@Fllw_the_light Avatar @Fllw_the_light Follow the light

Follow the light posts on X about $apld, $nvda, $iren, $wulf the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 80.99% technology brands 39.67% cryptocurrencies 17.36% finance 15.7% automotive brands 4.96% celebrities 4.13% countries 3.31% social networks 1.65% financial services 0.83%

Social topic influence $apld #9, $nvda #889, $iren #109, $wulf #9, $crwv #77, $cifr #32, crwv #2, $glxy #27, $amzn #442, $corz #7

Top accounts mentioned or mentioned by @aplddigital @wustlbear @sullymichaelvan @macquarie @mikealfred @stocksavvyshay @tiffinyfawcett @saylor @sama @elonmusk @amitisinvesting @realjasonzhang @mrderivatives @thelonginvest @jakewujastyk @bethkindig @mrmikeinvesting @tictoctick @unusualwhales @mtinvestor

Top assets mentioned Applied Digital Corp. (APLD) NVIDIA Corp. (NVDA) Iris Energy Limited (IREN) TeraWulf Inc. (WULF) CoreWeave, Inc (CRWV) Cipher Mining Inc. Common Stock (CIFR) Galaxy Digital Inc. (GLXY) Amazon.com, Inc. (AMZN) Core Scientific, Inc. Common Stock (CORZ) Bitcoin (BTC) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) CLEANSPARK INC (CLSK) Tesla, Inc. (TSLA) Oracle Corporation (ORCL) Metadium (META) Palantir Technologies Inc. (PLTR) Strategy (MSTR) Alphabet Inc Class A (GOOGL) Robinhood Markets, Inc. (HOOD) Nebius Group N.V. Class A Ordinary Shares (NBIS) SoundHound AI, Inc. Class A Common Stock (SOUN) Snowflake Inc. (SNOW) Cloudflare, Inc. (NET) Super Micro Computer, Inc. Common Stock (SMCI) GameStop, Corp. (GME)

Top Social Posts

Top posts by engagements in the last [--] hours

"@mtinvestor Nice operation yes but if you really want your mind blown you should drive by an $APLD @APLDdigital jobsite. $NVDA $CIFR $WULF $GLXY"
X Link 2026-01-31T16:51Z [---] followers, [----] engagements

"Try to make it a more fair playing field. $APLD to $50 before $BTC $100k. Boy. was I light on the prediction $APLD to $25 before BTC $125k You better get a sequel out ASAP @SullyMichaelvan Boy. was I light on the prediction $APLD to $25 before BTC $125k You better get a sequel out ASAP @SullyMichaelvan"
X Link 2026-02-01T15:10Z [---] followers, [---] engagements

"$APLD will report another double beat during April earnings. We'll see another site announcement (guessing ND or SD) in April or May. We'll see more MW coming online and being turned over for PF1-2 1st half (75MW) in approximately May. We'll see 75MW for PF1-2 2nd half (75MW) in approximately August. We'll see 75MW for PF2-1 1st half (75MW) in approximately September. There will be double beats and raises guidance each quarter for many earnings in a row. All of it non-reliant on $BTC. Not one dollar. $IREN $CIFR $NVDA $AMD $AMZN $MSFT $META $GOOGL"
X Link 2026-02-01T22:10Z [---] followers, [---] engagements

"Now why is $BTC unhappy"
X Link 2026-02-03T21:07Z [---] followers, [---] engagements

"Another nice listen/watch with @WUSTL_Bear walking through their history and process. Wes my only real comment or request actually is when they make a Blockbuster on the history of @APLDdigital I'd like to be casted as you not Matthew McConaughey. I think this is a reasonable request. What's the current temp check on South Dakota moving towards allowing the tax exemption Do you think its possible construction could start on the SD in [----] or simply too much to be voted on and approved then lined up with your customer and trades that at the earliest would be a [----] start As always love where"
X Link 2026-02-04T01:26Z [---] followers, [---] engagements

"$APLD Wes @WUSTL_Bear we've got hyperscalers raising CapEx guidance all over the freaking place. We've got some infrastructure plays probably not executing in the build as well as others. We've got every ticker taking an absolute beating from BTC and Tech scares. Nows the time to play a little more offense with your LA customer and get the deal inked. Surely others would be happy to jump in line on a site that is just starting. Earnings have all cleared the path now for announcements to be made now that their investors know the plan. Lets get some PR out (even if it's just saying "Hey"
X Link 2026-02-05T22:06Z [---] followers, [---] engagements

"How is $MSTR down a fraction of what $IREN is giving all thats going on with BTC How is $MSTR down less AH than $APLD who didnt have earnings today and is executing"
X Link 2026-02-06T00:10Z [---] followers, [---] engagements

"👏👏 $APLD $IREN $WULF $CIFR $GLXY $CLSK 👏👏 In total with the four hyperscalers now having reported we have a colossal amount of CapEx coming into AI infra: Alphabet up 100%+ to $180B. META up 80% to $125B. AMZN up 50+% to $200B. MSFT up 35% to $105B. That's about $600B in CapEx spending by these four companies in the In total with the four hyperscalers now having reported we have a colossal amount of CapEx coming into AI infra: Alphabet up 100%+ to $180B. META up 80% to $125B. AMZN up 50+% to $200B. MSFT up 35% to $105B. That's about $600B in CapEx spending by these four companies in the"
X Link 2026-02-06T00:20Z [---] followers, [---] engagements

"$BTC What the hell are these 😋 Come on BTC. Give us that 4% green pump so everyone can freak out on X about "if you didnt buy it at 60k thats ok because now you can buy it at 65k""
X Link 2026-02-06T00:48Z [---] followers, [---] engagements

"Take me to Valhalla $BTC so that my beloved $APLD get relief from you. We call this: continuation Big stuff guys. $BTC https://t.co/mDnVMl9In9 We call this: continuation Big stuff guys. $BTC https://t.co/mDnVMl9In9"
X Link 2026-02-06T01:52Z [---] followers, [---] engagements

