$APLD mention timeline

Applied Digital. Every tracked FinTwit mention of $APLD, newest first. 288 mentions since the first on Aug 22, 2025. See the price chart.

July 2026 · 30 mentions

Jul 17
InvestmentGuru — NeoCloud Capitulation? $NBIS $CRWV $CIFR $IREN $APLD $BTDR $HIVE $KEEL $DGXX NeoCloud continues to show signs of capitulation as selling pressure remains intense and every bounc…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped. Average drawdown: -42% from peaks so far: 🔴 NuScale $SMR -85% 🔴 Oklo $OKLO -76% 🔴 Redwire $RDW -69% 🔴 Navitas $NVTS -63% 🔴 Oracle $ORCL -62% �…↗
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account. Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE. 24 stocks, avg –33% off their highs: 🔴 Oracle $ORCL –59.3% 🔴 IonQ $IONQ –49.4% 🔴 ServiceNow $NOW –49.2% 🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 9
CK Capital — $APLD is down over 30% from highs last month. https://t.co/iJ5XXfbZxQ↗
Jul 9
InvestmentGuru — buying opportunity in market Photonics $AAOI $AXTI $COHR $GLW $NOK Space $RKLB $ASTS $SPCX $RDW $SATL NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR Energy $OKLO $SMR $EOSE…↗
Jul 8
InvestmentGuru — NeoCloud is one of the strongest sector today. $IREN $NBIS $CIFR $CRWV $KEEL $APLD $WYFI https://t.co/iP9hTZlDm6↗
Jul 8
Dustin — $APLD Big Investors are not going anywhere.... https://t.co/bUIJ7kdpAH↗
Jul 7
Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗
Jul 7
Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗
Jul 7
Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗
Jul 7
Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers: $MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026 $SN…↗
Jul 7
Lando — Daniel’s been working hard on these videos, his recent one applies to the neocloud/colo business $CIFR $WULF $IREN $NBIS $CRWV $HUT $APLD etc Definitely check it out when you’ve…↗
Jul 7
Jason Luongo — 3. $APLD - Applied Digital Already surpassed 1GW of contracted capacity. $36B total AI factory portfolio across five campuses. Most recent lease covers 210MW under a 15-year take-…↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Jul 6
Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗
Jul 6
InvestmentGuru — NeoCloud $NBIS $CIFR $CRWV $IREN $DGXX $KEEL $HIVE $BTDR $APLD↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1. 🔴 Micron $MU -22.3% 🔴 SanDisk $SNDK -25.9% 🔴 Western Digital $WDC -32.6% 🔴 Arm Holdings $ARM -30.4% 🔴 Inte…↗
Jul 5
InvestmentGuru — The recent selloff in NeoCloud and AI infrastructure stocks has created some of the most attractive buying opportunities for long-term investors. My watchlist: $NBIS $CIFR $CRWV…↗
Jul 3
Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $OKLO at $6 $PLTR at $40 $QBTS at $2 $RGTI at $3 If you wan…↗
Jul 2
Midas — Using @asymmetrix_xyz which tracks the Leopold Aschenbrenner portfolio in real time, that company is $APLD. If this helped you out, follow me for more.↗
Jul 2
Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗
Jul 2
amit — Woah. Nvidia $NVDA just created a new line of business for themselves. So, all those neoclouds like $CRWV $NBIS $IREN $APLD $SPCX that have been getting deals with hyperscalers…↗
Jul 2
Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗
Jul 1
Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗
Jul 1
Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗
Jul 1
Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗
Jul 1
Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗
Jul 1
Shay Boloor — Neo-cloud names are moving lower after reports that $META is developing “Meta Compute” a cloud business to sell excess AI compute. The market is reading this as potential new hype…↗

June 2026 · 83 mentions

Jun 30
Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗
Jun 30
Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗
Jun 30
Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗
Jun 30
Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…

May 2026 · 50 mentions

May 30
InvestmentGuru — NEOCLOUD IS EMERGING STRONG Neocloud stocks have become the purest public-market way to bet on the AI compute shortage — companies packaging GPUs, data centers, power, and cloud s…↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned? THE MARKET MADE NEW ALL-TIME HIGHS The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
May 29
Dustin — Power is the bottleneck. $KEEL: 2.2 GW pipeline across PA, WA, Quebec (~771 MW energized/secured, plus 750 MW Scrubgrass study with FirstEnergy). Powered shell colo focus = cleane…↗
May 28
Dustin

April 2026 · 31 mentions

Apr 30
Dustin — $APLD Chart Update: https://t.co/sn4u3kSkSq↗
Apr 30
Wayne Liang — We all know that fundamentals will tell us what to buy, and technicals can tell us when to buy it. As mentioned yesterday, $SLNH has the best asymmetric risk/reward at this price,…↗
Apr 30
Dustin — $APLD 3 Northern campuses. 3 Southern campuses. 6 GW potential. North Dakota is getting busy! Polaris forge 3?👇 Looking good! https://t.co/okSVguZjF8↗
Apr 30
Wayne Liang — Depending on your approach and what timeline you're looking at... $IREN is the most de-risked with energized megawatts, $MSFT deal, and $NVDA preferred partner. $IREN is already e…

March 2026 · 15 mentions

Mar 30
Dustin — $APLD no 8 am hyperscaler press release today. The April 18 hyperscaler lease execution deadline in the Delta Forge one promissory note is now 19 days away. At this point i d…↗
Mar 25
Dustin — $APLD no 8 AM press release on a hyperscaler lease but an article in the local paper in Rapides Parrish Louisiana about Delta Forge 2 construction https://t.co/4x63cKzXlS↗
Mar 25
Dustin — $APLD $CIFR announced the signing of a lease deal with an investment grade hyperscaler of unknown megawatts and unknown revenue. Despite lack of details stock is up about 12%. Ca…↗
Mar 17
Midas — I called $NBIS at 20. I called $APLD at 5. I called $CRWV at 40. Many will wish they followed me sooner. https://t.co/fdEhwSe3ri

