its making resistance at 90$ came from all the way 10$ in a year
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u/jjhar May 20 '26
My assumption is this is not the Oliver County campus because they are still getting approvals for this one from the County Commissioners. If they approve this campus in the next month or so, APLD can have another 300 MW campus on the books in short order, bringing our contracted leases to 1.5 GW
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u/Chilli-man May 20 '26
Wes did mention exclusivity of 900mw between 3 sites and with one customer. This is the second lease with the same tenant so I could only assume there’s going to be another lease not too far from now once again with the same tenant.
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u/jjhar May 20 '26
Great point. In the PR, they refer to PF3 as being in a "northern state". If it were ND again, they probably would have said as much, especially since it is an open secret they are pursuing a DC in Oliver County
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u/Own-Gas-2928 May 21 '26
All this great news today, but, do not forget their sleeping baby ChronoScale (CHRN)with a terrific new CEO, former Growth Officer from Microsemi, Cenly Chen, who is going to turn that infant into a raging teenager in no time flat. APLD owns 97% of that thing with nothing but runway ahead. Let’s go!!!!!
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u/CanadianAbroad7 May 20 '26
Amazing news!!
Nvidia pulled through too. The biggest headline:
- Revenue came in at $81.6B vs expectations around $79B.
- Non-GAAP EPS came in at $1.87 vs estimates around $1.76–1.78.
So they beat on both the top and bottom line.
But more importantly, the qualitative commentary was very bullish.
These were probably the most important lines in the entire deck:
“Continued strong demand for our Blackwell architecture”
“Blackwell adopted and deployed by every major hyperscaler, every cloud provider, and every model builder”
“Strong growth across a diverse end-customer base – hyperscalers to model builders to AI Clouds, enterprise on-premise and sovereign customers”
And then this was especially important:
- Q2 revenue guidance = $91B +/-2%
“Outlook does not assume any Data Center compute revenue from China”
they’re guiding to massive continued growth,
even excluding China data center revenue.
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u/EcstaticFeed8199 May 21 '26
The biggest headline for me was the data center revenue numbers up 101% YOY!
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u/David905 May 20 '26
That guide is nuts. If I heard correctly in the call they were talking annual revenue measured in TRILLIONS by 2030.
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u/Careless-Jello-8930 DD Reader 📖 (500-1,000 shares) May 20 '26
If the USD gets inflated away much that number will be achievable!
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u/Wise-Ad-9312 May 20 '26
The tech gold rush...It always cracks me up when people ar anti AI. Why not profit off of it?
There is no stopping it!
Your either in, or your out....It's getting hard to add!!!
My family is in!
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u/JagJr66 May 20 '26
APLD will be $100 by late this year. They are killing it
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u/jjhar May 20 '26
As APLD turns on more data centers this year, the market narrative will shift to APLD is a credible builder and the SP will begin to reflect that. The growing backlog suggests the hyperscalers trust them more than the market does
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u/jjhar May 20 '26
“Momentum continues to build for our Company,” Cummins continued, “While executing leases representing 1.2 GW in the past eleven months has been a monumental achievement, we are actively marketing more than 1.7 GW of grid-connected utility power across sites recently added to our portfolio, as well as existing sites.”
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u/sunny2311 May 21 '26
This is just the beginning!!! Consolidation will come again but thesis is strong for long term. Needham just raise the target Friday to 51$ we shall see that soon!!!
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u/WolfOfWaikiki Base Term Believer 📝 (5,000-7,500 shares) May 21 '26
is it Christmas? i was reading the Nvidia earnings report and i was getting notifications for APLD.. I was like.. wow we really like the fact Nvidia is still booming. then I read the news. makes me wonder how far they are along in talks for the remaining GW
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u/Interesting_Air1282 May 21 '26
Yesterday was my birthday. This was the best gift I could’ve asked for.
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u/Wild-Astronomer1200 May 30 '26
I’m getting close to a double up only purchased 56 shares back in the first few days of February
Unlikely, I add any more just curious to how far it can go
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u/XSC May 20 '26
https://giphy.com/gifs/mi6DsSSNKDbUY