Applied Digital: Why A $1.5 Billion NOI Dream May Enrich Lenders More Than Shareholders (Archive)
$1.5 billion NOI dream risks enriching lenders more than common shareholders.
APLD
Applied Digital: 5 Reasons For Why It Is Time To Sell (Archive)
APLD’s weak growth, risky customer concentration, and premium valuation make the stock vulnerable.
Applied Digital Q2 FY25 Review: Continuous Delays In Signing Customer Is Disappointing (Archive)
Ellendale lease delays erode confidence despite strong funding and elevated valuation multiples.
Applied Digital: Building A Starter Position On This High Growth Play (Archive)
Building a high-growth, capital-intensive hyperscaler data center platform.