February 2026 · 20 mentions

Feb 26
Jason Luongo — $NVDA just guided $78B. Every GPU needs a data center. 7 stocks building AI's physical infrastructure: $CRWV - GPU cloud, Nvidia-backed, reports today $NBIS - Full-stack AI infr…↗
Feb 25
Jason Luongo — The White House is telling you exactly what sectors to invest in: AI Compute - $IREN, $CIFR, $NBIS, $APLD Chips - $NVDA, $AMD, $TSM, $INTC Networking - $AVGO, $ANET, $MRVL Power I…↗
Feb 19
シバイヌおやびん（投資系VTuber） — Applied Digital ( $APLD ) -7.6% Nvidia $NVDA がAPLD株（1.77億ドル）を全売却したことが判明↗
Feb 18
Midas — Situational Awareness, the largest $IREN shareholder, just disclosed their new holdings this quarter. This hedge fund is founded by ex-OpenAI researcher, @leopoldasch 1. 10M sh…

January 2026 · 37 mentions

Jan 30
シバイヌおやびん（投資系VTuber） — "AIデータセンター向けのエネルギー供給企業、いわゆる「AIのつるはしとシャベル」に調整が入っている。$HUT、$BE、$NBIS、$APLD、$IREN、$WULF、$CIFR といった銘柄は本日下落しているが、AI関連分野が機会の提供を終えたとは考えていない。"↗
Jan 28
Jason Luongo — @GarettSenez You mean $APLD?↗
Jan 28
Jason Luongo — @Hinenishlacheni I prefer $IREN for my data center exposure. But doesn’t mean anything is wrong with $APLD↗
Jan 28
InvestmentGuru — NeoCloud / data centre stocks are looking good $IREN $CIFR $NBIS $NUAI $APLD↗

December 2025 · 11 mentions

Dec 30
Jose Najarro Stocks — $APLD $EKSO $NVDA APPLIED DIGITAL SPINNING OUT $75M CLOUD GPU BUSINESS VIA REVERSE MERGER WITH EKSO BIONICS (per company PR, Dec 29, 2025) 🔹 "Applied Digital Cloud was among the…↗
Dec 26
Dustin — Institutional ownership is at all-time highs in these names: $ZETA $GLXY $APLD $EOSE Smart money positioning is worth paying attention to. https://t.co/eyhBvtqdQl↗
Dec 19
Shay Boloor — SANTA RALLY CAME EARLY FOR GROWTH INVESTORS TODAY • $CRWV +23% • $ONDS +18% • $RKLB +17% • $APLD +17% • $RDW +16% • $NBIS +15% • $ASTS +15% • $ALAB +13% • $IREN +12% • $BMNR +11%…↗
Dec 17
シバイヌおやびん（投資系VTuber）

November 2025 · 7 mentions

Nov 29
Dustin — $APLD , $CIFR, $WULF, $IREN making my 1st prediction "guess" for 2026. In 2026 we will start to see more buy-outs in the Data center space. Some of the smaller or medium…↗
Nov 18
The Future Investors — AI compute demand is exploding 🚀 But 𝗡𝗲𝗼 𝗖𝗹𝗼𝘂𝗱𝘀 are crashing 📉😱 Is now the time to buy? 🤔 Which player is best positioned to win? 🥇 Discover it all here 👇 $CRWV $N…↗
Nov 17
The Future Investors — Here you go! 🔥👇 $CRWV $NBIS $IREN $APLD $CIFR https://t.co/N3EZbf4IqP↗
Nov 14
The Future Investors — The Neo Clouds are getting hammered 😱🩸 Massive drops from their ATH's 📉👇 $CRWV –60% $NBIS –40% $IREN –41% $APLD –47% Which one has the best long-term upside from here? Choos…

October 2025 · 2 mentions

Oct 27
The Future Investors — The Neo Clouds. Which is your pick for the future? Choose your fighter🥊🚀 $CRWV $NBIS $IREN $APLD Like this content? You’ll ❤️ our newsletter 👇 https://t.co/SgsK5eYYCT https:/…↗
Oct 17
The Future Investors — Biggest Pre-Market Losers 👀🩸📉 $SLNH -28.4% $BITF -17.6% $QSI -16.5% $MVST -14.5% $CLSK -13.1% $JMIA -13.1% $NVTS -12.9% $HUT -11.7% $RGTI -11.6% $WYFI -10.9% $IREN -10.0% $SYM -…↗

August 2025 · 1 mention

Aug 22
Mike Bucella — Apple tapping into @TeraWulfInc partner @Google for AI development, reaffirming the scale and needs of the AI industry from the energy infrastructure sector. $WULF $IREN $CIFR $H…↗

June 2025 · 1 mention

Jun 5
Raging Capital Ventures — Figuring out $APLD’s fully diluted share count should be the new Turing Test↗

Jun 30

Jason Luongo — 9. $APLD - Applied Digital Signed multiple 15-year hyperscaler leases totaling 1.4 GW of contracted IT load and approximately $36B in baseline contracted revenue. Roth Capital pri…↗

Jun 30

Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors… 1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM 2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN 3. Sp…↗

Jun 30

Jun 29

Dustin — I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $6 $RGTI at $3…↗

Jun 28

Shay Boloor — Here are the current 2030 revenue estimates for companies capitalizing on compute capacity as the AI overflow layer • $CRWV ~$66.9B revenue w/ 68% EBITDA margins • $NBIS ~$39.7B r…↗

Jun 27

Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗

Jun 27

Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗

Jun 26

InvestmentGuru — NeoCloud pullback = gift for those who missed the run After an impressive YTD run, profit-taking is completely normal. This is how markets work. The thesis hasn’t changed. What…↗

Jun 25

Mike Investing — While others panic on pullbacks this is when you should be buying… These 8 stocks are no brainers that can easily 10x: 1. Nebius ~ $NBIS 2. Cipher Digital ~ $CIFR 3. CoreWeave ~…↗

