Buzzberg Cup Live

Wes Cummins

Chairman and CEO, Applied Digital
· tracked since May 2026
Calls
1
Win Rate
0.0%
return
-33.6%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
No live winners yet
Worst Calls
APLD long -33.6%
Most Mentioned
APLD ×1
Recent Calls
APLD long 1 month ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d —
Average Return -33.6% Long Return -33.6% Short Return -
Average Return
7d -4.6%
30d -16.5%
90d —
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Entry
P&L
Thesis
Theme
Source
APLD Applied ... Applied Digital Corporation
Long
May 27
$46.89
-33.6%
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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Wes Cummins has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: APLD.