Will

295 posts

Will

Will

@Jamiewill1966

Katılım Mart 2023
18 Takip Edilen4 Takipçiler
Will
Will@Jamiewill1966·
@WUSTL_Bear @APLDdigital $APLD Wolfpack Research released a critical short report questioning Babcock & Wilcox's $2.4 Billion deal with Base Electron,a new RILY-backed company. APLD contradicts BW's claims and already has grid power agreements,casting major doubt on the project.
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Will
Will@Jamiewill1966·
@WUSTL_Bear What is your opinions on this Wolfpack Research released a critical short report questioning Babcock & Wilcox's $2.4 billion deal with Base Electron, a new RILY-backed company. APLD contradicts BW's claims and already has grid power agreements, casting major doubt on the project.
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Will
Will@Jamiewill1966·
@APLDdigital When are you going to release lease contract with hyperscalers?
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Applied Digital
Applied Digital@APLDdigital·
Applied Digital announced $2.15B in financing for Polaris Forge 2. $APLD This financing supports the development of 200 MW of Critical IT load at the Polaris Forge 2 AI Factory campus in Harwood, North Dakota. Another step forward as Applied Digital continues executing across its growing AI Factory development pipeline, delivering projects on time and on schedule. Press Release: ir.applieddigital.com/news-events/pr…
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Will
Will@Jamiewill1966·
@Fllw_the_light @WUSTL_Bear The picture showed being built is in Ellendale? Will that one be finished and ready for lease in July 2026?
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Will
Will@Jamiewill1966·
@WUSTL_Bear Why are we building a data center in the South? 100 degrees from May through September, cooling expenses with be very high. Why not another campus in ND where there are over 200 days of cool/cold weather?
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Wes
Wes@WUSTL_Bear·
Working with $BW, an overlooked company with 160 year of experience and 400 GWs deployed, to bring more power to current and new sites faster and cost effectively.
Follow the light@Fllw_the_light

👏👏 $APLD @APLDdigital is not standing around waiting for typical power generation methods to be brought online 👏👏 👏👏 APLD is thinking outside the box to get development moving and creating more of their own luck 👏👏 This is a BIG deal, and I wouldnt be surprised if we see other similar type thoughts in the future from those like $IREN $CIFR $WULF $GLXY. Undervalued press release for APLD from $BW. Fully anticipate more bullish news to follow from @WUSTL_Bear and team. The shortage of data centers is a TODAY problem. Whoever cautiously proceeds moving without conviction will be building 2 and 3 years too late.

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Will
Will@Jamiewill1966·
@APLDdigital Thanks for the update! I like the patnerships with BW and Corintis to build data centers with energy supply and saving energy!
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Applied Digital
Applied Digital@APLDdigital·
#PolarisForge2 — continues to take shape in Harwood, ND. 🔹 Building 1 (150 MW Critical IT Load): Vertical construction is underway, with the first precast components now placed. Concrete foundations and underground electrical and mechanical rough-in efforts are advancing in parallel, keeping momentum strong. 🔹 Building 2 (150 MW Critical IT Load): Mass excavation is complete, with deep foundation work beginning next week. Step by step, Polaris Forge 2 is taking shape through disciplined execution and purposeful design. $APLD
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Will
Will@Jamiewill1966·
@APLDdigital Thanks for the update on PF1, and is there any update on PF2?
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Applied Digital
Applied Digital@APLDdigital·
November 2025 Site Update | #PolarisForge1 Winter is here in full effect — and our teams continue driving this project forward with unmatched commitment. $APLD Building 1 (100 MW Critical IT Load) 🔹Both phases of RFS complete 🔹Data halls turned over to tenant 🔹IST completed Building 2 (150 MW Critical IT Load) 🔹Strong exterior + interior progress 🔹SOG pours underway 🔹First CAT generator set 🔹Sitework + U/G utilities pacing strong 🔹Winter roof enclosure entering fabrication Progress here isn’t seasonal — it’s the result of a team built to execute, even in North Dakota winter.
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Will
Will@Jamiewill1966·
@WUSTL_Bear Are you planing for more data center?
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Will
Will@Jamiewill1966·
$SMCI @Supermicro Charles Liang is the worst CEO of the year!
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Will
Will@Jamiewill1966·
$APLD has successfully completed the initial 50MW phase of its ambitious 400MW Polaris Forge 1 AI data center located in Ellendale, ND. This state-of-the-art facility, leased to CoreWeave ($CRWV), signifies a groundbreaking achievement in AI infrastructure development.
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Will
Will@Jamiewill1966·
$SMCI Dead silence! Charles is not qulified as CEO!!!
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Will
Will@Jamiewill1966·
@zoeky81911254 What do you expect the price will be before earnings?
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cookbet
cookbet@zoeky81911254·
$SMCI Healthy shakeout here—stock looks solid after that big-volume breakout above the 50-day. Holding gains, consolidating strong, and building energy for the next leg higher. Momentum’s lining up, charts still screaming upside.
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Will
Will@Jamiewill1966·
$SMCI No one is tweeting this stock? The fever is over?
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Supermicro
Supermicro@Supermicro·
It's tomorrow!🚨 At 10am PDT, Supermicro will host a webinar on how enterprise infrastructure performance at the edge is keeping up with the expansion of AI. Space is limited. Secure your spot by registering: hubs.la/Q03Lrm5F0 #Supermicro #EdgeAI #Webinar
Supermicro tweet media
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Will
Will@Jamiewill1966·
$SMCI Why Supermicro did not follow the special comittee recomandation of hiring new CFO? @charlesliang
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Will
Will@Jamiewill1966·
@_0DTE Why does people want to be in SMCI? Still has internal control weakness!
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۟@_0DTE·
Who’s in $SMCI w me? 💰🚀
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Will
Will@Jamiewill1966·
@tmlsflow 20% short! This stock wouldn’t move!
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TET FLOW
TET FLOW@tmlsflow·
Is it just me, or does $SMCI look like it could breakout any second now? 👀
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Keşfet

@WUSTL_Bear @APLDdigital @Fllw_the_light @RockyM38647520 @Supermicro @elonmusk @BarackObama @taylorswift13