Opinions The Weekly Buzzing Stocks by Billy Kawasaki
Applied DigitalAPLDTOP PICKOct 08, 2026
$22.79
Stock price when the opinion was issued
$20.39
As of Oct 28, 2026. Market Open.
Technology
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Revenue surged 84% year-over-year to $64.2 million, driven by tenant fit-out services and expanded hyperscaler contracts. Major financing from Macquarie supports rapid campus expansion, with a 4 GW pipeline and $1 billion NOI run rate targeted within five years. Social media mentions are up 556% in the past 24h.