APLD
Applied Digital Corporation
Mentions (24Hr)
-14.29% Today
Reddit Posts
Are neoclouds / Data centres builders not a buy here?
APLD: The BRUTAL TRUTH Behind the Recent Sell-Off
($APLD) Applied Digital Reports Fiscal First Quarter 2027 Results
5 AI names I’m watching Monday: $MU $RYET $APLD $BE $ORCL, from memory chips to AI software to the power grid. What are yall watching?
Wells Fargo casually leaking APLD's tenant names
Wells Fargo casually leaking APLD's tenant names
Datacenter penny stock to use mining building already in operation $GPUS
How much does the AI slowdown talk actually matter for data center stocks?
Keel Infrastructure (KEEL, formerly Bitfarms): a $2B bet on AI data centers that hasn't signed a single tenant yet
Neo Datacenter : too much in the market ?
Tips for novice investor ! Critique is what I’m looking for
"Buy the dip" but ok what is the final dip after -40% of loss ?
Fjord Defence group : Someone knows this company ?
I hate gatekeeping, so here’s one I’m watching: $APLD 👀
$VIVO deserves some love. 153% SI, AI datacenter play, 2.4 mil float, fundamental catalyst by June 30
$VIVO - AI datacenter play with 153% SI. New 6K suggests deal will be done ‘early June’
CoreWeave Anchors Demand as $APLD Raises $1.59B to Fund Fourth Polaris Forge Building at 7%
$VIVO starting to run again. 147% SI, real fundamental catalyst by June 30
$VIVO - 143% SI, binary catalyst June 30th, 2.4 mil float
$VIVO is THE play… 153% SI, tiny 2.4mil free float, tangible catalyst by June 30th
Honest question, is it a good idea to buy luxury watches with you profit?
You play only the "short squeeze" ?
$KEEL, speculative bitcoin miner to data center play backed by Leopold
$VIVO at 50% short interest, up 18% today on news
Pre-Market Gainers and Losers for Today (May 21, 2026) 📈 📉
(APLD) Applied Digital announces a $7.5B deal (300MW) reaching a new milestone by surpassing 1GW of contracted capacity
Destroying my Edge (ai tech company to watch closely)
Thank you wsb for NBIS, IREN and APLD
Nobody is talking about CIFR, which is exactly why I’m looking at it.
Nobody is talking about CIFR, which is exactly why I’m looking at it.
Going from Oversold to Rebounding?-- $GOVX Geovax, $ANY Sphere 3D, $BGDE Bit Digital Energy
First year investor I feel pretty good
Data centre early play . Colab with APLD
AI data center/HPC infrastructure Stocks: By contracted MW capacity, revenue & market performance
AI data center/HPC infrastructure Stocks: By contracted MW capacity, revenue & market performance
APLD - Heavily shorted, recent catalyst, shorts doubled down vs covering
APLD – Quiet AI Infrastructure Play Flying Under the Radar?
APLD – Quiet AI Infrastructure Play Flying Under the Radar?
Applied Digital Announces New U.S. Based High Investment-Grade Hyperscaler Tenant at Delta Forge 1, a 430 MW AI Factory Campus
Applied Digital Announces New U.S. Based High Investment-Grade Hyperscaler Tenant at Delta Forge 1, a 430 MW AI Factory Campus
Applied Digital Announces New U.S. Based High Investment-Grade Hyperscaler Tenant at Delta Forge 1, a 430 MW AI Factory Campus
$NUAI The next 10x in AI Infrastructure after $IREN and $APLD. (Hidden Mag7 deal incoming)
I'm well on my way to having to post somewhere else with these gains!
Free AI tool that auto-analyzes any earnings report (open source)
APLD options flow is one-directional right now. Breaking down the best contracts
Opinions… Will be entirely different next week. I also placed my first ever calls on APLD $26.5. Lol. Portfolio will look entirely different next week.
Day 18: Fullporting my entire account into every trade. RILY(BRC Group Holdings) is my trade for today.
Looking for some help finding lower risk stocks to invest in, any suggestions would be great!
Everyone talks about these companies, but what are they really worth?
New Era Energy & Digital: Solving AI’s Time-to-Power Bottleneck
APLD, SOFI, AMPX had me up 400% - MSFT (sAfE MaG7) ends me out of nowhere today
19 Canadian about to full port life savings
Is it wise to still invest in smaller cap stocks at ATHs?
Mentions
Yep. I’ll Be taking profits if it holds/continues. Spy calls APLD calls NKE calls Xle puts TLT calls NBIS
fuck it, i'm buying more CBRS, SNDK, NBIS, APLD
Someone tell $APLD I want my money back.
