APLD
Applied Digital Corporation Common Stock
stock NASDAQ

APLD holy fuck

Anyone in APLD?

# APLD GANG Members checking in

For me personally, I like to keep my high conviction bets between 4-7%, mid like 2-5, small like 1-3. I also work in the tech space, I have really high conviction on sk and mu over the next 3 years (think conservatively 20%+ cagr for next 3 years), as well as anet.
No thoughts on APLD or Oracle, I think oracle is running a lot more deb than I personally like, but I also haven't researched them enough.
If I was buying tomorrow, the following are all at good valutaions: ISRG, MELI, MU, SKHY, ANET, MCO/SPGI, NFLX

This is very interesting indeed, thanks for all this info! You got me thinking now into opening a position tbh 😂 if you were me and had 250 or 300k available in my case, how much would you add there? Also if you’re into tech ones at all, do you have thoughts on APLD or Oracle? I know Oracle has so much debt etc but a very strong gut feeling of mine says it’s gonna shoot hard in the next 6 months - 3 years

I am down a whopping 30% combined on APLD and CIFR. AMA

The company is 100x more legit now that it’s at $7… when it was at 50c it was on the brink of bankruptcy. Now you have a fully controlled site with a locked in energy agreement. You have the county who already essentially gave the keys/green light to build. You have Macquarie (the largest asset manager in Australia lending them 260m), the JV partner is Stream who is majority owned by Apollo asset management, the top financing guy (Ted Warner) who has structured over 8.6B in datacenter financing for companies like APLD, and a deadline coming up on October 8th for a LOI agreement with a hyperscaler tenant (most likely Meta). This is the most valuable site in the Permian basin so every hyperscaler wants it and is 1.4GW capacity.

SO WE DOING APLD OR NAH

Does anyone know if APLD or CIFR are going to keep bleeding forever or

APLD ?

Should I give up and sell APLD before earnings? Their estimated revenue is down from last quarter....

Can I ask if you evaluate various positions before Friday? For instance, APLD is 24.6 now and IREN is 41.3 Do you ever roll before Thursday or Friday?

APLD

APLD

APLD

APLD is so dog shit

APLD trying to find rock bottom

# APLD GANG Members checking in

ooh ooh do me. SMCI is fuk RIVN is fuk QXO is fuk NU is FUK CELH is fuk APLD is fuk CIFR is fuk I AM FUK

APLD should start moving again. Great entry for leaps imo. ER next week I think.