Applied Digital’s AI Data Center Pivot: APLD as an AI Stock Investment (ft. ChatGPT o1)

All in on APLD? In this episode we turn our attention to Applied Digital’s shift from its crypto roots to a future in high-performance AI data centers, following a notable investment from NVIDIA (NVDA). We explore how this pivot impacts the company’s growth prospects, examine whether the promise of GPU-fueled AI expansion can overcome razor-thin margins, and discuss why some AI small caps, like Soundhound, have recently soared. We also break down market rotations, with chip stocks lagging an...