Nov. 13 at 3:54 AM
$APLD Got me thinking 🤔
It wouldn't be directly with the government, as it would be likely via
$AMZN or
$ORCL, which still fits the narrative of it being one of the big 5 hyperscalers per Wes ✅️
The tenant couldn't be named yet by APLD. Is that because AMZN or ORCL would have to answer to whom their customer is? But because we were in a government shutdown, the government couldn't actually sign the lease just yet and issue those new funds/contracts ✅️
Wes said in his live interview that "The lease was fully guaranteed even if the hyperscaler backed out". There is only one outfit in the world who doesnt default on signed leases, and that's the US government ✅️