APLD Applied Digital Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
13:00
02 сен
02 сен
Author lists eight stocks as undervalued with a bookmark request.
Author lists eight stocks as undervalued with a bookmark request, but provides no position disclosure or explicit forward call, so all are watch.
Низ.
10:58
02 сен
02 сен
Fund overlap confirms long APLD position.
Author discloses a current long position in APLD within the context of a prominent fund's AI/data center thesis. The position is held alongside other AI-related names, suggesting bullish conviction in the sector.
Сред.
10:56
02 сен
02 сен
Affirms APLD long with $90 target.
In the context of a back-and-forth, the author affirms a stake in APLD and notes a high price target of $90, expressing a clear bullish view on the stock's upside potential.
Сред.
09:54
02 сен
02 сен
Author reviews another fund's 13F holdings as a factual comparison to their own portfolio.
Author reviews another fund's 13F holdings as a factual comparison to their own portfolio, noting overlap but not stating new positions or forward calls on any ticker.
Низ.
09:19
02 сен
02 сен
APLD and NVTS cheap long-term buys
Buy APLD and NVTS on a long-term valuation basis; both names are viewed as cheap relative to their long-term upside potential.
Сред.
21:50
01 сен
01 сен
APLD watch; no explicit position.
Watch APLD because the post is a beneficiary-map/research note from Dell AI-power demand, not an explicit buy/own/hold call.
Сред.
21:37
01 сен
01 сен
Author lists three tickers in reply to a Dell AI data center buildout quote without stating any.
Author lists three tickers in reply to a Dell AI data center buildout quote without stating any position or directional view, so they are indexed as watch.
Низ.
14:16
01 сен
01 сен
Strong buy APLD long-term AI cloud
Strong buy on APLD for the long-term, aligning with the AI cloud/data center growth narrative highlighted in the parent interview context about IREN's capex and GPU bottleneck.
Сред.
21:48
30 авг
30 авг
Demand for AI compute outweighs data center protests.
Continue to hold or build positions in WULF, GLXY, and APLD despite local resistance to data centers; the underlying demand for power and AI compute will outweigh community opposition as a growth catalyst.
Сред.
16:00
30 авг
30 авг
APLD institutional support with rising shorts favors long.
Institutional ownership provides a stable base while rising short interest creates fuel for a potential squeeze. Combined with strong CEO commentary on AI data center demand, the setup favors accumulation ahead of a short-covering rally.
Сред.
22:56
27 авг
27 авг
Applied Digital faces cost and schedule offsets
Watch Applied Digital as an AI data-center developer facing negative cost and schedule offsets from higher infrastructure costs and equipment inflation.
Сред.
22:56
27 авг
27 авг
Watch Applied Digital on AI pricing
Identified as a positive read-through from IREN's pricing data. No author position language; default to watch on this research basket.
Сред.
17:32
27 авг
27 авг
The author shares a research map of 51 companies across nine buildout layers with stated.
The author shares a research map of 51 companies across nine buildout layers with stated failure points, but frames it as a watchlist rather than a personal position or trade call.
Низ.
11:55
27 авг
27 авг
Author shares a CEO's commentary on neoclouds as a capex and IRR business.
Author shares a CEO's commentary on neoclouds as a capex and IRR business, framing the listed tickers as research context rather than an explicit position or trade call.
Низ.
21:47
26 авг
26 авг
Owns AI-infrastructure operators PENG HIVE APLD
Maintain long exposure to PENG, HIVE, and APLD as current holdings involved in building and operating AI infrastructure, with Nvidia's results supporting continued AI demand.
Сред.
13:45
26 авг
26 авг
The author lists stocks that could benefit from Nvidia's earnings as a research watchlist.
The author lists stocks that could benefit from Nvidia's earnings as a research watchlist, not stating any personal positions or forward calls.
Низ.
