Source Post

APLD Stock Weighs $2.6B AI Debt Risk of CoreWeave, $74 Target Intact?

Sep 9, 2026

The creator discusses the data center market, focusing on APLD stock. They highlight APLD's growth, its strategic location in North Dakota, and its significant lease agreements, particularly with CoreWeave. A key concern raised is CoreWeave's substantial debt, which could impact APLD's financial stability despite APLD's own revenue growth and negative net profit due to heavy investment in AI infrastructure.

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Tickers discussed in this post

CRWVBearishHigh ConvictionSignal-backedSecondary

CoreWeave, APLD's largest client, has significant debt which poses a major risk to APLD's financial stability.

AMZNNeutralLow ConvictionResearch Only

Amazon is mentioned as one of the top tech companies investing heavily in data center technology.

MSFTNeutralLow ConvictionResearch Only

Microsoft is mentioned as one of the top tech companies investing heavily in data center technology.

MCNNeutralLow ConvictionResearch Only

xAI is mentioned as one of the top tech companies investing heavily in data center technology.

TSLANeutralLow ConvictionResearch Only

Tesla is mentioned as one of the top tech companies investing heavily in data center technology.

METANeutralLow ConvictionResearch Only

Meta is mentioned as one of the top tech companies investing heavily in data center technology.

AAPLNeutralLow ConvictionResearch Only

Apple is mentioned as one of the top tech companies investing heavily in data center technology.

SMCINeutralMedium ConvictionResearch Only

Super Micro had a good start to the day, and the creator has secured profits with a stop-loss in place.

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Tracked calls opened from this post

CRWV
sell opened Sep 9, 2026
+37.66%