Applied Digital (NASDAQ:APLD) just lost Nvidia as a major shareholder, and fear is spreading fast.
I break down why this headline shock may mask a far bigger AI infrastructure expansion story, what the $16 billion contract base really implies, and how explosive expectations could either unlock massive upside or expose fragile sentiment.
Stock prices used were the market prices of March 02, 2026. The video was published on March 07, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