"Somebody wake up @SullyMichaelvan and tell him $BTC is so back. Take me to Valhalla $BTC so that my beloved $APLD get relief from you. https://t.co/T9jhNJSDNI Take me to Valhalla $BTC so that my beloved $APLD get relief from you. https://t.co/T9jhNJSDNI"
X Link 2026-02-06T02:03Z [---] followers, [---] engagements

"There isn't a world where in [----] $APLD doesn't sign a lease with for sure $AMZN and then either $MSFT $GOOGL or $META. Hell maybe [--] of the [--] in [----] and the last one in [----]. I have talked about (and has @WUSTL_Bear ) about the intention of their design. The way they are future proofing it for different cooling different rack density different floor space configuration different voltages. They arent just trying to solve a "today" problem. They are creating a solution that will be viable for decades to come. They have the design signed off by multiple hyperscalers they have the sites they"
X Link 2026-02-06T02:48Z [---] followers, [----] engagements

"@SylentTrade These are sensible posts. Much better than screaming for multiple different deals you have zero clue on and were wildly incorrect. Good job on showing some growth and restraint"
X Link 2026-02-06T21:55Z [---] followers, [---] engagements

"@RealJGBanks Another nimrod ignoring $APLD. Go figure"
X Link 2026-02-08T20:12Z [---] followers, [---] engagements

"Believe that is just on the win/loss too. Doesn't include the player prop bets or if someone closes a position early and pays the additional $.01 $HOOD should make well over $2M on just this event. And somehow even though they are ahead of the trend on this prediction market they have the worst filtering for P&L's. Wake up @RobinhoodApp https://twitter.com/i/web/status/2020624279973347347 https://twitter.com/i/web/status/2020624279973347347"
X Link 2026-02-08T22:22Z [---] followers, [---] engagements

"@Alice_MiaX Think SEA is the overall better team but NE has better coaching. Plus always the risk of the NYJ Sam Darnold showing up 😉 I have NE as well"
X Link 2026-02-08T22:46Z [---] followers, [---] engagements

"@FinanceJack44 @Mr_Derivatives Same. move millions around their app trading and have been on the waiting list for 7+ months now"
X Link 2026-02-08T22:53Z [---] followers, [---] engagements

"Getting close. do we see it in Feb or March $APLD $IREN $NVDA $CIFR $WULF Next week. next week $APLD flips $IREN in market cap. $NVDA $AMD $AMZN $META Next week. next week $APLD flips $IREN in market cap. $NVDA $AMD $AMZN $META"
X Link 2026-02-12T21:18Z [---] followers, [---] engagements

"Let's hear your Valentines love story @SullyMichaelvan Where is $BTC price at open Tuesday"
X Link 2026-02-14T21:20Z [---] followers, [---] engagements

"$APLD This also does not take into account the LA site of 430MW (assume two 150MW buildings). APLD is executing construction and delivery timelines across multiple sites with more to come. Higher. $IREN $WULF $CIFR $ORCL $NBIS $NVDA $APLD : Citizens reiterates maintains $ Analyst highlights 1GW hyperscaler potential and a 4.3GW active development pipeline positioning APLD as a leading HPC/AI infrastructure provider. https://t.co/VkYbwplDiY $APLD : Citizens reiterates maintains $ Analyst highlights 1GW hyperscaler potential and a 4.3GW active development pipeline positioning APLD as a"
X Link 2026-02-15T23:04Z [---] followers, [---] engagements

"$APLD team @APLDdigital I love ya. You're doing great things Executing DC's left and right. Excited for future deals and builds right around the corner. And ultimately what's on a screen or website won't move the real life needle and I absolutely get that but let's also accomplish the little things well tooyeah 400MW under construction was sooooo [----] Lets get at least the 700MW (Ellendale and Harwood. maybe we call that 600MW now I suppose) if not 1GW (with DF1) info updated Lets get the pipeline info updated while we are at it. I imagine with the next lease will come the updated investor"
X Link 2026-02-16T02:54Z [---] followers, [---] engagements

"@TheLongInvest You're going to share $APLD are you $APLD will be the PLTR of [----]. Back by $NVDA and soon announcing a major tenant (rumored to being $MSFT) Data Centers/HPC/AI all the craze and APLD will make a HUGE splash very very soon"
X Link 2024-12-22T16:09Z [---] followers, [---] engagements

"$APLD @WUSTL_Bear @APLDdigital They are going to make a [--] for [--] on the Ellendale campus. A triumphant story not a sad one. Locking this in: deal will be larger than $CRWV and $GLXY deal per MW $NVDA $TSLA $CORZ $IREN $WULF $BTC $AMZN $MSFT $PLTR $SNOW $SOUN $NET $HOOD"
X Link 2025-03-28T23:15Z [---] followers, [----] engagements

"@Sox1fan2005 @Macquarie @SullyMichaelvan @tiffinyfawcett @CK_Cryptoklepto @Jake__Wujastyk @moonmarket @Mr_Derivatives @The_AI_Investor @Beth_Kindig @saylor @BeforeTheRocket @MrZackMorris @Turb0888 @eWhispers @jfrankie91 @AndrewM61370616 @thestockwhale @StockSavvyShay @stocksandreales @stockplaymaker1 @mikalche @stoolpresidente @StockMKTNewz @gordongekko Well lots of companies are half what they were before so that's currently a week argument. Also apparently we have different definitions of what "under construction" means"
X Link 2025-04-01T01:49Z [---] followers, [---] engagements

"$APLD $CRWV $CORZ $IREN $WULF $GLXY $NVDA $CIFR"
X Link 2025-09-01T22:35Z [---] followers, [----] engagements

