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Posted by
Two Blokes Jul 8 -
Filed in
Stock
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6 views
APLD's pivot to AI infrastructure, validated by major CoreWeave contracts, underpins its rerating and strong growth narrative despite recent volatility. The company's unique, purpose-built data centers and early AI monetization set it apart from legacy crypto peers and justify a scarcity premium. Operational execution risks remain, especially given CoreWeave concentration, but institutional funding and stable legacy revenues provide a safety net.
