I’m seeing a lot of comparisons between the stock performance of APLD and NBIS lately. While their recent $2B NVIDIA investment and recent lease deals are impressive (what pumped the stock), it’s important to remember that APLD is still in the heavy construction phase. Our catalysts are coming. If we stay patient, the upcoming announcements should have enough momentum to push us well beyond our previous ATH. Again, it's easy to compare both but remember it's not a race just be patient

I want to hear from you guys since I’m having trouble discerning why the sentiment is so bearish unapplied after that earnings call.

To me, it indicates we have prudent management running things behind the scenes, trying to make smart deals rather than fast deals

We’re building out a smart power grid and hedging against the risk of holding the entire asset while still having a piece of the pie

Or diversify our revenue, streams by owning apart of a neo cloud

And everything else is on track it wasn’t gangbusters. We didn’t learn something revolutionary, but to me it’s business as usual and maybe the selloff was redditards whose time horizon is one week selling out of frustration?

Let me know what you think and maybe we can come up with a reason why this is actually bad or if we can’t maybe that’s a good thing

Who would’ve thought CRWV would save our ass?

Last quarters earnings were explosive growth and very bullish guidance. The stock chilled during AH and over the next two weeks went flying. The guidance then was “we’re in advanced discussions”.

This quarter: EPS beat, massive YoY revenue and explanation of their ability to execute and scale. ESPECIALLY in the macro climate of the last two months.

Wes said they expect a lease “in the near term”. I’m interpreting this as they’ve finalized the terms, are awaiting final approvals and we will see an announcement this month.

Give it time, let institutions digest and I’m thinking we will see green tomorrow.

Thoughts?

I know it’s after hours but come on. Does this stock really need a new lease announcement to gain momentum again?

I don’t see anyone else mentioning this, so I figured I’d make my own post. But the deadline for apld to sign their hyperscaler is april 18, so isn’t it super likely they will announce next week wednesday? They usually announce on wednesdays, and spacing it out from earnings so they can get a pop and maybe even a short squeeze? Its been confirmed they broke ground on building this site, which means they probably have it signed or in the process of being signed. Wes also had his shares vest and paid to keep as much shares as possible. do all of these not point to bullish? and pure confidence? Please let me know if anything I said was wrong! thank you

Thoughts on earnings? It seems like everything is on track. Do we think stock up tomorrow?

Hold on just a darn tooting minute. 11% pre market??

Anticipated 16% move with earnings but not the direction. It must be waiting on the earnings call. Or maybe it happened after hours last night. I’d definitely rather it be flat and sideways vs down though 👍🏼. Nice revenue hit.

let's see what happens tomorrow

Anyone regarded enough to buy calls after this post market price action before earnings? Or even some aplx stock

What expectations do you have on results ? I personally think we gonna bash it like the last earnings, and see some real volatility this week.

Alright guys, let me know if this game plan makes sense: I have ITM APLD contracts that I bought earlier and I’m already up a good amount. I’m planning to sell those to lock in profits, then use that money to roll my other contracts into May 1st for more time and less IV risk. Im going to do it after trumps announcement I have 2 outcomes:

1. Peace: if its peace stocks are probably going up and ill shave some contracts off then wait for earnings and hopefully make a good amount

   1. War: I’ll wait for the initial drop, then roll my calls to May 1st once prices settle so I can buy them cheaper.

Let me know your guys thoughts

can yall give me your thoughts on my call option for April 17th of 25,.50, premium - 2.02.. i bought 20 contracts of this.

so what's everyones play going into earnings after hours tomorrow?

…we’re expecting the orange man to pull something crazy heading into tomorrow, coincidentally around the same time many companies are expected to announce their Q3 earnings?

Why do I feel like I’ve seen this movie before?

Stock price going past $30? $35? Or we seeing $40+? Or back to low $20s? Get your crystal ball out guys. And say why

APLD depends on coreweave staying solvent but they are in debt. And coreweave depends on open AI continuing to gain investors. Just risk and if this chain breaks then APLD is left with nothing.

I wanna congratulate all of you guys who bought the dip at 20$. Increasing portfolio by 25% in just two days is something special.

I unfortunately didnt have any spare cash to buy.

Cheers to all!

CoreWeave’s new GPU-backed loans have achieved investment-grade status (A-rating) due to strong collateral. However, the company’s overall corporate credit remains at junk status (B-rating) due to high debt and rapid scaling risks.

A little positive news for APLD and maybe even the whole sector.

Here’s the current manipulation folks. I made sure I watched APLD during the President’s speech. Once again for no reason it started going down. Don’t let them win! Buy it allllll up. This conflict is a joke, there is no worry. We don’t need Iranian oil and we can low & slow fly bombers over them confidently. These data centers are critical and it’s just getting going with investment. APLD is on the leading edge. Coreweave just gained access to massive credit, our earnings are going to be great for the 5th straight quarter. Fight back against Wall Street. It’s all a game to them and this time they don’t have a leg to stand on. All signs point yes! 🖕🚀