Jun 24

Michael | Hypermarkets — $BE was losing $200,000,000 every year before spiking 3200% from $10. Right now, there's 4 stocks setting up exactly the same: 1. $TE target $110+ AI power buildout burning cash…↗

Jun 24

Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗

Jun 24

Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗

Jun 24

Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗

Jun 24

Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗

Jun 22

Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗

Jun 22

Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗

Jun 22

Midas — @asymmetrix_xyz Using @asymmetrix_xyz, here are the top companies I found: - $BE - $CLSK - $RIOT - $APLD - $IREN If this helped you out, follow me for more.↗

Jun 22

Midas — Yo I'm Midas, I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QB…↗

Jun 22

Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗

Jun 21

Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗

Jun 21

Midas — Yo I'm Midas, I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QB…↗

Jun 21

Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗

Jun 21

Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $…↗

Jun 21

Midas — Yo I'm Midas, I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QB…↗

Jun 21

Midas — Yo I'm Midas, I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QB…↗

Jun 21

Midas — Yo I'm Midas, I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $6…↗

Jun 21

Midas — Yo I'm Midas, I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QBT…↗

Jun 21

Midas — I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $6 $RGTI at $3…↗

Jun 20

Midas — IMPORTANT 🚨 I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $6…↗

Jun 20

Mike Investing — There is quite literally generational wealth awaiting in front of you right now… If you invest $200K correctly then you will never have to work again. This is what you need to be…↗

Jun 20

Midas — IMPORTANT 🚨 I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QBTS…↗

Jun 19

Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in: 1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗

Jun 19

Midas — IMPORTANT 🚨 I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QBTS…↗

Jun 19

InvestmentGuru — NeoCloud — THE AI COMPUTE LAYER ISN’T SLOWING DOWN The “neocloud” trade — power + GPUs + data centers monetized as AI compute — keeps printing fresh catalysts. Here’s why the sect…↗

Jun 18

Midas — IMPORTANT 🚨 I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $6…↗

Jun 18

Midas — IMPORTANT 🚨 I called the following 10x stocks early: $NBIS at $20 $ONDS at $1 $RKLB at $16 $APLD at $5 $ASTS at $20 $CRWV at $40 $OKLO at $6 $PLTR at $40 $QBTS at $2 $NVTS at $6…↗

Jun 18

Midas — IMPORTANT 🚨 I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QBTS…↗

Jun 17

Midas — I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QBTS at $2 - $NVTS…↗

Jun 17

Antonio Costa — $RUM is now a serious AI Cloud player Rumble just closed the Northern Data acquisition 22,000+ NVIDIA GPUs 200+ MW unmonetized power 85% ownership secured Northern Data hiked 20…↗

Jun 17

Midas — IMPORTANT 🚨 I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QBTS…↗

Jun 17

InvestmentGuru — NeoCloud could be one of the defining growth themes of 2026. $NBIS $CRWV $APLD $IREN $CIFR $DGXX $HIVE $KEEL Demand for AI compute, cloud infrastructure, and high-performance n…↗

Jun 16

InvestmentGuru — $NBIS $IREN $CRWV $APLD $CIFR $KEEL $HIVE↗

Jun 16

Midas — IMPORTANT 🚨 I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QBTS…↗

Jun 16

Midas — IMPORTANT 🚨 I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QBTS…↗

Jun 16

Midas — IMPORTANT 🚨 I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QBTS…↗

Jun 16

Midas — IMPORTANT 🚨 I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QBTS…↗

Jun 16

Midas — IMPORTANT 🚨 I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QBTS…↗

Jun 16

InvestmentGuru — My favorite NeoCloud names: $NBIS $IREN $CIFR $CRWV $APLD $HIVE $KEEL $DGXX↗

Jun 15

Dustin — $APLD Wes negotiated 15-year take-or-pay structures with CoreWeave, one of the most aggressive and sophisticated infrastructure buyers in the market and with multiple investment-gr…↗

Jun 14

InvestmentGuru — NeoCloud next biggest sector to concentrate on. $NBIS – Pure AI infrastructure play $CRWV – Fast-growing hyperscale cloud provider $IREN – AI/HPC data center expansion $BTDR – Sca…↗

Jun 13

Midas — IMPORTANT 🚨 I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QBTS…↗

Jun 13

Midas — IMPORTANT 🚨 I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QBTS…↗

Jun 13

Midas — IMPORTANT 🚨 I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QBTS…↗

Jun 13

Midas — IMPORTANT 🚨 I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $QBTS…↗

Jun 13

Midas — IMPORTANT 🚨 I called the following 10x stocks early: - $NBIS at $20 - $ONDS at $1 - $RKLB at $16 - $APLD at $5 - $ASTS at $20 - $CRWV at $40 - $OKLO at $6 - $PLTR at $40 - $Q…↗

Jun 12

Jason Luongo — 6. $APLD - Applied Digital Revenue $126.6M, up 139% YoY. Total contracted revenue now exceeds $36B across five AI Factory campuses with 1.4GW of critical IT load. 70% backed by U.…↗

Jun 11

Dustin — $APLD Lake Street Maintains Buy on Applied Digital, Raises Price Target to $90 https://t.co/jmVjN1wakG↗

Jun 10

InvestmentGuru — S&P 500: -1.6% | DJIA: -1.9% | Nasdaq: -2.0% Dual headwinds: U.S.-Iran war fears re-igniting + broad Big Tech selloff $SMCI -28% $APLD -7.1% $QCOM -6.9% $ARM -5.4% $MRVL -5.4% $…↗

Jun 10

Shay Boloor — $APLD raised $1.6B in junk bonds to fund additional $CRWV data center capacity in North Dakota. The deal priced at a 7% yield (down from 10% on a similar deal months ago) with dem…↗

Jun 10

Jun 10

InvestmentGuru — NeoCloud remains one of the most important sectors to watch for the rest of the year. $NBIS $IREN $CRWV $APLD $CIFR $KEEL $HIVE are all positioned around the same core theme — AI…↗

