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$APLD — one of the cleaner AI infrastructure setups on the board.
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$APLD $IREN $CIFR $WULF The AI data center boom is now big enough to put the largest US power grid on the chopping block.Bloomberg reported today that federal officials have floated breaking up PJM Interconnection, the grid operator for 13 states and about 67 million people from Illinois to the East Coast. The reason is the strain new data centers are putting on the system, which is driving up power bills and fueling a political backlash. PJM's territory includes the northern Virginia corridor k
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Another month. More progress. $APLD May brought continued momentum at the Polaris Forge 2 campus in Harwood, North Dakota.🔷 Polaris Forge 2-1 | 150 MW Critical IT Load:Work continues across multiple areas of the building, including interior MEP systems, framing, concrete placement, roofing, and the installation of owner-furnished equipment. Teams are also advancing exterior electrical infrastructure and campus duct bank construction.🔷 Polaris Forge 2-2 | 150 MW Critical IT Load:Precast erectio
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$APLD just dropped a Polaris Forge 1 update out of Ellendale, and it is exactly what this thesis runs on.Building 2, 150 MW, customer move-in is underway and around-the-clock operations begin mid-June. Building 3, another 150 MW, is tracking ahead of schedule with interior slab work nearly done.This is the whole point. $APLD already has the contracted backlog. The only question was ever execution, turning signed leases into live, revenue-producing buildings. They are doing it on time, building b
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