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u/GloriousLebron

r/BESalary r/belgianfootball r/oil r/investing r/LeagueArena r/StockMarket r/APLDSTOCK r/belgium r/universityofyork r/fit r/wallstreetbets r/canvas r/stocks r/Anthropic r/news r/NBIS_Stock r/SharonAI r/Polestar
Image 1 — APLD earnings🚀Buying more until I’m right.
Image 2 — APLD earnings🚀Buying more until I’m right.
Image 3 — APLD earnings🚀Buying more until I’m right.
▲ 107 r/APLDSTOCK+1 crossposts

APLD earnings🚀Buying more until I’m right.

Had some long dated calls that have been getting smoked for a while.
Bought weeklies on Friday. That was not a good idea.

DCA’d again today because at this point fuck it.
What do I know about APLD? Not much. AI data centers, a lot of debt, and enough volatility to either save me or finish the job.
That’s basically the DD.

Good earnings + good guidance = we fly.
Bad earnings = I lose more money. Very possible.

If it drops more before Wednesday I’m buying more. I’ll keep averaging down until it works. At this point, why the fuck not?

u/BriackYOLO — 9 days ago
▲ 33 r/APLDSTOCK

Applied Digital (APLD): leases, live capacity, pipeline and Street targets vs. peers

https://preview.redd.it/fed2juyxzlth1.png?width=1700&format=png&auto=webp&s=673d2fbb007125cc7e7a154a51e2bb2e11d97d25

https://preview.redd.it/owj1r5kqzlth1.png?width=1700&format=png&auto=webp&s=edf96d1d6ff1505aa91d60b1fad8c8d12bf08b1f

https://preview.redd.it/b3wyxqumvlth1.png?width=1700&format=png&auto=webp&s=3ed58887fea12e085736946a4ff6c687f20c8bf7

https://preview.redd.it/mob3tmwnvlth1.png?width=1700&format=png&auto=webp&s=31761d5709fd3211ac44aee812bff91d48646c68

https://preview.redd.it/xoy8prfpvlth1.png?width=1700&format=png&auto=webp&s=2984b9323051ff5792cf934a1421f4b3afc30a85

https://preview.redd.it/kurbp7aqvlth1.png?width=1700&format=png&auto=webp&s=d0c13e2bcd3098ea38fd821b4fbd44c538c0000a

https://preview.redd.it/zr263v9rvlth1.png?width=1700&format=png&auto=webp&s=3ff733d284bf6a53e2497e94b301d34c2f2cfd19

https://preview.redd.it/wz1d0bdsvlth1.png?width=1700&format=png&auto=webp&s=5ca6725adcfed3caf0ac8cbaa0605a37871fd440

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u/GloriousLebron — 10 days ago
▲ 31 r/BESalary

Waarom staan er sommige vacatures als jaren 24/7 open?

En worden om de zo veel weken weer herplaatst? Het kan toch niet zo moeilijk zijn om een PM in de IT te vinden in Antwerpen? Als ik zeg dat sommige vacatures echt al jaren open staan, overdrijf ik echt niet..

Op wie wachten ze? En genie als Steven Hawking of??
Of zijn dit datamining vacatures?

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u/GloriousLebron — 25 days ago
▲ 1 r/canvas

Anyone else struggling to print their courses into a PDF or just printing in general?

Whenever I want to print my unit lesson to a PDF it just prints one page and all the rest of the pages are blank

u/GloriousLebron — 29 days ago
▲ 32 r/APLDSTOCK

APLD has crazy high revenue compared to others, considering they don't buy any computing themselves

u/GloriousLebron — 29 days ago
▲ 42 r/APLDSTOCK

APLD update, we are not even halfway

APLD has sold 1,410 MW so far across five campuses for about $36.2B over the 15-year base terms, or roughly $86B if every renewal option is exercised.

Campus MW Base term Status
Polaris Forge 1 (CoreWeave) 400 ~$11B 175 MW live, 150 MW building 4 under construction
Polaris Forge 2 200 ~$5B Under construction, 2027
Polaris Forge 3 300 ~$7.5B Under construction, 2027
Delta Forge 1 (LA) 300 ~$7.5B Under construction, 2027
Delta Forge 2 210 ~$5.2B Under construction, early 2028
Sold 1,410 ~$36.2B 175 MW energized (12%)
Expansion talks, existing campuses 250 not priced In negotiation (100 MW + 150 MW)
Marketed across multiple states 1,700 not priced Uncontracted
Sold plus available 3,360

Neither unsold line has been priced publicly, and the two were given as separate figures on the earnings call. At the $25.7M per MW the signed leases average, 1.7 GW would work out to roughly $43B, but that is my arithmetic and not company guidance.

