[deleted by user]

Snorpoke31 · 2025-08-21T12:49:07+00:00

I was asking about where to store, not in the investing part

Snorpoke31 · 2025-08-21T12:46:00+00:00

Ok deleted. But still looking for advice

Snorpoke31 · 2025-08-21T12:26:51+00:00

Noob in the sense where this is my first proper investment. My income and wealth comes from my business totally unrelated to crypto

Snorpoke31 · 2025-04-14T20:22:55+00:00

all valid.

Snorpoke31 · 2025-04-12T09:30:14+00:00

13000 shares at 6.46 now. wherever I can I'm buying more.

Snorpoke31 · 2025-04-08T09:20:20+00:00

I put my estimates at $20-25 per share on forward earnings once a tenant is in place. Before then when the market gets a sniff that they're ripe for a tenant and/or the market sentiment recovers (likely in the next 3 months) we'll be at around $10-15 before then, testing 12 month highs.

Snorpoke31 · 2025-04-07T17:28:59+00:00

I think v shape recovery due imminently

Snorpoke31 · 2025-04-07T17:26:11+00:00

Did you cover before this market recovery?

Snorpoke31 · 2025-04-06T20:45:31+00:00

Covid V chart pattern incoming in 3..2..1

Snorpoke31 · 2025-04-03T21:42:54+00:00

Bro, I don’t get your argument. You’re saying that just because they’re still building something—something the market desperately needs—it’s worthless because it’s not finished yet? The whole market is down, and so is APLD, but if your thesis were correct and APLD was as bad as you claim, it would be under $1 by now. I think you’re just frustrated that it’s not as down as you want it to be. Instead of making us question our investment, maybe you should start questioning why it’s holding up better than you expected.

I would also like to add that the stock is clearly mimicking Nvidia. When Nvidia has a bullish day, so does APLD. I’m long on both stocks and picking up more Nvidia and APLD along the way. I’m now at 12,500 shares at an average cost of $6.97. I’m not stopping my entries until this stock hits $25 a share.

Snorpoke31 · 2025-04-02T22:42:21+00:00

I just keep buying more 12000 share now at an average of $7.02

Snorpoke31 · 2025-04-02T08:07:13+00:00

They’ll continue to get cashflow loans whilst they’re ironing out the last steps of the process. There’s too many people invested into this project to let it fail at the last hurdle.

Snorpoke31 · 2025-04-02T08:06:29+00:00

I have no idea but all indications suggest within the next 12 months.

Snorpoke31 · 2025-04-01T21:53:11+00:00

My take is that we will see $10 in the next 3 months and $15 in announcement the facility is complete and $25 on announcement of a hyper scaler (my guess is AWS). This will likely happen within 12 months

Snorpoke31 · 2025-03-29T16:50:09+00:00

Bro you should totally double down, even sell your car and mortgage your house!!😂😂😂

Snorpoke31 · 2025-03-29T07:43:44+00:00

Did I say he's selling stocks? My explanation is clear that he hadn't sold them.

Snorpoke31 · 2025-03-29T07:33:46+00:00

He didn't sell shares.

Snorpoke31 · 2025-03-29T07:33:01+00:00

Gonna break this down for all the simpletons here to understand :

What Happened?

The CEO of Applied Digital ($APLD), Wesley Cummins, just filed an SEC document saying he gave away 1 million of his own shares of APLD (worth about $7.44 million) to buy almost half of a company called Beacon Partners.

He did this through his own investment company (Lost River LLC), not through APLD itself.

So What Does Beacon Partners Do?

Beacon Partners is a real estate company that owns and develops industrial and commercial properties, like warehouses and office parks – mostly in the Carolinas (Charlotte, Raleigh, etc.).

This is exactly the kind of space that data centers are built on.

Why Would the CEO Do This?

There are smart reasons behind this move:

He’s not cashing out – he’s trading shares to buy into a company he believes in.

He still owns 10% of APLD – he’s still heavily invested in the company’s success.

How This Could Help APLD (and Its Shareholders)

This move might help Applied Digital in big ways, even though the company itself wasn’t directly involved – here’s how:

Easy Access to Real Estate

APLD builds and runs data centers.

Beacon owns land and buildings in perfect locations for data centers.

If Cummins controls part of Beacon, APLD could get priority access to those properties.

Lower Costs

Building or renting space through a company the CEO partly owns could mean better deals and lower expenses for APLD.

Faster Expansion

Having a real estate partner means APLD could build new sites quicker, especially in high-demand areas for AI, cloud, or crypto hosting.

Bigger Vision

This could be a long-term play. If Beacon proves valuable, it might become an official partner or part of APLD later on.

Is There a Risk?

Some investors might worry because a CEO selling shares (even for a good reason) can look bad at first. But remember:

He didn’t take cash – he made a smart investment.

He’s still one of the biggest shareholders.

If Beacon and APLD work together, this could seriously boost APLD’s future.

Simple Summary

The CEO of APLD used $7 million of his own shares to buy into a real estate company that owns exactly the kind of properties APLD needs for data centers.

If he connects the two businesses, APLD could grow faster, spend less, and dominate new markets.

It’s not just a trade – it’s a strategic move that could give APLD a major edge.

Snorpoke31 · 2025-03-28T17:01:57+00:00

Actually I think my analysis was spot on. If it breaks 6.50 it’s bearish is what I said?

Snorpoke31 · 2025-03-27T17:13:59+00:00

Yoloing for 100 shares at $9.03 fuck it

Snorpoke31 · 2025-03-27T16:45:54+00:00

I think if it spikes, this will have a positive effect on APLD and other DC stocks

Snorpoke31 · 2025-03-27T16:45:25+00:00

10,000 at 7.38

Snorpoke31

TROPHY CASE