@vincentinvests Your missing the 7.5 billion contract recently signed a week ago with another new unnamed hyperscaler bring the total to 23.5 billion in contracts
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John Demer
43 posts
Best risk/reward is $APLD: 400 MW contracted to $CRWV at Polaris Forge 1, roughly $11B contracted revenue over ~15 years w phased delivery through 27’. Cleaner than most miner-to-AI pivots because the customer, site, MW, lease structure, and delivery timeline are fairly explicit.
Shay Boloor@StockSavvyShay
THE COMPUTE CAPACITY BOTTLENECK $GOOGL just admitted Google Cloud is leaving revenue on the table because it cannot build capacity fast enough with shifts the bottleneck to companies with the power, real estate & operational scale to deploy AI compute: 1. $NBIS building the AI-native cloud layer through vertically integrated GPU clusters & software optimized for training + inference. $NVDA just wrote wrote a $2B check & Nebius now has a $46B contracted backlog, anchored by ~$19B $MSFT deal & ~$27B Meta partnership through 2032. 2. $IREN building the renewable-powered AI compute layer by turning low-cost power into GPU cloud capacity. The pivot to AI cloud is now backed by a ~$10B $MSFT contract, 2.9 GW of grid-connected power expanding to 4.5 GW+ & targeted 140K GPU buildout that could drive $3.4B of ARR by year-end 2026. 3. $DOCN building the agentic inference cloud layer for developers & long-tail AI workloads. AI customer ARR is up 150% YoY to $120M, over 70% comes from inference services & $1M+ customer ARR is up 123% to $133M. 4. $CRWV building the dedicated AI cloud platform for frontier model developers. The company has ~$67B of contracted revenue backlog (nearly $88B including Anthropic) with major commitments from OpenAI & Meta. 5. $CIFR building the Google-backed AI data center layer through contracted power & hyperscale leases. Barber Lake has 300 MW fully contracted with Fluidstack (Google backstops $1.4B with a ~5% equity stake) and AWS signed a separate $5.5B 15-year deal for another 300 MW of capacity. 6. $WULF building the power-backed AI compute layer through long-term data center leases. Lake Mariner has 360 MW tied to Fluidstack backed by a $3.2B Google guarantee & new Abernathy JV adds 168 MW over 25 years representing $9.5B in contracted revenue with $1.3B of Google lease support. 7. $APLD building the purpose-built AI data center layer through its Polaris Forge 1 campus in North Dakota. The full 400 MW critical IT load is contracted to CoreWeave under ~15-year leases worth ~$11B in expected revenue with first 100 MW delivered in Q4 2025 & another 300 MW targeted through 2027.
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$APLD
A break of 36 on this 4H looks explosive!
Retest of center on RSI and macd curling back after testing demand zone!
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@KaihoNow @Eric_Scruffy Not going to happen. Next week is going to be a down week.
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@jdemer64 @Eric_Scruffy Thanks for your input, I’m happy to take the other side of your trade. A down day or an up day doesn’t matter to me. I just needed an entry at lows. I expect this to be above 40+ in the immediate future. $APLD
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@Eric_Scruffy @KaihoNow Tomorrow looks to be a down day unfortunately. Shorts are doubling down. Since its Friday options expirations expect minimal institution support.
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@KaihoNow It’s solid!
Very important we see a strong day tomorrow.
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She thought a TikTok dance on a stranger’s Aston Martin was harmless
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@Eric_Scruffy I still agree with your projected outcome but starts early May for the next leg up
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Last chance to buy $APLD at $34 is this week IMO.
Don't know if we will see these prices again.
Profit targets:
Near term: 52.70
Midterm: 70
Long term: 200+
DO NOT MISS THIS OPPORTUNITY!
VERY GOOD FUNDAMENTALS!
I'll quote this in a few months.
Follow for more trade ideas!
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@jdemer64 Where does technical analysis say it’s going to 27.
All bullish signals to me!
Weekly looks absolutely fabulous!
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PAY ATTENTION TO DETAILS
Nobody is yet to find the number 👀
What number is in the box? RT
Correct answer wins $6,000
Ends 50 hrs
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@LillyL464172 Nividia just sold thier stake recently. Iren host navidia clusters not apld. I think you got mixed up
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@APLDdigital @IBDinvestors Your company is trash. Can't even sign a new tenant when data center is high in demand. Ceo promised a signing very early in the year. That time frame has passed. Your stock is down almost 50% . Thats what happens when you can't deliver on your promises.
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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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@WUSTL_Bear Let’s go Wes now give us a tip on what company is on the other side of that 5b dollar deal any tips please.
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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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