Called SVG to win at Talladega. He finished P29. 😅
Big One prediction: lap 86. Actual: lap 132 (and again on 183).
Kyle Larson takes it, and now leads by 73 with Martinsville and Homestead left.
My crystal ball needs a pit stop. Who called it?
ALT Stock car racing in a pack at a superspeedway
Adam Preston retweeted
Choosin Texas.
Archer Aviation is planning to build an electric air taxi network in Texas trib.al/ZFfJEhO
Adam Preston retweeted
$META is anticipated to sign another 150MW deal with $APLD at DF1 per CEO Wes Cummins, likely before end of the year (Wes has stated who the hyperscaler is, that is my, and others, assumption)
DF1 is scalable beyond that soon to be 450MW leased.
The Team at @APLDdigital has been quiet on another Alabama site, but it is a site that seemingly is prepared for a large plan.
Is that plan another Hyperscaler? $META? Diversification into another? Maybe something via $CHRN to an end user Hyperscaler? It's being set up with entities a little more peculiarly than the others have all been set up, so something is brewing.
The 250MW in leases at now higher rates for PF2 and DF1 will be a great announcement.
A blockbuster lease, at what I'll call DF3, will be massive.
The next big item? Getting a glimpse at what kind of financing $APLD gets on PF3, DF1 and DF2 with $META as the anchor tenant. Suspect that is coming soon.
A lot of milestones in the next 6 months for APLD from multiple RFS announcements, leases, financing deals and new sites breaking ground... recall Wes saw a path to 6, possibly 7 campuses in flight at a time... currently there are 5.
$NVDA $IREN $CIFR $WULF $NBIS $CRWV
Talladega Sunday. 🏁
Larson is sitting on a 5-point lead heading into the one track where 5 points means absolutely nothing.
My pick to win: SVG (shock pick, I know)
Lap the Big One happens: 86
My blood pressure: 🫠
Who you got?
I love when my two passions do a collab.
$ACHR 😉 🏎️
Adam Preston retweeted
NASCAR Most Popular Driver voting is open, and you can vote for Kyle using the link below. He’s always had my vote, and he always will. I love you, babe. 🤍
nascar.com/cupmostpopulardri…
Adam Preston retweeted
Truth be told, when IRacing and NASCAR eventually renew their contract at the end of 2029.
I want to start seeing NASCAR Games drop before The Daytona 500.
Adam Preston retweeted
Elon: We’re early.
Zuck: We’re early.
Jensen: We’re early.
People who don’t build AI: “It’s all a bubble.”
Adam Preston retweeted
JUST IN: Applied Digital $APLD execs buy about $6.7M of stock as shares slump
I LOVE that Rocket Lab has been doing more detailed posts lately.
$RKLB
High cadence launch needs high cadence testing. With more than 100 launches in backlog (and counting), we're building a new state-of-the-art test facility to accelerate static fire stack testing for Electron and HASTE rockets.
Check out the new test pad underway within our Propulsion Test Complex 🧵👇
Very well said.
So many buildout stage companies have been decimated from highs. Companies with huge backlogs, partnerships with major names, multiyear contracts locked-in etc.
For a moment, they were trading as if all will succeed in their buildouts. That hype has been sucked out of names across the board - which likely creates large opportunity because when large batches of stocks fall, the drop is never fairly distributed. For the names that do ultimately pull off successful buildouts, AND find sustained demand growth for the products they've built, returns will likely be enormous.
We know the hard reality that most small speculative companies do not survive over time. So this definitely feels like a minefield or needle in the haystack situation. The smaller percent of leveraged, buildout-stage companies that ultimately prove themselves will become very large multibaggers. A larger % of names will never recover, or fail entirely.
I'm determined to pick out at least a few of these winners over the next few years as society heads into transformational times. I was good about never chasing these names while they were at highs (and managed to take some profits along the way on names I was already riding)
But I am definitely guilty of buying dips too early. I thought I was very clever buying some promising names that had been cut 60% from highs, thinking I was being offered a 2nd chance, only to see them bleed further. But by following fundamental signals I believe I'll pull it off as I have numerous times prior. And I'd rather start accumulating too early than miss boats entirely. "Too early" is only obvious in hindsight. After the turnarounds, we will then hear how the winning names were obvious at these levels, too 😂
