What top creators are saying about Applied Digital Corporation(APLD)— Page 2

70 AI-extracted insights from 19 sources — podcasts, YouTube channels, and X/Twitter accounts.

Insights about Applied Digital Corporation (APLD) — Page 2 of 2

Showing insights 51–70 of 70.

Monday, December 15, 2025

Very Bearish

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

Very Bearish

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

Thursday, November 20, 2025

Very Bullish

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

Thursday, November 13, 2025

Very Bullish

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.

Monday, November 3, 2025

Bullish

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

Sunday, October 26, 2025

Very Bullish

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.

Wednesday, October 22, 2025

Very Bullish

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.

Friday, October 17, 2025

Very Bullish

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.

Duncan
$GLXY
DuncanTwitter385 days ago

Monday, October 13, 2025

Very Bearish

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.

Duncan
The ticker is $GLXY
DuncanTwitter389 days ago
Bullish

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

Friday, October 10, 2025

Very Bullish

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

Wednesday, October 8, 2025

Neutral

Listed as a notable holding in the Roundhill MEME ETF.

Neutral

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

Neutral

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

Sunday, October 5, 2025

Very Bullish

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.

Wednesday, October 1, 2025

Very Bullish

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

Monday, September 15, 2025

Neutral

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

Tuesday, September 9, 2025

Very Bearish

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.

Monday, August 18, 2025

Very Bullish

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.

Wednesday, July 30, 2025

Very Bearish

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