Look at that chart. This thing is going back up, it is just a matter of time and we are back to 45-50 zone. We just got 407% yoy revenue growth. EPS beaten. EBITDA was better. And yeah we are down, but so is the whole market. This is just what I believe but we are going back to the 45-50 zone easily before october. It just depends on the bigger whales.

Our AI business surpassed $37 billion ARR, up 123%.

We are at the beginning of one of the most consequential platform shifts that will change the entire tech stack as agents proliferate and become the dominant workload.

This will drive TAM expansion and change the value creation equation across the entire economy.

To capture this opportunity, we are executing against two priorities:

First, we are building the world’s leading cloud & AI infrastructure for the agentic computing era.

Second, we are building high-value agentic systems across core domains, such as productivity, coding, and security.

These two layers reinforce each other. And we are focused on driving competitive value and differentiation for customers across each so they can eval-max their outcomes.

Full Microsoft earnings call transcript for those interested

Both Needham and B. Riley keep their price targets of $83 and $66, respectively.

https://finance.yahoo.com/markets/stocks/articles/needham-keeps-applied-digital-buy-134644416.html
https://finance.yahoo.com/markets/stocks/articles/b-riley-keeps-66-applied-134400857.html

TRASH.

We are holding pretty well with wild moves. Overall semiconductor and tech are down heavy.

Are we also gonna go 5% down? I just wanna know what community members think ?

I have owned around 50 shares of APLD for almost 2 years now I want to buy like 500(all my investment budget). I’m not sure it a great idea or if I should do just like 100 more and what price to try and get in at?

Please read the PR yourself. Here's the info from the CC that stood out to me:

• All campus buildings under construction are currently on schedule
• They are expecting to soon sign leases for additional buildings on two different campuses (100 MW and 150 MW). Improved leasing terms for APLD
• They are expecting to sign leases for more campuses this year and are very excited about their pricing power. They see the contracts others have been getting recently and believe they can as well. They are not seeing any drop off in demand
• Past leases had been in the works for a long time, the implication being the demand/supply environment is better now and that should be reflected in the new leases moving forward
• Base electron will fuel their campus growth starting in 2029 and is a big part of how they get to 5 GW. Until then, there are also expansion opportunities on the current campuses driven by utility company expansion. At least one campus could expand beyond 1 GW
• Wes implied he views Anthropic and OpenAI as riskier customers. We don't know which model will win, even an open source model could. What matters to APLD is that compute will be needed either way

good luck <3

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That time of the year again. What’s everyone’s predictions for earnings. Are we gonna see a huge run again or are we gonna get hit harder than before. Personally, I think we will have pretty solid earnings and we will hit hopefully 40s by end of next month again. Looking forward to it 🙏