Applied Digital (NASDAQ:APLD) just posted a quarter that looked strong at first glance, yet the stock still got hit. That disconnect is what makes the story so compelling right now. The company is scaling real AI infrastructure, but investors are being forced to weigh massive upside against debt, valuation, and a business that still has a lot to prove.
Stock prices used were the market prices of April 17, 2026. The video was published on April 21, 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.
