Applied Digital’s Q2 2026 earnings showed explosive revenue growth, narrowing losses, and a major expansion of its HPC campuses. I break down the financials, valuation risks, and what needs to happen for APLD stock to justify its price over the next few years.
Stock prices used were the market prices of Feb. 3, 2026. The video was published on Feb. 6, 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.
