Tag archive

#apld

Sep 20, 2026

Neoclouds ranked by risk-adjusted value: CoreWeave, Nebius, IREN, Applied Digital, SharonAI

The market treats 'neocloud' as one trade. It is five very different risk bets, separated by valuation, leverage, and customer concentration - ranked here from CoreWeave to SharonAI.

Sep 20, 20267 min read0 reactions0 comments

Sep 29, 2026

#applieddigital #apld #aidatacenters #polarisforge

Applied Digital (APLD): $36B of signed AI leases, 175 MW live, and a stock down 49%

Applied Digital holds 1.4 GW of 15-year AI data center leases worth about $36B, yet only 175 MW is running and the stock is 49% off its high. What APLD does, how it makes money, and what the market is

Sep 29, 20268 min read0 reactions0 comments