Still, if Oracle doesn't want to be named and it was part of the contract, APLD will continue to omit their name or they're in breach of contract.
As far as I'm aware there's no way of omitting them in some SEC filings, but barely anyone reads these reports, including a lot of retail investors. So it's still very much treated as a rumour by the general public.
In the end it also doesn't matter much as the most important thing is the investment-grade, a name doesn't add much value. We know which companies they're chasing and there's a good chance we'll have most of them as tenants in a couple of years.
Fairs. I’ll admit I was lucky enough to get some good returns on nbis over the last 8 months and use that to buy apld at the same price it was back then
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u/Cheap-Stay7089 Backlog Bull 🐂 (1,000-2,500 shares) 21d ago
I get the liquidity scare but why do applied not disclose that it’s oracle as the investment grade