"@FuturumEquities Oh weird another account ignoring $APLD. Im shocked how so many are still ignoring APLD. Will you finally wake up to it when they are apart of Stargate Do they need the 4GW pipeline to be 6GW What is it Explain it to me like I'm a [--] year old. $NVDA $CRWV $IREN"
X Link 2025-10-12T15:07Z [---] followers, [---] engagements

"Time and time again $APLD is overlooked and not discussed by trading influencers. Whether it be the Jaye who created the original post or Babyfolio who shared it still neither along with many others are neglecting to mention APLD on the Demand side. I love being as early as I have been to APLD. When others finally wake up to it they'll be chasing it and pushing it to new highs that make them sick they didn't get in at $3 $4 $5 or even $15. How APLD can be ignored or overlooked still who are paying attention to this AI/Data Center industry is mind boggling to me. $NVDA $AMD $CRWV $NBIS $IREN"
X Link 2025-10-18T17:36Z [---] followers, [----] engagements

"When $APLD lands their Polaris Forge [--] Hyperscaler and then their Polaris Forge [--] Hyperscaler and people finally start paying attention I want to be known as the Applied Apostle. The people will whisper and murmur to others "Have you heard of the Applied Apostle" And "I wish I would have known of the Applied Apostle earlier". Fortunately for those people it is never too late to Follow the light. Have had the conviction and providing the preaching the longest and loudest. I've said it before and will say it again @APLDdigital will be a household name. #InWesWeTrust @WUSTL_Bear $NVDA $AMD $CRWV"
X Link 2025-10-18T21:53Z [---] followers, [---] engagements

"If $APLD had the retail following that $IREN $CIFR $CLSK or $GLXY had on X it would be trading at $50 right now. Oh well I guess it means more time for those in the know to accumulate before it does get more of a following. One day. one day @mikealfred will tweet about them and people will start to watch and listen. $NVDA $AMD $TSLA"
X Link 2025-10-27T16:53Z [---] followers, [----] engagements

"@ericjackson Another senseless or ignorant person leaving out $APLD again. $APLD has actually signed a hyperscaler (we dont know which one yet) and STILL they are left out. It's unreal"
X Link 2025-10-30T22:55Z [---] followers, [----] engagements

"I have found another individual with common sense on X $APLD its lack of coverage is criminal. I cant quite understand why $APLD is so undercovered everywhere $CRWV contract hyperscale contract Epic looking data centers with low PUE Yet everyone is only on $IREN $BITF $WULF and $CIFR https://t.co/u0IafW9wid I cant quite understand why $APLD is so undercovered everywhere $CRWV contract hyperscale contract Epic looking data centers with low PUE Yet everyone is only on $IREN $BITF $WULF and $CIFR https://t.co/u0IafW9wid"
X Link 2025-11-02T00:31Z [---] followers, [---] engagements

"It's a day that ends in "Y" today so naturally I am thinking about $APLD and their bright future. I promise whether you know nothing about APLD whether you think they are not worthy of your investment or you're just more bullish on $IREN $WULF $GLXY or $CIFR this will be worth a read. Besides what else do you have better to do on Sunday than give this (me) [--] minutes of your time Going back to the Oct 9th earning call transcript there are a few items worth revisiting. Wes stated "we are initially constructing two buildings totaling [---] megawatts of critical IT load." Following this earnings"
X Link 2025-11-02T18:02Z [---] followers, [---] engagements

"As an investor in AI/HPC how does this not get you AMPED UP for $APLD APLD will be doing $5 Billion a year in revenue by start of [----]. Bookmark this. $IREN $WULF $CIFR $IREN $GLXY $CORZ $CLSK $MARA $NVDA $AMD"
X Link 2025-11-03T03:09Z [---] followers, [----] engagements

"@Beth_Kindig Why tag $IREN but not $APLD who also has $11 billion in leases with $CRWV The shade being thrown at APLD stays strong"
X Link 2025-11-10T21:22Z [---] followers, [----] engagements

"Next week. next week $APLD flips $IREN in market cap. $NVDA $AMD $AMZN $META Wouldn't that be something if $APLD flips $IREN and $GLXY in market cap by Thanksgiving 😏 Wouldn't that be something if $APLD flips $IREN and $GLXY in market cap by Thanksgiving 😏"
X Link 2026-01-07T21:58Z [---] followers, [----] engagements

"We call this: continuation Big stuff guys. $BTC $BTC What the hell are these 😋 Come on BTC. Give us that 4% green pump so everyone can freak out on X about "if you didnt buy it at 60k thats ok because now you can buy it at 65k" https://t.co/LO4eWNOPdD $BTC What the hell are these 😋 Come on BTC. Give us that 4% green pump so everyone can freak out on X about "if you didnt buy it at 60k thats ok because now you can buy it at 65k" https://t.co/LO4eWNOPdD"
X Link 2026-02-06T01:09Z [---] followers, [---] engagements

"Is Will Campbell the worst tackle in the NFL #SuperBowl"
X Link 2026-02-09T02:22Z [---] followers, [---] engagements

"RT @MarketMaestro1: $APLD It looks very good and strong. It broke the red diagonal resistance and already did the retest. Now the next step"
X Link 2026-02-11T00:14Z [---] followers, [--] engagements

"4 Company HPC/AI race Lets engage with the $CORZ @Core_Scientific faithful as well as the $WULF @TeraWulfInc $IREN @IREN_Ltd faithful and then segway that into an $APLD @APLDdigital conversation. -------------------------------------- CORZ: recently signed a total of $10.2 billion over [--] years for 590MW of HPC power (Well done @_Adam_Sullivan1) to $CRWV. Not all 590MW are up and active construction ongoing/yet to start for some. @CoreWeave and Michael Intrator turned around and sold this power capacity to @sama and @OpenAI for $12 billion over [--] years (CRWV to provide the GPUs)"
X Link 2025-04-06T19:36Z [---] followers, [----] engagements

