APLD
Applied Digital Corporation · Technology · Information Technology Services
$25.38
+5.05% today · -3.31% 1W
Oct 2 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- APLD +5.05% on the last session vs SPY +0.74%: +4.3 pts of stock-specific move.
- Earnings Wed after the close: EPS −$0.30 expected (4 analysts); it moved ±13.6% on average after its last 8 reports.
- 23 Reddit mentions in the past 24 hours, 82% positive over the week.
- 1 analyst action in the past 10 days (0 positive, 0 negative); latest: UBS started coverage at Buy, target $38.00.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals. The news-reading agent will explain the move with timestamped sources, and say so when there is no clear catalyst.
Mentions · past hour
0
-100% vs the day's pace
Mentions · 24 hours
23
+204% vs the week's pace
Mentions · 7 days
53
82% positive
Avg sentiment · 24h
+0.189
per mention, −1 to +1
What Reddit is saying
Now you have a fully controlled site with a locked in energy agreement..You have Macquarie (the largest asset manager in Australia lending them 260m), the JV partner is Stream who is majority owned by Apollo asset management, the top financing guy (Ted Warner) who has structured over 8.6B in datacenter financing for companies like APLD, and a deadline coming up on October 8th for a LOI agreement with a hyperscaler tenant (most likely Meta)..This is the most valuable site in the Permian basin so every hyperscaler wants it and is 1.4GW capacity.Great entry for leaps imo.
Hottest comment
What Are Your Moves Tomorrow, July 28, 2026
Bought APLD puts, it pumps. Bought AMKR puts, it pumps. Bought NVTS calls, it dumps. I am literally 0/3 how the fuck is this possible
AMKRNVTS
Top comments, summarized
Most recent
NUAI: 43% short float, record short interest, cheapest options in a year, and a stack of catalysts over the next 45 days
The company is 100x more legit now that it's at $7... when it was at 50c it was on the brink of bank…
- Now you have a fully controlled site with a locked in energy agreement.
- You have Macquarie (the largest asset manager in Australia lending them 260m), the JV partner is Stream who is majority owned by Apollo asset management, the top financing guy (Ted Warner) who has structured over 8.6B in datacenter financing for companies like APLD, and a deadline coming up on October 8th for a LOI agreement with a hyperscaler tenant (most likely Meta).
- This is the most valuable site in the Permian basin so every hyperscaler wants it and is 1.4GW capacity.
What Are Your Moves Tomorrow, October 1, 2026
aw, shucks. thanks. well, I did get out of SMCI this morning like I said, thank heavens, but I still…
- well, I did get out of SMCI this morning like I said, thank heavens, but I still have 5% to go on NU for break-even.
- altogether I'm "only" down around 2k but I'm still holding and praying (QXO, CELH, APLD, CIFR).
Advice on assets allocation and stocks to buy
This is very interesting indeed, thanks for all this info! You got me thinking now into opening a po…
- You got me thinking now into opening a position tbh if you were me and had 250 or 300k available in my case, how much would you add there?
- Also if you're into tech ones at all, do you have thoughts on APLD or Oracle?
- I know Oracle has so much debt etc but a very strong gut feeling of mine says it's gonna shoot hard in the next 6 months - 3 years
3 days ago
What Are Your Moves Tomorrow, September 30, 2026
APLD should start moving again. Great entry for leaps imo. ER next week I think. …
Daily Discussion Thread for September 29, 2026
Do you know some good subreddit to get the new gem for 2027 ? last year I got Nebius, APLD and Bloom…
- last year I got Nebius, APLD and Bloom Energy early 2025, but today, I found only stupid pump and dump scheme on reddit.
Daily Discussion Thread for September 29, 2026
Do you know some good subreddit to get the new gem for 2027 ? last year I got Nebius, APLD and Bloom…
- last year I got Nebius, APLD and Bloom Energy early 2025, but today, I found only stupid pump and dump scheme on reddit.
Day by day
| Date | Close | Change | R500 | Mentions | Positive | Upvotes | Voted sentiment |
|---|---|---|---|---|---|---|---|
| Sat Oct 03 | 1 | 1 | 1 | 0.0 | |||
| Fri Oct 02 | 25.38 | +5.05% | #8 | 23 | 21 | 24 | 5.2 |
| Thu Oct 01 | 24.16 | -0.86% | #399 | 5 | 4 | 4 | 0.2 |
| Wed Sep 30 | 24.37 | -4.09% | #494 | 17 | 13 | 26 | 9.9 |
| Tue Sep 29 | 25.41 | +3.59% | #13 | 7 | 5 | 8 | -0.3 |
| Mon Sep 28 | 24.53 | -6.55% | #498 | 0 | |||
| Fri Sep 25 | 26.25 | -2.99% | #489 | 0 | |||
| Thu Sep 24 | 27.06 | -0.62% | #281 | 0 | |||
| Wed Sep 23 | 27.23 | -4.59% | #497 | 0 | |||
| Tue Sep 22 | 28.54 | +1.24% | #125 | 0 | |||
| Mon Sep 21 | 28.19 | +0.25% | #259 | 0 | |||
| Fri Sep 18 | 28.12 | +6.60% | #7 | 0 | |||
| Thu Sep 17 | 26.38 | +8.16% | #4 | 0 | |||
| Wed Sep 16 | 24.39 | +4.14% | #5 | 0 | |||
| Tue Sep 15 | 23.42 | -4.72% | #494 | 0 | |||
| Mon Sep 14 | 24.58 | -6.96% | #485 | 0 | |||
| Fri Sep 11 | 26.42 | +2.48% | #66 | 0 | |||
| Thu Sep 10 | 25.78 | -5.01% | #492 | 0 | |||
| Wed Sep 09 | 27.14 | -4.13% | #490 | 0 | |||
| Tue Sep 08 | 28.31 | +7.36% | #6 | 0 | |||
| Fri Sep 04 | 26.37 | +1.78% | #49 | 0 | |||
| Thu Sep 03 | 25.91 | +4.01% | #23 | 0 | |||
| Wed Sep 02 | 24.91 | +2.55% | #48 | 0 | |||
| Tue Sep 01 | 24.29 | -4.41% | #484 | 0 | |||
| Mon Aug 31 | 25.41 | +0.28% | #112 | 0 | |||
| Fri Aug 28 | 25.34 | -7.65% | #501 | 0 | |||
| Thu Aug 27 | 27.44 | +2.12% | #39 | 0 | |||
| Wed Aug 26 | 26.87 | -6.86% | #501 | 0 | |||
| Tue Aug 25 | 28.85 | +7.29% | #5 | 0 | |||
| Mon Aug 24 | 26.89 | -1.18% | #398 | 0 |