Recently bought APLD thinking it was low 😭
Agreed. APLD, OKLO, CRWV, and ORCL have been fantastic shorts. I got so bold I shorted XLK and it has paid off, but I'd wait for a bounce or a further breakdown at this point. Most will short the Qs, but XLK is significantly more concentrated and ran further than NDX.
Ballparking APLD: down 65% OKLO: down 83% IONQ: down 58% SERV, data centers, space stocks, batteries, EVs.. it has been a massacre that RUT isn’t reflecting
Are you sure they're dead? I bought some AI stocks even for a swing. if it goes down more i'll just average down. CBRS, APLD, AAOI, NBIS.
it could re test that low of ~148, be prepared to average down if you can get some extra funds. that's my plan atleast. Out of the data center stocks, I think they are at lower risk of insolvency. I also bought some APLD.
APLD is going to $50+ by EOY if we get a hike pause after a ceasefire. It has been my favorite swing ticker
Eh just realised I missed my add level being hit on APLD on Friday just before close. That’s what I get for trying to have a life.
I’ve been taking profits on the pumps and exiting positions to harvest loses where reasonable. When it dumps I reinvest where I can. It hasn’t gone perfectly I have 230 shares of AVGO and I’ll definitely half to lose 25-30% of that just to have safety cash. During this recent crash I averaged down: STX, MU, NBIS, MP, NVTS, APLD, and a bit of NOK. And sold AMD and some MSFT to buttress my cash. Along with some random small positions that weren’t doing anything except tying up cash.
Hedged my crypto shorts with stock longs. Bought ASTS, APLD, LUMB and IONQ yesterday as they are all over sold. Given myself plenty of space to manoeuvre if somehow we continue down on Monday.
Just for the sake of curiosity, Im holding my APLD calls. 11/20 exp, $24 strike, threw in some 11/27 20 and 21s too since the $24s will be breakeven at best.
Cifr, Mara. I was also in others like APLD, CRWV, and many other ai-related stocks. But main was cifr/mara.
I was down for five years on Mind Medicine. I held. You should sell covered calls, just made bank on APLD crashing and now am lading up again. Today calls are cheap as hell for 2029.
It depends on the IV and strike price that you are trying to roll them. Options with high IV usually yield high premiums. For APLD and CRWV the option IVs usually are around 90% so I've been getting good premiums off them despite them being out of the money calls. At one point I was making $3000 every week just selling out of the money calls on APLD and CRWV. They were usually 10% out of the money so if the stock rallied suddenly I wouldn't care because I can simply roll the calls at a higher strike price at a later date or simply allow the call to expire in the money and sell my shares. This wouldn't trigger a wash sale. That was my original intended purpose with this stocks but I later found they have been actually doing really well at earnings and got upgraded buy ratings from legitimate institutions.
Are you still collecting much premium if you're having to continually roll them? I'm down like 45% on TE and was selling monthlies but it's pittens. I saw APLD and CRWV's charts today... damn son.
ASTS and APLD bros need a hotline holy fuck
Don't revenge trade. Next time you own shares just sell covered calls to hedge against losses if the stock suddenly drops and keep rolling the calls when the stock recovers. Right now I am down roughly 20% for both APLD and CRWV. Selling covered calls every week helped me offset the short term losses. Right now stocks like PLTR, MU, and NBIS and other NeoCloud stocks are hitting oversold status and will recover. This is an overreaction to a "what if" scenario about the bond yields that is spooking investors even though there is a continuing demand for AI infrastructure across all sectors whether it be medical, defense, entertainment, and sales. Remember, bulls make money, bears make money, but pigs get slaughtered.
wow man they fucking destroyed APLD
One thing people need to understand on NBIS is that they are not simply a neocloud. The best analogy (and this is their wording) is to look at them more like AWS where the focus is mostly AI. They've got a big software stack and they are actively expanding it out. They've also done a number of recent acquisitions. This is a company lead by a top engineering team. Google had attempted to buy them out a long time ago when they were basically Russia's main search engine app. All of these things are an incredible factor to me. I remain pretty bullish but I think we all have to accept that this is going to remain volatile. I do wish people actually did some more research up front rather than just having a vibe opinion on neoclouds. Even if, say, there is literally no moat for someone like APLD, please take a look at all their earning reports so far. They're absolutely killing it. What is the actual bear thesis where it all falls apart for neclouds then? Well if I'm inverting a problem, Charlie Munger style, it is that the models get so cheap that the hardware demand basically dies. What does that mean for most of the AI industry then? Well, it all goes to hell then. But until that happens, I don't see how an APLD or NBIS can fail. The demand for compute is absolutely insane right now, especially for enterprise usage.
