APLD
Applied Digital Corporation
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$RILY: A Ticking Time Bomb for Shorts - The Perfect Storm Brewing
This looks ripe. -#daily 🍊 juice $APLD
APLD. Low volume. Stock price increasing. Hmmm
Applied Digital Announces Strategic Collaboration with Hewlett Packard Enterprise to Deliver AI Cloud Services
Applied Digital Announces Strategic Collaboration with Hewlett Packard Enterprise to Deliver AI Cloud Services
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Premarket Movers--APLD and GFAI up on huge volume after Market Close
Pre-Market Movers to Watch at Market Open-- GFAI, APLD
💰💰💰Good morning! #premarket #watchlist 07/19 $STIM -Report Second Quarter 2022 Financial and Operating Results and Host Conference, $APLD -Secures Hosting Capacity To Support All 23.3 EH/s, $CYTO -SemaPhore Platform Shown Particularly Effective in Intracellular mRNA Delivery for Cancer
💰💰💰Good morning! #premarket #watchlist 07/19 $STIM -Report Second Quarter 2022 Financial and Operating Results and Host Conference, $APLD -Secures Hosting Capacity To Support All 23.3 EH/s, $CYTO -SemaPhore Platform Shown Particularly Effective in Intracellular mRNA Delivery for Cancer
💰💰💰Good morning! #premarket #watchlist 07/19 $STIM -Report Second Quarter 2022 Financial and Operating Results and Host Conference, $APLD -Secures Hosting Capacity To Support All 23.3 EH/s of Bitcoin, $CYTO -SemaPhore Platform Shown Particularly Effective in Intracellular mRNA Delivery for Cancer
A lot of insiders are talking about APLD Does anybody know anything about it??
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Buy some stock with growth opportunity. Here's my list: BULL, INOD, NBIS, PLTR, RKLB, IREN, APLD. Add some AV stocks: PONY AI, WRD. The Chinese will dominate in Robo-Taxis and Vehicles B4 Tesla and Krazy Elon Musk. Add the usual suspects: NVDA, APPL, GOOG, META Good luck.
They’re a bitcoin miner in the same realm as APLD and WULF. They’re poised to announce once a partnership at their Barber Lake 300mw datacenter, Black Pearl 300mw datacenter or both. If they announce a partnership at both this thing could sky rocket.
APLD 20 EOY lets gooooo
I think $APLD had a red day one time I can't remember that though
$APLD is great, $NBIS is great, $OKLO been great, $WULF been great, $GLXY will be great, $CRWV will be great. datacenters are the play. the only hypothetical bear case is quantum computing, which might not exist or ever really happen.
APLD may be the best play at current valuations. It just doesn’t have the wiser scope NBIS provides.
DNN has a massive stake in the Wheeler Project, massive potential for Uranium extraction starting 2027, important for SMR reactors for data centres (almost all Wall Street rates it a buy). APLD has run a little but it's a good AI infrastructure play. I'd so both are much safer than OPEN, although you need to hold DNN long into 2027 and APLD has run a bit.
So buy APLD is what I'm hearing
I'll check it out. I'm holding OPEN looooong, also like DNN and APLD.
Who sold me APLD for $3.88 back in April?? 😆
APLD is goated, don't miss out
CIFR next to follow APLD and WULF
Anyone still watching APLD?
My APLD stop loss hit and I'm sad now I want this shit to crash even further to rebuy lol
APLD is holding despite massive dump
Regarding APLD, Sam Altam also said they didn’t have enough GPU and we’re going to spend trillions on data centers
I made one 427% gain on APLD and proceeded to 0 it out. Hopes all I got left boss.
Is this just meant for stocks it ok to knock while they down like MSTR. Or we can name positive sentiment ones like NVDA. Or go less discussed like APLD.
[$APLD](https://www.marketwatch.com/investing/stock/apld) had a nice pop today, AI stock under $20 will add more.
