A Motley Fool promotional video published August 20 puts Applied Digital’s contracted lease revenue at roughly $36 billion and suggests renewal options could lift that figure to $86 billion, citing stock prices from August 11. The piece frames the gap between the two numbers as evidence of a durable advantage built on its AI Factory model, power access, and repeat customers.
The revenue claims
The $36 billion figure represents revenue already under contract, while the $86 billion ceiling depends entirely on renewal options being exercised, a contingency the video presents as likely but does not guarantee. No breakdown by customer, term, or escalation clause is provided, and the source does not disclose when the contracts were signed or over what period the revenue is recognized.
The promotional context
The video carries the headline “Missed Nvidia in 2009? This Rare Signal Is Flashing Again” and compares Applied Digital to Nvidia at one-hundredth the size, invoking a “Total Conviction” buy signal. Its author, Rick Orford, discloses no position in the stock and notes he is a Motley Fool affiliate compensated for promoting its Stock Advisor service. The Motley Fool itself holds no position in Applied Digital.
What the numbers omit
The same Motley Fool Stock Advisor service that produced the video did not include Applied Digital in its August 21 list of the ten best stocks to buy now, a list whose historical average return is cited as 973 percent versus 213 percent for the S&P 500. The video does not address execution risk, power procurement timelines, or whether the AI Factory model has been stress-tested at scale.
What to watch next
Investors would need to see the contract schedule, renewal mechanics, and power agreements before treating the $86 billion as anything more than a theoretical upper bound. The Motley Fool’s own flagship product declining to recommend the stock while an affiliate channel promotes it is a data point worth filing.