No it’s okay APLD. I didn’t need the money anyway 😔
I’m also mostly on iren nbis and APLD
when was the last time I saw APLD up
I dropped APLD because NBIS has better recoveries. If you get NBIS be prepared for $50-$100 sways each way. Still long term for me.
Buying APLD till the day I die (till it hits $70)
Last time I followed earnings was APLD, they showed record numbers, tanked 20% (I’m talking about the last 2 weeks)
Iren is a hoax, Coreweave is fine, but they have a lot of debt. I like Nebius the most, their management is top notch and their debt seems manageable. APLD seems finde too, but in general I stay away from former crypto miners.
If APLD rapes me in the vagina one more time before november, what chance do i have to queeze more profit before the 11/20?
I told you it that stuff was bad juju. I did hold my APLD shares though
Load up on APLD leaps, trust me
APLD | Applied Digital - Current Price: $20.40 - Market Cap: ~$6.1B - Bull Target (12–18m): $35–$42 - Bear Target: $11–$14 - Upside: +72% to +106% - Downside: -31% to -46% - Reward-to-Risk: ~2.2:1 🟢 - Success Probability: 50% - Expected ROI: ~+25% - Forward P/E: N/M - Debt-to-Equity: ~3.9 🔴 - Total Debt: ~$6.38B 🔴 - Cash: ~$2.95B - Dividend Yield: 0% - Profitability: Unprofitable 🔴 - FY2026 Revenue: ~$611M, +167% YoY 🟢 - FY2026 Net Loss: ~$249M 🔴 - Free Cash Flow: Deeply negative due to massive data-center construction spending 🔴 - Share Dilution: Significant 🔴 - Price Trend: Highly volatile 🟡 - Bull-Case Market Cap: ~$10.4B–$12.5B - Comparable Companies: CoreWeave, IREN, Digital Realty - Risk: Very High - Conviction: 5/10 - Grade: B- (Speculative) Applied Digital develops large-scale AI and high-performance-computing data centers. I like the enormous contracted demand and rapid revenue growth, but more than $6 billion of debt, continued losses, capital intensity, and dilution keep this firmly speculative despite the attractive upside at $20.40. --- RKLB | Rocket Lab - Current Price: $55.13 - Market Cap: ~$33B - Bull Target (12–18m): $80–$95 - Bear Target: $30–$38 - Upside: +45% to +72% - Downside: -31% to -46% - Reward-to-Risk: ~1.5:1 🟡 - Success Probability: 45% - Expected ROI: ~+7% - Forward P/E: N/M - Debt-to-Equity: Low 🟢 - Dividend Yield: 0% - Profitability: Unprofitable 🔴 - Q2 2026 Revenue: ~$234M, +62% YoY 🟢 - Backlog: ~$2.36B 🟢 - Free Cash Flow: Negative 🔴 - Share Dilution Risk: High 🔴 - Price Trend: Severe recent correction 🔴 - Neutron: First launch delayed into 2027 🔴 - Bull-Case Market Cap: ~$48B–$57B - Comparable Companies: SpaceX, Firefly Aerospace, Redwire - Risk: Extreme - Conviction: 4/10 - Grade: C+ (Speculative) Rocket Lab provides launch services, spacecraft, satellite components, and space systems. I like the underlying business growth and expanding backlog, but at $55.13 the valuation, continued losses, dilution risk, Neutron delay, and roughly 1.5:1 reward-to-risk make the entry too aggressive for a B-grade setup.
Is there one AI stock you think is actually a semi-reasonable full port right now? APLD? NBIS? TSM? MU?
Buy APLD please! Youtube said so!
APLD has no support lol. Youtube told me it was the next big thing!
So much money to be made simply buying shares of data center stocks. CIFR, WULF, APLD, KEEL, IREN, HIVE to name a few.
Why is APLD going bankrupt?
Oh good so APLD is going to zero, great
Just came back here to reminisce and laugh at the retarded APLD bagholder 😂. How's poverty treating you?
CRWV AEVA APLD IREN HIMX Agreed. Some of these are hated stocks around here, but in a year they’ll be higher.
APLD broke $20, fuck yeah! Next stop $5
Judging by the current trajectory, my cracking voice, and the lukewarm temperature of this bath I’m in, APLD will be back in penny stock territory in 6-8 months.