"@MrMikeInvesting Agreed on most What you left off is $APLD a $150 stock trading at $36"
X Link 2026-02-12T03:18Z [---] followers, [---] engagements

"$APLD. Will likely announce at least [--] more contracts with Mag [--] Hyperscalers (I presume $AMZN and $MSFT). Will have [---] more MW online generating revenue by the end of the year as well along with the other builds still progressing along. Double beats and raised guidance coming quarter over quarter. https://twitter.com/i/web/status/2023389945436454931 https://twitter.com/i/web/status/2023389945436454931"
X Link 2026-02-16T13:32Z [---] followers, [---] engagements

"@WealthCoachMak Book mark this in less than [--] weeks $APLD will see 120% gain Hyperscaler tenant coming and added to a crazy 35% SI. 70% institutional ownership. $NVDA backed. It's going to be an interesting ride"
X Link 2025-02-08T19:53Z [---] followers, [----] engagements

"I've been a bandwagon'er now for a while on $APLD and IMO for good reason. When APLD makes a $PLTR type run and you think "man if only I knew about and invested in them sooner" . well shame on you for not keeping an open mind. $NVDA $AMZN $BTC $TSLA $SNOW $CRWV $NET"
X Link 2025-03-23T15:08Z [---] followers, [---] engagements

"$NVDA has their second largest holding in $APLD. NVDA and APLD worked together to design Ellendale for THEIR chips. And some think this will flop Most haven't paid attention yet I feel like the guys screaming $BTC to a million. This is a no brainer. https://www.forbes.com/sites/janakirammsv/2025/03/23/what-is-ai-factory-and-why-is-nvidia-betting-on-it/ https://www.forbes.com/sites/janakirammsv/2025/03/23/what-is-ai-factory-and-why-is-nvidia-betting-on-it/"
X Link 2025-03-23T16:50Z [---] followers, [---] engagements

""Nvidia treats the entire data center as the new unit of compute interconnecting chips servers and racks so tightly that an AI factory operates as a single colossal supercomputer." $APLD will have the largest super computer online in the USA in [----]. $CORZ $WULF $IREN $NVDA"
X Link 2025-03-23T16:52Z [---] followers, [----] engagements

"Guess which Data Center company got to give a presentation at $NVDA GTC You guessed $CORZ Wrong $WULF Nope $APLD Yep Why do you think NVDA is invested in APLD Hint: it's not for shits and giggles"
X Link 2025-03-23T17:30Z [---] followers, [----] engagements

"$APLD 100MW DC under construction (70% complete) that will fetch minium $220000000 a year in revenue. A 150MW DC starting construction now that will fetch minimum $330000000 a year. Another 150MW DC again after. $880M in yearly Revenue before calendar turns [----] $NVDA"
X Link 2025-03-25T01:08Z [---] followers, [----] engagements

"A company that actually cares about the community and is giving back as well Seems like the @APLDdigital team has a good head on their shoulders. $APLD $NVDA $AMD $AMZN $MSFT"
X Link 2025-03-30T14:38Z [---] followers, [----] engagements

"Articles surfacing now that $MSFT was the Hyperscaler that $APLD @APLDdigital was courting and so confident with landing last year. You could tell when that sentiment changed Octoberish when CEO @WUSTL_Bear changed the narrative of how close the lease was to getting signed. Can he be faulted for giving the timelines he did I don't know. he was providing insight from what MSFT was tell him and his team. Did/does it suck for investors in the short term Yes. Is there still a bright future Absolutely. How many people actually expected in the first place for "little 'ol $APLD" to be talking with"
X Link 2025-04-05T16:33Z [---] followers, [---] engagements

"@TicTocTick This wont age well. Wait until our markets actually open"
X Link 2025-04-07T02:36Z [---] followers, [----] engagements

"Tariffs back on the back burner ✅ AI hype alive and well ✅ Data center demand high ✅ $APLD highly shorted (34%) with a small float and earnings on Monday 4/14 ✅ Do they get a Mag [--] tenant lease and unlock the $5 Billion from @Macquarie and propel them into a beautiful squeeze $NVDAs investment pays off Or do they flop and continue without a signed lease as they finish their 100MW facility $MSFT $AMZN $TSLA $SPY $BTC $CORZ $IREN $WULF $MARA $MSTR"
X Link 2025-04-10T00:34Z [---] followers, [----] engagements

"$APLD @APLDdigital @WUSTL_Bear Applied for AI. Clever. I like it. Why can't we get more PR with videos like this $NVDA $CRWV $CORZ $WULF $IREN $MSFT $AMZN $HOLO $MSTR $BTC"
X Link 2025-05-26T18:45Z [---] followers, [----] engagements

"Largest super computer in the world Seems like a pretty awesome thing to share more of @WUSTL_Bear @APLDdigital $APLD Customer equipment landing later this summer Well alright Time for Erin and the PR team to wake up and share these things $NVDA $CRWV $PLTR $MSFT $AMZN"
X Link 2025-05-27T02:32Z [---] followers, [----] engagements

"He's not calling out the shorts here like @saylor would do but damnit the shorts are nervous All 35% of them @tiffinyfawcett gonna get good $APLD $NVDA $AMD $SMCI $CRWV https://t.co/7vewBJn4Dl https://t.co/7vewBJn4Dl"
X Link 2025-06-01T23:16Z [---] followers, [----] engagements

"$APLD you dirty dirty girl. Way to go guys. Way. To. Go. $CRWV $NVDA For all [---] people that will see this ive been telling ya for a while $AMZN $TSLA $GME $PLTR $SMCI $META $SOUN $SERV $CORZ $IREN $WULF"
X Link 2025-06-05T00:15Z [---] followers, [----] engagements

