Source Post

APLD Signs NEW AI Data Center Contract for $36B

Jun 10, 2026

The creator discusses recent market movements, including the S&P 500 reaching all-time highs and sell-offs in the data center market. They highlight Broadcom's weaker-than-expected guidance and potential Fed rate hikes. The primary focus is on APLD, with the creator detailing significant new AI data center contracts totaling $36 billion in contracted revenue, emphasizing the company's strong financial performance and growth.

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Tickers discussed in this post

AMDNeutralMedium ConvictionSignal-backedSecondary

AMD's example shows how a stock with good financials can still sell down before finding a bottom and rallying significantly.

APLDBullishHigh ConvictionSignal-backedPrimary

APLD is a strong buy due to significant new AI data center contracts totaling $36 billion, driving substantial revenue growth.

AVGOBearishMedium ConvictionSignal-backedSecondary

Broadcom's recent guidance was not strong, which contributed to a market downturn last week.

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Tracked calls opened from this post

APLD
buy opened Jun 10, 2026
-35.12%