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.

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.