"Hey @WUSTL_Bear do you think we could get some sort of update on this whole $CRWV nonsense with their filing last week We need cooler heads to prevail and for $APLD to shed light that everything is still good @APLDdigital Give us the @saylor tweet that everything is fine"
X Link 2025-06-15T18:55Z [---] followers, [----] engagements

"This week we should see @Macquarie $5 Billion deal close with $APLD @APLDdigital That triggers $CRWV ability to sign lease for remaining 150MW which will come by end of July because now can fund it. Still at 36% SI. not for long $CORZ $NVDA $IREN $WULF $AMD $TSLA $GLXY $BTC"
X Link 2025-06-22T13:31Z [---] followers, [----] engagements

"$APLD $NVDA $CRWV Will be a neat little series Looking forward to it @WUSTL_Bear @APLDdigital"
X Link 2025-06-23T18:25Z [---] followers, [----] engagements

"$APLD to new ATH within [--] weeks Official lease signing of the additional 150MW w/ $CRWV for another $4B (making $11B over [--] years for a sub $3B MC company) $5B MAM signing coming [--] possibly [--] more campuses breaking ground before EOY $20 PT by end of Sept $NVDA $MSFT"
X Link 2025-08-02T17:25Z [---] followers, [----] engagements

"$apld in the coming months here comes another $7 billion + lease announcement The growth will be exponential in this stock price. $CRWV $IREN $WULF $CORZ"
X Link 2025-08-18T12:45Z [---] followers, [----] engagements

"Boy. was I light on the prediction $APLD to $25 before BTC $125k You better get a sequel out ASAP @SullyMichaelvan @SullyMichaelvan $APLD to $15 before BTC to $150000k. Little wager What do you say @SullyMichaelvan $APLD to $15 before BTC to $150000k. Little wager What do you say"
X Link 2025-09-28T17:42Z [---] followers, [----] engagements

"$BTC goes up 2% now trading essentially flat for the last [--] months and everyone loses their mind. $APLD is up 450% and no one talks about. $NVDA $CRWV"
X Link 2025-09-28T23:27Z [---] followers, [----] engagements

"@samsolid57 How about $APLD WHY ARE THEY ALWAYS LEFT OFF LISTS $IREN $WULF $CIFR $NVDA $CRWV"
X Link 2025-10-03T23:49Z [---] followers, [----] engagements

"There are spammers and people that shill shit stocks over and over. Do I really only push one stock Yeah. I do. BUT it's for good reason. It is making people multi millionaires. This isn't a brag. this is too shed light on the upside still to come for $APLD. Do just a touch of DD use your brain to comprehend what is about to come and you'll be there in no time too. At $50MM maybe I'll have a bit of a brag"
X Link 2025-10-11T17:31Z [---] followers, [----] engagements

"I don't want anyone to freak out and jump to conclusions but Wes never tweets. Last time he did they shared a $7 Billion lease with $CRWV that following Monday. Incoming lease announcement for Harwood Polaris Forge [--] It actually kind of makes sense. $APLD $NVDA $IREN $CIFR This was soybeans a few weeks ago. Harwood. https://t.co/ozI3dODcpj This was soybeans a few weeks ago. Harwood. https://t.co/ozI3dODcpj"
X Link 2025-10-11T20:30Z [---] followers, [----] engagements

"When $APLD is trading at $60 before EOY I want to be as famous as @mikealfred @SullyMichaelvan and @amitisinvesting and anyone else I can dream up. I want the Twitter-verse (that sounds better than X-verse. I think) to whisper my name. "Did you hear about Follow the light It was an omen all along that we should have listened to him." At that point and only at that point will I give you the next big play. $NVDA $IREN $CIFR"
X Link 2025-10-15T01:16Z [---] followers, [----] engagements

"Dare I say. $APLD sees $60 before $IREN sees $70 and $CIFR sees $40 APLD is setting up for some big announcements in the next [--] weeks. Don't believe me Go check the filings and go listen to Wes speak. then after you do come back here and thank me. $NVDA $CRWV $AMD"
X Link 2025-10-17T02:39Z [---] followers, [----] engagements

"Let me tell you now. if you missed your opportunity before $APLD left $30 and have been ignoring what they are about to unleash the present is an absolute gift for you. Polaris Forge [--] will rock the headlines. Leave other DC builders ($IREN $WULF and $CIFR) scratching their heads. Polaris Forge [--] will leave the rest of you in a state of "What the fuck why wasn't I investing in APLD" Act now and your future self will thank you. $NVDA $CRWV $AMD"
X Link 2025-10-17T11:35Z [---] followers, [----] engagements

"And people are calling for a near term bubble Don't think so. $APLD $IREN $CIFR Goldman Sachs is forming a new infrastructure and real-asset finance group to focus on AI data centers renewables and defense projects per WSJ. The team led by John Greenwood will arrange loans and investor deals to capitalize on the surge in AI-related financing demand. https://t.co/ge8y1voRi9 Goldman Sachs is forming a new infrastructure and real-asset finance group to focus on AI data centers renewables and defense projects per WSJ. The team led by John Greenwood will arrange loans and investor deals to"
X Link 2025-10-17T19:21Z [---] followers, [----] engagements

"Plenty of data center developers out there currently. Some are converting existing facilities and some are building new. Now admittedly I have not done the absolute deep dives in the $IREN $WULF $CIFR $CORZ and $GLXY (or even $NUAI) as I have with $APLD. @WUSTL_Bear has open talked about their rack density pushing 120kW a rack with futur scalability beyond the 120kW achievable in their design. I have not seen other developers talking in this regard. Am I missing the obvious and all DCs are being created equal or is @APLDdigital truly leading the pack here and building what others are not"
X Link 2025-10-19T02:05Z [---] followers, [----] engagements

"@unusual_whales $MSFT also was full steam ahead Jan '25 to build data centers then putting the brakes on DC building in April because things were over built then recently back to ramping up. I know it sounds silly coming from "just me" but they dont know if they are coming or going"
X Link 2025-10-19T02:24Z [---] followers, [----] engagements