Jane street owns a considerable amount of APLD. When they decide they have had their fun and are done selling options, they’ll leave you holding the bag before you even know what happened. I would tread lightly
I am an $APLD holder, so my kids get Shake Shack and Muscle Milk Max for dinner
APLD. Leading in AI Data centers and Bitcoin mining, slept on. Will hit 22 shortly
Somebody convince me that the 18 year old intern that runs NVDA’s portfolio isn’t retarded? They bought APLD, SOUN, NNOX, RXRX, NBIS, WRD, and CRWV. Took them a year to realize AI X-rays is a meme idea and sell NNOX. Sold SOUN too early before the massive beats started coming. RXRX has traded flat for a year. Pony AI is the same thing as WRD, a Chinese self driving taxi company except, WRD has $1B debt and no cash, while Pony has $600M cash, and no debt. And he sold more NBIS, the debt free data center company with $2.5B cash, to buy more CRWV, the data center stock with $8B debt, and increasing losses. Google makes great investments. If they buy something you buy it. NVDA just seems retarded. https://preview.redd.it/w92t6s663ujf1.jpeg?width=1284&format=pjpg&auto=webp&s=9e6fc307bdb15c4a4bce038c38439da47d5eb356
Altman says the real AI squeeze is in datacenter infrastructure-- buildings and the electricity to power them $IREN $APLD $GLXY $WULF $CIFR maybe $OKLO that one's up to you
I don't see how anyone expects them to not have debt. No one heard of this stock 6 months ago and now it's one of the most crucial companies for AI. APLD expanded fast with a lot of debt too. Now that debt's an afterthought
I sold my APLD for like a quick 15% flip in two weeks and thought I was hot shit Oof
Thank you, put my whole life savings in stock. Happy APLD is mooning
APLD's not too shabby either
Thank you APLD for recovering my RDW losses 🙏🏻🙏🏻
31% short interest and a hyperleaser announced in the coming weeks - very bullish on APLD
31% short interest on APLD and expecting a hyper leaser announcement any day. This is gonna fly
My patience on APLD is paying off
i said APLD mooning just now, which regard downvoted me
My 6 shares of APLD taking me to the moon 🚀🚀🚀
APLD was bout to drop under 14.70 and I was going to kms on liveleak
thank you for fading your gains APLD very cool
These sell the rip algos are fucking insane. APLD +13 to +4 in seconds.
APLD in advanced discussions with a US based hyperscaler for its new factory 🚀🚀
I don’t believe I suggested APLD is the one installing GPUs anywhere…
You’re clueless APLD leases the data center not the GPUs. Coreweave installs their own GPUs.
If I close early, it’s usually 1-3 days out, but I just closed a $21.50 covered call on INTL a week early because it shot to $25 and I could cash out for $2,140 15AUG instead of $2,150 22AUG. APLD just pulled back to $14 and I want to add to that position now. So I ate the $10 a week early and changed horses. It’s all about how much more you can or can’t squeeze in the time left and is that money better put to use elsewhere. How much is your position worth? $500? $5,000? $15,000? How much intrinsic value is left? $5? $25? $100? How much is your next trade worth if you cash out today and reinvest? It’s all up to you and your goals.
This is a great setup, especially the APLD play. I've been long on this company since $3.50 and plan to hold for years. I buy calls regularly when it dips and it's not let me down yet.
APLD/IREN/WULF all gonna absolutely clean up IMO. IREN, the biggest winner.
APLD's focus is building and operating data centers. A fairly passive act once they're up and running. Coreweave makes the user interface, does the marketing, finds AI Labs, ensure they can access the compute, etc. AI labs needs compute for inferencing and training AI models like chat gbt. APLD doesn't worry about finding the labs. They just worry about making the next data center. It's strange how the industry is segmented like this, but I trust there's a good reason. It would be interesting if APLD cut out the middle man and went straight to AI labs. I'm sure there's someone here who could speak to this much better than me.
