$APLD has 53 days left to sign 250 MW of expansion leases. W

Patient Investor2026/11/08 20:45:05

$APLD has 53 days left to sign 250 MW of expansion leases. Wes Cummins, CEO, on the Oct 7 call: "𝙖𝙥𝙥𝙧𝙤𝙭𝙞𝙢𝙖𝙩𝙚𝙡𝙮 250 𝙢𝙚𝙜𝙖𝙬𝙖𝙩𝙩𝙨 𝙤𝙛 𝙚𝙭𝙥𝙖𝙣𝙨𝙞𝙤𝙣 𝙡𝙚𝙖𝙨𝙚𝙨 𝙩𝙤 𝙗𝙚 𝙚𝙭𝙚𝙘𝙪𝙩𝙚𝙙 𝙗𝙮 𝙘𝙖𝙡𝙚𝙣𝙙𝙖𝙧 𝙮𝙚𝙖𝙧 𝙚𝙣𝙙" Both go to tenants already on site. 1. 100 MW fills Polaris Forge 2, reported as $ORCL. 2. 150 MW is a third building at Delta Forge 1, which Wells Fargo and JPMorgan model as $META. Nothing announced yet.

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