$CIFR (+6,08 %)

Overnight, slightly up.

Cipher Mining is attracting attention with strong institutional inflows in the last few hours. Let's see. I expect a quick multiplication. 😜

The analysts are also bullish 🥸

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Compute:

$NBIS (+5,15 %)
$CIFR (+6,08 %)
$IREN (+7,92 %)
$APLD (+3,25 %)

Energy:

$OKLO

$VST (+3,05 %)

$CEG (+2,96 %)
$SMR

Grid:

$PWR (+1,48 %)

$EOSE

$FLNC (+8,09 %)

$NEE (-0,03 %)

Cooling:

$VRT (+1,58 %)

$CARR (+0,25 %)
$TT (+0,29 %)

$NVTS

Automation:

$RR

$PATH (+1,59 %)

$SERV

$SYM (-0 %)

Data:

$PLTR (+0,84 %)

$SNOW (+1,16 %) 🆘

$AI

$DDOG (+0,57 %)

Connectivity:

$RKLB (+3,18 %)
$ASTS (+2,82 %)
$IRDM (+0,98 %)
$VSAT (+1,55 %)

Interface:

$AAPL (+0,47 %)

$META (+0,53 %)
$GOOGL (+0,3 %)
$SOUN

Security:

$ZS (+1,18 %)
$PANW (+0,79 %)

$CRWD (+0,95 %) 😎

$OKTA (+0,66 %)

Applied Digital ($APLD (+3,25 %)) reported first quarter EPS of -$0.030, $0.11 more than the analyst estimate of -$0.140.

Revenue for the quarter amounted to $64.2M, compared to the average estimate of $50.97M.

After the first half of my derivative left my portfolio 1.5 weeks ago at $APLD (+3,25 %) left my portfolio with 200%, I have now also sold the second half as part of a small risk minimization.

Since I was also asked yesterday after my post on the bubble which stocks I see as most at risk in the event of a downturn and could speculate on short, I have to say that $APLD (+3,25 %) would certainly be one of them, like everything in the data center sector.

So also

$NBIS (+5,15 %)

$IREN (+7,92 %)

But also companies like

$CRWV (+2,58 %)

$QBTS (+5,45 %) and all the other small quantum players

and also

$APP (+3,5 %) I see a good short opportunity in the event of a strong correction.

But it's not that far yet and who knows if and above all when it will happen.

In my humble estimation, it will not happen before the 2nd quarter.

That's why this list is not exhaustive and cannot be changed.

But you have to be prepared.

$AEO (+0,7 %) sold, even though there would certainly have been more return by Christmas. Thx @Shrimpman

Reallocation in parts to $CIFR (+6,08 %)
$WULF (+6,05 %) and $APLD (+3,25 %) takes place.

$APLD (+3,25 %) probably simply in the wake of $IREN (+7,92 %) and Co. or is there explicit news?

$NBIS (+5,15 %)

$IREN (+7,92 %)

$INOD (+2,92 %)

$APLD (+3,25 %)

and a sign of life from $RDC (-0,12 %) :)

$META (+0,53 %)

Hello folks,

AI is not just a pipe dream, AI is a reality.

And the DeepSeek narrative from a year ago has also disappeared.

I hope you are well invested in the shovel manufacturers who are building the infrastructure for the big 7. And supply them with electricity.

Meta secures nuclear power for data centers

$CEG (+2,96 %)
$VST (+3,05 %)

https://www.tagesschau.de/wirtschaft/energie/meta-atomstrom-100.html

$TLNE

Talen Energy - Power producer signs long-term contract with Amazon Web Services.

https://aktienmagazin.de/blog/analystenempfehlungen/talen-energy-stromproduzent-schliest-langfristigen-vertrag-mit-amazon--152080.html

$EQT (+0,3 %)

EQT becomes energy supplier of the next AI era - Pennsylvania relies on gas instead of wind or solar.

$GEV (+2,05 %)

GE Vernova is supplying seven @Simpson Homer City with seven high-performance turbines, while Kiewit Power is responsible for construction. This infrastructure lays the foundation for Pennsylvania to serve as a reliable supply location for hyperscalers and AI providers.

https://aktienmagazin.de/nachrichten/hot-news/eqt-wird-energielieferant-der-nachsten-ki-ara-pennsylvania-setzt-auf-g-149150.html

HOCHTIEF subsidiary builds mega data center for Meta in the USA

$HOT (+0,6 %)

https://www.hochtief.de/aktuelles-medien/pressemitteilungen/pressemitteilung/hochtief-tochter-baut-in-den-usa-mega-rechenzentrum-fuer-meta

data centers

$NVDA (+0,53 %)

NVIDIA Corp ('US67066G1040')

A dominant player: Hardly any AI data center runs without Nvidia

$TLNE

Talen Energy Corp ('US87422Q1094')

Talen Energy - Power producer signs long-term contract with Amazon Web Services.

