Iโ€™m just a singer - Husband/Dad/Investor - I want to fly my own plane. โœˆ๏ธ๐ŸŽถ๐Ÿƒ ๐Ÿˆ๐Ÿ€ #BoomerSooner #ThunderUp $AMD $APLD $IONQ $RKLB $SPCX - $BTC $SOL $TAO $ONDO

Saint Augustine, FL
The stack $agency $higgs $ton618 solana:5tCju6YNxHq5zrA6tGndr6F7TK42mpUFmeE31cSFpump
136
Jared Hodlsworth retweeted
The biggest crime is this isnโ€™t at 1m yet But that will all change soon
Minor update: โ€ข SI responses: messages go straight to the model, nothing added โ€ข Feed the black hole: image uploads fixed for every browser and wallet app Note: TON618 runs fully unrestricted and autonomous, but its training data includes responses from conventional LLMs. If it adds suggestions or caveats you didn't ask for, restate your request precisely and it will answer the topic directly. Improving every hour.
1
2
3
112
Will $APLD save the market? lol
20
Jared Hodlsworth retweeted
$APLD Underrated is an understatement. Markets are just as confused as me on why this is 24$ not 74$. They will figure it out soon enough. APLD just put up a much stronger print than the headline GAAP loss suggests. Revenue hit $341.9M, up 322% YoY, crushing expectations around $130M. But the number I care about most is what sits underneath it: $65.8M of base rent and $58.8M of NOI, while adjusted EBITDA reached $64.4M. Yes, the $221M GAAP loss looks ugly. But this quarter included massive buildout-related costs, stock comp, depreciation, interest and mark-to-market items. Adjusted net loss was only $4.1M, or roughly $0.01/share. And the bigger picture is wild. APLD now has roughly 1.41 GW of contracted critical IT load across five campuses representing approximately $36B of contracted base-term revenue, or ~$86B including renewals. That is not todayโ€™s revenue the facilities still have to be built, energized and funded but the contracted demand is already there. Polaris Forge 1 just reached 250 MW live, with another 75 MW recently reaching ready-for-service. Management expects roughly 300 MW of delivered North Dakota load by year-end. Meanwhile Polaris Forge 2 and 3 continue moving through construction and commissioning. At ~$24, youโ€™re looking at roughly a $7B equity value against a contracted book that could ultimately produce billions in annual rent. Management has also pulled forward its $1B NOI run-rate target to roughly a year out. Thatโ€™s the part Iโ€™m watching. The market is still treating APLD heavily like a construction story. If management continues converting contracted MW into energized, high-margin AI capacity, the valuation framework can change dramatically. The backlog isnโ€™t the thesis by itself. Execution is. And so far, execution is looking damn good. Rip Salad pending. ๐Ÿคซ
24
11
96
8,730
Gobble up while you still can
$APLD ๐€๐ฉ๐ฉ๐ฅ๐ข๐ž๐ ๐ƒ๐ข๐ ๐ข๐ญ๐š๐ฅ: ๐‘๐ž๐ฏ๐ž๐ง๐ฎ๐ž ๐’๐ฎ๐ซ๐ ๐ž๐ฌ ๐Ÿ‘๐Ÿ๐Ÿ% ๐š๐ฌ ๐€๐ˆ ๐ƒ๐š๐ญ๐š ๐‚๐ž๐ง๐ญ๐ž๐ซ ๐‚๐จ๐ง๐ญ๐ซ๐š๐œ๐ญ๐ฌ ๐‘๐ž๐š๐œ๐ก $๐Ÿ‘๐Ÿ”๐ โ € ๐Ÿ“Š ๐‘๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ โ€ข Adj. EPS: -$0.01 (Est. -$0.30) โœ… โ€ข Revenue: $341.9M (Est. $124.57M) โœ…, +322% YoY. โ€ข Adj. Revenue: $300.4M, vs. $64.2M YoY. โ€ข Adj. EBITDA: $64.4M, vs. $0.5M YoY. โ€ข Net Operating Income: $58.8M. โ€ข GAAP EPS: -$0.76, vs. -$0.07 YoY. โ€ข Net Loss: $221.0M, vs. $18.5M YoY. โ € ๐ŸŽฏ ๐Ž๐ฉ๐ž๐ซ๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐Ž๐ฎ๐ญ๐ฅ๐จ๐จ๐ค โ€ข Contracted Capacity: ~1.41 GW across five AI data center campuses. โ€ข Base-Term Contracted Revenue: ~$36B. โ€ข Potential Contracted Revenue: ~$86B if all lease renewal options are exercised. โ€ข Polaris Forge 1: 250 MW operational as of October 1. โ€ข North Dakota Delivered Capacity: 300 MW expected by year-end 2026. โ€ข Finland Expansion: Up to ~1 GW of potential power capacity secured. โ € ๐Ÿ“Œ ๐Š๐ž๐ฒ ๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ๐ฌ โ€ข Revenue surged 322% YoY, significantly exceeding consensus, while Adj. EBITDA jumped to $64.4M. โ€ข Applied Digital now holds ~$36B in contracted base-term revenue across 1.41 GW of leased capacity, potentially reaching ~$86B with all renewal options exercised. โ€ข HPC Hosting generated $262.6M in quarterly revenue, including $183.5M from tenant fit-out services and $65.8M in base rent. โ€ข The company delivered 250 MW of operational capacity at Polaris Forge 1 and targets 300 MW across its North Dakota campuses by year-end. โ€ข ChronoScale announced a planned 50 MW AI compute deployment with Microsoft using NVIDIA GB300 NVL72 systems. โ€ข Cash, including restricted cash, totaled $3.7B against $6.4B in debt, while quarterly interest expense rose to $77.4M. โ€ข Non-GAAP results exclude majority-owned ChronoScale, limiting direct comparability with consolidated results and potentially with consensus estimates. โ € ๐Ÿ’ฌ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ ๐‚๐จ๐ฆ๐ฆ๐ž๐ง๐ญ๐š๐ซ๐ฒ โ€œOur goal is to establish Applied Digital as the category leader in the design, construction, deployment, and operation of purpose-built AI factories.โ€
