APLD Applied Digital Corp. · NASDAQ · Services-Computer Processing & Data Preparation
What each lens says: funds — Third Point, Tiger Global, Two Sigma opened or grew · press — 12 headlines read flat
no price series yet
What the readers say — 0 reads of posts over 50 upvotes, last 30 days
no reads yet — the model key is not set on the server
posts per day (height) and word-score mood (color), gated
Connected to APLD — asked of the layer, served live
funds.holdings
- references ×1 13f:0000899140-26-000855:038169207
- references ×1 13f:0000919574-26-005427:038169207
- references ×2 13f:0001040273-26-000003:038169207
funds.securities
- references ×1 APPLIED DIGITAL CORP
news.articles
- references ×2 Applied Digital Corp (APLD) Shares Fall 4.1% -- GF Value Says St
- references ×11 Applied Digital Signs Three 15-Year Leases With ~$20B Revenue
- references ×2 Applied Digital Surges After Wells Fargo Names Stock a Top Pick With $50 Price Target
- references ×1 APLD’s 250MW Question: The Deal That Could Unlock Applied Digital Stock’s Next Leg Up
- references ×16 Applied Digital (APLD) on All-Time High as AI Lease Revenues Hit $73B
- references ×2 Applied Digital beats quarterly revenue estimates on surging AI infrastructure demand
- references ×2 Applied Digital Corp (APLD) Q4 2026 Earnings Call Highlights: Record Revenue Surge Amid ..
- references ×5 Applied Digital (APLD) Raises $300M for Expansion, Climbs 6.2%
- references ×2 Applied Digital Corp. ($APLD) CEO 2026 Pay Revealed
- references ×6 APLD News | APPLIED DIGITAL CORP (NASDAQ:APLD)
- references ×2 Applied Digital Corp (APLD) Shares Fall 6.5% -- GF Value Says St
- references ×10 Compass Point Raises Price Target on Applied Digital (APLD) Following Major AI Data Center
research.hypotheses
- discusses ×1 hyp:basket:63f5eb3d2498:20260907
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- discusses ×1 hyp:lead_lag:1eb8c5918fab:20260911
- discusses ×1 hyp:lead_lag:905b085d4505:20260911
- discusses ×1 hyp:lead_lag:b922e140f909:20260924
- discusses ×1 hyp:lead_lag:cb5b39e5cb91:20260911
research.verdicts
- discusses ×1 verdict:hyp:basket:1417aaaecc07:20260911
- discusses ×1 verdict:hyp:basket:ef480c17a5ab:20260911
- discusses ×1 verdict:hyp:cluster:12f824cc5674:20260911
- discusses ×1 verdict:hyp:cluster:d9c30a62b4b8:20260912
- discusses ×1 verdict:hyp:lead_lag:1eb8c5918fab:20260911
- discusses ×9 verdict:hyp:lead_lag:2dceb2cabd8a:20260914
- discusses ×9 verdict:hyp:lead_lag:56512bdbf0ae:20260914
- discusses ×1 verdict:hyp:lead_lag:6beebbd172a4:20260913
- discusses ×1 verdict:hyp:lead_lag:905b085d4505:20260911
- discusses ×1 verdict:hyp:lead_lag:91aaf920a143:20260915
- discusses ×1 verdict:hyp:lead_lag:a21eb4fa1aa1:20260912
- discusses ×1 verdict:hyp:lead_lag:cb5b39e5cb91:20260911
social.posts
- discusses ×1 VIVO power - next APLD?
- discusses ×28 Keel Infrastructure (KEEL, formerly Bitfarms): a $2B bet on AI data centers that hasn't si
- discusses ×67 Why IREN is a hard pass for me
History of APLD — the layer's log: every relationship that appeared, strengthened or faded
- 2026-10-03 12:00 strengthened references reddit:t1_pd3br0x social.comments · ×64
- 2026-10-03 05:10 strengthened references reddit:t1_pd3br0x social.comments · ×32
- 2026-10-03 03:41 strengthened references news:2922ef9b3e725b58 news.articles · ×2
- 2026-10-03 03:41 strengthened references news:14a88f40ef9d852e news.articles · ×2
- 2026-10-03 03:41 strengthened references news:83ad51ce1cf86160 news.articles · ×2
- 2026-10-03 03:41 strengthened references news:89eab3ae2078c6fd news.articles · ×16
- 2026-10-03 03:41 strengthened references news:f6a405e8819ffce1 news.articles · ×8
- 2026-10-03 03:41 strengthened references news:9565ec4e0cf8a757 news.articles · ×4
- 2026-10-03 03:41 strengthened references news:8838a8efe99c7788 news.articles · ×2
- 2026-10-03 03:41 strengthened references news:c3dc0980bbff64ec news.articles · ×2
- 2026-10-03 03:41 strengthened references news:501df6b925b985c7 news.articles · ×2
- 2026-10-03 03:41 strengthened references news:0ee8b0ff25944f11 news.articles · ×2
- 2026-10-03 03:41 strengthened references news:edada6903a9d1964 news.articles · ×2
- 2026-10-03 03:41 strengthened references news:8af743812e0283b6 news.articles · ×16
- 2026-10-03 03:41 strengthened references news:02bae4be3cee86ee news.articles · ×2
- 2026-10-03 03:41 strengthened references news:c2feec38105a80be news.articles · ×2