"My man Wes dropping the mic I have said it many-a-times. stop sleeping on $APLD. This team at @APLDdigital will make Applied a household name and it's disgusting how often they are still overlooked. $CRWV $NVDA $AMD $IREN $CIFR $GLXY @Fllw_the_light @DollarCostAvg @danielnewmanUV @StockSavvyShay @SullyMichaelvan We had more land (not a good metric) more currently under construction (good metric) and more contracted with customers (best metric). @Fllw_the_light @DollarCostAvg @danielnewmanUV @StockSavvyShay @SullyMichaelvan We had more land (not a good metric) more currently under construction"
X Link 2025-10-21T03:13Z [---] followers, [----] engagements

"For the $APLD naysayers and/or ignorers. What does this do to your insides Make them all warm and fuzzy Envious $IREN $CIFR $GLXY $WULF $CLSK $CORZ"
X Link 2025-10-23T00:23Z [---] followers, [----] engagements

"Is [--] out of [--] ranking good 😏 $APLD $NVDA $IREN $WULF $CORZ $GLXY $CIFR"
X Link 2025-10-24T00:28Z [---] followers, [---] engagements

"I've finally come to terms with it. I have thought it for a while but man is it clear now (and yes I am a little envious). When you look at $IREN $GLXY $CIFR $WULF $CORZ or $CLSK what is the common theme behind them all A strong tie to the Bitcoin community. Every influencer who posts them repeatedly was FIRST bullish and obsessed with them based upon their BTC. From there the pivot to HPC / AI craze was easy to push and they have the narrative down why their miner play is the best HPC play. Then you look at $APLD. The play viewed in the community (at least by most retail and seemingly all"
X Link 2025-10-31T02:00Z [---] followers, [----] engagements

"I am an investor in $IREN but not as much as I am in $APLD. I want both of my investments to succeed (and they BOTH will) But I dont understand how (or why) there are such vast differences in data center designs with anyone really ($IREN $CIFR $GLXY $WULF $CLSK etc) compared to $APLD. I touched yesterday on all of the cult BTC miners converted AI plays and the following they have. lets dive further into another comparison. APLD was once a "miner" in the sense that they were building the same turkey barn Bitcoin mining facility just not mining themselves. But what do you notice in the images"
X Link 2025-10-31T18:30Z [---] followers, [----] engagements

"@StockSavvyShay Woohoo You tagged $APLD"
X Link 2025-11-02T13:04Z [---] followers, [----] engagements

"This should also be bigger news for $APLD than it is. APLD with this just announced in essence their "site A" for 1GW is happening 'now". If you read the headline it states they expect full contract release in 1Q [----]. APLD won't fully release them until they have their tenant signing. In my opinion this is as close as it gets to APLD announcing another site (and it's a big one) as it gets. I now expect APLD to have at least [--] sites active under construction by spring of '26. Hopefully it's [--] by EOY. $BW $IREN $NVDA $CIFR The $BW after-hours volume should be 10X (30 million instead of 3"
X Link 2025-11-05T12:23Z [---] followers, [----] engagements

"👏👏 $APLD @APLDdigital is not standing around waiting for typical power generation methods to be brought online 👏👏 👏👏 APLD is thinking outside the box to get development moving and creating more of their own luck 👏👏 This is a BIG deal and I wouldnt be surprised if we see other similar type thoughts in the future from those like $IREN $CIFR $WULF $GLXY. Undervalued press release for APLD from $BW. Fully anticipate more bullish news to follow from @WUSTL_Bear and team. The shortage of data centers is a TODAY problem. Whoever cautiously proceeds moving without conviction will be building"
X Link 2025-11-05T12:48Z [---] followers, 11K engagements

"Let's try this and see if the X algorithms will bless this post. "YOU ARE NOT BULLISH ENOUGH FOR WHAT IS COMING FOR $APLD" $IREN $CIFR $GLXY $NVDA"
X Link 2025-11-05T16:52Z [---] followers, [---] engagements

"@mikealfred @elonmusk Can you first ask him when the Roadster will be in production That is much more important IMO. Thanks"
X Link 2025-11-07T18:38Z [---] followers, 18.6K engagements

"@mikealfred But here we have $APLD delivering The first building on time"
X Link 2025-11-10T23:12Z [---] followers, [----] engagements

"$WULF CEO stating in earnings call today the possibility of breaking ground on [--] of [--] sites by end of year. These comments garner a lot of excitement around the stock for expansion and growth. $APLD CEO states in July '25 earnings call We do expect to break ground and work has already started for that on one additional campus and potentially two before the end of this year. as well as stating in Oct '25 earnings call the likelihood of breaking ground on a 3rd party site no one bats an eye. High confidence @WUSTL_Bear and the @APLDdigital team do break ground on that additional site this year."
X Link 2025-11-11T00:28Z [---] followers, [----] engagements

"@mikealfred What I like to take away is it's $CORZ with the delay issues and NOT $APLD. APLD is executing"
X Link 2025-11-11T23:32Z [---] followers, [----] engagements

"🚨 Theory Alert 🚨 Was scrolling and saw someone say "My buddy thinks $APLD's lease is with the government" Got me thinking 🤔 It wouldn't be directly with the government as it would be likely via $AMZN or $ORCL which still fits the narrative of it being one of the big [--] hyperscalers per Wes ✅ The tenant couldn't be named yet by APLD. Is that because AMZN or ORCL would have to answer to whom their customer is But because we were in a government shutdown the government couldn't actually sign the lease just yet and issue those new funds/contracts ✅ (Maybe right now you're asking "well why would"
X Link 2025-11-13T03:26Z [---] followers, [---] engagements

