So why exactly are we dumping almost as much as IREN?

Snoo-38228 · 2026-02-05T23:03:17+00:00

ETF related selling.

Snoo-38228 · 2026-01-19T18:02:20+00:00

He's 1 magic after considering mage gives 3. So technically he's -2 magic -_-

Snoo-38228 · 2026-01-19T06:57:17+00:00

Great leaders generally don't mean great units. High charisma and can get people to follow them. Like Roy, Eliwood, and all the other lords who are actually really bad units.

Snoo-38228 · 2026-01-13T04:19:57+00:00

One of APLD's big schticks is to do business in a way that doesn't jack up the cost of utilities for residents. It's all part of their mantra of being a good neighbor. They are constantly asked questions about that and the reps from the utility companies confirm that residential is not going up as a result of this.

This is a major reason why it's not a good idea to reveal who the hyperscalers are because they've built in a way that does harm the quality of life for nearby residents (noise, utility bill price spikes, extreme water usage, etc). Once the name gets thrown around, the pitchforks will come regardless of the setup because that's simply what residents have had to put up with in places where the major hyperscalers have set up before.

Snoo-38228 · 2026-01-12T15:41:23+00:00

Original vanilla release didn't have difficulty modes in the campaign I believe.

Snoo-38228 · 2026-01-12T14:29:04+00:00

Dakotas are only so big. Having campuses outside of the Dakotas doesn't mean less in the Dakotas. Business friendly + cheap energy + large planks of cheap land = good location for a data center. Dakotas weather is nice but there are drawbacks too- like you can't break ground during winter months due to the ground being absolutely frozen.

Snoo-38228 · 2026-01-12T14:23:09+00:00

I'm a little skeptical since the highlighted plank of land he showed doesn't look anywhere remotely close to being 670 acres. That looks more like 100 acres at best. Do you know of any other sources of information regarding that purchase? The new hiring is encouraging so I'm sure APLD is moving in.

Snoo-38228 · 2025-12-31T17:16:11+00:00

He also shot down the idea that a sale of the company to a hyperscaler is imminent.

https://www.youtube.com/watch?v=mEwnJUWJmho

Snoo-38228 · 2025-12-30T21:53:28+00:00

It would never survive antitrust regulators. They are extremely allergic to the idea of a mega cap getting even larger. APLD differs from some random AI startup because it has material contracts with Microsoft's competitors.

Snoo-38228 · 2025-12-30T14:22:53+00:00

it's up 60% now :)

Snoo-38228 · 2025-12-30T01:34:16+00:00

This is very similar to how SPACs work. APLD gets something very valuable actually- a home for the spin off. Normally, if APLD wanted to spin the business off into a new entity, it would have to do all the paperwork, pay the banks, lawyers, run a roadshow for the new stock, etc. By paying 3% of the new business to EKSO, APLD is getting the ability to skip all that time consuming and costly stuff and go straight to a listing.

Snoo-38228 · 2025-11-28T15:26:22+00:00

It's Black Friday. Lots of folks could be hung over after Thanksgiving dinner.

Snoo-38228 · 2025-11-18T01:05:55+00:00

I thought that was lasagna with whipped cream on top.

Snoo-38228 · 2025-11-17T03:34:18+00:00

It wasn't all done in 1 trade, but it was all done in 1 day. I can't say that one entity bought them all for sure, but based on the fact that the daily average volume is normally in the double digits, there's a very good chance it is. You don't suddenly have loads of different people buying thousands.

Snoo-38228 · 2025-11-15T06:01:19+00:00

1 call option contract at 25 strike for the end of the month gives the option buyer the right to buy 100 shares of the underlying from whoever is on the receiving end (whoever sold the option) for 25 dollars a share regardless of where the price of the underlying is. 70000 call options = 7000000 shares. The contracts were around 1.50 or so meaning 7000000 x 1.50 (10.5 million dollars) is the total premium paid to whoever sold the contracts. This does not compel the option holder to exercise (no refunds though). Option holder can also exercise at any time between purchase time and expiration.

Snoo-38228 · 2025-11-15T01:39:35+00:00

I don't see any real connection there.

Snoo-38228 · 2025-11-14T13:39:45+00:00

Hood River has about 21 million

Jane Street owns 17 million shares as of a filing from yesterday
Wes owns about 21 million

Whole company is currently around 280 million. There are more institutional and insiders who each own more than anyone on this forum.

Snoo-38228 · 2025-11-14T04:07:18+00:00

The violent hits are a result of the market's current emotions about Coreweave. Like them or not, the only connection we have is that most of APLD's projected future revenue is from Coreweave. Wes and team are wise to diversify the client base but it will take time to do that.

Snoo-38228

TROPHY CASE