- 2026-10-03 03:41 strengthened references news:e78712b5de19caea news.articles · ×2
- 2026-10-03 03:41 strengthened references news:f131a1d28558ef34 news.articles · ×2
- 2026-10-03 03:41 strengthened references news:1b4bc81c9d98cc05 news.articles · ×2
- 2026-10-03 03:37 appeared references hyp:basket:54465065c9ff:20261003 research.hypotheses · crossed the bar · ×1
- 2026-10-03 02:00 strengthened references reddit:t1_pd3br0x social.comments · ×16
- 2026-10-03 01:37 strengthened references reddit:t3_1vg797h social.posts · ×2
- 2026-10-03 00:30 strengthened references reddit:t1_pd3br0x social.comments · ×8
- 2026-10-03 00:19 appeared references news:2922ef9b3e725b58 news.articles · crossed the bar · ×1
- 2026-10-03 00:19 strengthened references news:0c75076429d23131 news.articles · ×2
- 2026-10-03 00:19 strengthened references news:5643d6f145f80f68 news.articles · ×8
- 2026-10-03 00:19 appeared references news:8838a8efe99c7788 news.articles · crossed the bar · ×1
- 2026-10-03 00:19 strengthened references news:e68e1d0c8f8702fe news.articles · ×2
- 2026-10-03 00:19 appeared references news:c3dc0980bbff64ec news.articles · crossed the bar · ×1
- 2026-10-03 00:19 appeared references news:14a88f40ef9d852e news.articles · crossed the bar · ×1
- 2026-10-03 00:19 appeared references news:501df6b925b985c7 news.articles · crossed the bar · ×1
- 2026-10-03 00:19 appeared references news:0ee8b0ff25944f11 news.articles · crossed the bar · ×1
- 2026-10-03 00:19 appeared references news:83ad51ce1cf86160 news.articles · crossed the bar · ×1
- 2026-10-03 00:19 appeared references news:edada6903a9d1964 news.articles · crossed the bar · ×1
- 2026-10-03 00:19 appeared references news:02bae4be3cee86ee news.articles · crossed the bar · ×1
- 2026-10-03 00:19 appeared references news:c2feec38105a80be news.articles · crossed the bar · ×1
- 2026-10-03 00:19 appeared references news:e78712b5de19caea news.articles · crossed the bar · ×1
- 2026-10-03 00:19 appeared references news:f131a1d28558ef34 news.articles · crossed the bar · ×1
- 2026-10-03 00:19 appeared references news:1b4bc81c9d98cc05 news.articles · crossed the bar · ×1
- 2026-10-02 23:45 strengthened references reddit:t1_pd3br0x social.comments · ×4
The reads — each post's actual stance, by a language model
no reads yet for this ticker
Reddit posts — over 50 upvotes
| post | ⬆ | flair | word score |
|---|---|---|---|
| r/wallstreetbets Wells Fargo casually leaking APLD's tenant names | 132 | Discussion | neutral |
| r/wallstreetbets Why IREN is a hard pass for me | 88 | Discussion | bearish |
| r/stocks Keel Infrastructure (KEEL, formerly Bitfarms): a $2B bet on AI data centers that hasn't signed a single tenant yet | 131 | Company Analysis | bullish |
| r/wallstreetbets AI datacenter earnings so far | 539 | Discussion | bullish |
The comments — loudest in 30 days, over 10 upvotes
“man that jersey patch deal is wild, 50 million a year to slap your logo on some warriors jerseys when your cap table looks like swiss cheese
the brothers walking away with 700 mil in stock with zero performance strings attached is such a red flag, especially after their last set of hurdles got c…”
17 ⬆ · u/UtterlyIll · r/wallstreetbets · on Why IREN is a hard pass for me
“The company is 100x more legit now that it’s at $7… when it was at 50c it was on the brink of bankruptcy. Now you have a fully controlled site with a locked in energy agreement. You have the county who already essentially gave the keys/green light to build. You have Macquarie (the largest asset mana…”
11 ⬆ · u/AdUnlikely677 · r/wallstreetbets · on NUAI: 43% short float, record short interest, cheapest options in a ye
News
Who holds it — the big funds' 13F reports, each manager's newest quarter
| manager | position | shares | move vs prior quarter | as of |
|---|---|---|---|---|
| Two Sigma | $384M | 10,299,117 | new | 2026-06-30 |
| Tiger Global | $33M | 885,000 | new | 2026-06-30 |
| Third Point | $0M | 22,000 | new | 2026-06-30 |
Insider trades — Form 4 open-market buys and sales
| traded | filed | who | side | shares | price | value |
|---|---|---|---|---|---|---|
| no insider trades on record for this ticker | ||||||
Congressional trades — House periodic transaction reports
| traded | filed | member | type | owner | amount |
|---|---|---|---|---|---|
| no filings naming this ticker in the window | |||||