$APPLIED DIGITAL CORP(APLD)$ T-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$APPLIED DIGITAL CORP(APLD)$ There's still a sixth site, DF3, that should be leased soon, likely for another 210MW of IT compute to match the other building in Alabama, or maybe 150MW.

Similar to how $Oracle(ORCL)$ was eventually confirmed in an APLD filing, I think we might hear soon that $Meta Platforms, Inc.(META)$ is the mystery tenant for the third campus, and possibly the fourth one too.

Job postings for both Mobile, AL and Brookwood, AL are up now.

There's also an RFS for another 75MW at PF1-2 coming in about a month, which would bring the live capacity to 250MW right around the earnings date. Revenue from this new 150MW PF1-2 RFS won't be in the upcoming earnings report.

It feels like the worst of the storm has passed. With more RFS activity on the way and earnings expected to show higher ARR and guidance, there's a chance we could see all-time highs again before long.

$IREN Ltd(IREN)$ is getting a boost this evening from the Anthropic rumors again. Hopefully, that rising tide lifts all boats, especially after last week's incorrect interpretation of the META news.

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Revenue from this new 150MW PF1-2 RFS won't be in the upcoming earnings report.</p>\n<p>It feels like the worst of the storm has passed. With more RFS activity on the way and earnings expected to show higher ARR and guidance, there's a chance we could see all-time highs again before long.</p>\n<p><a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$&nbsp;</a> is getting a boost this evening from the Anthropic rumors again. Hopefully, that rising tide lifts all boats, especially after last week's incorrect interpretation of the META news.</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a>There's still a sixth site, DF3, that should be leased soon, likely for another 210MW of IT compute to match the other building in Alabama, or maybe 150MW.</p>\n<p>Similar to how <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> was eventually confirmed in an APLD filing, I think we might hear soon that <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> is the mystery tenant for the third campus, and possibly the fourth one too.</p>\n<p>Job postings for both Mobile, AL and Brookwood, AL are up now.</p>\n<p>There's also an RFS for another 75MW at PF1-2 coming in about a month, which would bring the live capacity to 250MW right around the earnings date. Revenue from this new 150MW PF1-2 RFS won't be in the upcoming earnings report.</p>\n<p>It feels like the worst of the storm has passed. With more RFS activity on the way and earnings expected to show higher ARR and guidance, there's a chance we could see all-time highs again before long.</p>\n<p><a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$&nbsp;</a> is getting a boost this evening from the Anthropic rumors again. Hopefully, that rising tide lifts all boats, especially after last week's incorrect interpretation of the META news.</p></body></html>","text":"$APPLIED DIGITAL CORP(APLD)$ There's still a sixth site, DF3, that should be leased soon, likely for another 210MW of IT compute to match the other building in Alabama, or maybe 150MW. Similar to how $Oracle(ORCL)$ was eventually confirmed in an APLD filing, I think we might hear soon that $Meta Platforms, Inc.(META)$ is the mystery tenant for the third campus, and possibly the fourth one too. Job postings for both Mobile, AL and Brookwood, AL are up now. There's also an RFS for another 75MW at PF1-2 coming in about a month, which would bring the live capacity to 250MW right around the earnings date. Revenue from this new 150MW PF1-2 RFS won't be in the upcoming earnings report. It feels like the worst of the storm has passed. With more RFS activity on the way and earnings expected to show higher ARR and guidance, there's a chance we could see all-time highs again before long. $IREN Ltd(IREN)$ is getting a boost this evening from the Anthropic rumors again. Hopefully, that rising tide lifts all boats, especially after last week's incorrect interpretation of the META news.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/582767633874976","repostId":0,"isVote":1,"tweetType":1,"viewCount":169,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META","APLD","IREN","ORCL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":903,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/582767633874976"}