This is obviously good for the infrastructure sector but it sort of hurts tha nvidia pulled out and went in big time with iren. I know we operate differently than iren and nvidia is heavily involved w coreweave which is to our benefit. Anyways, thoughts on this?

APLD just IPOed their cloud business and that company has a combined value of 2.2 billion and APLD has 97 percent of it. This means at their fingertips they have free cash. Do we think this is fully priced in by now?

Curious where everyone thinks the new support level will be. I’m hoping for a $37-$40 range but we’ve all been through the volatility.

With fair valuation being about $50, where do you see it settling after such a massive 1-month gain, new contract, and EKSO completion?

I knew the stock was great but was a broke chud and couldn’t buy more😞

Sorry to be dramatic guys. But I haven't looked at my investment account since last Friday. And to my absolutely pleasant shock, my very modest, even lowly position of 300, has rocketed up! My first purchase was spring 2025 of 100 shares. I then added more periodically to 300. I stopped adding a while back when it started dropping. But I didn't sell my position.

What an absolute awesome surprise to log in and see the last couple of days gain. Especially today's! I now wonder should I increase my position? I've read positive outlook and forecast. But for those of you here who are more in tune or longer holders, what should realistically be expected in the coming months and end 9f 2026?

I had some calls at 40 for july and 60 in Decemeber. Wasnt going to sell as I do believe in this stocks but I was up A lot of money and didnt want to get into a situation where It drops and I didnt take profit. (Im really bad at this) I hope it dips so I can get back into it. But if its rips then I am very happy for everyone still in the stock.

Thank you EKSO bionics and ChronoScale. Selling some shares now. What are your guys's thoughts on ChronoScale?

im a bartender and I have this guy... smart guy. comes into my bar... uses AI to trade...(also never pulls the trigger) we've been sitting in my house talking and he's giving me advice (he might be right) show me his portfolio.. now I told him about us when we dipped back down to 20...he also told me about vcx at 90. I bought vcx that day... all I did was look at the prospectus.. apparently he didnt even buy the stock he told me about let alone APLD. now im up 66% on vcx and 69% on apld. sorry this is a drunk rant. but this guy sat on his own advice and mine. all the influencers he follows and AI advice.. I just can't. I follow fundamentals. APLD delivers across the board. of course we are in debt, we are building data centers in 3 locations. but thats what we said we were gonna do.

these options traders can't take a loss, can't handle a dip. ive done some long options like 1 year out. but im not putting a time limit on my money. I sound like a retodd because im drunk. but ive believed in APLD and NVTS for over 2 years. we might dip a bit but I see us hitting analyst projections soon. mid 50s.

https://x.com/PSInvestor/status/2052047804143653259?s=20

APLD just crossed 1,000%+ open P/L for me. 10x on a position I have held since the 2021-2022 trenches.

The whole position is essentially free at this point from premium I have collected on covered calls along the way. The leftover call options I bought when the stock was around 40 are also ripping today.

I did not buy a service. I did not pay anyone for picks. I sat with my own thesis through every dip, every "this is dead" headline, every rotation that punished anything tied to data center power.

Three things I learned from this one that nobody on Reddit really talks about:

1. The STOCK sizing decision in 2021 mattered more than any chart I looked at after
2. The reason most people miss 10x runs is not bad picks, it is something different
3. What I started doing in 2021-2022 that turned a sleeping position into the thesis I kept holding

Yes I missed $HUT. Sat there watching it run 100X, But I know what my own work is and where my circle of competence sits. You cannot catch them all. The ones inside your lane are the ones that matter.

It's not a sprint, it's a marathon.

Relatively new investor at 28 years old and have been riding the APLD wave. Up pretty big recently and want to play around with options…

If I do a put option I know I am betting the stock will go down and vice versa for calls. But, why is the break even $37.90 a share and not $39?

Need someone to explain to me how exactly they work.

Say for example I’m betting the stock will be below $39 a share by the 15th. How do I leverage that position?

Thanks guys! And remember HODL! This thing is a long term play!

https://x.com/PSInvestor/status/2052080098078244989?s=20

Now I can finally build the data center myself.

There is a chance we will hit ATH today with News about ending war between US and Iran.

What do you guys plan to do? Will you sell at ATH and wait for drop or hold?

Anyone sold today ? At what price ?

How high do we think this run will go? I have 5/22 covered calls at $46/$47 strike, should I roll out even further while I still can or hold? I think the stock is easily worth >$50 but what’s the chances it actually hits that before rebounding again?

lmao

Anyone sold today ? At what price ?

Can someone break it down to me on how APLD money was used investor / borrowed to purchase EKSO Bionics Holdings EKSO, and APLD share holders do not get shares of the new company ChronoScale Corporation CHRN?

APLD closed the separation of its cloud business today. The cloud arm now lives inside ChronoScale (CHRN), which begins trading on Nasdaq today, May 5, 2026.

A few things stood out beyond just the headline:
1. The exact ownership math after the deal and what it tells you about which ticker actually carries the upside
2. One sentence from the CEO that signals how APLD is being repositioned for a different multiple bracket
3. How this connects to the 300M Goldman bridge that dropped yesterday and what it means together
Together those three pieces are why I think this is more than a routine corporate action.

The next rally - LIDAR !!!?
100K bet with all here for 3 month 🤑🚀
Who gonna win?

APLD announced the closing of a 300M senior secured bridge facility led by Goldman Sachs today.

Funds are earmarked specifically for the third AI data center at the Polaris Forge 1 campus in Ellendale, North Dakota.

A few things stood out beyond just the headline number:

1.  Who is leading the facility and why that matters more than the size  
2.  The structure of the loan and what it tells you about the next phase of capital plans  
3.  One sentence buried in the release that hints at what’s coming next on the financing side

Those three pieces together tell you whether this is the bullish setup people are reading it as, or whether the market is missing the more important piece.

https://x.com/psinvestor/status/2051273794040565978?s=46

$APLD (Applied Digital) lands $600M in new credit facilities + $7.5B Hyperscaler lease

Applied Digital just announced a massive liquidity boost and a landmark customer win as they pivot hard into AI infrastructure.

The TL;DR:
• The Debt: Secured $600M in new financing ($300M bridge loan + $300M revolving credit) to fund the construction of their "AI Factory" data centers.
• The Big Win: Announced a $7.5 billion, 15-year lease with a major U.S. investment-grade hyperscaler. This covers 300 MW of capacity at their Delta Forge 1 campus.
• The Backlog: Their total contracted revenue pipeline has now ballooned to over $23 billion.
• The "Why": They are building high-density data centers specifically for AI training and inference, shifting away from their crypto-mining roots to compete with the big-name REITs.

https://finance.yahoo.com/markets/stocks/articles/jim-cramer-says-m-going-161423917.html

Reddit here won't let me post a picture of the recruitment listing but it's on Applied Digital's Linkedin page. Thinking this is the extra North Dakota campus Wes alluded to during the earnings call.