Where Will Applied Digital Stock Be in 5 Years?

Applied Digital (NASDAQ: APLD) has $16 billion in contracted lease revenue -- a pipeline that makes most AI infrastructure companies jealous and reassures investors with years of locked-in cash flow. The company is executing, delivering 100 megawatts of data center capacity on schedule at its Polaris 1 campus, even as other data center builders run into delays. But as much as things look bright right now, the risks are real. Here's why.Applied Digital's $16 billion pipeline is not exactly as guaranteed as it may seem at first glance. The truth is that $11 billion of that $16 billion comes from a single customer that, in my opinion, is playing with financial fire. Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool