5 AI Infrastructure Earnings You Can't Afford to Miss
MON 7/27 — 5 AI infrastructure earnings plays, all after the close
Every one of these sold off hard into Friday's close:
~$65 | expected move ±15%
Advanced packaging bottleneck. Their capacity gates how many accelerators actually ship.
2. $APPLIED DIGITAL CORP(APLD)$
$27.19 | expected move ±13%
Neocloud financing test. Lease signings and delivery timelines prove the buildout is real.
$305.28 | expected move ~±11%
Purest hyperscaler capex read. Their guide leaks what Big Tech actually ordered.
$96.01 | expected move ±13%
Memory interface chips signal the DDR5 server cycle before DRAM names report.
5. $Navitas Semiconductor Corp(NVTS)$
~$11 | expected move ±14%
800V datacenter power. Watch whether $NVIDIA(NVDA)$ MGX design win converts to revenue.
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