Guasty Winds Investment Ideas, Guasty Winds

Guasty Winds

I am a full-time private investor, ex-L/S. I document my investment portfolio decisions and share my work here.

Guasty Winds Investment Ideas

Equity Bottom-Up

Applied Blockchain Inc / Equity Bottom-Up

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<li>APLD released 4Q earnings last night. The stock performed well, +14%.</li>
<li>The key highlight was the huge guidance. In this post I will run through how the numbers make no sense.</li>
<li>
<p><em>Jamestown, North Dakota (JT) - 100MW - </em>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.</p>
</li>
</ul>


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.



Applied Blockchain Inc

APLD - 4Q Review