APLD earnings Wednesday. Bought 62x $28C 10/9.
AI data centers, hyperscaler leases, more capacity coming online and a shitload of debt to pay for all of it.
If they show the buildout is actually turning into revenue and guidance is good, this thing can rip.
If guidance sucks or they remind everyone how expensive building AI factories is, my $4.2k gets nuked
I know almost nothing else about this company btw.
That’s DD.