BUY Invest with Henry Conviction 4/5 Analysis quality 70 Price target 70 now
The YouTuber is bullish on Applied Digital (APLD), an infrastructure provider for high-performance computing and AI data centers. He highlights the company's shift from crypto to AI compute, focusing on large-scale data center campuses with high-density power environments crucial for GPU clusters. He believes APLD is solving the bottleneck of electricity, cooling, and physical infrastructure for AI, and that the market will eventually value it as a strategic AI infrastructure play. He has a price target of $70 per share.
“I have a price target on APLD of $70 per share. Apply digital is basically building infrastructure for high performance computing and AI data centers.” — ▶ 24:40