You're 100% Correct - I oversimplified. Let me give the fuller picture here: First, context matters. That lease is their first anchor tenant at Ellendale, structured less like a simple "per-MW colo" agreement and more like a power + space + managed services contract. In other words, CoreWeave got a bulk discount in exchange for long-term lock-in and guaranteed utilization, which APLD needs at a time when they are bleeding cash. Coreweave is a foot in the door for APLD. Secondly, Ellendale isn't capped at 250 MW - load studies support over 1 GW on that site alone, and Macquarie's financing puts APLD in a position to build 2 GW+ across the portfolio. This is explicitly in writing from the company. I will share a grid here, that shows the math: even applying the CoreWeave-style economics across the full 1-2 GW build-out, you can still sketch a path to $20B+ market cap. That's because scale, not just the per-MW headline rate, drives the upside. Next, on margins. These contracts with firms like CoreWeave are structured with pass-through pricing and index-based escalators. That means if wholesale electricity spikes, APLD isn't eating the cost - it flows through to tenants. This is exactly why wholesale/hyperscale operators in AI hosting have been able to consistently report solid EBITDA margins at scale. Demand isn't slowing down. Hyperscalers and AI labs are in a global arms race to stand up to the infrastructure for frontier models - the push toward super-intelligent AI is fueling unprecedented demand for high-density compute. Supply of suitable land and power is a choke point. **Therefore, finally getting to the point - it is very resonable to see these per watt per month prices skyrocket. Goldman Sachs forecasted global data center power demand to increase 50% by 2027, and up to 165% by 2030.** [AI to drive 165% increase in data center power demand by 2030 | Goldman Sachs](https://www.goldmansachs.com/insights/articles/ai-to-drive-165-increase-in-data-center-power-demand-by-2030?utm_source=chatgpt.com) |Capacity|Revenue/MW/Yr|Annual Rev|EBITDA (50%)|15x Valuation| |:-|:-|:-|:-|:-| |400 MW|$1.87 M (Coreweave pricing)|$748 M|$374 M|$5.61 B| |800 mW|$2.5 M (better pricing scenario)|$2 B|$1 B|$15 B| |1 GW|$1.87 M|$1.87 B|$0.94 B|$14 B| |2 GW|$1.87 M|$3.74 B|$1.87 B|$28 B| So yea. 1 GW will be up soon, with higher revenue/M/W/Yr than outlined here. In tandem to that, increasing power costs will likely be passed onto tenants, with retained margins of 50% EBITDA - actually increasing the 'energy cost to compute sale' spread for APLD. Please let me know if I missed anything here, I think this covers it all.
> I believe APLD is the only publicly traded data center that is positioned specifically for AI. How about IREN?
Per Q2 filings, Two Seas Capital opened a large position. They’ve had a stake in Coreweave for a while (maybe even >5%?) and have positions in a few adjacencies like CEG TLN VST (though reduced the latter two) and NBIS, maybe as a hedge. They’ve got a good track record of anticipating regulatory developments that move the needle not just on price but on companies’ futures; like a couple other funds I’ve reviewed, they anticipated some positive (or less negative than expected) changes in solar guidance from the govt in Q2 and did well on that. With their pharma holdings, and post-bankruptcy stuff like WOLF, it’s easier to infer what the regulatory/legal catalyst is, compared to APLD (or, CLMT or GLNG.) However, my guess is their position and influence at Coreweave - very vocal about recent deals in press - give them more insight, and they seem to be good at predicting legal and regulatory stuff across industries.
I forgot to mention. APLD is ALWAYS talking about announcing more data center campuses. Always. On linkedin. In CEO podcasts. etc. Fill it to capacity = valuation target becomes true. Like a prophecy. If they announced another 1MW campus, the entire valuation target doubles: 30-40b. There is our 10x.
Power is the real bottleneck here. If APLD can secure more MW capacity they'll crush it. Been watching since the CoreWeave deal but waiting for a decent entry point. Might grab some on the next dip.