$APLD (+3,25 %)

Applied Digital Corp ('US0381692070')

Applied Digital: AI data centers as growth driver

$LITE (+4,85 %)

Lumentum Holdings Inc ('US55024U1097')

Lumentum Holdings is a beneficiary of demand for data center infrastructure

$BTDR (+3,86 %)

Bitdeer Technologies Group ('KYG114481008')

Bitdeer grows rapidly: hashrate doubled, but losses still rise significantly

$ALAB (+8,4 %)

Astera Labs Inc ('US04626A1034')

Astera Labs goes from insider tip to profit rocket! The AI connectivity star conquers billion-dollar markets!

$IFX (+1,45 %)

Infineon Technologies AG ('DE0006231004')

Infineon convinces with green technology in a difficult environment

$TTR1 (+0,89 %)

technotrans SE ('DE000A0XYGA7')

Technotrans: Ice cold back on the road to success

$HOT (+0,6 %)

Hochtief AG ('DE0006070006')

Hochtief - Infrastructure investments worth billions are growth drivers.

$FLEX (+1,18 %)

Flex Ltd ('SG9999000020')

Flex: Contract manufacturer with power - Data center boom drives share to new heights.

$ORCL (+1,44 %)

Oracle Corp ('US68389X1054')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$PRIM (+0,85 %)

Primoris Services Corp ('US74164F1030')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$VST (+3,05 %)

Vistra Energy Corp ('US92840M1027')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$EQT (+0,3 %)

EQT Corp ('US26884L1098')

EQT becomes energy provider of the next AI era - Pennsylvania turns to gas instead of wind or solar

$AMZN (+0,25 %)

Amazon.com Inc ('US0231351067')

Strategy on multiple fronts! Amazon cools GPUs, invests in Anthropic and fills shopping carts during Prime Days!

$STX (+3,8 %)

Seagate Technology Holdings PLC ('IE00BKVD2N49')

Seagate - Irish to significantly improve margins and sales again in H2 with new technology.

$ECL (+0,13 %)

Ecolab Inc ('US2788651006')

With 3D TRASAR Technology against water waste: How Ecolab is making data centers smarter.

$AAOI (+2,93 %)

Applied Optoelectronics Inc ('US03823U1025')

Applied Optoelectronics reports production milestone and growth in the data center sector

$IESC (+1,53 %)

Data centers as growth engine: IES Holdings continues to grow strongly and shines with increasing margins!

$VRT (+1,58 %)

WHERE KI CALCULATES, VERTIV COOLS: LIQUID COOLING SYSTEMS FUEL RECORD RESULTS AND A FORECAST INCREASE FOR 2025!

$EME (+7,2 %)

ENERGY INFRASTRUCTURE PROVIDER EMCOR BENEFITS FROM US INFRASTRUCTURE PROGRAM AND DATA CENTER MAINTENANCE

$FIX (+0,27 %)

COMFORT SYSTEMS BENEFITS FROM THE CONSTRUCTION OF NEW DATA CENTERS AND CHIP FACTORIES - EARNINGS RECORD IN THE SEASONALLY WEAKEST PERIOD!

In a small town in Louisiana, Mark Zuckerberg is having the largest artificial intelligence data center ever built for Meta on agricultural land. It is the size of 70 soccer pitches and cost 10 billion dollars.

Rayville is a town in north-eastern Louisiana in the USA that is experiencing a declining population. In the 2020 census, the population was 3347, down almost 21 percent from 4234 in 2000.

However, this is now likely to change. The state regulatory authorities approved a controversial plan to supply power to the largest artificial intelligence data center to date, which is being built by technology company Meta. This clears the way for the construction of three gas-fired power plants. This was reported by the portal "Nola".

The project is being built on a former agricultural area of around 70 soccer pitches. It is expected to cost around 10 billion dollars (approx. 8.6 billion euros). Meta CEO Mark Zuckerberg has announced plans to further expand the area so that it would be comparable to the size of Manhattan. The company is plunging headlong into the high-risk race for supremacy in the emerging AI sector.

"We chose Louisiana as the location for our largest data center to date for a variety of reasons, including excellent infrastructure connectivity, a strong labor base and a reliable power grid," said a Meta spokeswoman.

Criticism of Meta plans

However, the project in Richland Parish has met with criticism due to its enormous energy requirements, among other things. Davante Lewis was the only person to vote against the plan. He said the agreement leaves fundamental questions unanswered that are "too bitter to swallow", "Nola" quotes him as saying.

https://www.focus.de/finanzen/in-ort-mit-3347-einwohnern-entsteht-fuer-10-milliarden-dollar-groesstes-ki-rechenzentrum_e9ff4911-4348-48b8-9903-9038e11fcefa.html

I find $APLD (+3,25 %) also highly interesting. That's why a derivative has also $APLD (+3,25 %) found its way to me

Cathie Wood's ARK ETFs once again saw significant transactions on Tuesday, August 12, 2025, with a focus on technology and biotech stocks. The largest transaction of the day was the purchase of 738,367 shares of The Trade Desk Inc ( $TTD (+0,83 %) ) with a total value of $39,266,357. This move underscores ARK's continued confidence in the digital advertising platform, where the fund had already significantly increased its positions in recent days.

Another notable transaction involved Block Inc ( $SQ (+1,43 %) ), formerly known as Square. Here ARK sold 215,543 shares, representing a sizable value of $15,741,105. This sale represents one of the larger divestitures of the day and could indicate a strategic realignment of ARK's position towards the financial services and digital payments company.

