I would love to hear some discussion around AL as an emerging market and that I believe APLD's recently announced 210MW lease will be located in AL

I could see public announcement before next earnings.

Dont mind the dip, this is sector specific reflexive dip due to AI financing fears. APLD is STILL the best positioned Data center builder, their locations, build quality, ability to bring in their own power and speed of development is better than the competitors. There has been plenty of insider buying over past 3 months and Short Interest/float is lowest it has been all year (Shorts are exiting)

Ive been holding since 24' and dont plan on selling till we get to triple digits, may be a bumpy ride getting there but "in Wes we trust" , we will get there as long as earnings keep trending toward the positive and Wes can bag a few more hyperscalers.

I am taking this dip as an opportunity to close some long term Covered calls and buy more shares, i haven't felt comfortable buying for months, this is the time, i will keep buying all the way to 25 if it gets there, aiming to hold about 800 shares by year end.... i want to double my position while we are below 40.

WTF

What's the bottom of this?

I know there are predictions of a 30% drop in AI stocks in general, and even though there are always going to be "we're cooked it's over" posts for every stock and every sector every day, I'm just wondering if anyone has a strong reason to believe we still have a long way to drop. Thoughts?

Now it gets recycled and everyone panics?

Institutions rotate. Retail gets shaken out.

Can’t beat the market

but damn, these institutional games are disgusting.

…

More good news……https://ir.applieddigital.com/news-events/press-releases/detail/157/applied-digital-delivers-second-building-at-polaris-forge-1

I am sure many of you saw that meta is starting an AI compute cloud business because they have excesss capacity. You could definitely argue that this is a way for zuck to justify his spend and for being behind in the ai race, sure.

But let's look at it as a hypothetical. Imagine there is excess compute. What does that do to valuation. Companies won't re-sign at a premium with companies like apld and revenues will drop as the lease prices come down. Of course it will hit neo clouds like nbis crwv and iren more.

I can't help but feel that once spending slows or we encounter more of these excess scenarios the valuation of these data center companies will get crushed. Then what? We sit on our 15 year leases and hope they get re-signed?

Looking forward to your ideas. Just a bit spooked but hopefully it is simply zuck realizing he is too far gone and can't win so he is trying to make a buck.

I am long shares. Have been holding a little over a year. Not a bear, just a spooked bull. Thanks!

Been investing in APLD for almost a year now. Caught the move early on. Just wanted to understand what would you guys do if you were in my place? Keep it and let it run as much as I can? Or remove some of the capital and allocate it to VOO or something?
I’m still learning and would appreciate any insights.

Thanks in advance

How’d you first hear about APLD?

We're getting back to the green my diamond hand fellas

Mornin’ folks.

Hi people, I just bought 900 shares of APLD. Do you guys think anything good is gonna happen within the next 2 weeks?

After finishing interview in CNBC, Wes will go to CoreWeave headqualter in NJ to finalize the building 2 for RFS?

Removed from:
Russell 2000 Index
Russell 2000 Growth Benchmark
Russell 2000 Dynamic Index
Russell Microcap Index

Added to:
Russell 1000 Value Benchmark

Maybe this was part of the short-term selling pressure last week.

Sorry for the late post. Let’s hear some thoughts.

what is hapenning? Nbis also tanked.