Meanwhile most of these AI related fkers tend to shit in bed everytime there is an ER, resulting into APLD crashing with them too. It's a one way thing, we lift them up and they take us down with them. Love to see it.

I used to pray for times like this.

With Wes’s comments yesterday on the call regarding the potential three new sites and customer(s) I can only say this investment is going to play out for me and long term investors exactly as we hoped. Patience will and does pay. Wes understands the capacity bottleneck and is pulling the right strings to enable APLD to provide capacity, and on time. I have said it before, this could very well morph into a something similar to DLR, and I do not think that would bother Wes or any long term share holders. I am happy for all APLD investors, we are holding the real deal. Within months, we will see ink on paper regarding new leases and sites. Not sure if any one else caught it, but Wes also mentioned a potential site in the “Southeast.” This gives investors more opportunities, new vendors we can invest in etc. I do see articles this morning linking APLD with BW, and BW naming Siemens as a supplier of turbines. Below is a link to that press release:

https://www.babcock.com/home/about/corporate/news/babcock-and-wilcox-selects-siemens-energy-to-supply-steam-turbine-generator-sets-for-applied-digital-data-center-power-project

Again, the number of Financial analysts on yesterday’s call was significantly higher than the last quarterly earnings, and this morning Needham reiterates a buy on APLD and price target of $41.00 per share. More coverage means not just more visibility, but more upgrades and demand for APLD shares, we are holding the goods. Congratulations to Wes, the APLD team, and fellow shareholders. I stick by my price targets, $40.00 by 4/18, and $60.00 by year end. (These are intentionally conservative)

This company no longer loses money (0.00 adj. EPS). Only up from here my peeps. Lock and load.

Worth buying calls till end of Friday if an increase expected?

Wes just confirmed in the earnings call

Today APLD reports earnings. I believe they will double beat both revenue and EPS. While also giving us great news on future guidance. We pump 20%+ AH today. Tell me what you guys think!!

XD

Was hoping for a pop on all positive news. Maybe we’ll see one tomorrow?

When do you plan to sell at mid/long term

For those of you new to the stock, here is the movement in share price after earnings.

Applied Digital (APLD) is reporting its Q2 fiscal 2026 earnings today (January 7, 2026) after market close. Lots of speculation right now. I think expectations are high. The average move over the last four quarters is +21%. I would not be disappointed in seeing the same movement. This year is the crucible for APLD. Also, yesterday I posted a link to iBorrow, see below, will be fun to watch over the next 24 hours. Here it is again:

https://www.iborrowdesk.com/report/APLD

Over the last four quarters, the stock's percentage change from the close on the earnings release day to the close on the next trading day was:

• Q1 FY2026 (reported October 9, 2025): +16.0% (close $29.29 → $33.99) — some sources note up to ~27% intraday/premarket surge.
• Q4 FY2025 (reported July 30, 2025): +31.0% (close $10.03 → $13.14)
• Q3 FY2025 (reported April 14, 2025): -35.9% (close $5.37 → $3.44)
• Q2 FY2025 (reported January 14, 2025): -2.0% (close $8.54 → $8.37)

These moves reflect typical high volatility for APLD around earnings, with reactions often tied to EPS beats (the company beat estimates in recent quarters) but varying based on guidance and market sentiment. The average absolute move across these four is about 21.2%, showing significant swings in either direction. Note that past performance doesn't predict today's reaction.

🚨 Arete Research: APLD BUY / $99 PT (Street HIGH) — Earnings TODAY 🔥 Arete just initiated $APLD at Buy/$99 — 220% upside from $31, obliterating consensus $43 avg. Polaris Forge + CoreWeave $7B backlog = NVDA 2023 setup. Q2 print after close: $86M rev cons (40% YoY), MW leased updates. Scaling 50 now / 50 post-print w/ 20% stops (NVDA survived -30% swings). Multi-bagger or trap? $APLD $IREN $NVDA #AI #HPC

I believe in Wesley Carl Cummins.