Mar. 16 at 4:34 PM
$APLD I think there will likely be no announcements until earnings.
So far we have:
• PF1 and PF2 for CoreWeave and Oracle
• DeltaForge 1, which I estimate is for AWS
which is still very little compared to the current demand.
So, by earnings, I expect three additional campuses to be announced, with at least one in NDakota.
After earnings, I believe the stock could move to
$45–50, and we may finally say goodbye to the
$30S.