Applied Digital Upgrade: Profitability Kicks In — A $28.42 Entry Trade for Long-Term AI Infrastructure Exposure
Applied Digital (APLD) is transitioning from build phase to cash-generating AI landlord. Revenue is accelerating, HPC margins are exceptional, and a $36 billion contracted lease backlog provides long-term visibility. The trade: enter at $28.42, stop at $24.00, primary target $40.00 over a 180 trading day horizon, with a medium risk profile.