Episode Details

Applied Digital just erased nearly 20% of its value in a brutal two-day selloff—despite having zero bad news of its own. The culprit? "Sector guilt." After Fermi Inc’s crash and soft signals from Oracle, investors are panic-selling the AI infrastructure trade. In this episode, we break down whether this is a reckless "baby out with the bathwater" moment given APLD's massive CoreWeave contract, or if high debt and a nosebleed 45x valuation mean the pain is just beginning. Dive in to see if this is a discount or a trap.