"The @Macquarie funding starting to roll in for @APLDdigital $APLD. 100% erases any doubt of "how can APLD fund these build outs". At this point if it wasn't already it is "all systems go" for APLD and their path to $50+. Lease on Polaris Forge [--] coming soon. Polaris Forge [--] site around the corner. [--] month construction schedules. $ORCL $AMZN or $MSFT signing next. We'll see you real real soon $IREN. $NVDA $AMD $WULF $GLXY $CIFR"
X Link 2025-10-07T12:28Z [---] followers, [---] engagements

"@Jake__Wujastyk Similar-ish space what do you see for a volume shelf for $APLD as they await their Mag [--] tenant lease news"
X Link 2024-10-27T16:46Z [---] followers, [---] engagements

"@tiffinyfawcett It's getting very annoying I'll tell you that much"
X Link 2025-02-10T15:52Z [---] followers, [---] engagements

"@MNTonX @planert41 Hyperscaler tenant lease should be announced very soon (15-20 years for anywhere from $10 to $16 billion) $NVDA holds $APLD as their second largest holding Institutions piling in too as the lease is getting closer"
X Link 2025-02-19T03:13Z [---] followers, [---] engagements

"@TSDR_Trading $APLD Data center play. $NVDA owned. Big $5 billion MAM backing. @APLDdigital will be a household name very very soon. Institutions already know it will be"
X Link 2025-02-20T00:23Z [---] followers, [----] engagements

"@MrMikeInvesting Mike I respect this take and you're not far off. But the most under valued stock in the stock market is actually $APLD @APLDdigital"
X Link 2025-02-22T23:33Z [---] followers, [----] engagements

"@TicTocTick $APLD set for a 70% move"
X Link 2025-03-15T18:26Z [---] followers, [----] engagements

"@mikealfred $APLD back to $12.50"
X Link 2025-03-21T01:33Z [---] followers, [----] engagements

"$GLXY and $CRWV ink the deal for approx $2.3 million per MW per year for [--] years ($4.5 B) $APLD will has 100MW online this year and another 300MW in [--] months. APLD has a far more advanced system and spec for design Why are you sleeping on the $13+B deal coming in days $NVDA More: https://t.co/d36vqEy7q5 More: https://t.co/d36vqEy7q5"
X Link 2025-03-30T18:00Z [---] followers, [----] engagements

"China is the only country that needs to negotiate a deal for the rest to follow. Seeing an India and Vietnam negotiate is great but wont move the needle much. Throw in Canada and Mexico for good measure and we'll be humming towards all time highs in no time. $SPY $QQQ $NVDA $AMZN $GME $BTC"
X Link 2025-04-06T14:05Z [---] followers, [----] engagements

"Fear from the tech market as $MSFT started backing out of deals. This was not specific to just $APLD. If it was specific to just $APLD then sure investors could have additional pause for concern. $APLD was in negotiations with multiple hyperscalers after $MSFT presumably walked away. Suspect those other hyperscalers to be an $AMZN $GOOGL or maybe an $ORCL. @WUSTL_Bear was clear early in the process that @APLDdigital had a big hurdle to get over with the financing piece and that they needed the lease to get the funding. I believe $MSFT brought their financial backing of choice and held this"
X Link 2025-04-06T15:49Z [---] followers, [----] engagements

"@CGasparino @WhiteHouse Spreading word I haven't seen the white house spread any word I see accounts looking for click bait Spreading word"
X Link 2025-04-06T19:55Z [---] followers, [----] engagements

"@TheLongInvest If he did delay or cancel the tariffs what does that really even mean at this point for the market Wouldn't the fear still be there that he'll just put them back in the coming weeks/months"
X Link 2025-04-06T23:08Z [---] followers, [----] engagements

"HPC AI alive and well. $APLD earnings Monday. Short interest up to 35% now @tiffinyfawcett Filing from [--] months ago they were still in late stages discussions with multiple hyperscalers. First 100MW getting close to being online. Only thing like it in [----]. Did we seal the deal for a Monday morning pre market announcement @WUSTL_Bear Boy oh boy I sure hope so. Take that high short interest coupled with HOPEFULLY so positive tariff news. woooweee 🚀 Come on @APLDdigital team dont let us down now. @sama the APLD team can catch you on the next campus location 😉 $NVDA $MSFT $AMZN $TSLA $SOFI"
X Link 2025-04-11T22:16Z [---] followers, [----] engagements

"@Teslaconomics So it will lose 10% out of the factory instead of off the lot plus have a thousand + miles on it in some cases 😬"
X Link 2025-04-23T00:56Z [---] followers, [----] engagements

"$APLD @kevinolearytv Kevin knows. $NVDA knows. @Macquarie knows. Not if but when Ellendale gets leased APLD will fly. Expect LOIs on their South Dakota location shortly after Ellendale is sign stamped and sealed. @WUSTL_Bear is building the right team at @APLDdigital @sama get in now before the hyperscalers all go direct to the source and cut out the middle man. $AMZN $MSFT $GOOGL $META $NET $SOUN $SERV $CORZ $WULF $IREN $CRWV North Dakota is one of the most underestimated states in America and thats exactly why Im paying attention. With massive reserves of stranded natural gas and a newly"
X Link 2025-04-27T16:06Z [---] followers, [----] engagements

"@StockSavvyShay Shay baby first off these arent powered with "outlets" 😉 But you cant have the AI without the infrastructure. Seems they have a pretty "core" business if you ask me"
X Link 2025-06-03T01:14Z [---] followers, [---] engagements

"@elonmusk More posts about companies your involved in less about America Trump and the government. Thanks"
X Link 2025-07-08T00:49Z [---] followers, [--] engagements

"@amitisinvesting Can someone tell $MSTR it's happening"
X Link 2025-08-14T00:49Z [---] followers, [---] engagements

"@H0DLR They were so cheap then Kudos to not selling them sooner"
X Link 2025-10-07T01:28Z [---] followers, [----] engagements