ARK also made a significant purchase of 643,406 shares of Pinterest Inc ( $PINS ) worth $21,998,051. The social media company has repeatedly been in ARK's focus in the past, as evidenced by the continuous purchases over the past week. This trend points to a bullish assessment of Pinterest's growth prospects on the part of ARK.

In the biotech sector, ARK's ARK ETF purchased 128,896 shares of CRISPR Therapeutics AG ( $CRSP (+1,72 %) ) for a total value of $714,567, continuing its investment in the gene-editing company. On the flip side, various ARK ETFs divested shares of DraftKings Inc ( $DKNG (+0,67 %) ), Guardant Health Inc ( $GH (+0,67 %) ), Robinhood Markets Inc ($HOOD (+2,8 %) ), Palantir Technologies Inc ($PLTR (+0,84 %) ), Roblox Corp ( $RBLX ) and Shopify Inc ($SHOP (+1,15 %) ). The largest sell-off was DraftKings, with 221,203 shares worth $9,452,004 sold.

Other notable buys included Exact Sciences Corp ( $EXAS (+0,09 %) ) and Personalis Inc ( $PSNL (+1,97 %) ). ARK bought 93,753 and 134,035 shares worth $3,835,435 and $603,157 respectively. The continued purchases in these stocks could indicate a focused strategy targeting innovative healthcare companies.

Smaller transactions were also part of the day's activity. ARK bought shares in Compass Pathways PLC ( $CMPS (+1,85 %) ) and 10X Genomics Inc ( $TXG (+1,64 %) ). Despite the smaller dollar amounts, these purchases could be part of a long-term strategy that focuses on up-and-coming companies in the respective sectors.

Some of dear Cathie's transactions don't need to be understood but well, the young lady's returns speak for themselves.

$ARKK (+1,4 %) and $ARKF (+0,84 %) over 70% return since 365 days, I can only shine with +27% with my portfolio.

I will remain invested in $TTD (+0,83 %) My current portfolio has a lot of risk, as I have generated some cash.

At the moment I'm considering whether I should possibly $HMWO (+0,3 %) and $EQQQ (+0,63 %) or just the $VUSA (+0,46 %) into the portfolio.

Temporarily sold $AMD (+1,56 %) +35%, $HIMS (+2,93 %) +15%, $DOCN (+0,34 %) +9%.

I would re-enter Hims and AMD at certain prices and possibly add other companies to the portfolio if they fit my selection.

My positions:

$SOFI (+2,32 %)

$ZETA (+1,25 %)

$TTD (+0,83 %)

On the watchlist

$DDOG (+0,57 %)

$LNTH (+0,91 %)

$LMND (+1,87 %)

$TOST (+0 %)

$DASH (+0,17 %)

$BROS

$APLD (+3,25 %)

$SCI (+0,13 %)

$APLD (+3,25 %)

The shares are trading higher after the company announced its financial results for the fourth quarter on Wednesday after the close of trading.

What happened : Applied Digital reported fourth-quarter revenue of $38.01 million, up 41% from a year ago. According to data from Benzinga Pro, total revenue missed the Wall Street consensus estimate of $40.84 million.

The company's revenue came primarily from its data center hosting business, which operates data centers to provide space for crypto mining customers. The company's 106-megawatt and 180-megawatt facilities in North Dakota were fully utilized during the quarter.

Applied Digital said demand for these services remains $BTC (+1,55 %) Bitcoin "robust"

The company reported a loss of 3 cents per share, beating the Wall Street consensus estimate of a loss of 15 cents per share.

The company's revenue for the full fiscal year totaled $144.2 million, up 6% from the previous year. The company reported an adjusted loss of 6 cents per share for the full financial year.

What's next:

The company said it has signed two 15-year leases with $CRWV (+2,58 %) CoreWeave Inc. to provide 250 megawatts of critical IT load from its data center campus in North Dakota.

Applied Digital said these leases are expected to generate approximately $7 billion in contracted revenue over the 15-year term of the leases.

Since the end of the quarter, CoreWeave has exercised its lease option for an additional 150 megawatts.

Together, the updated lease terms will generate approximately $11 billion over the 15-year lease term.

"These long-term leases mark a pivotal moment for Polaris Forge 1, one of North America's most ambitious data center projects," said Wes Cummins, CEO of Applied Digital.

The first 100-megawatt facility is scheduled to go live in the fourth quarter of 2025, with a second 150-megawatt facility scheduled to go live in mid-2026 and a third 150-megawatt facility in 2027.

"We believe Polaris Forge 1 will serve as a launch pad for the future of AI infrastructure."

Cummins said the company is working to build strong relationships with all major hyperscalers to position itself well for future projects.

"We are confident that our multi-gigawatt pipeline and proven design and construction expertise, combined with hyperscalers that appear to be more active than ever in securing land, power and data center capacity, will continue to drive our growth."

Applied Digital's stock is up 9.65% to $11 in after-hours trading, against a 52-week trading range of $3.01 to $15.42.

Source: benzinga.com