Michael A. Gayed questioned Applied Digital’s spending profile, contrasting $3 billion in annual capex with expected quarterly revenue of just $116 million. He also flagged 10-year yields near 2002 levels and only 1 earnings beat in 7 quarters.
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Michael A. Gayed questioned Applied Digital’s spending profile, contrasting $3 billion in annual capex with expected quarterly revenue of just $116 million. He also flagged 10-year yields near 2002 levels and only 1 earnings beat in 7 quarters.
Latest documented BWB result
$AAPL market result
I sold the $AAPL $320 Puts for 11/20 - $5.30
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