Breaking Down APLD’s Surge — Is There More Upside?

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06-03

Applied Digital (APLD) just jumped 50% after announcing a major hosting agreement with AI cloud giant CoreWeave. The deal, worth $225 million over three years, gives APLD a boost in credibility and revenue — a big win for a company that’s been flying under the radar.

But is this the golden ticket for investors or has the rocket already launched?

CoreWeave is growing fast, backed by NVIDIA and serving high-demand AI workloads. Partnering with them means APLD is now plugged into a booming space. It adds serious weight to their portfolio and shows they’re not just chasing hype; they’re landing real, high-value clients.

The market loved the news. A 50% spike in one day is massive. But such sharp moves often come with short-term FOMO and volatility. The key question now: Can APLD keep delivering?

If you’re a long-term investor, this could be a solid opportunity — if the company continues to secure similar deals and scales efficiently. But for those just hearing about APLD now, chasing after a 50% pop may be risky.

In short: it’s not too late, but it’s not without risk. Do your homework, watch their execution, and be clear whether you’re in for the sprint or the marathon.

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?
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