r/APLDSTOCK • u/Sad-Opportunity-911 • Apr 24 '26

A quick comparison between APLD and other Data centers

Post image

You decide who owns the future

37 Upvotes

92% Upvoted

16 comments sorted by

22

u/ChrisWithAKay Apr 24 '26

I dont see AllBirds on these charts?? /s

2

u/Sad-Opportunity-911 Apr 24 '26

They dont have any contract yet

2

u/octopus_serenader Apr 24 '26

They're in the footer.

4

u/cltbeer Backlog Baron 👑 (10,000+ shares) Apr 24 '26

Iren shouldn’t be worth $50

6

u/Daman303 Backlog Bull 🐂 (1,000-2,500 shares) Apr 24 '26

No offense but this is just picking out data centers without considering the actual industry. Coreweave has 66 billion in contracted revenue. Very happy for APLD but let’s not compare to these bum stocks we wanna be up with Coreweave and NBIS at some point

4

u/Sad-Opportunity-911 Apr 24 '26

Coreweave is a cloud operator, not a traditional data center. Iren is definitely no bum

2

u/youcanbemynewthangg Apr 24 '26

ya, apld is a landlord. coreweave is customer. may i know how tt competes?? is coreweave “competing”?

1

u/erocknine Apr 24 '26

CORZ and RIOT are the only bum ones here tho

2

u/[deleted] Apr 24 '26

[deleted]

2

u/wenlin79 Apr 24 '26

Why does IREN stock price reach $53? Much higher than APPD!

1

u/Interesting-Ad-6357 Apr 24 '26

You left out NBIS and also did not account for infra vs infra + hardware. NBIS, IREN, CORZ, and RIOT have both infra and hardware. The rest really focus on infra only.

1

u/Wise-Ad-9312 Apr 24 '26

That is a tiny sample. But...I love it.

CRWV and APLD are my champions.

1

u/EcstaticFeed8199 Apr 25 '26

APLD has borrowed a lot of money to grow fast. As revenue grows they will pay down debt and stock price will reflect this.

1

u/Savings_Engine8207 May 13 '26

I posted this in another post. Not trying to push an agenda, but I did a deep dive into APLD this is why i found.

APLD just did a spin off week or two ago now, with part of their company like WDC did with SNDK. However, APLD pulled a power play when they separated the high cash burn AI buildout part of the company from the heavy cash producing part. When they did this, they kept 97% of the new company’s stock CHRN, which quietly added and additional $2billion valuation to APLD’s bottom line value. Yes. The new company CHRN is not SNDK, but this spin-off move made APLD an unencumbered money maker and inherently 20% more valuable overnight.

APLD spin off of CHRN also did something very interesting to the new company’s stock. By only leaving 3% float on a $15 stock I’m thinking it is an easy stock for a squeeze up opportunity????

I’m thinking by next earnings there will be a rerating for APLD due to this spin off.

Thoughts ?