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@chanpark77
남의 눈에 눈물 나게하면 내 눈에 피눈물나는법 돌고돌아돌아온다. $apld #fc서울 #한화이글스
대한민국 Katılım Ocak 2023
810 Takip Edilen1.1K Takipçiler

@APLDdigital @IBDinvestors where are u ..where is the new deal,,we should be following $crwv..
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“We recognized early that the growth of artificial intelligence would create unprecedented demand for compute and power infrastructure…”
From Wes Cummins, featured in @IBDinvestors, on building infrastructure that powers the era of intelligence.
Read the full article here: investors.com/news/managemen…
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chan retweetledi

어렸을땐
인기 많아 보이고, 예쁘게 보이고 싶어서 애쓴 적이 분명 있었다.
근데 나이가 들면서
누구 눈치 보며 잘보이고 싶은 마음이 어느 순간 싹 사라졌다.
이제는 그냥 꾸미지 않은 나 자체, 날것 그대로의 나를 온전히 좋아해 줄 수 있는 사람.
그 단 한 명의 솔메이트를 찾는 여정인 것 같다.
조금 느리더라도,
조금 돌아가더라도 괜찮다.
JiSohn@sohn_ji
머리 딱 저만큼까지만 길었으면 빨리 내가 좋아하는 스타일은 1번 보통 남자들이 좋아하는 스타일은 2,3번
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chan retweetledi

10/3/2025 --> $APLD signs LOI with Hyperscaler for DF1
12/11/2025 --> APLD forms the rest of the AEX entities
12/18/2025 --> APLD signs for $100M draw from Macquarie, because they can show to MAM the seriousness of the LOI to get construction going. This funding "requires" a lease by 4/18/26 or repayment is accelerated to being due in July.
1/22/2026 --> APLD breaks ground on DF1
2/14/2026 --> MAM and APLD $100M funding agreement amendments (main changes with dollars that were drawn and adding a 3rd draw option). NO change of 4/18 date being pushed back (was pushed back for PF1 as they werr working through getting a tenant signed)
4/6/2026 --> Anthropic says they have leased data center capacity with Google coming online in 2027 (DF1 comes online in 2027 - and yes, so does other builders).
Louisiana already has a massive Meta site not too far from DF1, so Meta being a thought doesn't make sense. $ORCL is already a tenant at PF2, and Wes stated in the earnings call this week they will continue to diversify.
What comes first? Google signs with APLD to then be able to lease to Anthropic? Or Anthropic leases from Google first for Google to sign lease with APLD? (Legit don't know what that order would be!)
I think Google is moving into DF1. I think we get the lease announcement this week. And we also know, that this DF1 tenant is looking at other sites with APLD, too.
Buckle up ladies and gentlemen, @WUSTL_Bear is going to burn a lot of the shorts this week! APLD still being 30% shorted is criminal, and after this DF1 lease, with revenue and execution ramping, I think we see that short % start to drop.
You know what to do from here, Wes!!
$CRWV $NVDA $NBIS $IREN $CIFR $WULF
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chan retweetledi

Morning @WUSTL_Bear !
We going to get another surprise video post this weekend from you signaling DF1 has secured the ink? 😏😎
$APLD
Wes@WUSTL_Bear
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