$Applied Digital(APLD.US) | BlackRock Discloses 4.3% Beneficial Stake in Applied Digital
Tradr 2X Long APLD Daily ETF
APLX10.20040.50% ( +2.940 )
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$Applied Digital(APLD.US) | Morgan Stanley 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐄𝐪𝐮𝐚𝐥𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥, 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐏𝐓 𝐚𝐭 $𝟑𝟔.𝟓𝟎
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$Applied Digital(APLD.US) | Compass Point reiterates 𝐁𝐮𝐲 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥, maintains 𝐏𝐓 𝐚𝐭 $𝟕𝟎
Analyst sees on-time delivery as a key execution milestone, de-risking the CoreWeave ramp and highlighting an attractive entry point for the stock.
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Applied Digital(APLD.US) Applied Digital Delivers 75 MW AI Capacity at Polaris Forge 1
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 achieved 𝐑𝐞𝐚𝐝𝐲 𝐟𝐨𝐫 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 status for Phase 1 of Building 2.➤ Phase 1 delivered 𝟕𝟓 𝐌𝐖 of AI capacity to its customer 𝐨𝐧 𝐬𝐜𝐡𝐞𝐝𝐮𝐥𝐞.➤ Total live capacity at Polaris Forge 1 has increased to 𝟏𝟕𝟓 𝐌𝐖.➤ Polaris Forge 1 is contracted to deliver 𝟒𝟎𝟎 𝐌𝐖 under 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 lease agreements.➤ The campus is 𝐟𝐮𝐥𝐥𝐲 𝐥𝐞𝐚𝐬𝐞𝐝, according to the company.➤ Milestone follows the earlier on-time completion of the campus' first 𝟏𝟎𝟎 𝐌𝐖 building.👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:➤ Expands Applied Digital's 𝐀𝐈 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫 capacity amid growing AI infrastructure demand.➤ On-time delivery reinforces the company's 𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐨𝐧 capabilities for large-scale AI projects.➤ Fully leased capacity provides 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 contracted revenue visibility.👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:➤ "Delivering this phase on time underscores the strength of our execution model. Achieving this milestone required intense coordination across the field, construction, engineering, operations, procurement, development, and corporate teams." — 𝐖𝐞𝐬 𝐂𝐮𝐦𝐦𝐢𝐧𝐬, Chairman and Chief Executive Officer of Applied Digital. - H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: MDU Signs Power Agreement for $Applied Digital(APLD.US) Applied Digital's 430 MW AI Data Center
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐌𝐨𝐧𝐭𝐚𝐧𝐚-𝐃𝐚𝐤𝐨𝐭𝐚 𝐔𝐭𝐢𝐥𝐢𝐭𝐢𝐞𝐬 signed an electric service agreement with 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥.➤ Agreement supports the proposed 𝐏𝐨𝐥𝐚𝐫𝐢𝐬 𝐅𝐨𝐫𝐠𝐞 𝟑 AI data center near Center, North Dakota.➤ The campus is expected to require up to 𝟒𝟑𝟎 𝐌𝐖 of electricity at full capacity.➤ Applied Digital will purchase power directly from energy markets or other supply sources.➤ Initial operations at Polaris Forge 3 are expected to begin in 𝐀𝐮𝐠𝐮𝐬𝐭 𝟐𝟎𝟐𝟕.➤ The agreement remains subject to approval by the 𝐍𝐨𝐫𝐭𝐡 𝐃𝐚𝐤𝐨𝐭𝐚 𝐏𝐮𝐛𝐥𝐢𝐜 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 𝐂𝐨𝐦𝐦𝐢𝐬𝐬𝐢𝐨𝐧.➤ Applied Digital previously signed a 𝟏𝟓-𝐲𝐞𝐚𝐫 lease with an investment-grade U.S. hyperscaler for the site.➤ The project is expected to create approximately 𝟐𝟎𝟎 𝐟𝐮𝐥𝐥-𝐭𝐢𝐦𝐞 jobs and generate local tax revenue.➤ MDU currently serves Applied Digital's 𝐏𝐨𝐥𝐚𝐫𝐢𝐬 𝐅𝐨𝐫𝐠𝐞 𝟏 facility near Ellendale.➤ That partnership has returned 𝐚𝐛𝐨𝐮𝐭 $𝟑𝟖.𝟒 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 to North Dakota customers over three years.👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:➤ The deal highlights rising 𝐀𝐈 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫 power demand across the U.S.➤ A 𝟒𝟑𝟎 𝐌𝐖 campus would rank among the region's largest energy-consuming projects.➤ Long-term hyperscaler demand supports Applied Digital's AI infrastructure expansion strategy.👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:➤ "The campus is expected to create approximately 200 full-time jobs and generate property tax revenue for Oliver County." — 𝐖𝐞𝐬 𝐂𝐮𝐦𝐦𝐢𝐧𝐬, Chairman and CEO of Applied Digital.➤ "The project reflects growing interest in North Dakota among large energy users, and we are committed to serving these customers in a manner that benefits communities and supports the regional grid." — 𝐍𝐢𝐜𝐨𝐥𝐞 𝐊𝐢𝐯𝐢𝐬𝐭𝐨, President and CEO of MDU Resources. - H
$Applied Digital(APLD.US) | Northland maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟖𝟐
Analyst sees high-level execution in site sourcing and development, leading to rapid platform growth and significant contracted revenue with hyperscalers.
