What top creators are saying about Applied Digital Corporation(APLD)

Gained 6.8% amid the rush back into high-growth technology assets.

Secured a 15-year hyperscaler deal worth $5.2B in revenue, validating their AI-focused data center model.

Part of the 'NeoCloud' play providing specialized infrastructure for AI labs.

Maintained as a long position.

Part of a strategic 13F tilt toward the 'concrete' of AI data centers.

Stock rose 14% following a major 15-year, 300-megawatt lease deal with a hyperscaler.

Investors are prioritizing massive 140% year-over-year revenue growth over wider-than-expected EPS losses.

High bankruptcy risk indicated by a distress-zone Altman Z-score and consistent financial losses.

Beneficiary of AI cloud infrastructure demand, though notes high volatility and dilution risk.

NVIDIA's 13F filing revealed it sold its entire stake in the company as part of a portfolio rebalancing.

Up 9% on the day. Mentioned as doing a lot of work for CoreWeave, which adds to its credibility as a data center play.

Rallied in sympathy with CoreWeave after the NVIDIA investment news but failed to hold its gains, suggesting these sympathy plays can be risky.

Had a good earnings report and the chart shows a 'weekly squeeze,' which suggests the upward move is not done. A pullback to the $33-$34 area would be a constructive sign.

Contributed to positive sector sentiment after reporting strong earnings the previous week.

The company 'absolutely demolished earnings' with triple-digit beats on revenue and profit, seen as a strong confirmation of the data center investment theme.

The stock was up 14% as part of a winning 'Energy/Data Centers' theme that is believed to follow the semiconductor trend.

Mentioned as a 'Data Center Play' within the broader AI infrastructure buildout investment theme.

Down 17-20% in a severe sell-off affecting data center and crypto-mining stocks.

The stock was down significantly, caught in a broader downdraft and market nervousness surrounding the AI infrastructure trade.

Stock increased by 10.5% as a direct beneficiary of the AI data center build-out confirmed by NVIDIA's strong earnings.

A major emerging catalyst is that the company signed a $3 billion deal with Meta to provide data center capacity, pivoting to service the AI industry.

Mentioned as part of the bullish 'NeoCloud' theme, benefiting from the high demand for AI computing power.

Identified as a company that could see a stock re-rating by successfully pivoting from crypto mining to providing essential infrastructure for the AI industry.

Announced a $5 billion, 15-year lease agreement for an AI factory, which is seen as a significant fundamental development validating its role in AI infrastructure.

Could see further upside as it is well-positioned to lease data center capacity to companies like Oracle. Securing large deals could drive additional gains.

Considered a less attractive investment as it is still seeking project debt and relies on expensive, dilutive preferred equity with no other viable business segments.

Mentioned as part of the Data Center Power & Infrastructure sub-sector benefiting from the AI build-out.

Stock jumped 28% after it 'crushed earnings,' beating revenue estimates by 41% (up 84% YoY). This highlights immense growth in smaller data center players.

Listed as a notable holding in the Roundhill MEME ETF.

A top holding in the new Roundhill Meme Stock ETF (MEME), which could lead to higher volatility and liquidity from fund flows.

A top holding (8.72%) in the new Roundhill MEME ETF.

Mentioned as a data center play to consider following a high-valuation acquisition in the AI infrastructure space, highlighting the value of companies controlling power and land.

Mentioned as performing well within the hot Data Center & AI Infrastructure theme, with its stock up 9%.

Mentioned as part of NVIDIA's investment portfolio for its likely role in providing data center infrastructure for AI.

The CEO made an unscheduled $6 million sale, their largest ever, after a 90% stock run-up. This, combined with their history of well-timed sales, is a medium-to-high signal bearish event.

Stock surged 17% after announcing it will build a new $3 billion AI data center, positioning it as a direct beneficiary of the AI infrastructure boom.

Contrasted unfavorably with Galaxy Digital, which is described as having superior economics due to its self-funded CapEx model.