Oct. 4 at 2:44 PM
$APLD feels like it's the week before the Superbowl. All the hype. All the waiting in anticipation.
This will be the biggest and most important earnings date yet. I think we see a surprise beat in Revenue due to the tenant fit out and the one time shot in the arm from it, but, revenue will probably be down vs previous comparable quarter due to cloud business.
Forward guidance will be superb. Revenue finally rolling in on Polaris Forge 1-1 in Nov/Dec.
Polaris Forge 1-2 and 1-3 chugging along nicely. Polaris Forge 2 well underway with site work.
MAM deal to close on or before 10/13.
Polaris Forge 2 lease in the coming months.
Polaris Forge 3 ground break announcement inside of 6 months
Re-reading the article from OpenAI on Stargate... I dont think it's out of the question we see Polaris Forge 2 signed with
$ORCL.
Would not be surprised then to see Polaris Forge 3 go back to
$CRWV.
What a time to be invested in APLD. If we sign ORCL, hello
$40.
