We came across a bullish thesis on Applied Digital Corporation on Value investing subreddit by GloriousLebron. In this article, we will summarize the bulls’ thesis on APLD. Applied Digital Corporation's share was trading at $19.83 as of September 17th. APLD’s forward P/E was 526.32 according to Yahoo Finance. Western Digital Corporation (NASDAQ:WDC) Positioned for Growth as AI Data Demand Surges, Analysts Maintain Outperform Rating with $85 Price Target Applied Digital (APLD) has rapidly transformed from ...

Due to their continuous 24/7/365 operations, data centers consume electricity constantly. ...

Artificial intelligence may seem like a new concept, but it's fascinated technologists, inventors, and science fiction buffs for decades.The mathematician and computer scientist Alan Turing contemplated AI computers in the 1950s, and Rand Corp. built the first AI program in 1956. Isaac Asimov wrote "I, Robot" in 1950, and movie director James Cameron's "The Terminator" was released in 1984.However, it wasn't until OpenAI's ChatGPT launched in November 2022 that AI went mainstream. ChatGPT was the fastest a ...

These stocks are trading at low multiples of their future earnings power.It might seem impossible to find fast-growing companies in the artificial intelligence (AI) market that are undervalued, but they are out there if you look in the right places. While chips and software companies are trading at high multiples of their earnings, the companies meeting the demand for AI infrastructure like data centers trade at attractive valuations.Here are two undervalued stocks that could potentially double within three ...

A bold call from Wall Street has put fresh attention on a fast-growing (and still speculative) artificial intelligence (AI) infrastructure play.CoreWeave (CRWV -4.96%), the artificial intelligence (AI)-focused cloud and data-center operator, has been one of 2025's most closely watched newly public names. Shares have been volatile as investors digest a surge in sales, big contracts tied to AI demand, and the costs of building capacity at breakneck speed.Adding fuel to the debate this week, Wells Fargo's Mich ...

公司业务与规模 - 公司是国内第三方算力中心服务商中规模领先的龙头企业，截至2025年上半年IT功率达1326MW，在行业权威评估中综合实力排名第一 [1] - 公司在建数据中心IT功率达379MW，另有约900MW资源储备，均位于一线城市周边地区 [2] - 境外业务以"SIJORI枢纽+欧洲前沿据点"双轴架构发展，截至2025年第二季度在运营容量224MW，在建和储备容量超1200MW [2] 财务表现 - 2025年上半年实现营收56.23亿元，同比增长12.4% [1] - 2025年上半年调整后EBITDA达26.96亿元，同比增长13.8% [1] - 预计2025-2027年收入分别为114.78亿元、129.92亿元和146.34亿元 [3] - 预计2025-2027年EBITDA分别为52.81亿元、58.55亿元和64.76亿元 [3] 市场布局战略 - 境内业务在京津冀、长三角和粤港澳大湾区等核心经济区域大规模布局数据中心 [1] - 境外业务基于客户旺盛需求持续推动东南亚（马来西亚柔佛州、印尼巴淡岛）与欧洲数据中心建设 [1][2] - 形成"环一线节点+新兴节点"互补格局，环一线节点如张家口、昆山/常熟、韶关承接一线城市外溢需求 [1] - 构建"东部低时延+西部规模算力"的互补动态格局 [1] 业务发展前景 - 云厂商资本开支持续增长将带动IDC招投标和交付上架节奏显著加快 [1] - 公司储备资源预计在未来3-4年内逐步开发，深度受益于推理需求爆发 [2] - 通过ABS、公募REITs等方式实现资金循环，结合稳定运营实现有序滚动扩张 [2] - 境外业务已有785MW包含客户订单，预计"2027年前订单超1GW"目标将大幅提前完成 [2] 行业发展趋势 - 海外算力与国产算力并行发展推动云厂商资本开支增长 [1] - 核心经济区凭借产业集群与人才优势推动推理为主的算力产业发展 [1] - 全球云厂商（谷歌、微软等）在东南亚和北欧深度布局智算中心 [2]

CFO Nitin Agrawal remarked on the August earnings conference call that CoreWeave's "growth continues to be capacity-constrained, with demand outstripping supply." This is evident from the fact that its contractual backlog increased by close to $14 billion year over year in Q2, driven by the multibillion-dollar contracts the company signed in the quarter.In a filing with the Securities and Exchange Commission (SEC), CoreWeave pointed out that "Nvidia is obligated to purchase the residual unsold capacity" of ...

How fast Meta can actually ramp their $600 billion (?) CAPEX plan? Hyperscale has looooooooong lead times. What do they do in the interim when every new employee has been promised their own personal cluster? The good news is 2028/9 timeframes give Meta more time to figure out how personal superintelligence might contribute be a business. The bad news is the world will change a lot in three or four years.They Don’t Have the Energy There are questions about whether they have the money. And questions about whe ...

Iren (IREN) shares fell 10% today after a senior JPMorgan analyst issued a bearish note on the data center company. On Friday, analyst Reginald Smith downgraded IREN stock to “Underweight” and announced a $24 price target, indicating the potential for another 40% decline from current levels. More News from Barchart Despite today’s pullback, IREN shares are trading at more than 7x their price in early April. www.barchart.com Why JPMorgan Downgraded IREN Stock Today In a research note this morning, Smi ...

Key Takeaways Equinix introduced a Distributed AI infrastructure to support next-gen intelligent systems.The new Fabric Intelligence software will automate connectivity for AI and multicloud workloads.Equinix will open AI Solutions Labs in 20 sites across 10 countries to foster enterprise adoption.Equinix (EQIX) has announced a groundbreaking Distributed AI infrastructure aimed at powering the next wave of AI innovation, including agentic AI.This new approach comes in response to the evolving needs of busin ...