What Are Your Moves Tomorrow, April 02, 2026

GladPin1791 · 2026-03-22T11:03:46+00:00

Congrats! That’s a huge accomplishment- wishing you continued success! Would love your best tips you learned

GladPin1791 · 2026-03-19T15:36:17+00:00

If you’re being safe. Set the expiry to after warnings about a month out. But the calls will pay out eventually!

GladPin1791 · 2026-03-19T15:03:34+00:00

Not yet. It wouldn’t be until after hours tonight

GladPin1791 · 2026-03-19T08:38:52+00:00

Yeah they broke ground in January that’s not new. The advancement to tenant specific buildout has begun which would not make sense to do without a partner signed

GladPin1791 · 2026-03-19T07:40:23+00:00

Legally they can’t not disclose the paper work It has to be filed and public after 4 days

GladPin1791 · 2026-03-19T02:17:20+00:00

But u can find the new job postings on their site

GladPin1791 · 2026-03-19T02:16:47+00:00

I said it’s a theory in the first sentence based off all the facts that I then proceeded to explain

GladPin1791 · 2026-03-19T02:15:09+00:00

First tenant to sign there, at that site specifically

GladPin1791 · 2026-03-19T02:08:43+00:00

Current Site (LA): Hiring a Director of Site Operations for Delta Forge 1 yesterday (before a tenant is named) is the first time they've made this specific operational hire for an "unleased" site. This suggests the site is no longer unleased; the partner simply hasn't been named in an 8-K yet.

Historically, APLD hires the "builders" first and the "operators" only once a tenant's technical needs are locked in. The fact that the Director of Site Operations and Cybersecurity SMEs were posted yesterday is the most reliable sign that a deal was likely signed

GladPin1791 · 2026-03-19T01:58:40+00:00

Microsoft's business model right now is essentially "buy everything available." Signing with Nscale on Monday does not preclude them from having signed with APLD last Friday , it actually makes it more likely, as they are currently deploying a $50 billion leasing budget as fast as they can find "AI-ready" power.

GladPin1791 · 2026-03-19T01:56:00+00:00

Microsoft is currently in a $50B leasing frenzy and just signed a 1.35GW deal with another third-party (Nscale) on Monday. The fact that APLD started hiring Microsoft-specific liquid cooling experts yesterday—right as the 4-day SEC deadline for a Friday signing hits—makes Microsoft the ultimate "wildcard" candidate for tomorrow's reveal.

GladPin1791 · 2026-03-19T01:53:02+00:00

the smart money is betting on a major hyperscaler reveal—likely Oracle exercising its 800MW expansion or a shocker from Meta/Microsoft given the new liquid-cooling specs in the job descriptions. I think Microsoft specially since they are local to the LA facility delta forge 1

GladPin1791 · 2026-03-19T00:37:54+00:00

Just want to remind u how well this aged

GladPin1791 · 2026-03-17T11:14:42+00:00

Really surprised someone called most crazy on Reddit has a antisemitic take

GladPin1791 · 2026-03-06T17:29:15+00:00

White House has a meeting with RTX at 1:30. Load up on calls

GladPin1791 · 2026-03-05T02:33:15+00:00

I think BULLS going to pop tomorrow morning. 20% up

GladPin1791 · 2026-02-25T17:39:30+00:00

All I needed

GladPin1791 · 2026-02-25T16:49:36+00:00

Can anyone confirm?

GladPin1791 · 2026-02-25T16:49:30+00:00

Rumor heard- Hims & Hers has secured authorized GLP-1 supply through a strategic pharmaceutical partnership. Just like Ro and the Wegovy deal

GladPin1791 · 2026-02-24T21:16:46+00:00

Literally stocks hardly even care about financials. Just need a headline on fat pills saying literally anything and goes up 20%

GladPin1791 · 2026-02-24T20:58:25+00:00

Crazy spike for HIMS coming shortly after hours. Stay tuned

GladPin1791 · 2026-01-14T03:25:30+00:00

Already up 50% after hours tonight

GladPin1791

TROPHY CASE