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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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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