Source Post

Is The Real AI Boom Here? Financials indicate we may be in more than "a short trend". #shorts

Aug 2, 2026

The creator discusses the AI boom, noting that big tech's investments in AI infrastructure are materializing, as evidenced by the growth of smaller data center companies like APLD. The creator believes the demand for AI infrastructure will continue to grow, especially with the rise of robotics.

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Tickers discussed in this post

APLDBullishHigh ConvictionSignal-backedPrimary

APLD is a small data center company with strong revenue growth and balance sheet expansion, indicating the AI infrastructure boom is real.

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Tracked calls opened from this post

APLD
buy opened Aug 2, 2026
-28.77%