Applied Digital Corporation APLD
Valuation and Optionality hold this up; Moat is the soft spot.
| Moat | 4.0 |
| Management | 5.0 |
| Valuation | 8.0 |
| Risk · 10 = lowest | 5.0 |
| Business model | 5.0 |
| Optionality | 8.0 |
Applied Digital Corporation designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America. It operates through: Data Center Hosting, and HPC Hosting Business. The company provides energized infrastructure services to crypto mining customers; and cloud services to customers, such as AI and machine learning developers. It also engages in the designing, constructing, and operating of data centers to provide computing power and support HPC applications. The company was formerly known as Applied Blockchain, Inc. and changed its name to Applied Digital Corporation in November 2022. Applied Digital Corporation is based in Dallas, Texas.
Write why this business works, set your own fair value, and let the briefing speak only when a rule you wrote is crossed.
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