$APLD HITTHEHOLE
Jun 07, 2025 9:17 AM
$APLD
@TwoToesTrading
Benzinga just confirmed what we’ve been tracking — $2M+ in call sweeps from institutions targeting $14–$20 strikes on APLD. That’s not noise — that’s conviction. Volume hit 59K+ contracts in 30 days with avg open interest >4.7K. This isn’t retail flipping pennies — it’s tutes front-loading a massive move. Meanwhile, retail panic over “dilution” ignores how REIT-structured growth works. MAM’s June 2 financing isn’t reckless — it’s surgical: scale HPC infra fast to meet AI compute demand. Think $EQIX or $DLR in early innings. In cap-heavy models, debt+equity blend = growth fuel. With 90%+ GM cloud biz scaling, each cap raise accelerates ROI. You’re not getting diluted — you’re getting upgraded. Bullish
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