Why analysts are watching it
Analysts are closely watching APLD, a specialty data center developer focused on AI workloads. On May 19, 2026, BWB - Business With Brian stated in his video "I've Bought Every AI Correction Since 2018. Here's My List" that the company builds "AI factory campuses engineered for the densest, most power-hungry compute in the world" and highlighted that its contracted lease backlog of over $23 billion significantly exceeds its current $13 billion market cap. Chris Sain, in his video "If You Missed AMD or GOOGL. This Is Even Bigger🚀" on May 7, 2026, referenced a viewer who saw a nearly 700% return on APLD shares purchased at an average cost of $5.44, and also noted a viewer selling a portion of their shares around $15. On May 18, 2026, Chris Sain, in his video "If You Missed APLD & NVDA. This Could Be Even Bigger", continued to recommend APLD. Investors should be aware that past performance is not indicative of future results.
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Source clips
"He had 500 shares of APLD with an average cost of $5.44. Guys, he is up nearly 700%."
— If You Missed AMD or GOOGL. This Is Even Bigger🚀
"I remember when you called this out real early. I got 500 shares, and ended up selling 250 of them around $15, and I let the rest run. This had to be one of the plays that went up the most percentage-wise that I have held onto."
— If You Missed AMD or GOOGL. This Is Even Bigger🚀
"I wanted to send you this screenshot of APLD. I remember when you called this out real early. I got 500 shares, and ended up selling 250 of them around $15, and I let the rest run. This had to be one of the plays that went up the most percentage-wise that I have held onto."
— If You Missed AMD or GOOGL. This Is Even Bigger🚀
"Applied Digital builds just one thing, AI factory campuses engineered for the densest, most power-hungry compute in the world."
— I've Bought Every AI Correction Since 2018. Here's My List
"Getting back to Applied Digital, the primary tenant has been Coreweave at Polaris Forge 1 in North Dakota, and the April lease adds a second investment-grade hyperscaler at a new campus."
— I've Bought Every AI Correction Since 2018. Here's My List
"Applied Digital's market cap sits at roughly $13 billion, but their contracted lease backlog tops $23 billion. The company is priced at less than half the value of the contracts that are already signed."
— I've Bought Every AI Correction Since 2018. Here's My List
"We'll start off with Applied Digital, a specialty data center developer purpose-built for AI workloads."
— I've Bought Every AI Correction Since 2018. Here's My List
"If you guys have made money with APLD, let me know really quickly if you made money with APLD. you seen it from when we had it at, let's just go back to the $11 range, okay, to where it's currently at today."
— If You Missed APLD & NVDA. This Could Be Even Bigger
"Get into something like AMD. Get into something like APOD."
— If You Missed APLD & NVDA. This Could Be Even Bigger
"He had 500 shares of APLD with an average cost of $5.44. Guys, he is up nearly 700%."
— If You Missed AMD or GOOGL. This Is Even Bigger🚀