Adam Preston retweeted
New features in Grok @Bot
Adam Preston retweeted
Choosin Texas.
Archer Aviation is planning to build an electric air taxi network in Texas trib.al/ZFfJEhO
Adam Preston retweeted
$META is anticipated to sign another 150MW deal with $APLD at DF1 per CEO Wes Cummins, likely before end of the year (Wes has stated who the hyperscaler is, that is my, and others, assumption)
DF1 is scalable beyond that soon to be 450MW leased.
The Team at @APLDdigital has been quiet on another Alabama site, but it is a site that seemingly is prepared for a large plan.
Is that plan another Hyperscaler? $META? Diversification into another? Maybe something via $CHRN to an end user Hyperscaler? It's being set up with entities a little more peculiarly than the others have all been set up, so something is brewing.
The 250MW in leases at now higher rates for PF2 and DF1 will be a great announcement.
A blockbuster lease, at what I'll call DF3, will be massive.
The next big item? Getting a glimpse at what kind of financing $APLD gets on PF3, DF1 and DF2 with $META as the anchor tenant. Suspect that is coming soon.
A lot of milestones in the next 6 months for APLD from multiple RFS announcements, leases, financing deals and new sites breaking ground... recall Wes saw a path to 6, possibly 7 campuses in flight at a time... currently there are 5.
$NVDA $IREN $CIFR $WULF $NBIS $CRWV
Adam Preston retweeted
NASCAR Most Popular Driver voting is open, and you can vote for Kyle using the link below. He’s always had my vote, and he always will. I love you, babe. 🤍
nascar.com/cupmostpopulardri…
Adam Preston retweeted
Truth be told, when IRacing and NASCAR eventually renew their contract at the end of 2029.
I want to start seeing NASCAR Games drop before The Daytona 500.
Adam Preston retweeted
Elon: We’re early.
Zuck: We’re early.
Jensen: We’re early.
People who don’t build AI: “It’s all a bubble.”
Adam Preston retweeted
JUST IN: Applied Digital $APLD execs buy about $6.7M of stock as shares slump
Adam Preston retweeted
$ONDS will be a $30 stock
Remember this tweet
NFA
Adam Preston retweeted
I am not sure what point you’re trying to make but the point I was making in this post is simply: high beta investing wins over long term vs indexes, if you pick them right
Adam Preston retweeted
$SPCX was not an easy IPO to get a big allocation for
And yet, the market was kind enough to let you buy shares at below IPO price of $135 at MULTIPLE occasions in the last couple months
I did warn about this... If you're "that guy" who didn't buy, that's on you
Your children and grandchildren are gonna look back at this moment in history, and ask what you were thinking when you didn't buy $SPCX in the open market for below IPO price
Don't be that guy
Adam Preston retweeted
$RKLB: Rocket Lab just set the date for its Q3 2026 results.
Numbers will drop after the U.S. market close on Monday, November 9, 2026, with the conference call at 5:00PM ET.
Adam Preston retweeted
Production of the new carbon composite forward dome for Neutron’s Stage 1 propellant tank is underway.
Our automated fiber placement (AFP) machine follows a computer-controlled course to lay down thousands of strands of carbon fiber - each thinner than a human hair - at speeds of up to 100 meters per minute to create Stage 1’s structures on custom molds.
Once the AFP machine is finished with the new forward dome it will be rolled out, inspected, then prepared for the curing process to harden the carbon composite.
Adam Preston retweeted
Here are my thoughts on @SpaceX's Q3 earnings call: I don't have enough stock.
Adam Preston retweeted
Mission success! We made contact with Pelican-12 in orbit. It was a great launch from the Cape with @SpaceX.
Two launches this month, two different coasts, with 21 sats of 4 different kinds: Pelican, Tanager, SuperDoves and Suncatcher. This will be our 10th Pelican in orbit that has the @nvidia Jetson platform.
Adam Preston retweeted
JUST IN: Police have confirmed more than 200 packages filled with PSA-graded cards valued at nearly $1 million were stolen from a FedEx truck.
Value is expected to rise as more packages are investigated.
Details are free to read on @TheAthletic: nytimes.com/athletic/7705932…
Adam Preston retweeted
Completely understand the fire PSA is under for the FedEx truck theft.
But the biggest threats don't lie with PSA.
They lie with inside jobs and third party carriers.
The biggest threat of your cards going missing happens when you insure a package for $50K and leave the shipper.
The simple name PSA or Collectors in the address box is the threat.
There must be a change and it must be today. PSA and a a preferred carrier must work on additional security measures and finally offer the right insurance for transit within the collectibles market.
Adam Preston retweeted
Blockbuster news this morning (yes, really) with CEO Wes Cummins and President Jason Zhang buying shares of the brutally beaten down $APLD on Friday.
Those buys, $1M and $5.6M respectively, represent the first insider buys since Wes picked up shares in early 2023, back when @APLDdigital was tradinf between $3 and $4.
APLD seeing a high of $50 in June and falling to just under $18 this past Friday (yuck!)
Why buy now you might ask? Why not buy in April in the mid $20's ahead of the first of 3 leases with $META?
Why not buy after the 2nd lease with $META? Why now?
Well, neither you nor I truly know that, but the confidence to signal they feel the bottom is near and/or they know great things are coming down the pipe is hard to ignore.
From two leases for 250MW at materially higher lease rates (PF2 and DF1)...
To something additionally big planned for another site in Alabama (👀 👀 )...
To Finland...
To RFS dates stacking up and 600MW coming online in the next 12 months (750MW if you ask me!)...
Or deals $CHRN has lining up at what I can only assume are similar prices to $IREN and $NBIS big brags lately... there is a lot to love at scooping up more shares of your own company at bargain $18 prices.
Love the confidence, love the signal it sends, love what APLD is building.
Appreciate the vote of confidence in yourselves, your team and your investors.
$CRWV $ORCL $NVDA $AMD
Adam Preston retweeted
$RKLB: What if Neutron’s delay actually strengthens its moat? 🚀
Most investors focus on the delay. I’m more interested in what Rocket Lab is learning.
Its massive Automated Fiber Placement (AFP) machine can lay carbon fiber at 100 metres/minute, potentially turning weeks of manual work into days.
The recent setback highlights just how difficult it is to manufacture large carbon-composite rocket structures. But that’s precisely where the opportunity lies. If it were easy, everyone would be doing it.
If Rocket Lab masters this process at scale, the advantages could be substantial: lighter rockets, faster production, lower costs, better margins and a manufacturing moat that competitors would struggle to replicate.
The delay comes with real costs, no question. But in the grand scheme of things, its long-term impact will likely be marginal. More importantly, there’s a fundamental difference between a temporary manufacturing setback and a broken investment thesis.
The bigger question isn’t whether Neutron launches a few months late, or even six months late. It’s how competitive, scalable and cost-efficient the rocket becomes once operational. That’s what will ultimately drive long-term value creation.
Short-term pain could lead to significant long-term value creation. Execution is everything.
