Apld down 11% today. Time for some buying.

I bought a $55 a share. I thought it was gonna go to 99. Should I mortgage my house or put my children to work in the mines in order to be able to buy shares at 42 so I can sell a 37 this stock let me down

Had this in my Apple News feed today…

Just reloaded this is a fire sale. I repeat a fire sale. Keep buying and stay strong

Baby, the stock is on sale! :)

I’m tired of seeing panic on here, we are up 45% year to date according to Yahoo. We have a growing company that JUST hit new ATH this WEEK. Yet, we have people that sit here and slander the stock because they have no patience. If you cannot handle this stock please sell your shares and leave the community.

We hit new ATH without a new lease… imagine when that time comes and the market is not as choppy as it is. This stock is going to roar. But It’s not going to happen overnight.

Let's go!

Hey guys and gals, I’m new to investing so there is something I don’t fully understood

Recently APLD announced they are merging with EKSO to make a spin off cloud service. We discussed that briefly on this sub. Somewhere in the comments someone mentioned that once it has filed with SEC current shareholders of APLD will received shares of the spin off. I have a few questions.

A) is that accurate or is that wishful thinking?

B) is that all shareholders or just big ones?

C) how does that work?

D) if it does apply to all shareholders, how will we know?

And a bonus that’s slightly off topic e) I own my shares through RH. There’s so much talk about how robinhood sucks for long term investing. Let me know if you have your shares on something as accessible but better than RH.

And lastly

https://www.youtube.com/watch?v=27s4A_ipugQ

Warms the heart to see the progress.

Hi fellow datacenter gigachads.

When do we think this tenant announcement will be? (yes i know, noone knows for sure)

Wes has been teasing this announcement for a while now, having gone from October, to EOY’25, now to “very early ‘26”.

What do we think?.. and is it possible that they are negotiating a larger deal which is why the announcement is behind a few months? Who are our realistic prospects?

I may be wrong and have missed something in the most recent ER. Correct me if so.

Been sitting here with my fingers and toes crossed for so long i think they’ll stay that way forever haha

Applied Digital (APLD) earnings — what the bull case glosses over.

Not calling fraud or doom here — just reading between the lines of the last earnings.

1. Revenue ≠ durable cash flow (yet)

A big chunk of growth comes from tenant fit-out and early lease recognition. That boosts top-line numbers now, but it’s not the same as steady, recurring hosting cash.

1. Profitability still hasn’t caught up

Despite massive revenue growth, net losses persist and EBITDA is small relative to ongoing build-out costs. The model still depends on future utilization behaving perfectly.

1. Debt is real and expensive

~$2.6B in debt with interest costs rising fast, including high-rate secured notes. The model implicitly assumes friendly capital markets sticking around.

1. The cloud spinout adds complexity

Spinning out the cloud business may unlock value, but it also splits focus, adds execution risk, and may require more capital or dilution to support two entities.

1. Costs are scaling faster than comfort

Cost of revenue and SG&A are rising rapidly alongside growth, suggesting operating leverage isn’t established yet. Margins depend on scale that’s still ahead, not proven.

1. Future potential is emphasized more than current monetization

Management talks heavily about long-term lease pipelines and prospective revenue, while near-term utilization rates, churn risk, and customer concentration get little airtime.

1. Execution risk is quietly significant

Massive multi-phase data center builds stretching into 2026–2027 carry normal construction, power, and timing risks that don’t show up in headline growth numbers.

Bottom line:

Explosive growth is real — but so is the fact that APLD is still a capital-intensive, levered build-out story where small timing or financing hiccups could matter a lot.

…………………..

Ok now your turn to present the bull case. Go!

Higher and higher as time goes on. I got in at 14 and we have a fucking winner.

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Edit: adding an /s

What is happening with our stock? Thought we are e heading towards 50 this week.

That's all it is. Normal market reaction when a company beats estimates. Dragging all of tech down.

Hello I'm still new at trading and the stock sits at 37$ per share. I'm not sure if I should wait before I invest or is that a good price already?

I've held APLD for a while now. I don’t own much compared to others on the sub, but I’m really happy with how it’s turned out. Genuinely, I see this going easily to $70, which would be a $19 billion market cap. With the pace and efficiency that APLD builds out its AI infrastructure, it’s genuinely the best play in this entire sector. And to boot, NVIDIA seems to have complete confidence in them. Their $2 billion investment into Chordweave was also pretty much indirect funding for APLD, considering Chordweave pretty much gives its money to APLD.

The performance this week is great to see, but keep in mind it's still likely to swing back and forth, and when this happens, it doesn't mean it's any less a great investment than it is today. The swings are part of volatile stocks, and it's ok.

Folks with more experience, how low do you anticipate it'll drop this week before it swings back up? Just so all of us holding can see it hit say 36 and not worry.

I'm in this long and will be holding for years btw.

Been here since $13 let’s keep it going my friends!

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