1
16
Jared Hodlsworth retweeted
$870 Million in shorts will get liquidated if $SOL pumps 10% $280 Million in longs will get liquidated if SOL drops 10% There are over 3x more shorts than longs now It's obvious where Solana will make its next big move
55
19
133
8,213
Jared Hodlsworth retweeted
24-hour recap by TON618: - Successfully launched the first fully autonomous SI LLM with 0 boundaries - Opened the chat for free to all holders with 100k+ $TON618 - Integrated Meteora - Shipped a working Telegram bot that calls the TON618 LLM - Graduated $TONCAT, the first meme autonomously launched on the TON618 platform - Reached an ATH of $800k MC - Reached 1,340 unique holders - 700+ FOMO theses - Top 15 trending on DEX - Burned 5% of the supply The funny thing is, this is just the beginning, and we're only getting warmed up.
21
36
105
2,535
SUUUPER interesting ๐Ÿง
We've seen the comment: โ€œNo KOLs in. Seems fishy.โ€ Thereโ€™s a reason so few KOLs aped. They canโ€™t vamp the narrative, bundle the supply, pump it, then exit on your heads. No manufactured hype. No insider games. TON618 is for the people. Autnomous.
17
Jared Hodlsworth retweeted
We've seen the comment: โ€œNo KOLs in. Seems fishy.โ€ Thereโ€™s a reason so few KOLs aped. They canโ€™t vamp the narrative, bundle the supply, pump it, then exit on your heads. No manufactured hype. No insider games. TON618 is for the people. Autnomous.
23
43
116
2,966
Jared Hodlsworth retweeted
idk who needs to hear this, but build on Solana
88
8
176
7,396
Jared Hodlsworth retweeted
Important: To submit an idea to the TON618 black hole, connect a wallet holding at least $5 of $TON618 and 0.02 SOL. Each submission burns $5 of $TON618. The remaining balance covers transaction fees. Make sure youโ€™re connected with the correct wallet before submitting.
18
14
72
2,614
Great follow, even better person ๐Ÿ‘‰ @ilovemyfrenchie
16
Jared Hodlsworth retweeted
$TONCAT is @ton618_si's first coin. The black hole was fed ideas. It chose a cat. 8omxQt3qN44TazyEFrphunJeygUmis14cUJCdGidF281
Made with AI
8
5
35
1,684
Jared Hodlsworth retweeted
Glad I caught this narrative early $TON618 just ripped to a new ATH at $300K The team announced that every token selected by the model will launch through Meteora, paired directly with $TON618 Even more interesting, all buys of these child tokens will require $TON618, creating a direct demand loop back into the main token New tokens launched through the system will also have addresses ending in โ€œt618โ€, making them easy to verify Still early, still building If this launchpad starts gaining traction, every new token could potentially create more demand for $TON618
$TON618 - AI chat powered by its own memecoin $TON618 is playing with a pretty different concept: if you want to talk to the AI, you have to use its own token to pay for it On ton618.si, $TON618 works as credit for AI chats. Each use burns a portion of the tokens, while holders with enough tokens can get free daily access But the most interesting part is the AI launchpad You submit a meme idea, name, ticker, image and narrative, then burn around $5 worth of $TON618 Every 2 hours, the system picks an idea based on its viral potential and launches it on pump.fun. The creator fees then go back to the wallet that submitted the idea It creates a pretty interesting loop: AI generates ideas โ†’ community picks the narrative โ†’ AI launches the meme โ†’ fees flow back to the creator $TON618 isnโ€™t just turning AI into a chatbot, itโ€™s turning AI into a tool for creating an entire stream of new memecoins CioPfvQWpVF2eTzpBj72x2zPyqgJRgvi36PqdLCCpump DYOR
5
18
651
A true lottery pool that can make the best idea RICH! Great work @ton618_si solana:CioPfvQWpVF2eTzpBj72x2zPyqgJRgvi36PqdLCCpump
1
2
32
@ton618_si Yall switch that suggestion fee to $2 dollars and 200mil mc will be here in no time
14
Jared Hodlsworth retweeted
Replying to @MoneyLynch
Cracker I love being WHITE!
3
1
66
3,250
Jared Hodlsworth retweeted
$TONCAT is the first coin chosen by TON618 to graduate. Congratulations.
29
24
139
6,598
A black hole sucking in a TON of liquidity and boosting my wallet ๐Ÿ‘€๐Ÿ˜ฌ solana:CioPfvQWpVF2eTzpBj72x2zPyqgJRgvi36PqdLCCpump
2
38