u/fixthesystem55 · 26d agono track record yet
FRMI will be the next APLD
FRMI is replicating APLD's proven playbook for AI infrastructure power provision, but with a larger 17 GW asset base, vertical integration (power generation + delivery + shell operation), and higher per-MW margins. Management's new team is executing a 90-day plan to secure hyperscaler tenants; the stock at $5.72 is undervalued given $1.4B installed infrastructure, 6 GW air permit, and $785M fresh financing—APLD achieved 736% returns in 12 months following the same trajectory.
At post $6.51Now $6.89+5.8% since postedas of Jun 10, 4:59 PM ET
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3d+0.6%
1w-8.1%
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