Applied Digital: A Most Peculiar Investment

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Applied Digital (APLD +1.17%) is, as far as anyone can tell, quietly establishing itself as a rather crucial provider of infrastructure for artificial intelligence. This is happening, naturally, while hyperscalers are engaged in what can only be described as a frantic race for computing power – a race, one suspects, with no actual finish line and a rather alarming number of dropped water bottles. The company is experiencing revenue growth that, if plotted on a graph, would likely resemble a startled rocket, and recent guidance suggests they anticipate this trajectory to continue. There’s even talk of a potential $10 billion deal, which, in the grand scheme of things, is a sum roughly equivalent to the annual GDP of a small, moderately enthusiastic island nation (though, admittedly, finding one that admits to such a GDP is proving difficult).

The implications of this, should everything proceed according to plan (a concept statistically less likely than a penguin winning the Kentucky Derby), could be…significant. Upside, as the financial community so elegantly puts it, could be “massive.” One wonders, though, if “massive” is really the best descriptor. Perhaps “sufficiently large to require a new unit of measurement” would be more accurate. (One has considered proposing the “Bartholomew” – equivalent to 1.42 billion dollars, after careful consideration of the average lifespan of a garden gnome – but the paperwork involved is, frankly, terrifying.)

Stock prices used were the market prices of Jan. 19, 2026. The video was published on Jan. 25, 2026. (One feels compelled to point out that time, as a concept, is largely illusory. We are all, in a sense, perpetually experiencing the present moment, which is both profoundly unsettling and remarkably convenient for avoiding overdue library books.)

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2026-01-26 20:03