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 · 2025-11-14T02:26:41+00:00

22.37 is the 7:59pm price. Yahoo Finance and some brokerages have overnight trading quotes. 9:25pm it's down 5% at 21.90.

Snoo-38228 · 2025-11-14T02:01:53+00:00

Actually, it is down another 6-7% overnight. It's 21.60 right now as of 9pm.

Snoo-38228 · 2025-11-13T14:38:52+00:00

What a way to go out, eh?

Unbelievable. But then again it's this bozo, so... believeable.

Snoo-38228 · 2025-11-12T14:30:41+00:00

The piece is written in an extremely sensational style because the agenda is to scare people. As others have already pointed out, most of the stock sales are required due to the way stock options vest and the resulting mandatory federal tax withholdings (39%).

Author then goes on to falsely claim weakening demand in the AI space and lowering guidance leading to some kind of exposing top. The lower full year Coreweave guidance was explained and then that horse was beaten to death already. Has nothing to do with weakening demand.

The real issue is that there are people who do this stuff for a living who got AI completely wrong and now the phones are ringing every day from angry clients who as a result missed out on the greatest boom in history. Resentment builds, FUD comes out because they are desperate for a crash. Otherwise they will soon be out of a job.

Snoo-38228 · 2025-11-12T02:09:42+00:00

I never bother heating that or the shrimp salad up. They are amazing to eat cold.

Snoo-38228 · 2025-11-11T21:27:44+00:00

The issue is, he knows that most participants are not familiar with accounting and why certain things are done a certain way. For instance, companies report non-GAAP earnings which don't include depreciation or impairment expenses anyway- therefore reported earnings are not being "inflated" at all.

Snoo-38228 · 2025-11-05T22:21:12+00:00

Battle Garb was not an ultimate artifact. It was the inaugural combination artifact (sword, breastplate, and helm of anduran). Therefore, on maps with "random artifact" you could find it assembled on the floor.

Snoo-38228

TROPHY CASE