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Doing extensive analysis on the wider neocloud ecosystem.
I'm curious: which one of these names is your favourite?Ranked by market cap:$Hut 8 Mining(HUT.US) @ $13.38B$Galaxy Digital(GLXY.US) @ $13.01B$Terawulf(WULF.US) @ $12.91B$Applied Digital(APLD.US) @ $12.20B$Cipher Digital(CIFR.US) @ $10.02B$Core Scientific, Inc.(CORZ.US) @ $8.77B$CleanSpark(CLSK.US) @ $4.23B$SharonAI(SHAZ.US) @ $1.04B$HIVE Digital Tech(HIVE.US) @ $1.38B CAD$Whitefiber(WYFI.US) @ $953MAny others I should look into?Other than the obvious $Nebius(NBIS.US) / $Coreweave(CRWV.US) / $IREN(IREN.US) type names.Disclosure: - I personally hold positions in a lot of these companies from 2025.- Current research is to identify the ones to increase concentration in / start new positions in. - H
$Applied Digital(APLD.US) | Lake Street maintains 𝐁𝐮𝐲 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟗𝟎 𝐟𝐫𝐨𝐦 $𝟕𝟎
Analyst sees the new 15-year, $5.2B hyperscaler lease as a major validation of Applied's platform, increasing the probability of future leases.
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Applied Digital(APLD.US) Applied Digital Announces Proposed Offering of $1.59 Billion of Senior Secured Notes to fund the Fourth Building at Polaris Forge 1
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Applied Digital(APLD.US) Applied Digital Signs $𝟓.𝟐𝐁 AI Data Center Lease With U.S. Hyperscaler
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ Applied Digital signs 𝟏𝟓-year lease for 𝟐𝟏𝟎 𝐌𝐖 at Delta Forge 2.➤ Agreement represents approximately $𝟓.𝟐𝐁 contracted revenue during base term.➤ Revenue could reach approximately $𝟏𝟐.𝟕𝐁 if all renewal options are exercised.➤ Lease signed with a 𝐔.𝐒.-𝐛𝐚𝐬𝐞𝐝 𝐡𝐢𝐠𝐡 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭-𝐠𝐫𝐚𝐝𝐞 𝐡𝐲𝐩𝐞𝐫𝐬𝐜𝐚𝐥𝐞𝐫.➤ Total contracted portfolio expands to approximately $𝟑𝟔𝐁 across 𝟓 AI Factory campuses.➤ Portfolio now includes 𝟏.𝟒 𝐆𝐖 of contracted IT load and 𝟐.𝟏𝟓 𝐆𝐖 utility power.➤ Delta Forge 2 is designed for large-scale 𝐀𝐈 𝐭𝐫𝐚𝐢𝐧𝐢𝐧𝐠 and inference workloads.💬 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:“Two years ago, we made a deliberate decision to build a company that scales, not just builds data centers,” said Wes Cummins, Chairman and Chief Executive Officer of Applied Digital.“We call it our franchise model — a core team of design, construction, and operations professionals replicated across every campus, in every market. Continued demand from leading hyperscalers across five campuses is strong validation of our model.”“We are deliberate about where we build,” Cummins continued.“We look for communities where this kind of investment genuinely matters — where the jobs, the tax base, and the long-term economic activity have real impact. We have built a track record of being good partners to those communities, and we take that responsibility seriously. That track record is part of how we earn the right to keep building.” - M
It's now been 17 days since Leopold released his newest trades
So far, they've been crushingHere's the performance since they came out1. Sandisk $Sandisk(SNDK.US): +33%2. Nebius Group $Nebius(NBIS.US) (released on May 27th): +6.8%3. T1 Energy $T1 Energy(TE.US): +57%4. Bloom Energy $Bloom Energy(BE.US): +8%5. CorewWeave $Coreweave(CRWV.US): +2%6. Core Scientific $Core Scientific, Inc.(CORZ.US): +17%7. Iren $IREN(IREN.US): +20%8. Applied Digital $ALPD: +9%9. Riot Platforms $Riot Platforms(RIOT.US): +16%10. CleanSpark $CleanSpark(CLSK.US): +24%11. Solaris Energy $Solaris Energy Infrastructure(SEI.US): +2%12. Bitdeer Tech $Bitdeer Tech(BTDR.US): +46%13. Keel Infrastructure $Keel Infrastructure(KEEL.US): +43%Pretty insane numbers.
