APLD Applied Digital Corporation Loading... : Bullish and Bearish Analyst Opinions
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20:17
Jul 16
Jul 16
Buy APLD as an AI data center infrastructure play; author deploys fresh capital citing accelerating AI buildout and sentiment-driven dip in high-beta names.
MED
23:58
Jul 15
Jul 15
Cautious dip-buy Applied Digital
Applied Digital has pulled back hard along with the hyperscaler and digital planning complex; it can be owned but only with a small position because it is losing money.
LOW
21:32
Jul 09
Jul 09
APLD is down over 30% from highs last month, but the tweet is a factual price observation without a forward-looking call or position disclosure.
LOW
12:38
Jul 06
Jul 06
Long APLD as an author-held neocloud position; diversified hyperscaler book (200 MW agreements beyond CoreWeave) reduces concentration risk vs peers. Contracted AI-infra multiples expected to re-rate the sector in H2'26+.
MED
05:40
Jul 03
Jul 03
The author advises holding and slowly averaging down in tech stocks, suggesting a long-term bullish view without an explicit position or forward call.
11:00
Jul 01
Jul 01
The tweet presents a historical performance list of retail-favorite stocks for July without any forward-looking position or trade call from the author.
LOW
13:35
Jun 24
Jun 24
The author humorously suggests renaming data centers after cool satellite names but lists tickers as a watchlist without stating any personal position or directional call.
LOW
11:25
Jun 20
Jun 20
Named as a currently popular neocloud/DC infrastructure name in a comparative thesis; no directional view from author.
LOW
15:00
Jun 16
Jun 16
Long APLD as part of an equal-weight neocloud portfolio; diversified hyperscaler book (200 MW agreements) reduces single-counterparty risk versus peers. Author holds position with expectation of contracted lease revenue flowing H2'26–2027+.
HIGH
23:21
Jun 12
Jun 12
Watch neocloud names as the author is researching the ecosystem but has not committed to specific new positions; disclosure of past holdings does not imply current active longs.
MED
20:30
Jun 11
Jun 11
Watch Applied Digital as Oracle's customer-funded model raises competitive pressure on neoclouds with medium-to-high negative magnitude.
MED
18:10
Jun 10
Jun 10
Applied Digital Corp. issued junk bonds in November at a high yield to fund a data center project tied to CoreWeave Inc.
12:11
Jun 09
Jun 09
Premarket movers include Mag 7 stocks mixed, chipmakers rising, Applied Digital up 11% on a hyperscaler lease, and Nuvalent surging 39% on GSK acquisition.
03:21
Jun 09
Jun 09
AI-pivoted miners outperform pure mining.
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
HIGH
14:13
May 29
May 29
The author states their portfolio mirrors Leopold Aschenbrenner's top long positions, explicitly listing the missing tickers they own, confirming a long directional view on each.
16:16
May 27
May 27
APLD is scalable with strong hyperscaler demand.
Applied Digital has a strong and scalable business model for building AI factory campuses, with $31B in contracted revenue, a franchise model allowing simultaneous construction of up to seven campuses, and a high-grade hyperscaler customer (one of Microsoft, Google, Amazon, Meta) that underpins future revenue growth. The company's operational execution, supply chain management, and choice of underserved small-town locations provide a competitive edge in the data center buildout market.
MED
01:19
May 26
May 26
The author simply notes that White Fiber is leading the pack, but the tweet is a factual report of daily price moves in data center stocks without any forward-looking opinion or trade call.
15:32
May 25
May 25
Author expresses a bullish conviction on $BRUN as an overlooked opportunity while noting market focus on other AI/high-performance computing tickers, signaling potential upside if sentiment shifts.
LOW
06:04
May 25
May 25
Named actor Leopold Aschenbrenner holds APLD at 8.30% as an AI infrastructure/neocloud position.
MED
11:01
May 21
May 21
u/Kindly_Doubt_6804 bought APLD at $14, now up 240% on data center theme. Upvoted +7. Strong momentum and community endorsement; data center theme is hot. Go long APLD, possibly with trailing stops. No near-term catalysts mentioned; could be extended.
LOW
19:57
May 19
May 19
Same as WULF – APLD is a tier-2 compute provider exposed to GPU/HBM delivery delays from the Samsung strike. APLD’s business model depends on building out compute capacity quickly; RAM shortages delay deployments, turning cash burn into a death spiral. Short APLD alongside WULF as the Samsung strike crushes small compute providers. APLD may have diversified supply; short interest already high; sentiment could reverse.
MED
18:00
May 19
May 19
CleanSpark is seeing significant institutional accumulation and positive analyst sentiment ahead of a potential hyperscaler lease catalyst.
23:52
May 13
May 13
Watch APLD for HPC data-center exposure; NVIDIA's exit may signal maturity of the investment.
HIGH
14:11
May 13
May 13
Neutral APLD as community opposition risks are partly offset by working capital advantages from customer prepayments.
HIGH
12:24
May 13
May 13
Long APLD as part of a diversified list of stocks the author believes will lead to retirement wealth.
HIGH
23:43
May 07
May 07
Avoid NBIS/APLD/IREN as CoreWeave’s scale, financing, and customer quality raise the competitive bar, making smaller players relatively disadvantaged. | Timeframe: medium-term
HIGH
19:57
May 03
May 03
A comment quotes Cramer saying "I’m going to say no to Applied Digital" and adds "You know what to do" (+6 upvotes), signaling a contrarian buy. The WSB inverse-Cramer play is well-known – when Cramer is negative, the community buys. A classic meme trade based on Cramer's track record with retail. Only one comment; no fundamental analysis; Cramer can be right; APLD may not have strong momentum.
MED
23:45
Apr 29
Apr 29
Avoid; no profits in winner market.
Applied Digital is making no money in a market where many are making money, and investors are switching from losers to winners; Cramer says no to the stock.
HIGH
17:45
Apr 29
Apr 29
Watch DLR/EQIX/CRWV/APLD as data-center operators that may benefit from onsite fuel-cell microgrids if they have gas-accessible land and customer demand; grid‑queue‑dependent players face risk.
HIGH
18:05
Apr 28
Apr 28
Bearish view on subscale powered-land developers as the competitive moat shifts from land control to integrated power execution, increasing execution risk.
HIGH
About APLD Analyst Coverage
Buzzberg tracks APLD (Applied Digital Corporation) across 21 sources. 15 bullish vs 8 bearish calls from 22 analysts. Sentiment: predominantly bullish (14%). 49 total trade ideas tracked. Past 7 days: 2 bullish. Latest voices: michaelsikand, Jim Cramer, ckcapitalxx.