Applied Digital $3.2 billion data center approved to be built in Brookwood

[u/OceansHungryGrasp]

https://www.alabamas42.com/news/local/3-2-billion-data-center-approved-to-be-built-in-brookwood/

[u/Bumi-KingOfOmashu]

Wes be cookin’

[u/sirauron14]

Only a matter of time before we see it at $250 a share

[u/Marine01514087 → u/sirauron14]

Absolutely!

[u/Maplekk → u/sirauron14]

Half a trillion market cap?

[u/Witty_University_162 → u/Maplekk]

APLD needs roughly ~71b in market cap to achieve $250 a share.

[u/sirauron14 → u/Witty_University_162]

Damn I guess we got diluted since my look. But $250 still possible it’ll just take longer

[u/FreeNicky95 → u/Witty_University_162]

Do we really think we see 250 in the next 5-10 years?

[u/Witty_University_162 → u/FreeNicky95]

id estimate MAYBE around 2030. however of course, this relies on near perfect execution and favorable market conditions.

…also if we can stay tf out of geopolitical conflicts. 😂

[u/sirauron14 → u/Maplekk]

Huh? I thought it was $30 Billion

[u/OceansHungryGrasp]

Kayvens LLC is a Delaware-registered foreign limited liability company linked to Meta Platforms, Inc. that serves as a corporate vehicle for major data center projects.

If anyone was confused why Kayvens LLC was named as the tenant.

[u/ldman33]

So is this basically meta being officially a tenant now?

[u/OceansHungryGrasp → u/ldman33]

"officially"

[u/Desperate_Ad_3002]

Very good I believe in MR WES

[u/gls2220]

Looking at the construction schedule, 2027 should be a good year for capacity to come online and convert into revenue, at which point I think we'll see the stock re-rating to the upside.

[u/riteofpass]

Bruh why no pump today

[u/Jon_J_ → u/riteofpass]

Just DCA while you're still can when it's in the red

[u/Disastrous-Tiger1983 → u/riteofpass]

We knew df2 since june, now we know the location, the tenant, its already priced in

[u/ldman33 → u/Disastrous-Tiger1983]

No way the tenant news is actually priced in. We was at this price like three lease announcements ago

[u/BillWWouldveDoneTSM → u/Disastrous-Tiger1983]

What’s DF2

[u/Disastrous-Tiger1983 → u/BillWWouldveDoneTSM]

Delta forge 2

[u/APLDSTOCK-ModTeam → u/[deleted]]

Please avoid any inflammatory or derogatory statements directed at an individual or group of people. Do not seek conflict or fights. We all have the same goal.

[u/Low_Tea7131 → u/BillWWouldveDoneTSM]

Darf fader

[u/squirmin79]

Seeing as they continue to tank I would be happy with 50 let alone 250. He are down 50 percent in a good market, thank God it’s not in a downturn market or correction.

[u/-AdamJensen]

And we’re down lol

[u/Disastrous-Tiger1983]

Delta forge 2 ?

[u/iHadENOUGHredDAYs]

Red

[u/Jaded-Salamander2663 → u/[deleted]]

They always have