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Applied Digital Corporation

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APLD SMCI and NVDA down means this is probably gonna be affected too

SMCI GOOG Google strong beat for earnings and bullish for infrastructure heavy stocks like $SMCI. From the call: "With respect to CapEx, our reported CapEx in the first quarter was $17,200,000,000 primarily reflecting investment in our technical infrastructure, with the largest component being investment in servers, followed by data centers to support the growth of our business across Google services, Google Cloud and Google DeepMind." There is not pullback on infrastructure spend despite all the BS stories that have been pumped out the past few months. APLD


APLD steal price. long term hold. i see $8-10 by end of 2025. good fundamentals, but not a friendly market for emerging companies. patience.


CRWV APLD How many times are shortsellers going to peddle the lame Microsoft data center story.