$APLD 0.27 Weak

Notable posts

• @amitisinvesting bullish 2687 eng

  Woah. Nvidia $NVDA just created a new line of business for themselves. So, all those neoclouds like $CRWV $NBIS $IREN $APLD $SPCX that have been getting deals with hyperscalers worth billions? It’s because demand for compute, according to Jensen, is growing at a level that is beyond imagination. So, companies need to secure more compute. But, many of these neoclouds are struggling to finance large GPU deployments, even after securing long-term compute demand. So…Nvidia is going to help them out and share in the upside. “This new model enables AI clouds to procure NVIDIA infrastructure for AI-native, enterprise and ISV customers through economic alignment with a revenue-sharing and credit-support model. Through the partnership, AI clouds will sell NVIDIA-powered cloud services, with NVIDIA earning both standard product revenue and a share of the cloud revenue on the supported capacity. This structure accelerates adoption of NVIDIA platforms among the high-growth, high-conviction AI native sector, and provides NVIDIA with a recurring, usage-linked earnings stream.” Looks like Nvidia is going to make sure the best neoclouds don’t fail and this also shifts from a one-time GPU sale to a recurring, usage-based revenue stream…which just creates many more longer-term monetization opportunities.

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• @StockSavvyShay neutral 1276 eng

  Here are the current 2030 revenue estimates for companies capitalizing on compute capacity as the AI overflow layer • $CRWV ~$66.9B revenue w/ 68% EBITDA margins • $NBIS ~$39.7B revenue w/ 90% EBITDA margins • $IREN ~$10.9B revenue w/ 74% EBITDA margins • $WULF ~$4.3B revenue w/ 70% EBITDA margins • $DOCN ~$3.1B revenue w/ 63% EBITDA margins • $CIFR ~$1.5B revenue w/ 31% EBITDA margins • $APLD ~$521M revenue w/ 48% EBITDA margins

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• @StockSavvyShay bearish 1409 eng

  Neo-cloud names are moving lower after reports that $META is developing “Meta Compute” a cloud business to sell excess AI compute. The market is reading this as potential new hyperscaler supply in AI compute which could pressure standalone GPU cloud pricing. • $NBIS -10% • $CRWV -10% • $IREN -5% • $CIFR -5% • $WULF -5% • $APLD -4%

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• @StockSavvyShay neutral 664 eng

  NEXT WEEKS EARNINGS ARE MASSIVE • Monday | $APLD, $NVTS, $CDNS, $AMKR • Tuesday | $BE, $KLAC, $PYPL, $V, $TER, $ENPH • Wednesday | $MSFT, $META, $HOOD, $ARM, $QCOM, $SOFI, $VRT, $LMND, $LRCX, $VKTX, $FTNT, $CVNA • Thursday | $AAPL, $AMZN, $COIN, $RBLX, $RDDT, $TEM, $RIVN, $FSLR, $MA, $PGY, $MSTR, $AXTI, $NXT • FRIDAY | $CVX, $XOM, $ABBV, $CCJ, $MRNA

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• @StockSavvyShay bullish 425 eng

  THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $MU, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity | $AVGO, $MRVL, $ALAB, $CRDO, $AAOI, $ANET Connectivity determines whether AI clusters can move data fast enough because training runs span tens of thousands of chips that need to act like one machine. Once copper runs out of reach that causes the cluster depends on optics, retimers, switches and custom silicon to keep the system moving. • Power | $CEG, $VST, $GEV, $FPS, $VRT, $NVTS, $TLN, $ON Power determines whether new AI data centers can actually come online because the binding constraint is shifting from getting chips to getting megawatts so the value flows to the companies that control generation, grid equipment, power delivery, thermal management and efficiency. • Compute | $NBIS, $CIFR, $IREN, $APLD, $WULF, $CORZ, $CRWV Compute capacity is overflow layer when hyperscalers are sold out. Capital alone doesn't guarantee GPU access which is why buyers are signing multi-year contracts for clusters before they are even fully built. • CPU | $NVDA, $AMD, $INTC, $ARM, $QCOM On-device CPU (edge compute) becomes next bottleneck as AI moves into inference, agents, PCs, phones, vehicles and physical devices.

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• @StockSavvyShay neutral 388 eng

  $APLD raised $1.6B in junk bonds to fund additional $CRWV data center capacity in North Dakota. The deal priced at a 7% yield (down from 10% on a similar deal months ago) with demand 5x the offering size. https://t.co/IF6dVe2C8B

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• @StockSavvyShay neutral 354 eng

  $APLD signed a 15-year AI data center lease with a U.S. hyperscaler for 210MW at Delta Forge 2 adding ~$5.2B of contracted revenue. Applied Digital now has ~$36B contracted across five AI Factory campuses with 1.4GW of contracted IT load and 2.15GW of utility power. https://t.co/kFCtAwmP1I

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• @cevikfinance bullish 314 eng

  Bugünkü düşüşte güçlü duran bazı hisseler: $PWR $MU $ONTO $CRDO $SNDK $ASML $BE $OSCR $NBIS $DOCN $SNOW $HOOD $APLD $BHE $ACLS $ADEA $LRCX $OKTA $APH $HIMS $SOFI $CEG $VST Düşüşe eşlik etmeyen hisseler piyasa tekrar yukarı döndüğünde daha iyi performans gösterir.

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