Applied Digital (NASDAQ: APLD)-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Applied Digital (NASDAQ: APLD) experienced a significant surge, climbing nearly 50% to close at $10.14, following the announcement of two 15-year lease agreements with CoreWeave, a cloud services provider backed by Nvidia. These deals are projected to generate approximately $7 billion in revenue over the lease period, marking a substantial increase from Applied Digital’s recent quarterly revenue of $53 million. The agreements involve providing 250 megawatts of data center capacity at Applied Digital’s North Dakota campus, with an option for an additional 150 megawatts.

Analyst perspectives on Applied Digital’s future are varied. Northland Capital Markets has set a bullish price target of $20, suggesting confidence in the company’s growth trajectory . Conversely, Roth Capital recently lowered its target to $8.50, citing concerns over technical issues and changes in the company’s business model . The average analyst price target stands at approximately $11.50, indicating a modest upside from current levels.

While the CoreWeave partnership positions Applied Digital as a significant player in AI infrastructure, potential investors should consider the company’s transition into a data center real estate investment trust and the associated risks. The stock’s recent volatility underscores the importance of cautious optimism. Investors are advised to monitor upcoming earnings reports and further developments in the AI and data center sectors to make informed decisions.

Modified in.06-03

AI, Quantum, Then Nuclear: Are Meme Sector Swaps New Alpha?

Just a few days ago, the market darling was CRWV, Nvidia’s favored pick. Now, the spotlight has shifted to nuclear energy and quantum computing. Jensen stated that quantum computing is reaching a critical inflection point. Nuclear-power startup Oklo soared and hit new high after the company announced it has been selected to deploy its nuclear reactor technology at the Eielson Air Force Base in Alaska. With the market repeatedly rotating between these sectors, is it time to wait for a pullback and just pick any of them to potentially make a profit?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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