APLD Applied Digital Corporation

APLD Applied Digital Corporation

Technology · Information Technology Services

Desk view

Watchingmedium conviction
Perspectives AI Power Bottleneck · Spacex Ipo Liquidity Event

Market read

Scan convergence 2 scans as of 2026-08-17 2 neutral converging

POC $28.03 · VWAP $30.44 · +2.4% vs 12m avg buyer

collapse vol: compressedgaps: stablechurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

7 related perspectives

Watchlists @ai-power@neoclouds

APLD Price Structure

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Peers

Every watchlist APLD belongs to, members best 30-day change first — APLD highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@neoclouds
View watchlist →
NBIS+51.3% -3.2%1d +46.1%7d CBRS+45.8% +15.1%1d +9.3%7d CRWV+44.8% +0.7%1d +20.2%7d IREN+33.5% +1.9%1d +16.1%7d APLD+20.9% -0.1%1d +7.3%7d CIFR+5.3% +3.6%1d +13.4%7d GLXY+1.1% +1.0%1d +12.1%7d WULF-3.1% +1.3%1d +8.7%7d HUT-3.7% +3.0%1d +2.8%7d CORZ-3.9% -0.3%1d +3.3%7d
@ai-power
View watchlist →
CRWV+44.8% +0.7%1d +20.2%7d IREN+33.5% +1.9%1d +16.1%7d CLF+32.6% +3.5%1d -1.4%7d PSIX+30.6% -2.6%1d -8.1%7d NVTS+27.2% +0.9%1d +10.7%7d ATI+24.5% +1.4%1d +1.6%7d APLD+20.9% -0.1%1d +7.3%7d WYFI+20.7% +2.8%1d +28.5%7d LEU+18.0% -3.2%1d -2.9%7d ITRI+17.0% -0.9%1d -1.9%7d NVT+14.5% +3.4%1d +9.2%7d ETN+14.1% +0.9%1d +2.4%7d RIOT+9.8% +5.4%1d +3.7%7d SEI+9.4% +4.2%1d +12.5%7d MRAAY+9.0% +0.8%1d +15.2%7d BEP+8.4% -0.9%1d +5.5%7d BE+8.0% +1.0%1d +10.2%7d MPWR+7.9% +1.0%1d +2.5%7d HIVE+7.7% +14.1%1d +17.2%7d EQT+7.3% -2.6%1d -2.0%7d AIXA.DE+6.9% +2.2%1d +4.2%7d VICR+6.7% +8.0%1d +21.5%7d BESIY+6.2% +1.3%1d +8.1%7d HWM+6.2% 0.0%1d +1.9%7d WGMI+5.4% +3.1%1d +10.3%7d CIFR+5.3% +3.6%1d +13.4%7d VECO+4.1% +3.8%1d +10.2%7d BEPC+3.5% -1.1%1d +5.7%7d HUBB+3.2% -1.4%1d -0.1%7d DGXX+2.9% -2.3%1d +3.7%7d GEV+2.0% +1.5%1d +9.0%7d KGS+1.4% +1.2%1d +7.4%7d GLXY+1.1% +1.0%1d +12.1%7d CAT+0.3% +2.9%1d +5.2%7d BW+0.3% -3.6%1d +11.6%7d AOSL-0.6% +1.0%1d -10.1%7d BIP-0.9% -2.1%1d +2.5%7d CMI-1.1% +1.6%1d +1.1%7d PUMP-1.6% +5.7%1d +10.2%7d IFNNY-2.1% -0.2%1d -0.6%7d FPS-2.4% -2.1%1d +3.4%7d BIPC-2.7% -2.3%1d +3.2%7d CRS-2.8% -0.4%1d -3.1%7d WULF-3.1% +1.3%1d +8.7%7d HUT-3.7% +3.0%1d +2.8%7d CORZ-3.9% -0.3%1d +3.3%7d KEEL-4.6% +7.4%1d +11.2%7d CLSK-4.8% +2.6%1d +7.0%7d VSH-5.9% +1.4%1d +7.2%7d POWL-6.0% +2.5%1d +5.7%7d LBRT-6.7% +1.0%1d +5.3%7d STM-10.1% +2.8%1d +2.6%7d FLNC-10.2% -3.9%1d -0.2%7d KRC-10.5% -0.8%1d -3.0%7d POWI-11.8% -1.0%1d 0.0%7d BTDR-12.6% +2.9%1d +8.2%7d CEPL-34.1% -0.1%1d -8.9%7d

Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

May 23 sell n/a Profit target +0.7% complete

Next earnings APLD reports in 51 days Oct 8

Against street estimates

How APLD's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 quarters on file · newest report Jul 27 · projection Aug 17

