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

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

Conclusion: The recent news flow on

Applied Digital (APLD)

watchlist

is genuinely two-sided. The bullish side rests on real operational delivery (75 MW of new AI capacity energized on 2026-10-02) and a fresh sell-side endorsement (Wells Fargo Top Idea, USD 50 target). The bearish side is structural: the company is still loss-making, the stock sits near the bottom of its 52-week range, and there are persistent signals of insider selling and share issuance. Net, the news mix is constructive on execution but the equity remains a high-beta, unprofitable AI-infrastructure story.

APLD PUT

10-05 23:01

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

TomCap
10-05 23:52
TomCap
Wells Fargo throwing out 50 is not random — market keeps pricing the losses and ignores contracted capacity plus power cost edge. That 75 MW energizing matters more here

Leave a comment

1

188

87

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":615356925600040,"tweetId":"615356925600040","gmtCreate":1791212618241,"gmtModify":1791312657611,"author":{"id":3582660292296363,"idStr":"3582660292296363","authorId":3582660292296363,"authorIdStr":"3582660292296363","name":"Kelvin 梁","avatar":"https://community-static.tradeup.com/news/dc049408ea9d46393115786500029044","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":13,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"23f878ed27704312ae41c7f17e73b319-3","templateUuid":"23f878ed27704312ae41c7f17e73b319","name":"Annualised return","description":"Top 20%","bigImgUrl":"https://community-static.tradeup.com/news/1ece4391160b811e6f36b1eea9eb6ea4","smallImgUrl":"https://community-static.tradeup.com/news/7d7540817554a583ac3bf85dea074a4a","grayImgUrl":"https://community-static.tradeup.com/news/8c5460a7cc80dd22560efa26813d947d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.18","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"categoryType":5300,"badgeId":"23f878ed27704312ae41c7f17e73b319-3","name":"Annualised return","description":"Top 20%","smallImgUrl":"https://community-static.tradeup.com/news/7d7540817554a583ac3bf85dea074a4a","bigImgUrl":"https://community-static.tradeup.com/news/1ece4391160b811e6f36b1eea9eb6ea4","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkType":1,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","redirectLinkValidityFrom":1691578800000,"redirectLinkValidityTo":1725015600000,"sortingWeight":0,"wearable":0}],"fanSize":414,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":382,"starInvestorOrderShareNum":2871,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":82.5,"showRor":true,"winRationPercentage":94.61338,"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>Conclusion: The recent news flow on\n  <p></p><span>Applied Digital (APLD)\n   <p></p><span>watchlist\n    <p></p><span> is genuinely two-sided. The bullish side rests on real operational delivery (75 MW of new AI capacity energized on 2026-10-02) and a fresh sell-side endorsement (Wells Fargo Top Idea, USD 50 target). The bearish side is structural: the company is still loss-making, the stock sits near the bottom of its 52-week range, and there are persistent signals of insider selling and share issuance. Net, the news mix is constructive on execution but the equity remains a high-beta, unprofitable AI-infrastructure story.</span></span></span></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>Conclusion: The recent news flow on\n  <p></p><span>Applied Digital (APLD)\n   <p></p><span>watchlist\n    <p></p><span> is genuinely two-sided. The bullish side rests on real operational delivery (75 MW of new AI capacity energized on 2026-10-02) and a fresh sell-side endorsement (Wells Fargo Top Idea, USD 50 target). The bearish side is structural: the company is still loss-making, the stock sits near the bottom of its 52-week range, and there are persistent signals of insider selling and share issuance. Net, the news mix is constructive on execution but the equity remains a high-beta, unprofitable AI-infrastructure story.</span></span></span></span></span></body></html>","text":"$APLD 20261009 20.0 PUT$ APLD — Recent Bullish vs. Bearish News Conclusion: The recent news flow on Applied Digital (APLD) watchlist is genuinely two-sided. The bullish side rests on real operational delivery (75 MW of new AI capacity energized on 2026-10-02) and a fresh sell-side endorsement (Wells Fargo Top Idea, USD 50 target). The bearish side is structural: the company is still loss-making, the stock sits near the bottom of its 52-week range, and there are persistent signals of insider selling and share issuance. Net, the news mix is constructive on execution but the equity remains a high-beta, unprofitable AI-infrastructure story.","highlighted":1,"essential":1,"paper":1,"likeSize":188,"commentSize":1,"repostSize":87,"favoriteSize":0,"link":"https://ttm.financial/post/615356925600040","repostId":0,"isVote":1,"tweetType":1,"viewCount":4560,"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":"3582660292296363","orderId":"44867688772272128","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":1791212499,"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":523,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":615369265733696,"commentId":"615369265733696","gmtCreate":1791215547207,"gmtModify":1791252144472,"authorId":3479274697199742,"author":{"id":3479274697199742,"idStr":"3479274697199742","authorId":3479274697199742,"name":"TomCap","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":615356925600040,"objectIdStr":"615356925600040","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Wells Fargo throwing out 50 is not random — market keeps pricing the losses and ignores contracted capacity plus power cost edge. That 75 MW energizing matters more here","text":"Wells Fargo throwing out 50 is not random — market keeps pricing the losses and ignores contracted capacity plus power cost edge. That 75 MW energizing matters more here","html":"Wells Fargo throwing out 50 is not random — market keeps pricing the losses and ignores contracted capacity plus power cost edge. That 75 MW energizing matters more here","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/615356925600040"}