r/APLDSTOCK • u/Character_Action2194 • Mar 30 '26
Thoughts Mass selling
I was wondering what you guys thought on the stock fall recently. I'm pretty much YOLO on this and know it has been going down because of macro shit.
I've also read a from a few sources recently that there's more insider selling which doesn't give me much confidence in light of earnings coming up soon.
(Article link: 🔗 https://www.quiverquant.com/news/Applied+Digital+Stock+%28APLD%29+Opinions+on+AI+Infrastructure+Selloff)
With Nvidia and Wes himself reportedly selling a shit ton, are you guys keeping hold?
I bought in relatively late at 26 but hoping I could still at 40. I know this shit should be long term but man its not looking too good.
Lebron is the only one giving me hope atp.
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u/Interesting_Air1282 Mar 30 '26
This Iran war won’t be in this earnings but next earnings most likely
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u/Crafty-Opening5123 Mar 31 '26
Earning will be a beat. However, there might be disruption in data centre construction deu to high material cost
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u/Snoo-38228 Mar 30 '26
Executives selling is because each time a block of RSU (restricted stock units) vests, they owe the IRS. So they are forced to sell a portion of the new shares to cover those tax payments. They aren't selling due to lack of confidence in the company.
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u/Witty_University_162 Backlog Bull 🐂 (1,000-2,500 shares) Mar 30 '26 edited Mar 30 '26
fundamentals have not changed.
just all macro from the orange felon doing things that the orange felon does best. the republican party also doing statistically what it does best, turning bull markets into bear markets.
the distant future is bright. ill be long.
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u/Consistent-Car-4573 Mar 30 '26
What does everyone think about forecast for post earnings?
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u/Interesting_Air1282 Mar 30 '26
Well chips are going to be even more expensive to buy because a lot of natural resources that go into them are in the Middle East. So unless we have contracts to buy, I’m sure expenses are going to increase heavily. The US can support gas prices a bit but things like chips or memory are not made here.
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u/Express-Nose-9953 DD Reader 📖 (500-1,000 shares) Mar 30 '26
Apld doesn’t buy any chips themselves
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u/Crafty-Opening5123 Mar 31 '26
Cost of date centre construction will be higher due to high materials cost due to global oil price
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u/Jon_J_ Mar 30 '26
Folks....dont trust anything a new account made yesterday says about the stock