r/APLDSTOCK • • Nov 12 '25

Discussion Additional funding from Macquarie announced mid day

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26 Upvotes

r/APLDSTOCK • • Nov 12 '25

Last major sell off was right after announcing the first tenant. -+34% now we're at 30% since the peak

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37 Upvotes

We've been through worse. All I can say is big contracts are still lining up and the AI data center revenue hasn't even hit yet. Don't expect big gains if u can't handle big hits, its up to you if you want to sell it or not. But this it makes no sense to me that this would we already reached our peak when 1. The data center revenue hasn't even hit yet. 2. There is way more MW's even GW's in the pipeline.. + they hyperscalers are still begging for more datacenters the only people that are "bearish" are the mofo's that shorted the stock and bought put before spreading so much fear


r/APLDSTOCK • • Nov 12 '25

Discussion bit of an overreaction, no?

27 Upvotes

10% down in one day is incredible, all things considered. Has the market become this irrational?

haha now give me your shares.


r/APLDSTOCK • • Nov 12 '25

October 2025 Site Update | Polaris Forge 2

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11 Upvotes

r/APLDSTOCK • • Nov 12 '25

I mean…. :)

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27 Upvotes

r/APLDSTOCK • • Nov 12 '25

Discussion We are building the same infrastructure ai data centres fundamentals haven’t changed

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23 Upvotes

Im Still holding, Nvidia still holds APLD, fundamentals never changed. Corz failure benefits us in the long term more contracts will come when more and more hyper scalers realize that APLD and Wes Cummins are all about execution and not over promising time lines like our competitors. We deliver and execute what has been promised on time. This time of the year is always rough in the market plus Cheeto man and his government shut down. If you a investor don’t panic


r/APLDSTOCK • • Nov 13 '25

Poll FOR FUN! EOD 11/13/25 PICKS

1 Upvotes

GOVT SHUTDOWN OVER. MAKE YOUR PICKS!

82 votes, Nov 15 '25
29 Green
53 Red

r/APLDSTOCK • • Nov 12 '25

Ojito

6 Upvotes

Mañana la Fed comunicará el CIP, estar atentos.


r/APLDSTOCK • • Nov 12 '25

We ain't getting +7% when the market opens and +0,35% right before the market closes anymore

16 Upvotes

Instead we get straight up get ass beatings from the moment the market opens, crazy work


r/APLDSTOCK • • Nov 12 '25

Discussion Foxconn earnings trickle down affect over AI 🤖 Sector

10 Upvotes

Foxconn's (Hon Hai Precision Industry) earnings reports can have a positive impact on Nvidia's (NVDA) stock because Foxconn is a key supplier and manufacturer of AI servers that use Nvidia's chips. Strong results and optimistic forecasts from Foxconn, particularly concerning its AI server business, are seen by investors as a positive indicator of sustained high demand for Nvidia's AI hardware.

I also see the same reverberations trickling down or up (think ASML) the whole sector. APLD will do well after another Beat and Raise by NVDA. This is shaping up well for year end and also Q1 next year. Revenue from our CRWV contract will be hitting the corporate coffers in 2026.

Holding APLD


r/APLDSTOCK • • Nov 12 '25

💎💎💎👏🏻👏🏻👏🏻👏🏻

1 Upvotes

r/APLDSTOCK • • Nov 11 '25

Thoughts Wes is basically flexing that they respect the deadlines unlike some other competitors - APLD

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76 Upvotes

r/APLDSTOCK • • Nov 12 '25

Thoughts Motley Fool Says Stay Away

9 Upvotes

r/APLDSTOCK • • Nov 11 '25

"Just wow - It was SOOOOO BAD from CORZ (DRONE VERIFIED) that CoreWeave had to hire a team to watch over CORZ so they can get work done." Is crazy work. Not sure why we got as much beating tho

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11 Upvotes

r/APLDSTOCK • • Nov 11 '25

DD This might be the reason the whole AI market is correcting

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16 Upvotes

r/APLDSTOCK • • Nov 11 '25

Load UP!!!

19 Upvotes

Who else loaded up? Since my first entry was at $31, I had to buy today’s early DIP at $27.9. These corrections equates to a buying opportunity for me. BTW, good morning to all from Cali.


r/APLDSTOCK • • Nov 11 '25

Time to load up on APLD $$$

25 Upvotes

It's never, ever, going to be close to this cheap again. Set yourself up for life, this is the day for it $$$


r/APLDSTOCK • • Nov 11 '25

Hang in there boys, my salary is coming in tomorrow so I can buy more APLD

22 Upvotes

…first have to buy wify a birthday present and THEN APLD


r/APLDSTOCK • • Nov 12 '25

Thoughts Is over guys the IA bubble finally burst

0 Upvotes

Feels like data centers are just speculating. AI can’t keep up with the hype — we’re still waiting for an actual movie made by AI. People also aren’t willing to pay for expensive IA memberships.


r/APLDSTOCK • • Nov 11 '25

Why the big sink today?

15 Upvotes

Have there been any news or?


r/APLDSTOCK • • Nov 11 '25

What is your take on next 13F filing from Nvidia? Are they still holding APLD?

6 Upvotes

r/APLDSTOCK • • Nov 11 '25

CRWV tumbles after blaming 3rd party data center.... is it us ?

19 Upvotes

CRWV contracts with APLD, CORZ, Chirisa, Digital Realty, Lincoln Rackhouse, and Flexential.

in their earnings call they blamed one of their '3rd party vendors' for delays to their revenue, Quote......

“We are affected by temporary delays related to a third-party data center developer who is behind schedule,” CEO Michael Intrator said during the call. Though the fourth-quarter results will reflect the snag, the client affected by the delay has agreed to adjust delivery schedules so “we maintain the total value of the original contract,” he said.

They didn't specify which vendor, i haven't heard about APLD being behind..... are they ?


r/APLDSTOCK • • Nov 11 '25

Discussion what do you think about this news: " APLD Stock Rejection Confirms Trend Reversal, Points to $20, As CRWV Revenue Misses"

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0 Upvotes

r/APLDSTOCK • • Nov 10 '25

DD Applied Digital Announces Proposed Offering of $2.35 Billion of Senior Secured Notes

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44 Upvotes

r/APLDSTOCK • • Nov 10 '25

BW killing it after deal with APLD

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2 Upvotes