I haven't heard of WULF. Sounds interesting. I believe APLD is the only publicly traded data center that is positioned specifically for AI. From listening to the CEO speak on dozens of small podcasts, it sounds like there is a lot that goes into making a data center specialized. On an initial google search, it looks like WULF is in the crypto mining space. I will take a deeper look.
Beautiful. I cannot remember the accronmym, but APLD has a 1.13 direct energy use rate. Meaning that only 13% of the energy they consume goes to indirect uses (lights, and other stuff). This is considered very good for the industry I read online.
Thank you, I appreciate this. I actually first stumbled onto the stock since I was modeling it for one of my Upwork clients. I didn't want to say this in the post as I felt it was too 'salesy'. But essentially, we have a giant excel model that goes into much deeper mathematical DD then this. On the risk end, for a pre-profit company like APLD, it's hard to underwrite risk. If their plan doesn't come to fruition, the stock WILL go to $0. It all comes down to the plan. So my preference is to look at the dev team. The CEO has the right background, knows the right people, and sounds very intelligent from the recent podcasts he's been on.
Incorrect. $CRWV has the contract with OpenAi, not $NVDA per se (at least that’s how I read their filing). But $APLD does have the contract with $NVDA and $CRWV leases datacenter space from $APLD.
Or just buy $APLD ;) Page 45 https://www.sec.gov/Archives/edgar/data/1144879/000114487925000021/apld-20250531.htm On May 28, 2025, APLD ELN-02 LLC and APLD ELN-03 LLC, our subsidiaries, each entered into a data center lease (together, the “Data Center Leases”) with CoreWeave, Inc. (“CoreWeave”) to deliver an aggregate of 250 MW of infrastructure to host CoreWeave’s HPC operations at Polaris Forge 1. The first lease is for the full capacity of our 100 MW data center that is currently under construction, and the second lease is for the full capacity of our 150 MW data center that is also under construction. We have guaranteed the obligations of APLD ELN-02 LLC and APLD ELN-03 LLC under the respective Data Center Lease to which such subsidiary is a party.
by EoY: $GLXY to 50 $IREN to 35 $APLD to 25 $HOOD to 150 $NBIS to 100 $RDDT to 300 $SPY to 700
CLOV, NKGN, HOLO, AMC and that’s or was my bag. Holding CLOV at break even soon and will go long. NKGN, I’m going back in at 14 cents because I believe in the CEO and the company. Yolo, Holo is so really crap just like my trading technique. AMC I got out and made my money back on APLD. Don’t get me wrong, I got in on Real and GME last yr and got a nice run out of it. I love the trading community on the all the apps and I wish everyone the best of luck. ☀️🌈🐈🐈🐈
Go whole hog. ATM Puts on PLTR, AMD, NVDA, APLD, CRWV, and NBIS. November expiry. If they're not green at the end of August, double down with another set of ATM puts.
I trimmed SMCI CRWV and APLD and I think the latter could definitely go up more
How are you down 60% this year with APLD shares? It's up almost 80% YTD.
APLD shares and NTFX 1200c I want to sell once it hits 1300 ish
Thoughts on TTD and/or APLD?
I’m up 45% over one year. There’s no way this is sustainable. I keep falling dick first into good trades about 1-2 times a month. Ixhl, Bbai, APLD, and sofi have all been severely lucky plays for me. Maybe I can keep it up but I’ve read that 90+percent of people barely beat or underperform the market. Or maybe now since we have Reddit, instant access to info, and so on, we are able to have an edge that previous people did not?
APLD is a legitimate business. Premiums are high because it's higher risk and more speculative, but there is an actual business there with real assets. Just make sure you size your positions appropriately. The stock is up a bit this week, but it could fall 40% in the blink of an eye.
Ok, $APLD looks to be the next PLTR. Under the radar, but the stock is ripe for big time growth.
Going to buy APLD, SOFI, or BULL calls tomorrow. Or maybe just more ETHA.