APLD, just fucking crash already
We have almost the same APLD average lol
So your telling me that CRWV, NBIS, RKLB, ASTS, IREN, APLD, SNDK.... were all a scam this entire time. Everyone on the subreddits told me I was going to be rich by now ☹️
Yeah I think biggest lesson here for me is to have an exit plan. Should have seen what price I would sell for a loss before losing as much as I did. A lot of these were bought with profits from other stocks such as APLD Rolls Royce and PLTR, as well as IONQ. Total contributions over 3 years was $9,000 and I’m sitting on $18.6k in cash now after liquidating. Preciate you
Omfg spy safe me I was down 3k to a stupid APLD stock I sold went all in on spy 770 10/20 made my money back got back in the stock with extra 130 shares
APLD is def a meme stock to me, but they’ll be around for post blow out from their business model of conversions. Low risk at 15-20 average
No meme stocks unless APLD counts (which, to your point, is the worst stock I own)
Lol down 16% on APLD after getting it at what I figured was a pretty good price. AXON killing me too
APLD’s largest customer is Coreweave
APLD is down 60% from it's high in may of this year HUT is down roughly 49% IREN is down roughly 60% CRWV is down roughly 53% WULF is down roughly 60% NBIS is down roughly 38% AAOI is down roughly 62% KEEL is down roughly 65% This is just the tip of the iceberg Those of you who are saying that the AI bubble has burst, or there is tons of more downside to come.....please look at these numbers. Many of these companies are in oversold territory, and are trading at steep discount to peers. The AI trade, and data center trade has been decimated since May of this year. I would be of the thought that these run up into the end of the year, once all this AI financing bullshit blows over.
APLD. My cost basis is 26 but i added more today.
I'm tempted on NBIS or APLD, but jeezus relentless selling pressure over the last week
lol ASTS and APLD are killing yall
Add APLD to the list, it is catching ~~up~~ down
APLD personally. They seem pretty solid on their build outs and keep adding power every quarter
NBIS and AAOI have the most promise. NBIS trying to essentially become AWS and AAOI entrenched in the optical market. Of course both of them are also the most expensive at this point, so idk if I would necessarily sell APLD and IREN for them rather than just invest new funds.
APLD was in fact not free money
APLD, AAOI, IREN, NBIS.....if you had to choose 1, which would it be? I hold all 4, wanting to just own 1....what would be your choice?
today CRWV next week NBIS, IREN, APLD how will NVDA sell off all the shagged-out GPUs it will then have shoveled back onto its books when all of its circlejerkular vassals start to implode and cant repay their loans in cash
APLD is fucking hopeless
What the fuck possessed me to load up on APLD. Every time...
APLD is the best 3-4x https://www.applieddigital.com
There ya go APLD, theres the overnight bear candle, cant wait for my anys to get Cliffor’d again on open
APLD has done nothing but win for the last year but its dick is tied up in the foreskin of mangos stagnating economy
Come on APLD bears, rape my calls again, youve been doing it every day since earnings, what are you waiting for
Bro I stress out about my individual stock plays I can’t touch options 😭 what pisses me off most is this portfolio was up a significant amount last year and I didn’t sell. Kinda feel like this down trend is going to only continuing hence why I sold most. Total lifetime contributions is only $9k over the last 3 years so I have 14k cash right now. So technically still made profit just left a ton on the table. My biggest plays were rolls Royce, palantir, and APLD all of which I more than doubled. Then “diversified” into even more speculative stocks 😭😅😢
is APLD going to go bankrupt?
Anthropic already won. This is why they are trying to dictate terms. The economy will never be the same. This is about managing the world economy for 50 years it has nothing to do with corporate bottom line for Q2 Buy APLD, Soluna, Wulf, Iren.
# APLD GANG Members still here & not in fear
Anyone buying NBIS or APLD here??? Tempting as hell…
Data center stonks getting obliterated, you love to see it folks! CIFR, WULF, APLD all circling the drain!
Why did I invest in APLD?
Why did I invest on APLD?
Getting absolutely destroyed by APLD
APLD what happened to you
If APLD keeps crashing from here, the company is practically done and has made no value or progress, even though there is strong demand for AI data centers, and earnings exceedingly beat expectations. So you're seriously telling me this thing isn't trying to shake people out, like Nov 2025 and Mar 2026, this company is completely cooked?
Recently sold a bunch of AXON to buy APLD, thinking that would do better in the nearterm. This kind of thing works out like 5% of the time at best. Kind of crazy
APLD gonna be a penny stock soon
I was told APLD is free money
Loaded up on APLD probably just in time for the break beneath long-term support
Lol APLD is shit. Nice earnings! Thought they made a fucking ton of money and I didn't know how to "read metrics'. Whatever the fuck that was supposed to mean