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This tweet is only for folks who don't know why Micron is important. If you already understand, skip this tweet.
We all obsess over Micron ($Micron Tech(MU.US)) technicals, earnings, and cheap PEGs. But have you ever stopped to ask why memory suddenly became as valuable as oil?I will try to explain in simple terms. Think about what happens when you type a prompt into ChatGPT or Gemini.The AI doesn't just instantly know the answer. To generate a single sentence, it has to instantly look up billions of variables across its entire AI model data. Right?If that data is sitting on standard storage hardware like $Western Digital(WDC.US), $Seagate Tech(STX.US), or $Sandisk(SNDK.US) drives far away in an AI data center like $Applied Digital(APLD.US), $Nebius(NBIS.US), or $IREN(IREN.US), it takes too long to travel to the processing chip. The fast $NVIDIA(NVDA.US) processor chip ends up idling, completely wasted, waiting for the data to arrive. This creates a massive speed bottleneck.High Bandwidth Memory (HBM) solves this by placing a super fast data reservoir directly inside the chip package right next to the processor. There is no travel distance and no delay.When you hit enter on a prompt, advanced memory feeds those billions of data points into the processor instantly. Without Micron's memory physically attached to the chip, the most powerful AI processors in the world are completely paralyzed.If there are still people who have doubts about Microns prominence or says it's "overrated" and"cyclical", I would assume they may never understand what it is.
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$Applied Digital(APLD.US) | Compass Point 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐁𝐮𝐲 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟕𝟎 𝐟𝐫𝐨𝐦 $𝟒𝟓
Analyst sees greater confidence in the platform fueled by its strong execution, expanding tenant roster, and a major new lease with a repeat hyperscaler.
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$Applied Digital(APLD.US) | 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥: Compass Point maintains 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟕𝟎
Analyst sees repeat hyperscaler wins and expanding AI infrastructure demand strengthening execution credibility.
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$Applied Digital(APLD.US) | 𝐀𝐩𝐥𝐢𝐞𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥: Needham maintains 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟔𝟔
Analyst sees rapid hyperscaler demand and expanding AI infrastructure pipeline driving upside.
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Well done to Singapore for being quick on the AI scene and attracting the investments into the country cementing its position as the crown jewel of South East Asia!
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Samsung settled with its union overnight. Korean semis opened up 5% in pre-market. The Philadelphia Semiconductor Index rallied as US markets closed up over 1% with semis leading the tape.
This is a clean supply-chain read-through. The Samsung strike risk had been a background overhang on memory pricing — specifically HBM (high bandwidth memory) for AI applications. With the agreement in place, HBM supply pressure eases and the bull case for MU and SNDK gets cleaner.
The options market is reflecting it. Implied vol on semis names compressed overnight. NVDA's earnings beat plus Samsung's labour resolution removed two near-term uncertainty events simultaneously. When two vol events resolve in the same session, the compression can be fast and sharp.
Watch the VIX (the volatility index) over the next two sessions. NVDA earnings typically set the tone for sector implied vol. A clean beat plus an USD 80 billion buyback tells dealers to reduce hedges, which supports index levels through vanna flows.
The AI infrastructure vs. legacy semis dispersion trade I've been tracking continues to play out. APLD up 7%, Samsung labour resolved, NVDA printing a record quarter. The thesis is intact.
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Two AI infrastructure names moving hard after hours and the reasons matter more than the percentages. 📈📉
APLD is up 7%+ on a hyperscaler lease deal. This is the AI data centre trade working exactly as described: capacity operators are getting bid up because the big cloud players cannot build fast enough. If you've been watching APLD, the thesis just got validated. Don't chase the AH print — wait for the open.
RKLB is down 8%+ on a USD 3 billion equity raise. That sounds bad on the surface. Read it differently: they're raising capital ahead of SpaceX's IPO to build out launch capacity. The dilution is real but the proceeds are going to work. A credible launch competitor to SpaceX at the moment SPCX goes public has genuine strategic value.
I think RKLB's drop is an overreaction. The raise is dilutive short-term. The positioning play is real. If you've been waiting for a RKLB entry point, this is worth a closer look. 🚀
SpaceX Starship Flight 13 Success: Liftoff or Ceiling? - N
Precious metals rose alongside stock market last night which is an interesting phenomenon as it reflects not everyone is convinced with the optimism amidst rising inflation coupled with weaker economic growth. Then again, this is no longer surprising. Ever since Trump took office, his unpredictable policies have led to insane surges of precious metals as investors pivot to the traditional safe havens.
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$81.62B revenue, call it roughly 2x what they did same quarter last year. At current multiples, a lot is priced in. Data center demand is clearly real — but what's the ceiling? 🤷
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