Applied Digital (APLD)
Published 2026-02-05 • by defiweekly
Thesis Summary
Detailed Deep Dive
* APLD: Applied Digital is in the construction business of theses actual data centers. They have $11b of contracted revenue with a market cap of $6b.
Published 2026-02-05 • by defiweekly
* APLD: Applied Digital is in the construction business of theses actual data centers. They have $11b of contracted revenue with a market cap of $6b.