APLD Applied Digital Corporation Loading... : Bullish and Bearish Analyst Opinions
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13:00
Sep 02
Sep 02
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.
LOW
10:58
Sep 02
Sep 02
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.
MED
10:56
Sep 02
Sep 02
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.
MED
09:54
Sep 02
Sep 02
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.
LOW
09:19
Sep 02
Sep 02
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.
MED
21:50
Sep 01
Sep 01
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.
MED
21:37
Sep 01
Sep 01
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.
LOW
14:16
Sep 01
Sep 01
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.
MED
21:48
Aug 30
Aug 30
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.
MED
16:00
Aug 30
Aug 30
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.
MED
22:56
Aug 27
Aug 27
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.
MED
22:56
Aug 27
Aug 27
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.
MED
17:32
Aug 27
Aug 27
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.
LOW
11:55
Aug 27
Aug 27
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.
LOW
21:47
Aug 26
Aug 26
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.
MED
13:45
Aug 26
Aug 26
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.
LOW
10:40
Aug 26
Aug 26
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.
MED
23:07
Aug 25
Aug 25
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
Aug 24
Aug 24
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.
MED
19:40
Aug 21
Aug 21
Citadel offloads datacenter stock positions
Notes datacenter and mining stocks are down following reports that Citadel offloaded 80% of its positions in the sector.
MED
10:56
Aug 21
Aug 21
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.
LOW
14:41
Aug 20
Aug 20
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.
LOW
12:16
Aug 20
Aug 20
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.
MED
20:09
Aug 17
Aug 17
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.
LOW
15:18
Aug 17
Aug 17
Aschenbrenner bought power and compute inputs
Analyzes Q2 13F showing Aschenbrenner built new positions in power, neoclouds, and bitcoin miners as compute inputs.
MED
17:21
Aug 15
Aug 15
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
Aug 14
Aug 14
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.
MED
23:45
Aug 12
Aug 12
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.
MED
22:04
Aug 12
Aug 12
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.
MED
02:47
Aug 12
Aug 12
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.
MED
About APLD Analyst Coverage
Buzzberg tracks APLD (Applied Digital Corporation) across 36 sources. 29 bullish vs 8 bearish calls from 37 analysts. Sentiment: predominantly bullish (19%). 109 total trade ideas tracked. Past 7 days: 1 bullish, 13 watch. Latest voices: pep_invest, aleabitoreddit, pepinveststocks.