Cloud providers are not turning incredible profits off of AI. What are you talking about. You are just making shit up. > Who are these 700 MILLION people visiting chatGPT every week? Are you joking? Openai is hemorrhaging cash. The expenses they are paying vastly overwhelm the revenue they are taking in, by several orders of magnitude. Of all possible examples, you chose openai? This is precisely what I'm talking about. None of you have any clue about this whatsoever and are just riding the hype chain. If you are going to pick a company that has generated actual profit on the AI hype train, at least chose NVDA, APLD, NVTS, SITM, etc.
Asking AI to generate feet pictures isn't scaling to production. Scaling to production means using LLMs to actually increase profit by reducing costs or generating revenue. So far, there is virtually no ROI on these products for the vast majority of companies. The only companies that are making money on AI, like NVDA, APLD, NVTS, SITM is because MSFT/META/BBAI/SOUN/etc, are paying them. But these downstream companies are not getting any ROI on their investments.
I see CRWV as one of the main players in US's AI right now. They're supplying for OpenAI, have relations with CORZ and APLD, so if going by Wall Streets feelings toward it, I feel the ER will go well...
Just sitting here waiting for the announcement that it’s open Ai! APLD X OPEN AI!!!
$IHS If you are following $APLD or $CRWV then take a look at $IHS for a cash flow generating infrastructure play. They are generating piles of cash and I do wonder if they will be the next company to pivot to AI Infrastructure. Q2 earnings are out tomorrow and I expect a revenue and EPS beat with increased FY guidance. In Q1, IHS guided FY2025 using a conservative ₦1,640/$ average FX rate. In Q2, the naira was materially stronger than that assumption, translating into higher USD-reported revenue and a non-cash FX gain from revaluing USD debt. This could add $10–15M to revenue and $0.06–$0.08 to EPS versus consensus, pushing results well above the current $417.9M / $0.05 expectations. Earnings due Aug 12 pre-market – FX tailwind alone could drive a big beat.
The real winner though was APLD. Bought 2700 shares @ $5
Biotech plays (39.5k/100k): VKTX (800 shares for 30.5k) SRTP (500 shares for 9k) Tech/Infra (21k/100k): AMPX (1500 shares for 12k) ASTS (200 shares for 9k) AI (44.5k/100k): APLD (500 shares for 7.5k) CRWV (50 shares for 6k) GLXY (200 shares for 5.5k) META (20 shares for 15.5k) GOOGL (50 shares for 10k) This ends up being 105k total and I’m too lazy to wiggle the math but you can cut wherever you life, don’t be afraid to DM me and send a tip if this pops off
Oh you should have said that. Possible bangers imo -APLD@ $9/10 -QUBT -NVTS @ $6/$7 -ELF after holding/consolidating past $109 (200EMA) entries are half the work in ANY trade/investment. Hopefully August/September brings more opportunity for us all.
Whats going on with APLD?? NBIS taking their lunch money?
APLD data centers. Call centers. DO NOT REDEEM 🗣🗣🗣
Half of my self directed account is in UURAF/UCU.VN. Mid-stream HREE refiner with $$ coming in from DoD awards. They should be producing heavy rare earths commercially within the next year. Do your own research of course. APLD - Promising, i have a position but not willing to stake my future on them. ASTS - I took profits at $30 like an idiot. Still waiting for this to retrace back down before I get back in.
Here's my portfolio 76.3% NBIS (average cost at $48.39, current price $68, plan on holding for at least 3 years) 5.6% APLD (average cost at $11.10, current price $14.46, also plan on holding for years) 18.1% IBIT (plan on holding 30+ years) I also sell covered calls on my NBIS shares for an average gain of 4% of my position per month. The calls I just sold today are a month out and have a strike price of $80, so if exercised it would be a 69% gain in the 4 months I've owned the shares. Obviously not a "diversified" portfolio at all, it's basically just AI and Bitcoin. But I'm fine with that. I'm young enough that I can recover from any losses that may happen.