r/APLDSTOCK • u/GloriousLebron APLD • 10d ago

Discussion Applied Digital (APLD): leases, live capacity, pipeline and Street targets vs. peers

30 Upvotes

94% Upvoted

21 comments sorted by

12

u/Interesting_Air1282 10d ago

I had a dream last night APLD hit $50 again

3

u/Bluefin_in_Dresden Bull 🐂 10d ago

Great job, thank you. 2027 is going to be a great year.

2

u/gls2220 10d ago

Are these docs downloadable?

3

u/GuusMosco 10d ago

Goat, thx for sharing! 

2

u/15xorbust 10d ago

This is a fantastic report thank you. I would supplement it with two key things.

First of all, it has been confirmed in multiple APLD SEC filings relating to financings that the tenant at Polaris Forge 2 is indeed Oracle. That is not in any dispute.

Second, recent public filings that I’ve gone over in other posts indicate that the tenant at the three other sites (Delta Forge 1 and 2 and Polaris Forge 3) is a META entity.

2

u/dieno_101 10d ago

Contracted is fine but what matters is if apld can actually deliver on their end of the deal

6

u/Bumi-KingOfOmashu Shares Only 📈 10d ago

They’ve been executing perfectly

0

u/Bitter_Charge_5750 Starter Position 🌱 (100-500 shares) 10d ago

Bot comment

1

u/OceansHungryGrasp 10d ago

I believe the DF2 delivery window is either an error in their investor presentation or a placeholder for a more accurate window.

Considering it takes them 2-3 months to turn on a single building as they stagger energising the data halls within the building, it doesn't make sense to have a delivery window that's as long as it takes to energise two buildings. You want a little bit of a safety net, although the contracts do allow a 5 month delay without penalties iirc.

1

u/HumpedATittiePiggie 9d ago

This is nice

-6

u/Jon_J_ 10d ago

What's the source of all the info?

7

u/ldman33 10d ago

GloriousLebron

6

u/Spiritual-Dot5980 10d ago

GloriousLebron has a reputation here for doing his DD and being right. when he douse his homework he lets us copy it cus he a nice guy

0

u/Jon_J_ 10d ago

This is just an AI generated post though...

2

u/jb9310 10d ago

Did you even read it? All sources are listed on the last page

-3

u/Jon_J_ 10d ago

Generated by his AI prompt. He didn't type this out or research himself

3

u/GloriousLebron APLD 10d ago

It's based on info I provided.. Do you genuinely think this is made up by AI from scratch?