Jun. 9 at 11:33 AM
$APLD HITTHEHOLE
Jun 07, 2025 9:17 AM
$APLD
@TwoToesTrading
Benzinga just confirmed what we’ve been tracking —
$2M+ in call sweeps from institutions targeting
$14–
$20 strikes on APLD. That’s not noise — that’s conviction. Volume hit 59K+ contracts in 30 days with avg open interest >4.7K. This isn’t retail flipping pennies — it’s tutes front-loading a massive move. Meanwhile, retail panic over “dilution” ignores how REIT-structured growth works. MAM’s June 2 financing isn’t reckless — it’s surgical: scale HPC infra fast to meet AI compute demand. Think
$EQIX or
$DLR in early innings. In cap-heavy models, debt+equity blend = growth fuel. With 90%+ GM cloud biz scaling, each cap raise accelerates ROI. You’re not getting diluted — you’re getting upgraded.