The AI data center stock nobodys pricing in: APLD +12% 📈 [XB0fGc0NSgM]
Applied Digital (APLD) popped 12% today after signing a 15-year lease worth up to $7.5 billion with a major U.S. hyperscaler. Hyperscalers — Amazon, Microsoft, Google, Meta — are spending hundreds of billions per year on AI infrastructure, but can't build fast enough. Specialized companies like Applied Digital build and lease AI data centers back to them on long-term contracts. Applied Digital's total contracted lease revenue is now over $23 billion — from a company with just a $10 billion market cap. Last quarter they crushed earnings: revenue beat estimates by 65%. This is the picks-and-shovels play of the AI boom. 🫡 High growth. High volatility. High risk. Not financial advice. #Shorts #stockmarket #APLD #AppliedDigital #AI #aistocks #hyperscaler #datacenter #picksandshovels #CoreWeave #Nvidia #aiinfrastructure #wallstreet #neocloud