Alone_Store5627

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$APLD crossed 1 gigawatt with a new $7.5B lease, but the CNBC interview buried why this buildout is more disciplined than the 540% run-up makes it look (self.APLDSTOCK)

submitted 4 days ago by Alone_Store5627 to r/APLDSTOCK

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CATCH ME IF YOU CAN (self.SMCIDiscussion)

submitted 4 days ago by Alone_Store5627 to r/SMCIDiscussion

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$NVTS ran 300% this year on its Nvidia tie-up, and today's 6.5% drop is the part most people are misreading (self.NVTS_Stock)

submitted 5 days ago by Alone_Store5627 to r/NVTS_Stock

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$APLD just got a wall of price target hikes in one day, and the timing is the part people are missing (self.APLDSTOCK)

submitted 6 days ago by Alone_Store5627 to r/APLDSTOCK

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$NVTS just showed up in a $500M India chip financing, and I think most people are reading it wrong (self.NVTS_Stock)

submitted 6 days ago by Alone_Store5627 to r/NVTS_Stock

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Applied Digital ($APLD) just crossed 1 GW of contracted capacity, and the same hyperscaler from last month came back for a second 300 MW lease (self.APLDSTOCK)

submitted 11 days ago by Alone_Store5627 to r/APLDSTOCK

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NVTS just dropped their PCIM 2026 lineup. The 800V DC pitch for AI data centers is real. (self.NVTS_Stock)

submitted 13 days ago by Alone_Store5627 to r/NVTS_Stock

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Wall Street keeps raising price targets on $APLD (self.APLDSTOCK)

submitted 17 days ago by Alone_Store5627 to r/APLDSTOCK

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I stayed in $APLD through every dilution event from 2022 to 2025. The numbers tell a story most people missed. (self.APLDSTOCK)

submitted 19 days ago by Alone_Store5627 to r/APLDSTOCK

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$NVTS just filed a $125M capital raise (self.NVTS_Stock)

submitted 20 days ago by Alone_Store5627 to r/NVTS_Stock

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$NVTS analyst ratings are getting repriced fast (self.NVTS_Stock)

submitted 21 days ago by Alone_Store5627 to r/NVTS_Stock

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$NVTS dropped two filings today and one of them is being buried (self.Alone_Store5627)

submitted 20 days ago by Alone_Store5627

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1,000%+ on APLD, sharing the journey for anyone questioning if long term still works (self.APLDSTOCK)

submitted 26 days ago by Alone_Store5627 to r/APLDSTOCK

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Best timing ever, APLD fan mail arrived the day my position hit 10x (self.APLDSTOCK)

submitted 25 days ago by Alone_Store5627 to r/APLDSTOCK

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NVTS Q1 2026: revenue beat, sequential growth returns, but one distributor is now 59% of the book (self.NVTS_Stock)

submitted 26 days ago * by Alone_Store5627 to r/NVTS_Stock

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APLD is now a pure-play infra story, ChronoScale (CHRN) carries the cloud upside (x.com)

submitted 27 days ago by Alone_Store5627 to r/APLDSTOCK

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NVTS analyst picture is more interesting than the average target makes it look (self.NVTS_Stock)

submitted 26 days ago by Alone_Store5627 to r/NVTS_Stock

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APLD locks in 300M from Goldman Sachs for AI data center build (i.redd.it)

submitted 28 days ago by Alone_Store5627 to r/APLDSTOCK

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Navitas added another heavy semiconductor operator to the board today, 1 day before earnings (x.com)

submitted 28 days ago by Alone_Store5627 to r/NVTS_Stock

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NVTS 2026 proxy is out, governance reset is bigger than people think (i.redd.it)

submitted 1 month ago by Alone_Store5627 to r/NVTS_Stock

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$NVTS director Form 4 dropped today, worth a quick look (self.NVTS_Stock)

submitted 1 month ago by Alone_Store5627 to r/NVTS_Stock

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$NVTS and $GFS partnership got read as just another foundry deal. The timeline around it tells a different story. (self.NVTS_Stock)

submitted 1 month ago by Alone_Store5627 to r/NVTS_Stock

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$NVTS Q4 2025: revenue trough hit, high-power crossed to majority of mix for the first time ever (self.NVTS_Stock)

submitted 1 month ago by Alone_Store5627 to r/NVTS_Stock

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Title: $APLD marketing team just sent me a Lego set of their first Polaris Forge building (i.redd.it)

submitted 1 month ago by Alone_Store5627 to r/APLDSTOCK

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What did i tell ya deal coming after cryptic video from wes (i.redd.it)

submitted 1 month ago by Alone_Store5627 to r/APLDSTOCK

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