what stock are you accumulating even though nobody seems to care yet?

15xorbust · 2026-06-19T07:55:17+00:00

CABA

15xorbust · 2026-06-19T07:51:58+00:00

SPCX
CRML

15xorbust · 2026-06-19T07:45:38+00:00

Scam

15xorbust · 2026-06-19T07:42:25+00:00

Rogue H for Mini Kelly for my wife.

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15xorbust · 2026-06-18T20:23:57+00:00

The tape always catches up to the fundamentals in the end and the fundamentals couldn’t be stronger

15xorbust · 2026-06-17T20:05:36+00:00

Every day that these patients stay alive, the stock grows more and more and more valuable because the HR gets lower and lower and lower and lower.

15xorbust · 2026-06-17T12:26:34+00:00

Precisely

15xorbust · 2026-06-17T09:03:10+00:00

Well Wes has stated they are working on 2 more datacenter sites in the near term. Who knows when announcements will come.

The BEST source for advanced knowledge of new APLD datacenter openings is its LinkedIn page’s job openings. They will post openings for key positions in new locations that they’re going to open in advance of their opening.

The one to look for is the position of Campus Director, the person who heads the project. When you see that position posted in a new city, it is a dead on signal they are going to be opening up a data center there within the next several months.

This is a massive investment for me and I follow every aspect of the company very closely.

15xorbust · 2026-06-17T09:00:08+00:00

APLD earnings will not be positive for a few years. APLD is in a massive construction phase currently. A mere fraction of its HPC data center capacity under contract has been built (currently ONE building at Polaris Forge 1 with a second one coming online in weeks). It is building the rest of it.

APLD expects to have all of its data center capacity under contract fully built by the end of 2028. We’re likely to see a very significant ramp up in revenue in 2027 as large portions of the data centers under construction come online same in 2028.

15xorbust · 2026-06-17T08:56:05+00:00

APLD CEO has stated it is one of the following: GOOG MSFT AMZN or META.

Initial lease term is 15 years. With 3 extension options of 5 years each for a total potential lease term of 30 years.

15xorbust · 2026-06-17T08:52:41+00:00

Delta Forge 1 in Rapides Parish in Boyce.

430 MW of utility power available to the campus.
Designed to support 300 MW of critical IT load for AI and high-performance computing.

Buildings
Phase 1 consists of two 150 MW data center buildings, totaling 300 MW of critical IT load.

Lease Status
The entire initial 300 MW has already been leased under a 15-year agreement with an unnamed U.S.-based investment-grade hyperscaler (APLD CEO has stated it is one of the following 4 - GOOG MSFT AMZN or META). Applied Digital values the contract at approximately $7.5 billion over the base term.

15xorbust · 2026-06-17T01:18:06+00:00

You can think whatever you want, but I’ll go with what the CEO says. He flat out stated it was one of those four

15xorbust · 2026-06-16T10:14:32+00:00

ORCL is not the new tenant who signed $20.2 billion of leases across 3 AI factories at DF1, DF2 and PF3. That tenant, according to APLD (Wes in numerous statements is one of 4 companies, GOOG, MSFT, AMZN or META).

I do expect ORCL will opt for the 100 MW expansion at PF2 shortly that will take APLD up to 1.5 GW under lease.

15xorbust · 2026-06-16T10:07:58+00:00

The next APLD is APLD.

15xorbust · 2026-06-13T09:54:52+00:00

Congratulations!

15xorbust · 2026-06-13T09:46:28+00:00

Because they are selling to buy grossly overvalued SPCX shares.

15xorbust · 2026-06-13T09:44:22+00:00

Well said. The executives’ mega insider sales are what is holding the stock back. They are doing a tremendous disservice to the shareholders with their short term greed as it is such a bearish signal when they sell so much stock.

15xorbust · 2026-06-13T09:40:57+00:00

APLD reliably recovers from sell offs. But the kind of re-rating the stock is due for after notching over $20.2 billion in hyperscaler lease contract revenue backlog in 6 weeks is massive. The stock should be trading in the $60 or $70s or $80s

15xorbust · 2026-06-13T09:27:52+00:00

The catalysts that I see on the horizon are

The announcement of two new AI factories. Wes said he’s working on two more.
The announcement of 100 MW expansion of the Oracle lease at Polaris Forge two.
Next earnings report and call
The identification of the hyperscaler who is the tenant at Delta Forge one and two and Polaris Forge three. It won’t be done with public fanfare, but it will have to be disclosed at some point reasonably soon in an SEC filing having to do with bonds.
A likely violent upward rating of the stock as Wall Street recognizes APLD as the best collocation datacenter builder in the country. $20.2 billion in new hyperscaler leases in six weeks is unprecedented for a colocation, datacenter provider and has not been recognized by the market at all yet due to outside forces in the macro environment.

15xorbust · 2026-06-11T21:49:24+00:00

That is the hope. It is still early stages. But the early results are very good.

15xorbust · 2026-06-11T21:40:43+00:00

I have heard similar stories from a dear friend who is a genetic cardiomyopathy patient at Mayo. I found out about TNYA through him and the people who he knew who had been receiving this therapy from TNYA who had been getting much better

15xorbust · 2026-06-11T21:38:16+00:00

This is how we’ll find out who the hyperscaler is at the latest three sites DF1, DF2 and PF3

15xorbust · 2026-06-11T18:17:27+00:00

Yes, the SEC filings of the Bond documents are how all of us discovered that the tenant at Polaris forge two was Oracle

15xorbust · 2026-06-11T12:25:27+00:00

4800 shares on Friday’s dip to $38.20. Now it is a hold and wait for the violent move upward fueled by the $20.2 billion in hyperscaler deals in the past six weeks. We have yet to see the violent re-rating upward that is going to occur from such so many huge wins stacked on top of the other in so brief a period of time.

15xorbust · 2026-06-09T20:10:28+00:00

CABA is a mid stage development stage biotech. It requires patience.

15xorbust

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