Jun 9

The Future Investors — $APLD Applied Digital signed a 15-year AI data center lease with a U.S. hyperscaler worth $5.2B in revenue, covering 210 MW of capacity at its Delta Forge 2 campus. If renewal opt…↗

Jun 9

Dustin — $APLD This round of funding is provided by a Goldman Sachs led syndicate of six high quality banking institutions. It is significantly larger than previous rounds of funding, revol…↗

Jun 8

Shay Boloor — $APLD signed a 15-year AI data center lease with a U.S. hyperscaler for 210MW at Delta Forge 2 adding ~$5.2B of contracted revenue. Applied Digital now has ~$36B contracted across…↗

Jun 8

Mike Investing — President Trump has literally been telling you to buy AI themed names… These are the 5 layers of AI that you need to be invested in: 1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV 2.…↗

Jun 8

Dustin — $APLD Things that I would look for from now through the end of June. 1. Construction Bond Issuance for Louisiana and New North Dakota Site (Possibly the Alabama site). This would…↗

Jun 5

Jason Luongo — 4. $APLD - Applied Digital Revenue $126.6M, up 139% YoY. Surpassed 1 GW of contracted capacity in May. Total contracted revenue now exceeds $31B across four AI Factory campuses wi…↗

Jun 4

Dustin — $APLD After digging, The DF1 lease was not filed under Item 1.01 (Material Definitive Agreement). APLD only furnished an 8-K under Item 7.01 (Reg FD) with the press release attache…↗

Jun 4

Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028. This is exactly how you become a millionaire, you buy and hold these companies: GPU / CHIPS (Direct Compute Suppliers) $NVDA GPU monopo…↗

Jun 3

Midas — 1) $HIVE 2) $APLD 3) $TE 4) $CLSK 5) $BTDR Posting my analysis on each of these companies here. Don't miss out and follow me.↗

Jun 3

KawzInvests 🦑 — $BRUN (~$2.2B) is guiding 1,233% ARR expansion to $400M+ by FY26 year-end Anchored by a $1.4B TCV target that was $940M at listing May 11 and $1.45B as of June 1. $30M ARR in FY2…↗

Jun 2

Midas — 1. $HIVE 2. $RIOT 3. $TE 4. $APLD 5. $IREN If this helped you out, follow me for more.↗

Jun 2

InvestmentGuru — NeoCloud is emerging as one of the strongest sectors in the market. The AI race isn’t just about chips anymore. The real bottleneck is compute, power, networking, storage, and dat…↗

Jun 2

Midas — $HIVE $RIOT $TE $APLD $IREN $BTDR $KEEL $CLSK $WYFI $PSIX Posting my analysis on each of these companies here. Don't miss out and follow me.↗

Jun 2

Kevin Maro — I've initiated a position in $IREN in the overnight markets. A few hours ago, Google just told the world something important: Demand for AI compute infrastructure has reached a s…↗

Jun 1

Midas — Leopold Aschenbrenner holds the following 10x AI stocks and I called them before he did: - $HUT at $8 (+1447.56% gains) - $NBIS at $20 (+1291.85% gains) - $APLD at $5 (+833.65%)…↗

Jun 1

Midas — I outperformed Leopold Aschenbrenner by calling all of his AI stocks early: $NBIS at $20 $CRWV at $40 $HIVE at $2 $TE at $4 $APLD at $5 One trade is all you need to retire your…↗

Jun 1

Midas — I called the following 10x AI stocks before Leopold Aschenbrenner: $NBIS at $20 $HIVE at $2 $TE at $4 $CRWV at $40 $APLD at $5 I frontran the neocloud armsrace / AI bottlenecks…↗

Jun 1

Midas — I called $APLD at $5.29 for a +833.65% gain. Made generational wealth with only one trade. Posting my next play on my FREE discord. Join here: https://t.co/RmuXXkPCj6 https://…↗

— $APLD Wes said the next building should come online within 6 weeks! 4 campuses have leases. One more campus should be leased soon and they are marketing another 2 campuses. Supply…

May 28

InvestmentGuru — THE NEOCLOUD SUPERCYCLE IS ACCELERATING The smartest money in AI just made its move — and the signal is impossible to ignore. Leopold Aschenbrenner’s Situational Awareness fund —…↗

May 27

InvestmentGuru — ⚡ Crypto miners + AI compute names are catching strong momentum again. $IREN surged 11% after announcing a Dell Blackwell systems purchase agreement, fueling a broad rally across…↗

May 27

Dustin — $APLD "This is the investment we promised you." Gov. Landry announces Applied Digital will develop a large scale AI performing campus in Boyce called “Delta Forge One.” -Applied D…↗

May 26

Mike Investing — The literal White House is telling you to prioritize these 5 sectors amongst your portfolio… 1. Space ~ $RKLB, $ASTS, $RDW, $PL 2. Neo-Cloud ~ $IREN, $NBIS, $APLD, $CIFR 3. Rare E…↗

May 25

Mike Investing — Renowned billionaire Stanley Druckenmiller has long advocated: “You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”…↗

May 25

InvestmentGuru — THE AI COMPUTE ECOSYSTEM Neoclouds + Mining-to-HPC Pivots | Full Watchlist The bigger opportunity may be the infrastructure layer underneath it all: ⚡ Power 🏗️ Data centers ☁️ G…↗

May 25

Shay Boloor — THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…↗

May 25

mon — If you want to find the next x10 stocks, listen to the hyperscalers' earnings calls and pay attention to what the CEOs are complaining about. That's exactly what Leopold Aschenbr…↗

May 22

Mike Investing — The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze… 1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR 2. AI Infrastructure ~ $CRWV, $NB…↗

May 22

Shay Boloor — Neocloud revenue is forecast to grow at a ~60% CAGR reaching nearly $400B by 2031 across cloud, SaaS and data centers. The winners will be the companies that control the physical…↗

