‌$APPLIED DIGITAL CORP(APLD)$  ‌ 📊 Key Financial Highlights – Q3 Fiscal Year 2025 (Ended February 28, 2025) 🟦 Revenue Total Revenue: $52.9 million Growth: +22% YoY (vs. $43.3M in Q3 FY2024)​ ​ Segment Breakdown: Cloud Services: $17.8 million ↑ 220% YoY (from $5.6M) ↓ Sequentially from Q2 FY2025 ($27.7M) due to technical issues & contract model shift Data Center Hosting: $35.2 million ↓ 7% YoY (from $37.8M) HPC Hosting: Revenue not yet recognized (Ellendale build-out still underway) 🟥 Profitability GAAP Net Loss Attributable to Common Stockholders: Q3 FY2025: $36.1 million or $0.16/share Q3 FY2024: $62.8 million or $0.52/share Adjusted Net Loss (Non-GAAP): $17.8 million or $0.08/share Adjusted EBITDA: $10.0 million profit Compared to ($1.

$Microsoft(MSFT)$  Microsoft Stock Dips Amid OpenAI Acquisition Concerns and Market Factors: Microsoft (MSFT) stock has fallen over 8.6% in the past five days, partly due to investor concerns about OpenAI's $3 billion acquisition of AI coding assistant Windsurf. Despite Microsoft's partnership boosting MSFT in June 2024, the external acquisition raises worries about OpenAI potentially diverting resources from enhancing Microsoft's AI. This comes after OpenAI's $40 billion funding round. Windsurf, a competitor to Cursor and offerings from Anthropic, is seen as industry consolidation. Despite the downturn, MSFT is down about 12% YTD but outperforming many tech stocks due to its resilient Azure cloud business.  Analysts maintain a "Moderate

$SoFi Technologies Inc.(SOFI)$  $SOFI 🚨BREAKING NEWS🚨 SOFI investors betting on a fully scaled CRYPTO Launch this week 🚀 This could blow the ROOF off the stock to $30-$35. @Tiger_comments @TigerEvents @TigerStars @Tiger_Newspress @TigerCommunity @TigerWire @Daily_Discussion 

$AST SpaceMobile, Inc.(ASTS)$  AST SpaceMobile Makes Big Leap in Satellite Communication! 📡📱 Exciting news from AST SpaceMobile! Their BlueBird satellites just achieved a video call between regular phones, without any Wi-Fi or cell towers – it worked completely through a direct satellite connection! 🎉 This is a big deal! It's an early step towards their goal of creating a global satellite broadband network, which could provide internet access to pretty much anywhere on Earth. 🚀 Investors, take note! 🤑 This achievement strengthens ASTS's long-term potential. I'm recommending a HOLD for now, but if the stock price dips into your buying range, it could be a good opportunity to snag some shares! 📈 What do you guys think? What's your strategy for

‌$APPLIED DIGITAL CORP(APLD)$  ‌ SWOT analysis of Applied Digital Corporation (APLD), synthesized from the Q3 FY2025 Earnings Report and the 10-Q SEC filing: 🔷 Strengths 1. Revenue Growth and Business Diversification Total revenue for Q3 FY2025 reached $52.9M, a 22% YoY increase, reflecting the company's growing market footprint​. Diversified across three business segments: Cloud Services: $17.8M revenue (+220% YoY) Data Center Hosting: $35.2M High-Performance Compute (HPC) Hosting: Under development, strategic long-term bet 2. Strategic Financial Partnerships Secured $375M in financing from Sumitomo Mitsui Banking Corporation (SMBC) to support the Ellendale HPC campus​. Macquarie Asset Management signed on to invest up to $5B, underlining i

$APPLIED DIGITAL CORP(APLD)$  Applied Digital's Strategic Expansion and Market Performance: Applied Digital has made significant strides in expanding its AI infrastructure. The company recently secured a new lease agreement with CoreWeave for an additional 150MW at their Polaris Forge 1 Campus and has begun developing the Polaris Forge 2 campus. These moves are intended to enhance their AI infrastructure and are expected to boost future revenue. Despite these promising developments, the company's share price remained flat in the last quarter, a trend attributed to broader market movements and uncertainty about the Federal Reserve's interest rate decisions. However, the company's long-term performance has been strong, with a five-year total re

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$  Despite impressive financial performances, some of the biggest names in AI are experiencing a disconnect between their strong fundamentals and stock price. Tesla, despite a recent decline in vehicle sales, has seen its stock price surge, with some analysts valuing it at over $500 per share. Nvidia, consistently delivering strong earnings, has witnessed a significant drop from its peak, exceeding 20%. Even a slight miss on Azure growth, a key driver for Microsoft, has resulted in a 6% decline in its stock price. This perplexing market behavior highlights the disconnect between fundamental performance and stock price movement, particularly within the technology

$BigBear.ai Holdings(BBAI)$  Reports indicate that BBAI Ultimate Holdings LLC, a company holding over 6 million shares in BigBear.ai, sold 6,075,697 shares on December 26th at an average price of $4.15 each. 1 This large-scale insider selling often triggers bearish sentiment among investors. The reasoning is that insiders with deep knowledge of the company might believe the stock is currently overpriced. In this case, the market reacted negatively to BBAI Ultimate Holdings' sale, pushing BigBear.ai's stock price down on Friday.

$CoreWeave, Inc.(CRWV)$  CoreWeave Strikes $6.3B Deal with Nvidia, Shares Surge: CoreWeave (CRWV) announced it has signed a $6.3 billion initial order with Nvidia (NVDA), with a condition that Nvidia must purchase any unsold cloud-computing capacity through April 13, 2032, if CoreWeave’s data centers are underutilized. The deal, finalized on Sept. 9 and disclosed in an SEC filing, sent CoreWeave shares up nearly 7% intraday Monday. Nvidia has multiple ties with CoreWeave: it sells chips to the company, is a direct customer, and also holds a stake in the cloud platform. CoreWeave’s other major clients include Microsoft, OpenAI, and Meta Platforms. Analysts  believe that AI infrastructure demand appears almost insatiable with nea

$NVIDIA(NVDA)$  Nvidia Faces New AI Chip Competition from Huawei: Nvidia's stock price dropped by 2% on Monday, even as the S&P 500 went up by 0.2%. This happened because a Chinese company, Huawei Technologies, is reportedly getting ready to challenge Nvidia in the market for artificial intelligence (AI) chips. According to The Wall Street Journal, Huawei has approached some Chinese tech companies to test its new chip called the Ascend 910D. Huawei hopes this new chip will be more powerful than Nvidia's H100 chip, which came out in 2022 and has since been followed by newer Nvidia chips like the Hopper series and the Blackwell AI semiconductors. Currently, Nvidia is not allowed to sell its most advanced AI chips to companies in China. Howe