Applied Digital: I'm Eyeing Another AI-Related Data Center Deal

Core Insights - Data center stocks experienced significant gains following the announcement of a major leasing deal between Nebius Group N.V. and Microsoft Corporation [1] Group 1: Company Developments - Nebius Group N.V. and Microsoft Corporation have entered into a substantial leasing agreement, which has positively impacted the performance of data center stocks [1] Group 2: Market Context - The article reflects on the author's extensive experience in the technology, media, and telecommunications (TMT) sectors, emphasizing the importance of momentum in investment strategies [1]