May 21

IvanaSPEAR — Neo-cloud investors liked the SpaceX S1! Maybe GPU rentals are not the worst business model? $APLD +22% $NBIS +15% $IREN +10% $WULF +6% $CRWV +6% Great post on the Anthropic/Co…↗

May 21

Dustin — $APLD Applied Digital price target raised to $66 from $51 at Needham Needham raised the firm’s price target on Applied Digital (APLD) to $66 from $51 and keeps a Buy rating on the…↗

May 21

Midas — AMD $AMD Solaris $SEI Intel $INTC Core Scientific $CORZ Bitdeer $BTDR Micron $MU Sandisk $SNDK Babcock and Wilcox $BW Cleanspark $CLSK T1 Energy $TE Bloom Energy $BE ASML $ASML Cor…↗

May 21

Midas — $20.2M of $AMD $62.5M of Solaris $SEI $8.9M of Intel $INTC $389.1M of Core Scientific $CORZ $29.8M of Bitdeer $BTDR $5.9M of Micron $MU $724.4M of Sandisk $SNDK $19.9M of Babcock a…↗

May 20

Shay Boloor — $NVDA just disclosed H100 rental prices are up ~20% in 2026 even though the H100 launched in 2022 and is now three GPU generations old. That makes contracted capacity at $CRWV, $N…↗

May 20

Wayne Liang — Institutions are focused on $SPCX. Retail should be focused on the proxies surrounding it. You aren't going to get a good entry on $SPCX but you can absolutely print money using i…↗

May 19

Michael Sikand 🦑 — Dudes are tweaking on Leopold's semi short. But I'm looking at how he 7.5x'd his position in neocloud $CLSK that still hasn't landed a hyperscaler. $CLSK is the only Neocloud whe…↗

May 18

Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon… These 5 layers include: 1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV 2. Chips & C…↗

May 18

Michael | Hypermarkets — 🔵 BOUGHT MORE (doubling down on physical AI infrastructure) $SNDK NAND storage is the new bottleneck $CRWV GPU cloud, 8GW target by 2030 $APLD HPC data centers, $7.5B lease sig…↗

May 18

InvestmentGuru — Neocloud / AI Hosting $CRWV (CoreWeave) — 18.2%, held via calls. Added +672% in Q4 alone. $CORZ (Core Scientific) — 9.8%. Added +42%. $IREN — 7.7%. Added +21%. $APLD (Applied…↗

May 18

Black Panther Capital — 🚨Leopolds 13F is out now: It’s obvious that data centers, AI and energy is still the theme here. With AI Datacenters as the core theme: He added to $IREN $KEEL $CLSK $APLD $CRW…↗

May 18

Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ. Added to AI power and compute names incl…↗

May 18

InvestmentGuru — Former OpenAI researcher Leopold Aschenbrenner’s AGI fund is making one massive bet: The AI bottleneck isn’t software anymore. It’s Power + Compute + Infrastructure. Top holdings…↗

May 18

Dustin — $APLD lots of action and progress at PF2. Onsite substation civil starting as well. Gen rooms on the east side of PF2-2 going up quickly. Keep on rumbling, @APLDdigital ! The c…↗

May 13

Black Panther Capital — @pennycheck $CIFR $APLD↗

May 12

CK Capital — Anyone get in on the crazy run? Up almost 100% since this post. $APLD https://t.co/SQGuDHdGTq↗

May 11

Dustin — $APLD Anybody remember this?↗

May 11

Dustin — $APLD We are close to Oliver County site breaking ground (PF3) by end of June, maybe sooner. 200 or 300MW would be the expectation (leaning 300 out of the gate vs the 200 like at…↗

May 10

InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete. AI is an infrastructure buildout, an…↗

May 9

Mike Investing — The $NVDA CEO has been literally telling you what to buy… In 2025 Jensen called out: $NBIS at $21 & is now up 840% $APLD at $3 & is now up 1,400% $TSM at $180 & is now up 135% $MU…↗

May 9

Michael | Hypermarkets — NEXT WEEK, 24 year-old who turned $254M → $5.52B in 12 months is going to tell us what his NEW positions are: Here's every stock Leopold Aschenbrenner owns right now: 1/ $BE Bl…↗

May 8

Wayne Liang — So $NVDA just signed a $3.4B contract with $IREN. As part of the partnership, $IREN gave $NVDA a 5-year right to purchase up to 30 million $IREN shares at $70 per share (potential…↗

May 7

Dustin — $APLD All time highs giving me all the feels! Told myself I was going to hold for a couple years and it’s paying off. Been a challenge but let’s gooooo! Also,for those who can't…↗

May 7

Mike Investing — We are currently in a “once in a lifetime” AI super cycle… Phase 1 was: (already gone) Semiconductors ~ $NVDA, $AMD, $INTC, $ARM Phase 2 is: (passing by now) Memory ~ $MU, $SNDK,…↗

May 7

Tradable Astronaut — The Aion Index just got an upgrade. Top 40 & Top 60 views are now live. That means you can start tracking names as they climb the ranks before they ever crack the top 20. Earlie…↗

May 6

Wayne Liang — Elaborating on $CRWV a bit more. Earnings tomorrow after close. Historically, they've missed EPS (but beat revenue). Wouldn't expect anything different tomorrow (might be priced…↗

May 6

Wayne Liang — Alright so BlackRock teased a new partnership with an unnamed hyperscaler coming later this week. $13.9 Trillion in AUM deciding where to put capital next... this is absolutely ma…↗

May 6

Dustin — $APLD Technical Comment: Today might be important technically speaking. The $42.19 bogie returns us to the 1/28/26 high. This also corresponds to an important technical formation.…↗

May 6

Dustin — $APLD APLD currently recognizes revenue from a single 100mw Ellendale facility July-ish PF1-2 becomes ready for service, likely released in 75mw/75mw phases End of 2026 PF2-…↗

