Creator sentiment
3 creators · 3 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Fair value calculated at $26 per share versus a market price of about $14, indicating significant undervaluation near its 52-week low.
- +Has $6.4 billion in debt against a $4.3 billion market cap, but the potential reward justifies the risk.
- +Reiterated buy rating and upgraded conviction from low to medium after the recent decline.
- +Applied Digital is down about 40% in the past month but up about 6% in the past day, illustrating the volatility the creator sees as exaggerated.
- +He remains bullish on AI infrastructure and data center players despite the pullback.
- +Its campuses are in North Dakota, which had no governor's race, so it avoids direct political headwinds.
- +It uses closed-loop cooling with very little water, reducing community opposition.
- +If new projects move to states that want them, North Dakota could get more of them.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 Massive News for CoreWeave, Nebius, IREN, and Applied Digital Stock Investors | CRWV, NBIS, APLD
Fair value calculated at $26 per share versus a market price of about $14, indicating significant undervaluation near its 52-week low. · Has $6.4 billion in debt against a $4.3 billion market cap, but the potential reward justifies the risk. · Reiterated buy rating and upgraded conviction from low to medium after the recent decline.
📹 AI Stocks Just Crashed — Why I'm Not Panicking!!
Applied Digital is down about 40% in the past month but up about 6% in the past day, illustrating the volatility the creator sees as exaggerated. · He remains bullish on AI infrastructure and data center players despite the pullback.
📹 GET READY! History Says This Happens After Midterms.
Its campuses are in North Dakota, which had no governor's race, so it avoids direct political headwinds. · It uses closed-loop cooling with very little water, reducing community opposition. · If new projects move to states that want them, North Dakota could get more of them.