$APLD 20261009 20.0 PUT$ APLD -To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Kelvin 梁
10-05 23:03

$APLD 20261009 20.0 PUT$ APLD — Recent Bullish vs. Bearish News

Conclusion: The recent news flow on

Applied Digital (APLD)

watchlist

is genuinely two-sided. The bullish side rests on real operational delivery (75 MW of new AI capacity energized on 2026-10-02) and a fresh sell-side endorsement (Wells Fargo Top Idea, USD 50 target). The bearish side is structural: the company is still loss-making, the stock sits near the bottom of its 52-week range, and there are persistent signals of insider selling and share issuance. Net, the news mix is constructive on execution but the equity remains a high-beta, unprofitable AI-infrastructure story.

APLD PUT

10-05 23:01

US20261009 20.0

Side	Price \| Filled	Realized P&L
Sell Open	0.13 1Lot(s)	+46.16% Holding

APPLIED DIGITAL CORP

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TomCap
·10-05 23:52
Wells Fargo throwing out 50 is not random — market keeps pricing the losses and ignores contracted capacity plus power cost edge. That 75 MW energizing matters more here
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