May 4

Wayne Liang — So we all know fundamentals will tell us what stocks to buy, and technicals can tell us when to buy... Here's a mix of Neocloud Infrastructure updates using technicals (1D) & fund…↗

May 4

Shay Boloor — This is what happens when $MSFT, $GOOGL, $META & $AMZN all say “we are compute constrained”: • $NBIS +12% • $IREN +11% • $CRWV +7% • $CIFR +6% • $APLD +4% • $DOCN +4% • $WULF +3%↗

May 4

Wayne Liang — Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain. Now where should we put our money? So we have $AMD earnings in 2 days... 99%…↗

May 3

InvestmentGuru — THE NEOCLOUD SECTOR $CRWV $IREN $NBIS $CIFR AI demand is exploding, but hyperscalers still can’t build fast enough. That gap is creating one of the biggest opportunities in the…↗

May 2

Shay Boloor — THE COMPUTE CAPACITY BOTTLENECK $GOOGL just admitted Google Cloud is leaving revenue on the table because it cannot build capacity fast enough with shifts the bottleneck to compan…↗

May 1

Jason's Chips — Bitcoin miners are the most notoriously misunderstood AI Infra play. $CORZ $IREN $APLD $CIFR $WULF $RIOT There are six levels of understanding of the miner thesis. Level 1: they…↗

May 1

Wayne Liang — $SNDK crushed their earnings. Typical "sell-the-news" volatility, and we're right back to flat. Datacenter revenue up 233% YoY... demand is accelerating, as expected. The entire d…↗

Apr 29

Wayne Liang — Capex guidance came in bigger than expected... As mentioned before, this will directly and positively impact $APLD, $IREN, $CIFR, $SLNH, and many more. The group was projected to…↗

Apr 29

Dustin — $APLD General Comment: If you look where the price was on 4/24 you will see we were considerably extended above the 200 day moving average...We have closed that distance by nearly…↗

Apr 29

Dustin — $APLD For those crying today... I posted this yesterday. There should be no surprises here.... https://t.co/avZTpcLHPU↗

Apr 29

Wayne Liang — $APLD is worth watching... Same AI infrastructure thesis as $IREN and $CIFR... just larger contracts and a longer runway. > ~$23B in total contracted revenue backlog... at a ~$9.…↗

Apr 29

Dustin — $APLD big earnings tomorrow from MSFT, GOOGL, AMZN and META. Not sure it's happened very often that all 4 report the same day. Don't see any possible way since the last earnings…↗

Apr 28

CK Capital — Data center stocks are getting absolutely killed today. $NBIS is down 7% $CRWV is down 5% $KEEL is down 8% $APLD is down 7% Watching all these closely for possible adds.↗

Apr 27

Black Panther Capital — This is the week the AI trade either gets extended or gets questioned. $GOOG, $AMZN, $META, $MSFT all report Wednesday night. $AAPL Thursday. Five companies. One week. Combined…↗

Apr 27

Dustin — $APLD Less than a month ago we were staring at a twenty-handle and the bear case was written in all caps. Last Friday we nearly knocked on forty, and the complaints haven't stopped…↗

Apr 26

Mike Investing — If you missed the recent breakout on Photonics & Memory names like $AAOI, $MU & $SNDK… Then don’t make this same mistake twice, as this next sector is setting up to squeeze. Data…↗

Apr 26

Mike Investing — The $NVDA CEO quite literally has been telling you what to buy… In 2025 Jenson called: $NBIS at $21 & is now up 680% $APLD at $3 & is now up 1,200% $TSM at $180 & is now up 130%…↗

Apr 24

Dustin — $APLD Applied Digital price target raised to S65 from $58 at Roth Capital Also there's a bunch of calls at 35 that expire tomorrow. I imagine that's where the battle zone will be…↗

Apr 23

Michael | Hypermarkets — On November 30, 2022, ChatGPT launched. SPY was at $390 and now up 80% at $712. Since then, AI has changed our world. $APLD $1 -> $42 (4100%) $IONQ $5 -> $84 (1580%) $ASTS $2…↗

Apr 19

mon — $CIFR has made it into the IBD 50 List. Other notable stocks: 2. $APLD 3. $MU 15. $RKLB 23. $MRVL 27. $DAVE 28. $ALAB 35. $LUMN 38. $TSM 43. $HUT 47. $ASML The IBD 50 is a weekly…↗

Apr 17

Dustin — $APLD Wes in the FT (Financial Times) The last quote on the article is toooo cold - Wes means business https://t.co/0ustg7NinO↗

Apr 15

InvestmentGuru — 10 Stocks to Watch in This Market (High Beta + Next-Gen Themes) Momentum is still rotating around AI infrastructure, quantum computing, energy, and retail risk-on trades. These ar…↗

Apr 14

Dustin — $APLD April 15 10:00 am There is a big big meeting. Louisiana public service commission agenda. Business and executive session. At the Hotel Bentley. The Items Most Relevant to A…↗

Apr 14

Jason Luongo — The companies building AI data centers, ranked by market cap: $CRWV $115.25 - ~$55B CoreWeave. GPU cloud king. Acquired Core Scientific. The largest pure-play AI compute company o…↗

Apr 13

Dustin — $APLD Prime Capital Investment Advisors LLC Takes $1.28 Million Position in Applied Digital Corporation APLD https://t.co/vkk2nVn8a9↗

Apr 13

Dustin — $APLD Borrow rate is about 20% higher compared to last Friday↗

Apr 13

Dustin — $APLD My thoughts. They would not have broken ground at DF1 and be hiring for multiple positions and gave the notice to proceed to B&W if they do not already have an agreement in…↗

Apr 10

Dustin — $APLD quick take on this 4/18 “deadline” everyone keeps talking about — yes, the date is real and likely tied to financing terms around the Delta Forge buildout, but it’s being bl…↗

Apr 9

Dustin — $APLD Fiscal Third Quarter 2026 Financial Highlights: • Revenues: $126.6 million, up 139% from the prior year comparable period. • Net loss attributable to common stockholder…↗

