Applied Digital: Building A Starter Position On This High Growth Play

Investment Strategy - The investor manages a family portfolio primarily through a Self Managed Super Fund, focusing on generating alpha potential compared to the S&P 500 [1] - The investment approach is generalist, exploring and analyzing any sector with perceived alpha potential, with holding periods ranging from a few quarters to multiple years [1] - The investor encourages readers to evaluate performance based on the success of recommendations, which serves as a proxy for genuine investing and alpha-generating skill [1] Portfolio and Positions - The investor holds a beneficial long position in VOO through stock ownership, options, or other derivatives [2] - The investor plans to build a starter position in APLD within the next 72 hours [2]