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Applied Digital’s AI Data Center Pivot: APLD as an AI Stock Investment (ft. ChatGPT o1)
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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 and software leaders surging, and consider what the latest geopolitical tensions and regulatory shifts could mean for AI investors. From evaluating bond ETFs as hedges to dissecting long-term strategies for emerging AI infrastructure plays, we provide context. Plus, we ponder how upcoming bans, global uncertainty, and shifting consumer behaviors may shape the next chapter of AI investing.
AI Stocks Discussed: Applied Digital ($APLD), NVIDIA ($NVDA), Oracle ($ORCL)
You can find our complete AI investing portfolio and all our top AI stock picks at https://investingintel.ai
33 episódios
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