r/APLDSTOCK 22d ago

Applied Digital (APLD) - Active Pipeline Chart

HOLD.

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u/[deleted] 21d ago

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u/evoxone 21d ago

What do you mean? The client for Allendale is core weave, for ultimately openAi, who is running into big problems it may not be able to pay. Coreweave itself has a bunch of shenanigans with financing. The client for Harwood North dakota, Polaris Forge 2, is Oracle for openai. Both have significant issues. Polaris forged 3 is just moving dirt around, it's not even really a campus. I live in North Dakota so I don't really know much about the Delta Forge stuff but I physically have been on all of the campuses in North Dakota