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  • H
    Hardik Shah

    ⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Applied Digital(APLD.US) Applied Digital Secures Up to 1 GW of Power Capacity for Finland AI Factory

    👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

    ➤ 𝗔𝗽𝗽𝗹𝗶𝗲𝗱 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 secures access to up to 𝟭 𝗚𝗪 in Finland.

    ➤ Agreement marks the company's 𝗳𝗶𝗿𝘀𝘁 development opportunity outside the U.S.

    ➤ Company plans a large-scale 𝗔𝗜 𝗙𝗮𝗰𝘁𝗼𝗿𝘆 campus in Finland.

    ➤ Initial power availability is anticipated beginning in 𝟮𝟬𝟮𝟴.

    ➤ Applied Digital is already marketing the site to potential customers.

    ➤ Company is in discussions with leading 𝗴𝗹𝗼𝗯𝗮𝗹 𝗵𝘆𝗽𝗲𝗿𝘀𝗰𝗮𝗹𝗲 customers.

    ➤ Near-term development priorities remain firmly focused on the 𝗨.𝗦. portfolio.

    ➤ Future Finland investments will depend on demand and regulatory milestones.

    ➤ Finland offers favorable climate, energy infrastructure, connectivity, and development scale.

    👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

    ➤ Opens a potentially significant 𝗶𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗴𝗿𝗼𝘄𝘁𝗵 avenue for Applied Digital.

    ➤ Up to 𝟭 𝗚𝗪 could support substantial future AI computing capacity.

    ➤ Hyperscaler discussions indicate potential demand before initial 𝟮𝟬𝟮𝟴 power availability.

    ➤ Finland could validate Applied Digital's 𝗔𝗜 𝗙𝗮𝗰𝘁𝗼𝗿𝘆 model beyond America.

    👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

    𝗪𝗲𝘀 𝗖𝘂𝗺𝗺𝗶𝗻𝘀, Chairman and CEO of Applied Digital:

    “Applied Digital has built its platform around identifying the right power in the right markets and turning that power into operational AI capacity. Finland stood out because many of the characteristics that have supported our success in North Dakota are also present in the Nordics — a favorable climate, an attractive energy ecosystem, strong connectivity and the ability to develop at meaningful scale.”

    𝗪𝗲𝘀 𝗖𝘂𝗺𝗺𝗶𝗻𝘀, Chairman and CEO of Applied Digital:

    “This is a deliberate first step, not a change in our strategy. Our focus remains firmly on executing the projects in front of us in the United States. At the same time, as we continue building Applied Digital into a category leader in AI infrastructure, we believe it is important to selectively secure compelling sites that can extend our growth runway over the long term.”

    𝗪𝗲𝘀 𝗖𝘂𝗺𝗺𝗶𝗻𝘀, Chairman and CEO of Applied Digital:

    “Our ability to scale is not about planting flags in as many markets as possible. It is about identifying exceptional sites and applying the same disciplined model repeatedly. We have demonstrated that model across our U.S. portfolio. Finland gives us the opportunity to begin proving that platform can travel.”

  • H
    Hardik Shah

    📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Firmus Grid 瞄准 A$50 亿 IPO,估值达 A$437 亿 - $Nebius(NBIS.US) $IREN(IREN.US) $Whitefiber(WYFI.US) $Coreweave(CRWV.US) $CleanSpark(CLSK.US) $Riot Platforms(RIOT.US) $Terawulf(WULF.US) $Applied Digital(APLD.US) $Hut 8 Mining(HUT.US)

    👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

    ➤ Firmus Grid 目标通过 IPO 筹集 A$50 亿。

    ➤ IPO 发行价为每股 A$11。

    ➤ 定价将使 Firmus Grid 估值达到 A$437 亿。

    ➤ 该估值约合 US$303 亿。

    ➤ 承销商报告称有足够多的意向订单来覆盖 A$50 亿的发行规模。

    ➤ 交易规模可能额外扩大 A$5 亿。

    ➤ 机构簿记建档将于周二开启,预计周五截止。

    ➤ Firmus Grid 的 ASX 上市计划定于 10 月 23 日。

    ➤ 此次发行将成为澳大利亚历史上规模最大的 IPO 之一。

    👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

    ➤ 成功的发行可能会显著提振澳大利亚低迷的 IPO 市场。

    ➤ 估值凸显了投资者对数据中心基础设施的兴趣。

    ➤ 潜在的 A$5 亿扩容表明早期机构需求强劲。

    ➤ 该交易可能成为未来基础设施上市的重要标杆。

  • H
    Hardik Shah

    ⚡ 更新:Anthropic、OpenAI 关注规模较小的 20-30 MW AI 数据中心交易 - $IREN(IREN.US) $Nebius(NBIS.US) $Terawulf(WULF.US) $Applied Digital(APLD.US) $SharonAI(SHAZ.US) $Whitefiber(WYFI.US) $Cipher Digital(CIFR.US)

  • S
    Sunrise Trader

    浏览图表,留意一些引起我注意的名字,我会把它们加入待办清单。$Applied Digital(APLD.US) $AST SpaceMobile(ASTS.US) $德克斯户外用品(DECK.US)。待办清单并不意味着它们会进入观察名单。浏览、待办、观察、制定计划、设置警报。只有当我看到想要的价格行为时才交易。先观察

    来源:Sunrise Trader

  • T
    The

    Q1C Q2C

    昨日,布伦特原油下跌约 1.6%,至每桶约 107 美元;WTI 原油下跌约 2.5%,至每桶约 103 美元。沙特阿拉伯通过阿曼增加原油供应,暂时缓解了市场对中东主要供应中断的担忧。

    路透社调查显示,高盛、摩根大通、汇丰和德意志银行已转向预测今晚(美东时间)加息 25 个基点,市场主流共识也明显倾向于加息。

    美国 10 年期国债收益率近期突破 5% 关口,这是自 2007 年以来首次。4.5% 与超过 5% 的收益率代表了两种完全不同的估值环境,对高估值科技股影响巨大。

    这影响了高增长、高贝塔值的股票——NVDA、ALAB、APLD、RGTI、CRWV 和 NBIS。

    C
    Captain's Compass
    【宏观热点预测】美联储之夜:加息终于来了吗?

    今晚新加坡时间凌晨 2 点,美联储预计将时隔三年首次加息 25 个基点,至 3.75%–4.00% 区间。过去两年里,大家的问题是 “何时会...

  • H
    Hardik Shah

    📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: AI 基础设施:在 AI 革命背后增长的万亿美元市场 - $Applied Digital(APLD.US) $Hut 8 Mining(HUT.US) $IREN(IREN.US) $Nebius(NBIS.US)

  • H
    Hardik Shah

    ⚡ 更新:特朗普表示,数据中心可能比石油更重要 - $Nebius(NBIS.US) $Coreweave(CRWV.US) $IREN(IREN.US) $Cipher Digital(CIFR.US) $Terawulf(WULF.US) $Applied Digital(APLD.US) $Galaxy Digital(GLXY.US) $SharonAI(SHAZ.US) $Navitas Semiconductor(NVTS.US)

    特朗普告诉 Punchbowl News,他看到得克萨斯州似乎反对建设数据中心的迹象,并表示这将是一个错误。他补充说,他尚未采取正式立场,但指出欢迎数据中心建成的社区会吸引大量资本流入,一些数据中心正在拔地而起,且它们在经济上至关重要;他说,如果得克萨斯州说不,那将是一个错误,因为数据中心可能比石油更重要。

  • H
    Hardik Shah

    $Applied Digital(APLD.US) | B.Riley 维持对 Applied Digital 的买入评级,将目标价从 $66.00 上调至 $75.00

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  • H
    Hardik Shah

    $Applied Digital(APLD.US) | 贝莱德披露在 Applied Digital 持有 4.3% 受益权益

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  • H
    Hardik Shah

    $Applied Digital(APLD.US) | 摩根士丹利 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐄𝐪𝐮𝐚𝐥𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥, 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐏𝐓 𝐚𝐭 $𝟑𝟔.𝟓𝟎

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