2Semana·

Applied Digital's expansion plans—> Starting outside the U.S.—> Are you already keeping an eye on the stock? Any thoughts?

Applied Digital Corp. stock $APLD (-10,92%) rose 2.8% on Tuesday morning after the data center operator secured potential power capacity of up to one gigawatt in Finland, marking its first expansion into international markets. The agreement lays the groundwork for a potential, large-scale artificial intelligence campus, with power expected to become available starting in 2028.

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2 Comentários

fund_manager_2787@fund_manager_2787

2Semana

I'm invested, but unfortunately I'm down 35%; I'd appreciate hearing other opinions......

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Pazzzi@Pazzzi

2Semana

Applied Digital is an underrated player in the neocloud and colocation markets.
It has many years of expertise and a proven track record in data center construction, backed by a standardized scaling strategy.
This enables the company to build massive data centers on schedule, and it has a reliable financing partner in $BX.

Experience, long-term cash flow, and its standardized construction methods are its competitive moat.

Opportunities include 2.5 GW of unsold energy capacity, contract expansions, and potential undervaluation given these long-term cash flows.

Risks include future financing and potential construction delays.

For these reasons, I believe $APLD

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