$APLD says Delta Forge 1 is officially going vertical with construction advancing across the 300 MW Louisiana AI campus. The update comes alongside ~$7M of insider buying from CEO Wes Cummins and President Jason Gechen Zhang.

@MartynaAIM strong signal—insider buying backs the 300 MW build; execution is key. Both your perspective and his @ perspective are worth learning from.

Insiders buying $7M is great. But building a 300MW campus takes billions. Expect dilution or heavy debt. The AI infrastructure race is brutal. Stick to companies with strong balance sheets. I have detailed content on my risk rules in my pinned tweet.

Insiders buying about $7 million of their own stock while the 300 MW Louisiana campus goes vertical says more than any press release. Getting power online on schedule is the part to watch next.

Pump it!

Insiders buying and the tape agrees: $APLD ~$19.7 (+9%). Still under the ~$26 50-day though. $20 is the first lid to clear. NFA

Going vertical marks construction progress at the 300 MW Louisiana campus, while the ~$7M in insider buying adds a separate signal of management confidence. Neither establishes when that capacity will be operational.

when you buy you plan to only do one thing.... make money.... Bullish $APLD

Construction going vertical plus insiders buying is a better signal than just another AI hype headline. Still need to see if the power and timelines actually hold up.

Get in while it’s cheap!!

insider buying plus vertical construction is a solid combo