Applied Digital (NASDAQ: APLD) is building the picks-and-shovels infrastructure behind AI, and one overlooked catalyst could supercharge its efficiency and margins. I’m breaking down why this data center play may have far more runway left, plus the one financing risk that could change everything if profitability doesn’t accelerate fast enough.
Stock prices used were the market prices of Dec. 4, 2025. The video was published on Dec. 13, 2025. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video