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104782245 : please teach me ur wayss
151184569 : thats bloody crazy. a course id actually be willing to buy
ASteffie
OP 151184569
:
it's free. I used TheFather's group and advice and went slow. These are my diluted costs. you gotta find a strategy that works for you. I use a multi prong approach but this is the primary foundation of how I reduce risk and keep my overall percentage up.
TheFather's SureBet & LongTermSpecial
InToWin : does he have a YouTube channel or some sort of course that he does on a regular basis?
Coach Donnie
OP
:
APLD
Potential Upside and Growth Factors:
AI Demand: The company's recent strategic pivot towards high-performance computing (HPC) and AI data center hosting is a major driver. Increased AI demand and major investment plans from companies like Microsoft and Meta could fuel APLD's growth.
CoreWeave Partnership: APLD's significant contracts with CoreWeave, which are expected to generate substantial revenue over the next 15 years, provide a potential long-term revenue stream.
Expansion Plans: APLD's ongoing data center infrastructure expansion, with significant planned capacity increases, positions it to benefit from growing AI demand.
Analyst Ratings: Several analysts rate APLD as a "Strong Buy," indicating potential for positive future performance and market outperformance.
Strong Momentum: Recent price performance and analyst ratings suggest significant momentum for the stock, particularly following the CoreWeave deal.
Potential Risks and Concerns:
Stretched Valuation: The stock's recent surge has led to a premium valuation compared to its industry peers.
Cash Flow and Profitability: APLD has experienced substantial cash burn due to high capital expenditures, and profitability may take time to materialize.
Dependency on AI: The company's momentum is heavily reliant on continued AI demand.
Execution Risk: The potential success of APLD's expansion plans and achieving profitability hinges on effective execution and operational efficiency.
Important Considerations:
High-Risk, High-Reward: Due to its focus on the rapidly evolving AI sector and associated risks, investing in APLD should be viewed as a high-risk, high-reward opportunity.
Diversification: As with any high-growth investment, diversification is crucial to mitigate potential risks.
Due Diligence: Thorough research into APLD's financials, operational performance, and market conditions is essential before investing.
In summary, buying APLD stock could be appealing for investors bullish on the long-term prospects of the AI industry and the company's ability to capitalize on growing demand for HPC infrastructure. However, it's essential to carefully consider the risks associated with the company's valuation, cash flow challenges, and dependence on the AI market before making an investment decision.
Coach Donnie OP : Remember if you’re thinking long term hold on ANY asset, there are many assets with an already proven CAGR and Fundamental Analysis that may be more lucrative than the ones you prefer or like. If you’re thinking trading assets, they don’t have to be proven they can be volatile, just know that if they’re under 1-5 (sometimes 10) bucks they’re more risky. If you’re thinking holding, they should be, unless you’re ok with the risk of them possibly delisting and or you have super solid info they’ll most likely go up.
Coach Donnie
OP
:
Thanks @Prog
APLD's current revenue is around $160m
Annual lease agreement with
CoreWeave worth approximately $467m per year, to be completed over 15 years.
Revenue outlook and stock price forecast
2024: $160 million
2025: $620 million (250MW CoreWeave lease)
2026: $1 billion (Ellendale 400MW operational)
Long-term outlook by 2030: $2.5 billion (if 1.2GW capacity is achieved)
Stock price forecast
Before the contract in 2024, the stock price was around $8
When operations begin in October 2025
→ Revenue increases 4x, stock price reaches $32
2026 revenue reaches $1 billion
→ Stock price rises approximately 7x to $56
By 2030
→ Stock price could reach $120
(based on achieving 1.2GW capacity)
cc6081 : this can be a 20 x gem
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