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

$APPLIED DIGITAL CORP(APLD)$ Applied Digital just delivered a monster quarter: revenue surged 322% YoY to $341.9M, adjusted EBITDA hit $64.4M vs. roughly $39.8M expected, and adjusted EPS came in at -$0.01 vs. around -$0.30 expected. Shares jumped 4%+ after earnings.

AI compute demand keeps looking very real. Strong results from Applied Digital could be another positive signal that the massive AI infrastructure buildout is translating into actual revenue and improving economics.

That puts the spotlight back on the broader neocloud group: $NEBIUS(NBIS)$ , $IREN Ltd(IREN)$ , $CoreWeave, Inc.(CRWV)$ , and WULF.

Different business models, but the same massive underlying theme: AI needs GPUs, data centers, and most importantly, power.

One quarter doesn't guarantee the future, but this is exactly the kind of earnings report that can strengthen the bull case for the entire AI infrastructure/neocloud trade.

Late 2026 and all of 2027 will surely be the year of the Neoclouds. 100%+ gains rotate here next.

NFA

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Shares jumped 4%+ after earnings.</p>\n<p>AI compute demand keeps looking very real. Strong results from Applied Digital could be another positive signal that the massive AI infrastructure buildout is translating into actual revenue and improving economics.</p>\n<p>That puts the spotlight back on the broader neocloud group: <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$&nbsp;</a>, <a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$&nbsp;</a>, <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$&nbsp;</a>, and WULF.</p>\n<p>Different business models, but the same massive underlying theme: AI needs GPUs, data centers, and most importantly, power.</p>\n<p>One quarter doesn't guarantee the future, but this is exactly the kind of earnings report that can strengthen the bull case for the entire AI infrastructure/neocloud trade.</p>\n<p>Late 2026 and all of 2027 will surely be the year of the Neoclouds. 100%+ gains rotate here next.</p>\n<p>NFA</p>\n<p><img src=\"https://community-static.tradeup.com/news/97aaee2c89b64d28bdbf2abc2158013e\" tg-width=\"480\" tg-height=\"480\"></p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a>Applied Digital just delivered a monster quarter: revenue surged 322% YoY to $341.9M, adjusted EBITDA hit $64.4M vs. roughly $39.8M expected, and adjusted EPS came in at -$0.01 vs. around -$0.30 expected. Shares jumped 4%+ after earnings.</p>\n<p>AI compute demand keeps looking very real. Strong results from Applied Digital could be another positive signal that the massive AI infrastructure buildout is translating into actual revenue and improving economics.</p>\n<p>That puts the spotlight back on the broader neocloud group: <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$&nbsp;</a>, <a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$&nbsp;</a>, <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$&nbsp;</a>, and WULF.</p>\n<p>Different business models, but the same massive underlying theme: AI needs GPUs, data centers, and most importantly, power.</p>\n<p>One quarter doesn't guarantee the future, but this is exactly the kind of earnings report that can strengthen the bull case for the entire AI infrastructure/neocloud trade.</p>\n<p>Late 2026 and all of 2027 will surely be the year of the Neoclouds. 100%+ gains rotate here next.</p>\n<p>NFA</p>\n<p><img src=\"https://community-static.tradeup.com/news/97aaee2c89b64d28bdbf2abc2158013e\" tg-width=\"480\" tg-height=\"480\"></p></body></html>","text":"$APPLIED DIGITAL CORP(APLD)$ Applied Digital just delivered a monster quarter: revenue surged 322% YoY to $341.9M, adjusted EBITDA hit $64.4M vs. roughly $39.8M expected, and adjusted EPS came in at -$0.01 vs. around -$0.30 expected. Shares jumped 4%+ after earnings. AI compute demand keeps looking very real. Strong results from Applied Digital could be another positive signal that the massive AI infrastructure buildout is translating into actual revenue and improving economics. That puts the spotlight back on the broader neocloud group: $NEBIUS(NBIS)$ , $IREN Ltd(IREN)$ , $CoreWeave, Inc.(CRWV)$ , and WULF. Different business models, but the same massive underlying theme: AI needs GPUs, data centers, and most importantly, power. One quarter doesn't guarantee the future, but this is exactly the kind of earnings report that can strengthen the bull case for the entire AI infrastructure/neocloud trade. Late 2026 and all of 2027 will surely be the year of the Neoclouds. 100%+ gains rotate here next. 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