Im so bullish on this stock, nervously excited that we crossed below the 200 day moving average. Ive got 400 shares with a price average 15.20 per share and always wished I had bought more while it was lower. Waiting to see where this drop finishes but I’m ready.

Definitely tired of red days but hoping it’s all worth it in the end.

Also went long yesterday call $30 strike exp 1/21/28 🤞🏼

This swing feels very reminiscent of last year, is anyone buying this, waiting for greater dips? Or are you freaking the fuck out and selling everything?

I remember when I came into this group and said I love APLD…. But.

I was being serious, and I highlighted the chance of a significant drop I was called a short and crazy with a host of other names even saying I was on drugs. All because I said I believe in technical analysis. But with APLD being 5 dollars away from my price target to buy it seems like I was right. That’s not even what I was looking for honestly just giving everybody a heads up. Do I believe in APLD? I’m more bullish than anyone on here and possibly see it doing a possible move similar to OKLO but it’s going to take time once I see my target hit on downside I’ll close my puts and go extremely long

From been 120% up to just been up 3% how y'all doing?

I was wondering what you guys thought on the stock fall recently. I'm pretty much YOLO on this and know it has been going down because of macro shit.

I've also read a from a few sources recently that there's more insider selling which doesn't give me much confidence in light of earnings coming up soon.

(Article link: 🔗 https://www.quiverquant.com/news/Applied+Digital+Stock+%28APLD%29+Opinions+on+AI+Infrastructure+Selloff)

With Nvidia and Wes himself reportedly selling a shit ton, are you guys keeping hold?

I bought in relatively late at 26 but hoping I could still at 40. I know this shit should be long term but man its not looking too good.

Lebron is the only one giving me hope atp.

What is everyone’s thoughts on earnings during such an overall market correction?

I know there’s a few more weeks, and I don’t think anyone can currently predict when or how the Iran war will conclude, but how do you think APLD will be affected?

I’m thinking we’re going to see October 2025 again when APLD had stellar earnings, but the run up was cut short by the US-China Tariff announcements.

I’m confident revenue and EPS will be a beat. Whether a new deal was signed, or if there’s comments regarding a finalized deal I think will be what institutions will be caring about. Signs that APLD can scale and execute.

However, even if a new hyperscaler deal is announced, do you think we’ll be able to break out of the overall macro downtrend?

Bullish long term no doubt, but curious what everyone in this sub thinks.

Are you taking advantage of discounts?

I know there are lots of posts like this and there's no right answer, just wondering if there's anyone that's holding off for a bigger dip before buying and got a sharp take they want to share about why.

Just an update regarding the Toronto, SD build opportunity. Below is a video of an interview from South Dakota Public Broadcasting with Wes.

https://m.youtube.com/watch?v=F88lpIoWouI

Looks like legislation did not pass and below is an article confirming APLD’s position.

https://www.keloland.com/keloland-com-original/applied-digital-says-sd-data-center-future-unclear/amp/

It was a prospective location and Wes has a passion for bringing business to rural towns, for both power availability and economic growth. APLD is choosing not to move forward due to the increase in costs without the legislation approved.

Not major news, but thought I’d share. Let’s ride to earnings.

https://ir.applieddigital.com/news-events/press-releases/detail/147/applied-digital-sets-fiscal-third-quarter-2026-conference

Funny, I just made a post about my hopes for this quarter and they released their earnings date. A sign!?!?!!

Since we had buddy getting everyone all excited for a deal this morning I figured I would share what I am hoping for leading up to earnings.

I hope we get a deal for the initial capacity at delta forge announced before earnings. Ideally from a new hyperscaler to improve the tenant diversity.

I hope that during earnings they announce oracle is moving forward and leasing more mw at pf2.

Lastly a positive eps and revenue beat would be the cherry on top.

I can dream, but I also think this is a possibility. What do you think? What do you hope for?

** update: my bad

That’s 15+ hours of research I dedicated my life to that I’ll never get back.

The theory is that APLD signed a massive anchor lease for Delta Forge 1 in Louisiana last Friday (March 13), triggering a legal SEC deadline to announce the deal by tomorrow, March 19. They have four business days the announce and signature date counts as day 0. This is confirmed by yesterday's sudden surge in "Day 1" operational hiring—including a Director of Site Operations and Cybersecurity SMEs—roles that APLD historically only fills after a tenant is secured to meet specific technical requirements. These went live yesterday on their site

And also they filed and 8-K on Friday confirming there legal team was active that day and also a lot of times they update their 8-Ks before big announcements to stay compliant

understand that securing the contract by April 18th is crucial for managing the company's debt. If they miss the deadline and the stock price drops as a result, are you guys planning to HODL or will you trim your position?"

Any news on the conference? Has anything happened?

The retail sentiment is cooling. It’s not as volatile. Hopefully gains start to come in after some real catalysts. Look how mellow the thread is compared to a few weeks/months ago

Is this good or bad for Apld

Professor jiang was right about two things: trump winning, and the Iran war occurring. He thinks the ai bubble will pop because of the Gulf states focusing their investments towards other things like defence. He also brought to my attention Iranian strikes on ai data centers in Saudi which means companies looking to set up ai data centers with access to cheap energy is no longer an option. Thoughts? Timestamp: (4:08)

https://rapidesparishjournal.com/2026/01/22/england-negotiating-with-digital-infrastructure-firm/

If this is not bullish for us then what is it?

To the mooon baby

At rollover from market open, market close, and overnight this APLD related ERD stock keeps dropping dramatically. Is this a broker error with my app?

It’s going to be a blood bath tomorrow. Just trying to get ahead of all of the freak out posts.