Applied Digital (NASDAQ:APLD) just secured a $7.5 billion AI infrastructure deal, pushing contracted revenue above $23 billion. That gives the company major revenue visibility, but investors still have to weigh the upside against rising debt, a premium sales multiple, and the pressure to deliver Delta Forge 1 on schedule.
Stock prices used were the market prices of May 5, 2026. The video was published on May 8, 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.
