Freedom Fund II
LONG APLD- Track record since Oct 2025
- Cumulative return: -93.4%
- Max drawdown: -93.4%
Applied Digital’s Math is Better Than Yours
Hosting demand is scaling way faster than the street guessed.
Strategies trading Applied Digital Inc (APLD)
Public strategies on Collective2 with an open position. Position at publication: 2026-10-09 12:27 UTC.
Positions and track records are shown as of publication; a strategy that has since closed or reversed its position is shown as it was then.
The company reported $341.9 million in revenue against expectations of just $130 million. This isn’t a fluke; it’s a massive demand shift in high-performance computing hosting. Momentum should carry the stock higher as the market digests the scale of this beat.