In this video, I take a deep dive into Applied Digital (NASDAQ: APLD), one of the fastest-rising players in AI infrastructure.

AI-generated source summary

The video presents a fundamental analysis of Applied Digital (APLD). The company has pivoted from Bitcoin mining to AI infrastructure, leading to a stock price near its 52-week high of $18.68. Analysts predict a potential upside to $30. The company has secured $11 billion in long-term lease contracts with CoreWeave. A $3 billion AI campus is planned in North Dakota. The video notes a problem that the company lost $233 million last year and needs billions in financing, plus its 60-month beta of 6.64 suggests high volatility. The video discusses Applied Digital's history, strategic rebranding from Applied Blockchain, and shift to data center solutions for AI. Mentioning also the sale of its cloud business. The analyst shows the revenues of APLD of $38 million up 41% for the prior year comparable period, also, the net losses of $26.6 millions, down 25% from the prior year. It is mentioned that Polaris Forge 2 campus is schduled to break ground this month.

AI-generated summary based on the source content.

Evidence and evaluation progress

1. Original source published

   19 Sept 2025, 21:01 UTC

   The analyst published the original source item.

2. First prediction resolved

   10 Oct 2025, 13:30 UTC

   The first evaluable outcome in this case reached a terminal result.

3. Case evaluation completed

   10 Oct 2025, 13:30 UTC

   All evaluable predictions in this case reached terminal outcomes.

4. Source recorded by Tahlil Plus

   18 May 2026, 20:23 UTC

   The public source was preserved as the evidence record for this case.

5. Market predictions extracted

   18 May 2026, 20:47 UTC

   1 eligible signal linked to this case.

6. Outcome tracking started

   02 Jul 2026, 01:22 UTC

   Tahlil Plus began monitoring the extracted predictions.