"@unusual_whales Whomp whomp whomp. you know where data center projects arent getting shut down North Dakota. Where $APLD is building"
X Link 2025-10-08T19:40Z [---] followers, [----] engagements

"@AngelRealm7 @jimcramer Dont be crazy $NVDA is back to 9/30/25 prices"
X Link 2025-10-10T23:15Z [---] followers, [---] engagements

"@StockSavvyShay 👏👏 WHY ARE YOU STILL IGNORING $APLD 👏👏"
X Link 2025-10-11T13:23Z [---] followers, [----] engagements

"@TheTechInvest Listen up you getter educate yourself really quickly on $APLD and what they'll be doing. You will want both in your portfolio"
X Link 2025-10-12T13:33Z [---] followers, [---] engagements

"@elonmusk Starship flight tomorrow evening Roadster into production Tuesday. Sounds like a busy week am I right @elonmusk $TSLA"
X Link 2025-10-13T01:44Z [---] followers, [---] engagements

"@SullyMichaelvan Was literally thinking of that today. The pain of being stripped to nothing trying to think of a plan to get it back at those levels (or lower) and before you could even act on it BAM. Back up she goes. Ouch"
X Link 2025-10-13T01:50Z [---] followers, [---] engagements

"@elonmusk Roadster"
X Link 2025-10-14T03:36Z [---] followers, [---] engagements

"@amitisinvesting Preview for next week: $APLD signs deal with $ORCL for Stargate. Stock explodes to $48 before heading higher to $60 in November. $CRWV $NVDA $AMD"
X Link 2025-10-17T20:26Z [---] followers, [----] engagements

"@SCurveCapital You will be disappointed when it is nothing. $IREN is doing big things for sure But that itself will be a nothing burger for earnings"
X Link 2025-10-23T11:39Z [---] followers, [----] engagements

"Wes is a totally different man in his confidence and conviction when he speaks now (and I don't mean that in the sense that he was bad before). He of course knows what the company is working on and what's in the pipeline to come for them and man am I excited about what I am seeing. What I still find super interesting and I truly am not throwing shade as each company is absolutely having their own success in $IREN $WULF $GLXY $CIFR and $CORZ (and I have been invested in all of them at varying times) is the DIFFERENCE in design. Is what the others are building going to work for a various"
X Link 2025-10-24T00:08Z [---] followers, [---] engagements

"Good stuff $APLD Applied Digitals $APLD new lease is bigger than the headline suggests. It runs for about [--] years covers [---] MW at Polaris Forge [--] in North Dakota and totals roughly $5 billion in contracted revenue. The customer is a U.S. investment grade hyperscaler. The first [---] MW phases https://t.co/KW7aPSuFJ3 Applied Digitals $APLD new lease is bigger than the headline suggests. It runs for about [--] years covers [---] MW at Polaris Forge [--] in North Dakota and totals roughly $5 billion in contracted revenue. The customer is a U.S. investment grade hyperscaler. The first [---] MW phases"
X Link 2025-10-24T20:29Z [---] followers, [---] engagements

"Just as I have been expecting. execution. $22 million a quarter in revenue now officially generating. Another $22 million each quarter by EOY. This is just the beginning JUST IN: 🚀 @APLDdigital marks a milestone in its AI infrastructure with the Polaris Forge [--] AI Factory Campus in North Dakota now operational. The first phase delivers [--] MW of a [---] MW building paving the way for $11 billion in lease revenue with CoreWeave. $APLD https://t.co/k1DVec8R5Z JUST IN: 🚀 @APLDdigital marks a milestone in its AI infrastructure with the Polaris Forge [--] AI Factory Campus in North Dakota now"
X Link 2025-10-27T12:37Z [---] followers, [---] engagements

"I dont understand why Data center fans measure success of a site by acres. Yes I understand you do need SOME land to actually put these on but lets talk about the potential power the site can generate instead in the future. 1GW 2GW Even if its a 2GW site you could fit all of that compute easily on a well thought out 750-800 acres and that is accounting for all of the holding ponds and such that would be needed. Make it make sense why [----] acres is important unless the next words "on this future 5GW campus""
X Link 2025-10-28T01:54Z [---] followers, [----] engagements

"$APLD has entered the chat. ✅ 4GW pipeline ✅ $5 Billion funding via MAM ✅ A US based hyperscaler already signed ✅ $16 Billion in leases already signed ✅ One of the most efficient and effective designs in the industry with a PUE of [----] ❌ Cult following within retail on X Start paying attention to APLD now before you're buying them at a $30B market cap $NVDA $AMD $CRWV $IREN $GLXY $WULF $CIFR $IREN is quietly building one of the largest AI data center networks on Earth. ✅ [----] MW pipeline across TX & BC ✅ $875M convertible note at 42.5% premium ✅ $3.64.9B potential annual revenue when fully"
X Link 2025-10-28T11:21Z [---] followers, [----] engagements

"AI Bull here 🙋♂ Happy for $IREN and my call options (admittedly sold all my commons in IREN the morning $APLD announced their lease at PF2 thinking it would actually run. that backfired due to the broader market). Happy for $CIFR (admittedly also sold all my commons and options when APLD announced their lease at PF2) I can keep that trend going with the $CRWV I sold that morning too 😅 BUT - as disappointing as it is to not see APLD announce a new deal every week (as well that just simply isn't realistic) it does give me a ton of confidence that they will fill up their pipeline in QUICK"
X Link 2025-11-04T01:18Z [---] followers, [----] engagements

"@WUSTL_Bear Wes Greatly appreciate and love to see you being more vocal on social platforms especially as vague FUD like this is being spread around and $APLD is taking strays. Looking forward to site updates at PF1 PF2 and hopefully a PF3 and PF4 announcement soon @APLDdigital"
X Link 2025-11-11T15:39Z [---] followers, [---] engagements

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