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Applied Digital Could Be Sitting on a Massive AI Breakout

Written by: Rick Orford

Edited by: Mike Reyes

Last Updated January 26, 2026

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Applied Digital (NASDAQ: APLD) is rapidly scaling AI-focused data centers as hyperscalers race to secure computing power. Long-term contracts, rising guidance, and a potential $10B deal could drive explosive upside if execution stays on track.

Stock prices used were the market prices of Jan. 19, 2026. The video was published on Jan. 25, 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.

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