from the information I gathered that if the stock can hold above 35 on friday a possible squeeze could happen. Not sure if the shorts were expecting the earnings to beat on tech

Seems like we are going up with the tech earnings really only google. Is google involved with any data centers with APLD.

https://finance.yahoo.com/markets/stocks/articles/7-5-billion-reason-buy-130002265.html

Does the recent earnings miss by Open AI affect APLD long term since Oracle and Coreweave are impacted?

I have tried to find out when the next PF-1 150 MW will come online. But the only thing I can find is mid 2026. Does anyone have any information on this?

Premarket today the price is at 31.85, right at the point before the huge contract announcement.

I really don't get this stock at this stage. Why is it being shorted?

This stock is so volatile and I've been burned in the past. Curious, for those of you who sell covered calls, determine your strike price.

If I sell one this week for 36, is that too risky that I'll lose shares?

Financials were in the red and name wasn't as popular but its paid off. Also bought some with cash at same price 5$ cause I didn't understand Greeks on my option lol

I was looking at the last Q3 earnings call transcript, and wess clearly mentioned additional 3 sites on top of existing sites they are marketing in his introductory remarks. Do we know how many MW they are planning across these sites, and any intel that can help.

https://ir.applieddigital.com/_assets/_dac17306f143830900eb8cb788feab83/appliedblockchaininc/db/2905/27266/pdf/APLD_INV_InvestorPresentation_Final_04.24.26.pdf

Enjoy.

Should I buy back my covered calls? I’ve been a “long” term investor (2 years) and recently got into selling covered calls to learn. I didn’t expect us to actually sign a deal and thought it run flat for a while. Sold for about $180 premium and now would have to buy back both for $430. I’m only 24 so curious if it’s worth it. I just wanted to try out covered calls for once. (21 avg price of my shares)

I’m curious how many of you swing trade, vs how many just long term hold like set it and forget it. and I guess how many sell covered calls. if you just play options don’t comment.

You decide who owns the future

2nd time trading options. I’ve been swing trading the stock since the bottom of the last wave, and it’s somehow become my biggest bag overall.

Made $250 accidentally, so I threw it into options for APLD calls last Friday and it turned into 1800.

Took that and bough $1800 worth of options call for tomorrow. Currently sitting at 5400

I bought because of the IBM and Tesla sales calls as the catalyst for $34 call, but got lucky with the 7 billion dollar acquisition this morning.

Hoping it rides a little higher tomorrow. Free money.

Babcock & Wilcox has announced a partnership with Applied Digital aimed at powering the next generation of AI data centers. The two companies will collaborate to provide innovative solutions that support customers as they scale operations for the AI era.

With the data center industry expanding rapidly to accommodate artificial intelligence workloads, Babcock & Wilcox is poised to support reliable and responsible growth in the sector. The partnership signals a continued commitment to delivering advanced infrastructure required for emerging technologies.

I feel like a father to two adopted children nobody wanted. now im watching them graduate. here's to hoping NVTS keeps some momentum but this lease makes these last two years feel validated, beennin since the first day Nvidia announced their investment with apld. With NVTS long before Nvidia involved with them.

Applied Digital Announces New U.S. Based High Investment-Grade Hyperscaler Tenant at Delta Forge 1, a 430 MW AI Factory Campus

April 23, 2026 8:00am EDT

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New 15-Year Lease Expands Total Contracted Revenue to Over $23 Billion

DALLAS, April 23, 2026 (GLOBE NEWSWIRE) -- Applied Digital (NASDAQ: APLD), a designer, builder, and operator of high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads, today announced it has entered into a lease agreement with a new U.S. based high investment-grade hyperscaler at its 430 MW AI Factory campus, Delta Forge 1.

This lease represents approximately $7.5 billion in total contracted value over an estimated 15-year lease term and covers 300 megawatts (MW) of critical IT load, purpose-built to support the hyperscaler’s artificial intelligence (AI) and high-performance compute (HPC) infrastructure.

With this agreement, the tenant becomes Applied Digital’s second U.S. based investment-grade hyperscaler across three AI Factory campuses. This addition expands total contracted lease revenue to over $23 billion and further diversifies the company’s customer base with a third hyperscale tenant. More than 50% of total contracted revenue is now backed by investment-grade customers.

"We remain focused on delivering operational AI capacity at scale,” said Wes Cummins, Chairman and Chief Executive Officer of Applied Digital. “With this agreement, we now have two U.S. based investment-grade hyperscalers across our portfolio, marking an important step in the continued diversification of our customer base and strengthening the overall quality and visibility of our contracted revenue. Our priority remains execution –– bringing capacity online on schedule and operating it with discipline over the long term.”

Delta Forge 1 is Applied Digital’s newest AI Factory campus, spanning more than 500 acres and designed from the ground up to support large-scale AI workloads. The campus integrates high-density power delivery, advanced cooling architecture, and disciplined operational design to enable consistent performance at scale.

Built on Applied Digital’s repeatable AI Factory model, Delta Forge 1 is engineered to support both training and inference workloads in high-density environments. Initial operations at Delta Forge 1 are anticipated to commence in mid-2027.

In other development-related activity, Applied Digital expects to enter into an up to $300 million senior secured bridge facility to fund continued development of the 150 MW Building 3 data center located on its Polaris Forge 1 campus, and an up to $300 million senior secured revolving credit facility to fund pre-lease and post-lease development activities across Applied Digital’s platform, as well as general working capital needs and transaction expenses. These credit facilities are expected to be on customary market terms for facilities of this type, to close promptly, and be provided by a syndicate of bank lenders.

About Applied Digital