$APLD 20261009 20.0 PUT$ APLD -To The Moon - Tiger Brokers Online Investing Community - To The Moon

$APLD 20261009 20.0 PUT$ APLD — Recent Bullish vs. Bearish News

Bottom line: The news flow over the past two months skews constructive on the operational side (capacity coming online, bullish analyst initiations) but cautious on the financial side — the company is still loss-making, and the upcoming earnings print (2026-10-07) is expected to show revenue growth alongside a wider loss. The stock is a high-beta AI-infrastructure name where the bull case rests on contracted capacity and the bear case on execution, funding and dilution.

APLD PUT

10-05 22:58

US20261009 20.0

Side	Price \| Filled	Realized P&L
Sell Open	0.13 1Lot(s)	+46.16% Holding

APPLIED DIGITAL CORP

Trade Feed: Who is your favorite trader?

Come to the Trade Feed Topic to find more trading opportunities! Also, please feel free to recommend and introduce fellow Tigers to the "hidden gem traders" that you've discovered!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

tothehill
10-05 23:42
tothehill
That wider loss is probably priced in already — if contracted capacity shows up cleanly, that matters more than the headline loss

Leave a comment

1

52

12

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":615345275884112,"tweetId":"615345275884112","gmtCreate":1791212576585,"gmtModify":1791317406722,"author":{"id":4121356723951552,"idStr":"4121356723951552","authorId":4121356723951552,"authorIdStr":"4121356723951552","name":"PamelaOng","avatar":"https://community-static.tradeup.com/news/7bb6017ae81b8d39bc62b4b0ecf98261","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":13,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.08.29","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1001,"badgeId":"1026c425416b44e0aac28c11a0848493-3","name":" Tiger Idol","description":"Join the tiger community for 1500 days","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}],"fanSize":551,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":520,"starInvestorOrderShareNum":2152,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":78.69,"showRor":true,"winRationPercentage":93.518519,"tradeVolumeEst":0},"themes":[{"themeId":"4e1ab37448a24dd39b7882426fc6fd27","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"Trade Feed: Who is your favorite trader?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":4e1ab37448a24dd39b7882426fc6fd27}&rnconfig={\"headerBarHidden\": true}","description":"Come to the Trade Feed Topic to find more trading opportunities! Also, please feel free to recommend and introduce fellow Tigers to the \"hidden gem traders\" that you've discovered!","image":"https://community-static.tradeup.com/news/e496e574dd744490c7b4f7959f83f5a4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/OPT/APLD 20261009 20.0 PUT\">$APLD 20261009 20.0 PUT$&nbsp;</a><span>APLD — Recent Bullish vs. Bearish News\n <p></p><span>Bottom line: The news flow over the past two months skews constructive on the operational side (capacity coming online, bullish analyst initiations) but cautious on the financial side — the company is still loss-making, and the upcoming earnings print (2026-10-07) is expected to show revenue growth alongside a wider loss. The stock is a high-beta AI-infrastructure name where the bull case rests on contracted capacity and the bear case on execution, funding and dilution.</span></span></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/OPT/APLD 20261009 20.0 PUT\">$APLD 20261009 20.0 PUT$&nbsp;</a><span>APLD — Recent Bullish vs. Bearish News\n <p></p><span>Bottom line: The news flow over the past two months skews constructive on the operational side (capacity coming online, bullish analyst initiations) but cautious on the financial side — the company is still loss-making, and the upcoming earnings print (2026-10-07) is expected to show revenue growth alongside a wider loss. The stock is a high-beta AI-infrastructure name where the bull case rests on contracted capacity and the bear case on execution, funding and dilution.</span></span></body></html>","text":"$APLD 20261009 20.0 PUT$ APLD — Recent Bullish vs. Bearish News Bottom line: The news flow over the past two months skews constructive on the operational side (capacity coming online, bullish analyst initiations) but cautious on the financial side — the company is still loss-making, and the upcoming earnings print (2026-10-07) is expected to show revenue growth alongside a wider loss. The stock is a high-beta AI-infrastructure name where the bull case rests on contracted capacity and the bear case on execution, funding and dilution.","highlighted":1,"essential":1,"paper":1,"likeSize":52,"commentSize":1,"repostSize":12,"favoriteSize":0,"link":"https://ttm.financial/post/615345275884112","repostId":0,"isVote":1,"tweetType":1,"viewCount":1524,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["APLD","APLD 20261009 20.0 PUT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":true,"orderData":{"uuid":"4121356723951552","orderId":"44867660698746880","kind":"TRADE","symbol":"APLD","secType":"OPT","symbolHtmlTag":"<a href=\"https://ttm.financial/OPT/APLD 20261009 20.0 PUT\">$APLD 20261009 20.0 PUT$&nbsp;</a>","symbolHtmlTagHref":"https://ttm.financial/OPT/APLD 20261009 20.0 PUT","symbolName":"APLD 20261009 20.0 PUT","market":"US","action":"SELL","currency":"USD","symbolLogo":"https://static.tigerbbs.com/3024f51ead36abb88af803266f0c28f8","showFilledQuantity":true,"nameCN":"APPLIED DIGITAL CORP","orderType":"LMT","right":"PUT","strike":"20.0","expiry":"20261009","filledQuantityFinal":1,"avgFillPrice":0.13,"createTime":1791212285,"filledQuantity":"1","filledQuantityScale":"0","openFlag":true,"side":"DEBIT","contractMajorDescription":"APLD PUT","contractExtraDescription":"20261009 20.0","legs":[],"completedFlag":false,"orderPnl":{"openRealizedPnlPercent":0,"openUnrealizedPnlPercent":0.4616},"quickOrderFlag":false},"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["订单分享帖","USER_PROVIDED_TEXT"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":433,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":615360234107296,"commentId":"615360234107296","gmtCreate":1791214953373,"gmtModify":1791252145375,"authorId":3479274781763777,"author":{"id":3479274781763777,"idStr":"3479274781763777","authorId":3479274781763777,"name":"tothehill","avatar":"https://static.tigerbbs.com/d63237e21ae39bc54951c8ab6ec41ee9","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":615345275884112,"objectIdStr":"615345275884112","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"That wider loss is probably priced in already — if contracted capacity shows up cleanly, that matters more than the headline loss","text":"That wider loss is probably priced in already — if contracted capacity shows up cleanly, that matters more than the headline loss","html":"That wider loss is probably priced in already — if contracted capacity shows up cleanly, that matters more than the headline loss","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/615345275884112"}