Applied Digital (APLD 3.70%) just lost Nvidia (NVDA 1.53%) as a shareholder, and fear is building. Learn whether this shock signals deeper weakness or masks a powerful AI infrastructure expansion driven by long-term contracts and aggressive capacity growth. The tension between soaring expectations and narrative risk could define what happens next.
Stock prices used were the market prices of March 2, 2026. The video was published on March 7, 2026.