10:40
26 авг
26 авг
Bullish APLD on AI fossil fuel self-sufficiency strategy
Buy APLD given its subsidiary Base Electron addressing power shortages and partnerships with BW and Siemens Energy for gas-fired turbines, positioning it as a leader in fossil fuel self-sufficiency for AI data centers.
Сред.
23:07
25 авг
25 авг
Author names WULF, APLD, and GLXY as their top three picks.
Author names WULF, APLD, and GLXY as their top three picks, endorsing Morgan Stanley's bullish data-center urgency thesis with clear conviction.
20:00
24 авг
24 авг
Buy WULF/HIVE/APLD/GLXY on AI power demand
Buy WULF, HIVE, APLD, GLXY as the quoted AI power-demand outlook projects electricity demand surging over 1,100% by 2033, straining power infrastructure and favoring energy-intensive digital infrastructure providers.
Сред.
19:40
21 авг
21 авг
Citadel offloads datacenter stock positions
Notes datacenter and mining stocks are down following reports that Citadel offloaded 80% of its positions in the sector.
Сред.
10:56
21 авг
21 авг
Author lists mining stocks in reply to a parent post about mining being the play.
Author lists mining stocks in reply to a parent post about mining being the play, but provides no explicit position or forward call, so they are indexed as watch.
Низ.
14:41
20 авг
20 авг
Highlights ticker amid AI infrastructure spending projections
Highlights ticker in the context of projected massive growth in AI infrastructure and data center spending, no directional view stated.
Низ.
12:16
20 авг
20 авг
AI infrastructure exposure drives strong revenue visibility
Author views the stock as offering significant potential due to its exposure to AI infrastructure, highlighting strong long-term revenue visibility from its $36 billion base-term lease portfolio.
Сред.
20:09
17 авг
17 авг
The author presents AI compute as a multi-winner market and suggests buying the NCLD ETF.
The author presents AI compute as a multi-winner market and suggests buying the NCLD ETF or picking individual holdings, but frames it as an option rather than a personal position.
Низ.
15:18
17 авг
17 авг
Aschenbrenner bought power and compute inputs
Analyzes Q2 13F showing Aschenbrenner built new positions in power, neoclouds, and bitcoin miners as compute inputs.
Сред.
17:21
15 авг
15 авг
The author reports past stock returns from a liquidation event without expressing any.
The author reports past stock returns from a liquidation event without expressing any forward-looking position, so all tickers are indexed as watch.
01:50
14 авг
14 авг
Forced selling marked bottom in AI names
Leopold was forced to liquidate his public equity book at the bottom; his largest AI/data-center names have since ripped massively, including Nebius, Bloom Energy, SanDisk, CoreWeave, and Applied Digital, showing forced-selling capitulation marked major bottoms.
Сред.
23:45
12 авг
12 авг
Merchant GPU clouds face long-term cost threat
Watch merchant GPU clouds: near-term compute scarcity supports utilization, but vertically integrated accelerator-cloud economics pose a structural longer-term cost threat. No position language is present.
Сред.
22:04
12 авг
12 авг
Facility-heavy capex lowers current bonus depreciation benefit.
Watch APLD because its capex is mostly facility infrastructure, land, and construction-in-progress rather than GPU-heavy qualifying equipment, reducing the current bonus-depreciation benefit; NOLs further limit near-term monetization.
Сред.
02:47
12 авг
12 авг
NOL-heavy neoclouds face delayed tax-shield monetization
CRWV, NBIS, IREN, and APLD can create large theoretical tax deductions but may face delays or dilution through NOLs, valuation allowances, and project structures—watch until the monetization path is clear.
Сред.
Об аналитическом покрытии APLD
Buzzberg отслеживает APLD (Applied Digital Corporation) в 36 источниках. Бычьих сигналов: 29, медвежьих: 8, от 37 аналитиков. Сентимент преимущественно бычий (19%). Всего отслеживается 109 торговых идей. За последние 7 дней: бычьих: 1, наблюдение: 13. Последние спикеры: pep_invest, aleabitoreddit, pepinveststocks.