bearish
APLD - 4Q Review
SUMMARY
- APLD released 4Q earnings last night. The stock performed well, +14%.
- The key highlight was the huge guidance. In this post I will run through how the numbers make no sense.
Jamestown, North Dakota (JT) - 100MW - JT has been operating since 2022. It has ~100MW of capacity and has been running at full capacity over the past two quarters, according to comments made on the company’s 3Q and 4Q earnings calls. Here is a snip for the 3Q call.
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