APLDApplied Digital Corp.
Conviction breakdown
By signal type
By stance
By conviction
By time horizon
The narratives
The presenter believes APLD has strong long-term potential due to its significant contracts and revenue growth, despite recent volatility.
The presenter expresses strong confidence in Applied Digital's business model and growth potential, highlighting significant revenue increases and long-term contracts.
Applied Digital is mentioned in the context of its earnings expectations, but there is no clear recommendation or sentiment expressed.
The presenter expresses uncertainty about Applovin's business model and competitive advantage, categorizing it as a weight due to a lack of understanding.
Similar to CEG, APLD is mentioned without a clear recommendation.
Summaries and classifications are generated automatically by AI and are not reviewed by hand.
Conviction history
1 of 8 days measured · shaded = no mentions
Creator coverage
First in this window: The Patient Investor · Oct 4, 2026
| BZipTrader899k subs | 2 | 39.22 | BULL | 1–6M |
| CFuture Investing84k subs | 1 | 14.32 | NEUT | Not stated |
| DThe Patient Investor45k subs | 1 | 13.96 | NEUT | Not stated |
| BTraderTV Live593k subs | 1 | 6.77 | NEUT | Not stated |
Video sources
| 1 Stock To BUY THE DIP In October 2026Watch on YouTube ↗ | ZipTrader | Oct 21, 2026 | 23.57 |
| 3 Stocks Down 50%+ You’ll Regret Not BuyingWatch on YouTube ↗ | ZipTrader | Oct 12, 2026 | 15.66 |
| Markets Pull Back, MU upgrade, Another Rate Hike? | Market CloseWatch on YouTube ↗ | Future Investing | Oct 7, 2026 | 14.32 |
| Ranking Quality Stocks From Cheapest to Most ExpensiveWatch on YouTube ↗ | The Patient Investor | Oct 4, 2026 | 13.96 |
| Nasdaq & $NVDA Record Highs as Fed Minutes Loom Yields Rise! (VERTICAL) | Stock Market LiveWatch on YouTube ↗ | TraderTV Live | Oct 6, 2026 | 6.77 |