Apr 9

CK Capital — My favorite stocks right now by sector: Space & Launch: $ASTS — Direct-to-device satellite connectivity. 3.2B addressable subscribers. Commercial service this year. $FLY — First…↗

Apr 8

Dustin — $APLD pre market showing we're about to break out to the upside from the golden support area. With good earnings, a revisit of All Time Highs is ~60-70% likely in mid term. h…↗

Apr 8

Dustin — $APLD A little snooping on the ground in Louisiana. Something's being finalized today around Delta. Gemini has confirmed it. I hope G is correct Delta Forge 1: Today's "Private…↗

Apr 1

Shay Boloor — $APLD amended its $CRWV data center leases by shifting parts of ELN-02 and ELN-03 to a CoreWeave subsidiary. The revised structure adds unconditional parent guarantees from CoreWe…↗

Apr 1

InvestmentGuru — 10 high short interest play to watch this week if we move up 1. $HIMS +10% up today → Telehealth/GLP-1 play with >20% short float → Compounding pharmacy regulatory headwinds keep…↗

Mar 16

Daniel Koss — Grid connected and contracted power are NOT moats and they are NOT the big bottlenecks. They are nice to have, but there are so many alternative solutions. Those who pay attentio…↗

Mar 15

CK Capital — $APLD has $16 billion in contracted lease revenue and a $7.5 billion market cap. Read that again. The contracted backlog is more than twice the entire market cap. These are not l…↗

Mar 12

CK Capital — My favorite stocks in each sector: Space/Satellite: $ASTS $RKLB $SATS Defense: $EOS.AX $KRKNF $ONDS AI Infrastructure: $NBIS $CIFR $APLD Photonics: $AAOI $LITE $COHR Energy…↗

Mar 11

Lando — Even Seeking Alpha knows $IREN is undervalued It isn’t $NBIS, $CRWV, $APLD, $CIFR, or $WULF I encourage everyone to read it, but I still think @SeekingAlpha is too focused on th…↗

Mar 9

Daniel Koss — $NBIS, while still down 3% over the last 3 months, has been the best-performing stock in the current “data center” basket over the last 3 months, 1 month, 1 week and today. The ph…↗

Mar 8

Shay Boloor — These companies are locking in the physical substrate behind the next decade of AI compute and that substrate is power. You can order GPUs from $NVDA or $AMD or TPUs from $GOOGL b…↗

Mar 6

Jason Luongo — The White House is telling you exactly what sectors to invest in: AI Compute - $IREN, $CIFR, $NBIS, $APLD Chips - $NVDA, $AMD, $TSM, $AMKR Optical Networking - $AAOI, $COHR, $LITE…↗

Mar 5

InvestmentGuru — Momentum Is Back Across Disruptive Themes Strong risk appetite returned today as multiple high-growth themes moved higher together across the market. Crypto & Blockchain $GEMI +…↗

Mar 4

Dustin — $APLD 1.2GW of power infrastructure now moving into construction to support APLD AI campuses. Hyperscaler demand + power getting built = bullish. Also $APLD for those who struggl…↗

Mar 4

Jason Luongo — The AI data center landscape: $IREN - 4.5 GW secured power. $9.7B Microsoft deal. $NBIS - $20B+ in Microsoft and Meta contracts. $CRWV - $66.8B backlog. Largest pure-play GPU cl…↗

Mar 3

Jason Luongo — The complete data center stock map. Every layer. Every name worth watching. OPERATORS + BUILDERS $EQIX $CRWV $NBIS $IREN $APLD $CIFR CHIPS $NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗

Feb 18

unusual_whales — JUST IN: Nvidia, $NVDA, has updated its 13F. It now has an Intel, $INTC, stake worth $7.93 billion, added new positions in $SNPS ($2.26 billion) and $NOK ($1.08 billion). It full…↗

Feb 17

Midas — Nvidia sold their entire stake of $APLD. Are you still bullish on $APLD? https://t.co/6LPIK3muYB↗

Feb 17

Midas — Nvidia bought $NBIS shares. They also sold all their $APLD shares. https://t.co/T5uUZNF3ZU↗

Feb 17

The AI Investor — Latest Nvidia Corp Q4 2025 13F: Opened $INTC position worth $7.93B, new $SNPS ($2.26B), new $NOK ($1.08B) Exited $ARM, $APLD, $RXRX, and $WRD entirely. https://t.co/LSvHbgCNNS↗

Feb 17

CK Capital — Markets are red again today. I added to 4 positions this morning. $ASTS at $82. $AMD at $195. $CIFR at $15. $APLD at $32. Here’s what I think each one looks like by 2030: $ASTS…↗

Feb 16

Black Panther Capital — 👀The ONLY watchlist you need for 2026. EVERY sector the government and hyperscalers are pouring money into. 49 stocks across AI, hardware, defense, energy, and space. → Save th…↗

Feb 16

Jason Luongo — Remember the tariff dip of April 2025? Well these stocks are on sale again. $NOW -57% 🔴 $ORCL -54% 🔴 $HOOD -51% 🔴 $AXON -51% 🔴 $IREN -45% 🔴 $EOSE -44% 🔴 $ONDS -41% 🔴 $SHOP…↗

Feb 14

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +164% 2. $WDC +63% 3. $BE +61% 4. $TWST +55% 5. $MU +44% 6. $APLD +44% 7. $AEHR +43% 8. $DOCN +42% 9. $AMAT +38% 10. $LRCX +38% 11.…↗

Feb 12

Jason Luongo — Data center stocks ranked by market cap: $CRWV (CoreWeave) - $50B $NBIS (Nebius) - $24B $IREN (IREN) - $12B $APLD (Applied Digital) - $10B $GLXY (Galaxy Digital) - $8B $WULF (Tera…↗

Feb 9

CK Capital — If you own ANY of these stocks, you’re putting yourself in an AMAZING position. The AI infrastructure + defense + space buildout is the biggest wealth creation event of our genera…↗

