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Buy Applied Digital Now! 90% Upside Before the AI Boom! | APLD Stock Analysis

The podcast discusses Applied Digital (APLD) as a key player in the AI infrastructure boom, focusing on their specialized liquid-cooled data centers. Despite strong revenue growth and a large backlog, the stock has experienced significant price drops, leading to a valuation debate between future potential and current high costs. The analysis highlights the critical need for advanced cooling solutions in AI data centers, which APLD provides.

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Tickers discussed in this post

APLDBullishHigh ConvictionSignal-backedPrimary

Applied Digital (APLD) is a primary buy due to its critical role in AI infrastructure, offering specialized liquid-cooled data centers with significant upside potential.

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Tracked calls opened from this post

APLD
buy opened Jul 11, 2026
-12.71%