Only 175 MW is energized, about 12% of what they have sold. Management says every project is on time and on budget, and the two deliveries so far did land on schedule. B. Riley kept its $75 target after visiting Polaris Forge 2 in August.

The strain is financial rather than operational. Capex hit $2.87B in FY2026 against $681.6M the year before, and they carry $5.31B of scheduled debt plus about $1.78B of interest. They sold 15.3M shares for $196.4M. The backlog pays out slowly too: $451.1M of lease payments in FY2027, then $1.45B in FY2028. CoreWeave, the tenant at Polaris Forge 1, has legal and financial problems of its own, Nvidia sold out of its stake, and the stock is down about 36% over three months.

What caps growth is power and build speed. They can put up roughly 700 MW a year right now, so even the 1.7 GW they are marketing would take years to deliver.

TL;DR: APLD has sold 1.41 GW for $36.2B, but only 12% of it is switched on. The build is running on schedule. The balance sheet is the worry: $5.31B of debt while the leases do not really start paying until FY2028. About 1.7 GW is still up for sale, and they can only build around 700 MW a year.

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u/GloriousLebron — 1 month ago
▲ 1 r/universityofyork

How do the online exams for fully online courses work?

I have seen that you can follow a MSc Computer Science program that is fully online.

So my question is how do those exams work? In my uni during corona our screen would get locked and we had to turn our camera and mic on to make sure we’re not cheating.

Does the same apply here, does anyone have experience?

Thanks

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u/GloriousLebron — 1 month ago
▲ 26 r/APLDSTOCK

In my opinion this might be the only subreddit where u get gloriefied to talk trash about the stock..

Nothing intellectual or relevant..

"omg trash stock"
"fk this stock"..

And shit like this gets upvotes? Straight up bashing the stock, no DD, nothing just trash-talking.

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u/GloriousLebron — 1 month ago
▲ 36 r/BESalary

I got a job offer as a Projectmanager while I pretty much ruined my interview?

It was my first job interview and to be honest I didn’t came in prepared since I don’t need this job anyways, I know I’m in a golden cage as a PM in my current company and it gets boring after a while and I’m too young to rot away like this, so I started casually looking for a new opportunity.

Let’s say I didn’t came in prepared, answered the questions in a way that wouldn’t favour me for this job (after looking up online on how to answer these type of questions).. so I was pretty sure I had no chance to get this job, which was perfectly fine to me since I looked at it as a learning opportunity.

But then I got a call that they were very enthusiastic about me and that the want to offer me this job? I was flabbergasted tbh.. It’s a pretty respectable company, should I see this as a red flag or?

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u/GloriousLebron — 1 month ago
▲ 24 r/APLDSTOCK

IREN signed ONE tenant and that was last year, after that they just dipped

https://preview.redd.it/hnxaxohl16mh1.png?width=747&format=png&auto=webp&s=e0438714e94c82b1475de31c8ab9e186e9607701

What kind of scam artists are they? This Aussie turd stock always rides on APLD's and NBIS their ER (upwards ofc), and they always drag us down with them with their ER.. I'm so tired of this dog ahh stock

It's not rocket science; if u CAN'T lease your facility and GPU's out during a shortage after all these years then YOU'RE the problem. You don't have to wait for a miracle. Just go ahead and delist urself from the stock market and fight some kangaroos or something

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u/GloriousLebron — 2 months ago
▲ 21 r/BESalary

Dat ze tijdens een job interview vragen hoelang je opzeg is, of je nog elders aan het solliciteren bent etc.. wilt toch niets zeggen?

Dingen zoals: of ze duidelijke vervolgstappen of een tijdlijn noemen, of ze vragen naar je opzegtermijn of beschikbaarheid, of het gesprek langer duurde dan gepland, of je andere teamleden ontmoette. Dat soort dingen wijzen eerder op oprechte interesse.

Maar is dat niet gewoon de standaard procedure? Is dat niet gewoon HR die hun lijstje afgaat? Wilt toch niets zeggen?

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u/GloriousLebron — 2 months ago
▲ 37 r/NBIS_Stock

Nebius (NBIS) - Active Power Pipeline

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u/GloriousLebron — 2 months ago
▲ 35 r/APLDSTOCK

Applied Digital (APLD) - Active Pipeline Chart

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u/GloriousLebron — 2 months ago