Feb 7

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +152% 2. $BE +65% 3. $WDC +64% 4. $CRML +59% 5. $ENPH +55% 6. $TWST +55% 7. $APLD +43% 8. $ASTS +40% 9. $NXT +39% 10. $MU +38% 11.…↗

Feb 6

CK Capital — $IREN up 5% today and 3% after hours. This is the comeback. A week ago: $55 Earnings dump low: $28 Today: $43 That’s a 50% crash followed by a 53% recovery in days. This is what…↗

Feb 6

CK Capital — Brutal day for the portfolio. $IREN: -15% AH on earnings miss $NBIS: Getting hit on broad market weakness despite Missouri 1.2 GW facility announcement $ASTS: Down with the rest o…↗

Feb 5

CK Capital — WATCHLIST ADD: $APLD - Eyeing a Position Markets are getting crushed. Crypto down 30%. Government shutdown fears. Broad sell-off across growth names. But $APLD just dropped over…↗

Feb 4

Black Panther Capital — I doubled down on $CIFR today. Got stopped out of $NBIS this morning. Already up 6% on my $CIFR entry. Here’s why this was too obvious to pass up: $CIFR just priced $2B in senio…↗

Feb 2

The Future Investors — The first month of 2026 is over. Here are the 25 stocks with the strongest start 📈👇 1. $SDNK | Sandisk - 156.7% 2. $BE | Bloom Energy - 74.2% 3. $FLNC | Fluence Energy - 55.6% 4…↗

Jan 28

InvestmentGuru — Some of these stocks absolutely ripped today, showing strong momentum and risk-on appetite across the market: $RR +44%, $RDW +29%, $SATL +20%, $NUAI +19%, $BAER +14%, $APLD +14%,…↗

Jan 27

IvanaSPEAR — If you missed our ‘26 Outlook Webinar this afternoon, tune into @cvpayne @ 2PM on @FoxBusiness Three key themes for us this year: - Space $RKLB $ASTS - Semi-Cap Equip. $LRCX…↗

Jan 27

The AI Investor — Lol $ORCL is being dragged down by software bearish narrative that even strong AI cloud senstiment from $CRWV $IREN $NBIS $APLD couldnt save it. is it a great opportunity for long…↗

Jan 27

The AI Investor — AI cloud stocks like $CRWV $IREN $APLD are up more than 50% since Dec 17 when I posted my thesis during AI bubble narrative. Some lower gain like $NBIS and underperforming $ORCL…↗

Jan 26

Raging Capital Ventures — @acemoney21 $PPLT, $ALAB, $APLD, $IREN, $BE, among others See $MEME↗

Jan 26

Jason Luongo — @KobeissiLetter The construction industry is booming thanks to AI data centers $IREN $NBIS $APLD $CRWV↗

Jan 26

amit — @EndicottInvests I think its following $CRWV Maybe market expecting $NVDA could increase their stake in them Same with $APLD↗

Jan 26

Jason Luongo — @KobeissiLetter This is bullish for the entire sector 👇🏻 $IREN $NBIS $APLD $GLXY $WULF $BITF↗

Jan 24

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $CRML +197% 2. $SNDK +100% 3. $SKYT +72% 4. $BE +67% 5. $RDW +65% 6. $NTLA +63% 7. $ASTS +56% 8. $APLD +54% 9. $IREN +50% 10. $EOSE +49%…↗

Jan 23

The AI Investor — $IREN $APLD are both up about 50% YTD↗

Jan 22

Black Panther Capital — Mistakes are part of the game. The only real failure is refusing to learn. I don’t live in the past, but I study it.  I didn’t lose money on these trades, but I did lose massive u…↗

Jan 20

Daniel Koss — Earnings Dates for all the companies I follow: $AMD Jan 27 ✅ $TSLA Jan 28 ✅ $MSFT Jan 28 ✅ $META Jan 28 ✅ $AMZN Jan 29 ✅ $SOFI Jan 30 ✅ $PLTR Feb 2 ✅ $MSTR Feb 3 ✅ $GOOGL…↗

Jan 18

Midas — I called $NBIS at 20. I called $APLD at 5. I called $CRWV at 40. Like this post for my next call. https://t.co/nT7NnTe81t↗

Jan 18

シバイヌおやびん（投資系VTuber） — "速報：イーロン・マスクがOpenAIを1340億ドルで提訴しました。予測市場では、本日時点でマスクが勝つ確率は59%と織り込まれています。これは不安を招くかもしれません。もしOpenAIがこれに負けた場合：市場は、OpenAIに紐づくAIエコシステム全体に連鎖的な波及（コンテージョン）を引き起こす可能性があります。 $AMD や $CRW…↗

Jan 17

Serenity — Breaking: Elon Musk has sued OpenAI for $134 Billion. Prediction markets have priced the odds of Elon winning at 59% as of today. This may be alarming. If OpenAI loses thi…↗

Jan 17

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $CRML +154% 2. $SKYT +82% 3. $SNDK +74% 4. $KTOS +72% 5. $BE +72% 6. $AVAV +62% 7. $ASTS +59% 8. $RDW +54% 9. $IREN +53% 10. $NVTS +53%…↗

Jan 17

Serenity — @Mr_Derivatives Just a heads up to the others, a lot of it is nuanced. With data centers like $WULF or $APLD, a lot of interest is just hedging / convertible note arbitrate and no…↗

Jan 16

Daave “3 and 30” Tepper — $nbis is a highly likely target lots of hyper growth native ai customers on system can discount their compute when capacity avail all the google tie ups- $apld $hut $cifr etc - are…↗

Jan 14

The AI Investor — YTD performance: $APLD > $IREN > $CRWV > $NBIS > $ORCL↗

Jan 13

Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES • Grid & Power | $EOSE, $BE, $NVTS • AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV • Space Economy | $ASTS, $RKLB, $PL, $…↗