Follow the light
@Fllw_the_light
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Investor who is extremely bullish on $APLD and Tech sector in general. Waiting on Elon to release the Roadster.
Joined October 2011
4 Company HPC/AI race? Lets engage with the $CORZ @Core_Scientific faithful as well as the $WULF @TeraWulfInc, $IREN @IREN_Ltd faithful, and then segway that into an $APLD @APLDdigital conversation. -------------------------------------- CORZ: recently signed a total of $10.2
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Wes talking to all the hyperscalers begging to get into his construction pipeline but on their terms... probably. $APLD $NVDA $CRWV $AMD
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Good stuff $APLD
Applied Digital’s $APLD new lease is bigger than the headline suggests. It runs for about 15 years, covers 200 MW at Polaris Forge 2 in North Dakota, and totals roughly $5 billion in contracted revenue. The customer is a U.S. investment grade hyperscaler. The first 200 MW phases
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$IREN $CIFR $GLXY
Did I say Thanksgiving? I meant Halloween $APLD $CRWV $AMD $NVDA $IREN $CIFR $GLXY
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Ok, Thanksgiving.
Did I say Thanksgiving? I meant Halloween $APLD $CRWV $AMD $NVDA $IREN $CIFR $GLXY
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Is 1 out of 21 ranking good? 😏 $APLD $NVDA $IREN $WULF $CORZ $GLXY $CIFR
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Wes is a totally different man in his confidence and conviction when he speaks now (and I don't mean that in the sense that he was bad before). He, of course, knows what the company is working on and what's in the pipeline to come for them, and man, am I excited about what I am
“We've put all the pillars in place to actually go and execute this at scale, really rapidly.” — Wes Cummins, CEO on @CNBC Those pillars: construction, supply chain, power, and capital. Now totaling 600 MW of contracted capacity, Applied Digital is scaling the next generation
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Neat. Last week this stunt caused panic leading up to it and it was a nothing burger. Can't wait for the same b.s. today, but instead maybe we'll hear about Plan B instead.
BREAKING: Trump to make an announcement at 3PM.
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@KyleLutnick looping you into this teams meeting. Let's get it done, boys.
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Hey @Brandonlutnick , Why dont you go tap the desk of Brett Knoblauch and tell him it's time to do an update on $APLD price target. Keeping it at $7 from an April update is after announcing $16 Billion in contracts is not a good look for your team. He was in tune enough to
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If I had more followers or the algorithms actual favored $APLD, there would be a cult behind me. Wes for President.
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For the $APLD naysayers and/or ignorers... What does this do to your insides? Make them all warm and fuzzy? Envious? $IREN $CIFR $GLXY $WULF $CLSK $CORZ
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Good evening, @WUSTL_Bear ! Could provide some clarity on the "In - negotiation 100MW Critical IT load TBD"? Which site is this at? To hopefully simplify the answer for you, is this 100MW at PF2 which, if agreed upon, would be what brings the first two buildings to 150MW each
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Damn... it's still early. But $APLD announces the $5 billion deal and they are playing second fiddle to $IREN this morning 😭 Day is still young, though! If APLD shares the name, we fly much harder. $MSFT $GOOGL $ORCL $META $NVDA $AMD $CIFR $GLXY
Did I say Thanksgiving? I meant Halloween $APLD $CRWV $AMD $NVDA $IREN $CIFR $GLXY
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I am going to dress up as my idle for this Halloween. @WUSTL_Bear - what outfit best describes you? Great work, man! Absolutely incredible. $APLD $NVDA $AMD $IREN $GLXY
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Did I say Thanksgiving? I meant Halloween $APLD $CRWV $AMD $NVDA $IREN $CIFR $GLXY
Wouldn't that be something if $APLD flips $IREN and $GLXY in market cap by Thanksgiving 😏
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Wouldn't that be something if $APLD flips $IREN and $GLXY in market cap by Thanksgiving 😏
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My man Wes dropping the mic!! I have said it many-a-times... stop sleeping on $APLD. This team at @APLDdigital will make Applied a household name and it's disgusting how often they are still overlooked. $CRWV $NVDA $AMD $IREN $CIFR $GLXY
@Fllw_the_light @DollarCostAvg @danielnewmanUV @StockSavvyShay @SullyMichaelvan We had more land (not a good metric), more currently under construction (good metric) and more contracted with customers (best metric).
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I dont think it will create a ripple affect or speculation to the upside, but, if the $CRWV acquisition of $CORZ is voted down by shareholders, what could this say/do for say, an $APLD (or even $IREN or $CIFR)? Does $CRWV now seek to find other deals, be it an acquisition (which
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Applied Digital will have afforded me the luxury of owning this (if/when it goes into production). Thank you, @WUSTL_Bear $TSLA $APLD
Franz von Holzhausen says the new Tesla Roadster unveil & demo is still on track for this year (2025). Franz hinted at the new Roadster having its own complete unique set of paint options. "I'm excited to showcase the roadster for a lot of different reasons. The wait will be
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Yooooo - @SullyMichaelvan !! I didnt know you were actually starting your next best seller!! If you ask nicely, I will get @WUSTL_Bear Involved for autographs and some direct quotes for you to use too. He's a stand-up guy so shouldn't be a problem. $APLD $NVDA $AMD $CRWV
📚 Halfway through The Blood of the Bourgeoisie by our brother @SullyMichaelvan … and I gotta say: “Most of what makes a good journalist is simple… Ask good questions. Genuinely listen. People love talking about themselves. That applies doubly so to successful people.” That’s
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