$APPLIED DIGITAL CORP(APLD)$ A-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$APPLIED DIGITAL CORP(APLD)$

Applied Digital (APLD): AI Pivot with Execution Challenges:

Applied Digital, formerly a crypto mining host, strategically pivoted to AI and HPC data centers in 2022, capitalizing on the AI buildout trend. Despite Macquarie's $5 billion investment commitment for 2 GW capacity, APLD's stock has declined due to results not meeting hype. Q3 2025 saw revenue growth (22.1% YoY to $52.92M) but missed estimates, with an EPS loss of $0.08.

While negotiating with hyperscalers, major client wins are absent, unlike competitor Core Scientific's rapid progress with CoreWeave.

APLD plans to sell its growing Cloud Services business and consider a REIT transition. Despite a visionary pivot, slow execution remains a key concern, making it a "wait-and-see" stock.

@TigerCommunity @TigerStars @Daily_Discussion @Tiger_comments @TigerWire @TigerEvents

Macquarie to Invest Up to $5 Billion in Applied Digital AI Data Centers

Macquarie is planning to invest up to $5 billion in Applied Digital AI Data Centers, according to reports. The investment is expected to boost the development of AI technology and data centers. As a result of the news, shares of Applied Digital jumped 12% in premarket trading. This investment highlights the growing importance of AI and data centers in the digital economy.

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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Despite Macquarie's $5 billion investment commitment for 2 GW capacity, APLD's stock has declined due to results not meeting hype. Q3 2025 saw revenue growth (22.1% YoY to $52.92M) but missed estimates, with an EPS loss of $0.08.&nbsp;</p>\n<p>While negotiating with hyperscalers, major client wins are absent, unlike competitor Core Scientific's rapid progress with CoreWeave.&nbsp;</p>\n<p>APLD plans to sell its growing Cloud Services business and consider a REIT transition. Despite a visionary pivot, slow execution remains a key concern, making it a \"wait-and-see\" stock.</p>\n<p><a href=\"https://ttm.financial/U/4139029059434852\">@TigerCommunity</a> <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a> <a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a> <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a> <a href=\"https://ttm.financial/U/3527667670347831\">@TigerWire</a> <a href=\"https://ttm.financial/U/3527667667103859\">@TigerEvents</a>&nbsp;</p></body></html>","text":"$APPLIED DIGITAL CORP(APLD)$ Applied Digital (APLD): AI Pivot with Execution Challenges: Applied Digital, formerly a crypto mining host, strategically pivoted to AI and HPC data centers in 2022, capitalizing on the AI buildout trend. Despite Macquarie's $5 billion investment commitment for 2 GW capacity, APLD's stock has declined due to results not meeting hype. Q3 2025 saw revenue growth (22.1% YoY to $52.92M) but missed estimates, with an EPS loss of $0.08. While negotiating with hyperscalers, major client wins are absent, unlike competitor Core Scientific's rapid progress with CoreWeave. APLD plans to sell its growing Cloud Services business and consider a REIT transition. 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