APLD
Applied Digital Corporation
Mentions (24Hr)
12.50% Today
Reddit Posts
$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??
Mentions
IREN gang meeting was tonight we discussed it and we are willing to share the US with APLD gang. on the condition that u "stay trill, on hood." -IREN GANG
APLD is going to be a monster this year
Same - leveraged with NBIG, MUU, LEAPS calls and shares in APLD straight up.
$DGXX could be the next APLD Absolutely bullish on this stock.
IREN, NBIS, CRWV ,APLD tanking tomorrow, https://truthsocial.com/@realDonaldTrump/posts/115884759090137876
$DGXX - Digi Power X DGXX is the next APLD Look into the success in pivoting to data centers 🚀 💰
Goodbye IREN, NBIS, APLD, CRWV holders. https://truthsocial.com/@realDonaldTrump/posts/115884759090137876
$APLD can’t be stopped 🚀 Headed to $50
EKSO and APLD spin out ChronoScale and merge, I’m pretty sure we’ll see a short squeeze. EKSO Short volume is at 40%, go check it yourself.
RDW they are the picks and shovels to all the space things. Also APLD but it has ran a lot already this year.
What's this **Meta Compute** madness now? As if, the 100 existing and fully working neo-clouds aren't enough? Zuck just had to pick any one from IREN, CIFR, APLD, WULF, MARA, BITF, Hive, Galaxy, NBIS, Riot, Bitdeer or any other. But I think he'll go with ORCL - but 6 months from now, after this ambitious plan of being "self sufficient" in compute inevitably fails 🤦🏻
Pump APLD and make the bagholders cry
Everyone pump APLD for me please
APLD can’t be stopped. APLD to $50 quickly 🚀
APLD just fucking hit $40 already like bruh stop delaying the inevitable
10K volume on 01/16 APLD 50C, why?
What i recognised is that when Nebius and APLD goes up, my meta goes down, obviously iam holding my meta and apld and nebius what i watching
NBIS, APLD -> NBIS as a 'full-stack' ai infra play, APLD as a low-mcap well-managed infra gamble CAPR -> it's a binary play but IF they get the FED approval, the price will skyrocket.
RH just jacked up the maintenance ratio on APLD to 60%
$DGXX is heating up 🔥 🚀 DGXX is the next APLD
APLD! At least give us a curtesy spit!
APLD almost at 40 today was certainly not in my bingo card
This is in my Roth IRA as well lmao, took it from 40K to 120K in a year by getting lucky with APLD, HIMS, KIDZ, and LAC. I basically keep my cash balance as my prior year balance in case it all goes tits up. Told my dad and thought he'd be proud, he just thinks I'm a regard
Dip bought APLD and we're so up babyyy
APLD finna get me assigned. I can't even be mad about this.
APLD finna buy me a house atp
DUDE APLD make it stop! ALL THESE GAINZ CANT FIT IN DEEZ POCKET$$$
I rode APLD from $3.50 and my shares just got called away at $33 last week. I’ve sold covered calls above it for a while and finally got caught.
APLD calls will continue to print
APLD....previous bitcoin miner that converted into a data center play. They just released earnings last Thursday or Friday
Definitely RKLB. Goes without saying. Also TE, APLD, NBIS, ASTS, PL, BE.
Nice buying opportunity for APLD before it blasts past $40
APLD, INTC, ONDS My top 3 go big or go broke for 2026.
My $30C leaps I bought back at $22 are cooking on APLD
APLD for AI infrastructure OPEN for real-estate sales due to falling interest rates XOM for oil ITA for war
Same as always, hold my APLD and keep checking the price like a manic person.
APLD is just getting started
A lot of analyst upgrades to $APLD!
NBIS, RKLB, SMR, LUNR, CREV and APLD all need to dump so I can get back in at a decent price
Oh I forgot to mention one thing, again pretty basic but I've started selling puts when I sell the underlying. I mean like for example I held 300 APLD through earnings that I bought at 23, it mooned in earnings and I sold it all at 35. Now, having sold 300 stock, I felt justified selling a single 23 put a couple of weeks out. If the stock dumps next week (which I highly suspect it might) I will probably sell another 18p or so.
I made really good money with APLD CSPs into their ER's. I guess I should have just bought calls though lol.
the wheel is something ive been looking to try as well. looking to sell APLD csp's
APLD. Check out the [Revenue Analysis Page](https://followthewatts.com/apld/revenue-analysis) for a deep dive on their latest ER.
IREN GLXY APLD puts.
**Stop betting on the Landlords. Bet on the Plumbers.** I’ve analyzed the capex flows in this sector, and you are spotting the right problem: The "Data Center Operator" space (APLD, CORZ, IREN) is becoming a race to the bottom. There is no moat in pouring concrete and renting rack space. If you want the "99% Probability" trade, you don't look at who *owns* the building. You look at the companies that own the **Choke Points.** **1. The "Heat & Power" Duopoly** Every single AI data center faces two physical limits: **Heat** (Chips are melting) and **Power** (The grid is full). * The companies that solve these problems don't have 100 competitors. They have 2 or 3. * If APLD builds a data center, they *have* to write a check to these guys. If Microsoft builds one, they *also* have to write a check to these guys. **2. The "Titans" (The 99% Play)** Instead of gambling on which small-cap miner pivots to AI, institutional money flows to the critical infrastructure: * **Vertiv (VRT) - The King of Heat:** AI chips (Blackwell) require Liquid Cooling. You can't cool them with air anymore. Vertiv is the dominant player in thermal management. They engineer solutions directly with the chip designers. * **Eaton (ETN) - The King of Power:** You can't turn a data center on without massive industrial switchgear and transformers. The backlog for this equipment is 50+ weeks. Eaton effectively controls the "On Switch" for the industry. **3. The Metric: Backlog > Hype** When we look at APLD, we see "Projected Capacity." When we look at Eaton or Vertiv, we see **"Record Backlog."** * That means their revenue is locked in for years because every data center builder is waiting in line for their hardware. That is what a "Long Future" looks like. **The Bottom Line:** In a gold rush, the mine owners (APLD) often go bust fighting over claims. The guy selling the shovels (VRT/ETN) gets rich regardless of who finds gold. Move up the supply chain.