Result
Jul 27 -0.190.04+121.0%Beat
Apr 8 -0.210.09 GAAP ≠ +142.9%Beat
Oct 9 '25 -0.15-0.03+80.7%Beat
Jul 30 '25 -0.21-0.03+85.9%Beat
Apr 14 '25 -0.10-0.08+21.9%Beat
Jan 14 '25 -0.14-0.06 GAAP ≠ +55.9%Beat
Oct 9 '24 -0.26-0.15 GAAP ≠ +42.3%Beat
Aug 28 '24 -0.22-0.36-63.6%Miss

News (last pull)

Headlines about APLD from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 40 days ago · Jul 9

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

APLD research tape

35 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Washout-Turn Scan — 2026-08-17 scan Monster Scan — 2026-08-17 scan Washout-Turn Scan — 2026-08-14 scan Monster Scan — 2026-08-14 scan Washout-Turn Scan — 2026-08-13
Types
Aug 17 Scan Washout Turn Scan
AAACHRAEMAGAGIALBALMUAMR +4 more
Aug 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Washout Turn Scan
ACHRACNAEMAGAGIALBALMUAMPX +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Washout Turn Scan
AAUCACHRACNADBEAEMAGAGIAI +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Jul 29 Catalyst APLD earnings
APLD
Jul 27 Catalyst APLD earnings
APLD
Jul 16 Market Brief Chips Out, Banks In
ARGXARKQAVTAVTRBOTZCSCOLASRMETA +4 more
Jul 15 Market Brief The Index Held, the Chips Didn't
ARGXARKQAVTAVTRBOTZCSCOMETAABCL +4 more
Jul 13 Market Brief Biotech's Two Tiers, and Korea's Trap
ARGXARKQAVTAVTRBOTZCSCOCGNXLASR +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 8 Article The AI-Compute Landlords Are All On Sale — Only Two Balance Sheets Deserve the Dip
IRENNBISWULFAPLDCRWVCIFRHUTCORZ#ai-power-bottleneck
Jul 6 Investigation the AI buildout has two physical layers, and the market prices them very differently
GEVETNNEEENSIRENHUTBITFAPLD +3 more
Jul 1 Investigation Neocloud demand absorption vs AI capex digestion
NBISIRENCRWVCORZAPLDMETA#ai-capex-digestion#ai-power-bottleneck
Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
SPCXNBISCRWVCORZIRENAPLDNVDAMSFT#spacex-ipo-liquidity-event +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 5 Investigation Aschenbrenner research dossier — essay-mined lanes, the pair-trade put book, 13F track-record calibration, and cross-manager convergence
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#memory-supercycle#optical-supercycle +4 more
Jun 5 Investigation Aschenbrenner essay vs 13F scorecard — what the Situational Awareness predictions have actually done, and the new megacap put overlay
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
Jun 2 Investigation AI mega-IPO issuance-surge base rate — does an IPO wave at all-time highs predict a market top
SPCXQQQSPYNVDANBISCRWVCORZIREN#spacex-ipo-liquidity-event +1 more
Jun 2 Analysis Thread: AI mega-IPO / Fast Entry liquidity regime
SPCXNVDAMSFTGOOGLAMZNMETANBISCRWV#spacex-ipo-liquidity-event#ai-power-bottleneck +4 more
Jun 2 Reference AI-Lab S-1 → Thesis Crosswalk Playbook
NVDAMSFTGOOGLAMZNNBISCRWVCORZIREN#ai-power-bottleneck#ai-power-delivery#optical-supercycle#memory-supercycle +1 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 28 Catalyst NVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28)
NVDAAMZNGOOGLMSFTTSMEWYEWTMPWR#ai-power-bottleneck#ai-power-delivery#war-ends-playbook +4 more
May 27 Investigation Anthropic-SpaceX $15B/yr Cloud Services Contract
SPCXGOOGLAMZNMSFTORCLNVDAAVGONBIS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery +4 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXECHOSTMLINAPDNOCRKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
May 22 Source $MEME Great proxy for risk on/off in high beta land. Top Holdings ~ $AAOI $ASTS
MEMEAAOIASTSAPLDSNDKBEIRENIONQ +3 more
May 2 Podcast Crusoe Chase Lochmiller — AI stack economics — podcast
CRWVCORZIRENAPLDCIFREQTVSTPCG#ai-power-bottleneck#ai-power-delivery +2 more
May 2 Podcast Chase Lochmiller (Crusoe CEO) on AI data-center economics
CRWVCORZIRENAPLDCIFREQTVSTPCG#ai-power-bottleneck#ai-power-delivery +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 15 Archive AI Power Bottleneck — Watts Per Rack as the Binding Constraint on AGI
APLDAVGOBEBITFBTDRBWCIFRCLSK#ai-power-bottleneck +4 more
Apr 14 Source Leopold Aschenbrenner Q4 2025 13F — Pure Energy Play
BECRWVLITECORZIRENAPLDSNDKNVDA#ai-power-bottleneck#optical-supercycle +1 more
Jan 7 Catalyst APLD earnings
APLD