Wes Cummins

Chairman and CEO, Applied Digital

· tracked since May 2026

Calls 1 1 Posts tracked · 1.0/day Posted today

Calls

7d 1

30d 1

90d 1

Best Calls

APLD long +4.6%

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No live losers yet

Most Mentioned

APLD ×1

Recent Calls

APLD long 9 hours ago

Win Rate 100% Long 1 Short 0

Win Rate

7d —

30d —

90d —

Average Return +4.6% Long Return +4.6% Short Return -

Average Return

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Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

APLD Applied ... Applied Digital Corporation

Long

May 27

$46.89

+4.6%

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.

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