$APLD short interest is about to pop. Check the YTD. 💥
compared APLD / NBIS / CRWV what do they offer
What are your current plays? I was playing APLD for quite some time but now it's over extended
APLD going to rip higher this week.
APLD will not suffer as much as the others in a downturn, their leases span years.
Currently sold out doesn't equal permanently sold out... I mentioned 2027/2028. Mind you, just in 2026 we are planning to see \~10GW of compute come operational. In 2027, it will likely increase. At some point (I am not a sage and cannot predict when), supply WILL catch up to demand and APLD is downstream on Neoclouds. Margins will compress eventually, and maybe sooner than most people realize.
Lol you don't even know what APLD does. Do some basic research on APLD financials.
Oh ok i misclassified them. But I don't think that invalidates my point though... If the neocloud providers do come under pressure at some point in the next 24 months due to excess supply, they may struggle to find liquidity for their landlord as well. All that said, there's no reason to say APLD won't go on a crazy run for another 4 quarters, but at some point these neocloud providers will be under pressure and APLD would be downstream of neoclouds as you say.
APLD is not a neo cloud provider, they are basically landlords for these neo cloud providers such as Coreweave
I would add that APLD could become a REIT with very high potential for distributing profits to shareholders.
APLD has the best technology, has even won awards, and saves energy. This translates into lower costs and higher revenues and profits.
People tend to forget the law of supply and demand... Come 2027/2028 when most data centers are up and running, these neo-cloud GPU providers will have to lower prices due to excess supply. We'll eventually see margin compression and the ones heavily leveraged will likely be under immense pressure... The companies best placed are the ones utilizing their clusters for their own tangible products/services like Tesla (their massive clusters will power their AV vehicles as they roll out), Google for the same reasons, likely Amazon, and others deploying edge products and also developing their own clusters. The reason companies like APLD can beat earnings massively is because supply has not caught up to demand. The writing is on the wall for these type of companies unless they use financial leverage to expand past being a neocloud provider.
My choices for infrastructure are AMZN APLD IREN
APLD Back to 30 so I can load up
APLD and RIOT is the way, just buy and hold for 5 years
It's a 2028 option expiration already .I wouldn't be rolling out. I would actually roll down and lower stike to collect more premium on a volatile stock and just let it get called away. I've done this several times already on APLD. And as the price dropped I actually got to keep my position and roll for more premium
discovered APLD when it was at $6\~$7 range last year, kinda liked the name so i bought a few hundered shares and holding them until now
My port is only NBIS IREN APLD ASTS RKLB. Retire in 1.5 years.
If APLD goes to 40 on Monday, I will allow all of you to motorboat my boobs.
What are some good momentum stocks that have more room to run? Ex: ASTS APLD RKLB ONDS
I made so much money on APLD this week.
I have 1700 shares of APLD, which I'm exiting as soon as I can. worth $64k
Cost to borrow is extremely low for APLD, I don't see shorts exiting their positions until that changes. The stock has been extremely volatile even before the run to 40 after Q1 earnings in October of last year.
Stumbled upon APLD when it was at $4… Mistyped a different ticker I was looking for. Best typo I’ve ever made
I stumbled upon APLD at $4 while searching for a different symbol. Best typo i’ve ever made
anyone playing WULF or APLD?
If it was me, I’d sell 25%-50% while APLD is sub $40. If it breaks $40, which I consider likely, we’re looking at a low volume run up. I’d start trimming at every resistance level and keep my profits in. I think APLD could get to $50 this run. Their growth is nuts. Only beta will hurt them, which is imminent.
Current price target by analysts for APLD is $60. Depending on how this year goes for them, they could possibly hit $80 in 2027. Keep in mind too that the market is probably due for a correction at some point and you can probably buy back in same position at lower price
+$1,000 TXN, +$2000 APLD rest on some different spy options for 30-40% gains at a time. Max risk per option was around 400 down.
I pulled out of APLD too early Is it too late for APLD and the space stocksv
Thought about that but the highest strike I see for APLD is 60, after this run hopefully they get it up to 80-100 but who knows, I have no idea how that ish works lol
As someone who has 60% of their total networth tied down in APLD shares, let that ride!
Thank you APLD and BE for my single best week ever.
APLD was my all-star this week. Most my profit came off it.
I am doing everything in my power not to full port APLD puts right now
Jesus Christ APLD knows no bounds
Anyone else think APLD will push to over 40 by next week? I'm in the thick of the rise and want to feel this one out. New news and stats have made it seem overweight plus the earnings didn't spike it till the next day
Anyone else think APLD will push to over 40 by next week. I'm in the thick of the rise and want to feel this one out. New news and stats have made it seem overweight plus the earnings didn't spike it till the next day.