chicken shit (do not. eat chicken)

[Dustin @DustinHuntwn]

$APLD Wes negotiated 15-year take-or-pay structures with CoreWeave, one of the most aggressive and sophisticated infrastructure buyers in the market and with multiple investment-grade hyperscalers who have armies of lawyers and procurement teams whose entire job is to minimize commitment and maximize flexibility.

He got them to sign 15-year non-cancellable leases. That is not a standard outcome. That is a negotiating achievement that reflects both the scarcity of what APLD controls, brownfield power positions with proprietary liquid cooling infrastructure, and Wes’s ability to extract maximum contractual commitment from counterparties who would prefer optionality.

The $86 billion figure, base contracts plus all renewal options, is the ceiling only of what’s already been signed.

It excludes every campus not yet contracted, every MW not yet under development, and every hyperscaler relationship not yet converted to paper.

The future looks brighter than ever from here.

[chicken shit (do not. eat chicken) @manila331]

@KorshikovDm1try $APLD

[chicken shit (do not. eat chicken) @manila331]

@accounting_ds What now a hole?

[chicken shit (do not. eat chicken) @manila331]

@EhrmantrautCap_ $alpd is the leader,

[chicken shit (do not. eat chicken) @manila331]

@Manu_Sisti Claude

[chicken shit (do not. eat chicken) @manila331]

@mikefutia Trends

[chicken shit (do not. eat chicken) @manila331]

$rack > $dram

[chicken shit (do not. eat chicken) @manila331]

@NadzuAI Claude

[chicken shit (do not. eat chicken) @manila331]

$DRAM is expensive buy $EUV

[chicken shit (do not. eat chicken) @manila331]

@brillaas Meta

[chicken shit (do not. eat chicken) @manila331]

@nicktheriot_ Desire

[chicken shit (do not. eat chicken) @manila331]

@Manu_Sisti Info

[Corgi Funds @CorgiFunds]

Buy the lithography layer. One ticker across semiconductor photonics and precision manufacturing. $EUV

Learn more: https://t.co/CsvL3Viimy

[chicken shit (do not. eat chicken) @manila331]

@NadzuAI Start

[chicken shit (do not. eat chicken) @manila331]

@expertwith_AI Kids

[chicken shit (do not. eat chicken) @manila331]

@Shruti_0810 Guide

[chicken shit (do not. eat chicken) @manila331]

@AnthonyEclipse Saturday

[chicken shit (do not. eat chicken) @manila331]

@georgesttock Ads

[chicken shit (do not. eat chicken) @manila331]

@marvinmary99 Claude

[Marcos Milla @MarcosMillaYT]

Here’s why $EUV is a $100 ETF…

In order to make the next generation of chips even more intricate… ASML $ASML had to develop a way to generate a type of light that does not naturally occur on Earth’s surface called EUV…

Extreme UltraViolet

10 Stocks to benefit from this bottleneck…

1) TSM $TSM
2) ASML $ASML
3) Lam Research $LRCX
4) Corning $GLW
5) Applied Materials $AMAT
6) Ciena $CIEN
7) Lumentum $LITE
8) KLA $KLAC
9) Coherent $COHR
10) MACOM $MTSI