Applied Digital. Every tracked FinTwit mention of $APLD, newest first. 108 mentions since the first on Aug 22, 2025. See the price chart.
June 2026 · 12 mentions
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://…↗
May 2026 · 47 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…↗
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,…↗
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 · 4 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 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…
February 2026 · 1 mention
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…↗
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 8
Dustin — $APLD Stock Jumped Over 16% Today
beautiful price action to the upside. we might see 40-50 dollars in the next few weeks https://t.co/f2XtChcDu1↗
Jan 3
Dustin — $APLD
When Applied Digital (APLD) builds data centers, they must meet hyperscaler-level specifications.
Microsoft Azure has already collaborated with Corintis on microfluidic in-c…
December 2025 · 2 mentions
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 9
Dustin — $NVTS $BITF $APLD $NBIS 👀👀🚀🚀 which side are you on? https://t.co/AIB00gtKup↗
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:/…↗
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↗
— $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…
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…↗
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 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
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 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…↗
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 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 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…↗