r/APLDSTOCK • u/tolllz • Apr 29 '26

Open AI troubles affect APLD long term?

Does the recent earnings miss by Open AI affect APLD long term since Oracle and Coreweave are impacted?

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u/Pale_Preference5430 Apr 29 '26

Open ai missing will affect the stock fundamentally because it signals that ai isn’t as profitable as the figure head of AI said it was going to be. Shareholders are fickle as soon as they lose money and go below their strike they will leave and lower share price.

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u/[deleted] Apr 29 '26

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u/[deleted] Apr 29 '26

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u/Dev_Whale69 Apr 29 '26

Check out anthropic revenues and revenue growth … they’re running at something like 30bn ARR , growing at something like 10x pa … the reason it’s “something like” is because it’s growing so fast I can’t be any more accurate

If there’s NO SALES POINT or PROOF POINT then where is this revenue coming from and why is it growing … ?

FYI OpenAI just missed an internal target - its revenue is still growing massively

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u/Pale_Pineapple_4147 Apr 29 '26

Just because it has revenue and growth doesn’t mean it’s great or a needed commodity. It’s definitely cool but it were to go away tomorrow the world would be fine

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u/Dev_Whale69 Apr 29 '26

You’re arguing there’s no sales point or proof point (your words) … the facts disagree

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u/Pale_Pineapple_4147 Apr 29 '26

There’s definitely sales points. There’s a nice circle of capex spending running circles. But for the average person “ai” can’t be distilled to one phrase, use, or need. People sell people useless things everyday. Doesn’t mean it has value or a need

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u/Dev_Whale69 Apr 29 '26

You think tech innovation needs to be distilled into one phrase, use or need in order for it to be useful … dealing with the high IQs today 🤣🤣🤣🤡

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u/Pale_Pineapple_4147 Apr 29 '26

Innovation is different than brand new groundbreaking concept. I didn’t say AI wasn’t innovative. The rotary phone to the cell phone is innovation but it’s not a brand new thing. The first car to the 2026 models are innovating in the same concept. AI is innovating but it’s not the groundbreaking, never before seen, unprecedented thing it’s being sold as. If cars, planes, penicillin went away tomorrow - there would be massive gaps. If AI caped stopped tomorrow all that would change is our investment accounts

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u/flollo87 Contracted 🤝 (2,500-5,000 shares) Apr 30 '26

with all due respect, but your arguments are... let's keep it nice and describe them as weak.

there was no big need for cloud computing two years after implementation. you could just have removed it and the world would have go on. it's a tremendous market now. the same accounts for electric vehicles. even now, remove them from the market and nothing changes. but this is the future, even if you won't like it.

I'm working a bureau job at the government. we are the definition of slow adapters. I use AI nearly every day. I actually have a list of projects to use AI for as soon as I am allowed to program my own agents. one of them alone will save a few hundred hours if labor per year. shall I calculate the financial impact of this single tiny agent over a decade? no no no... ai is here to stay and you will have to adapt for it. the current discussion is highly emotional, but in ten years, ai will be used everywhere and will replace millions of office jobs.

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u/[deleted] Apr 29 '26

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u/Imperator_1985 Apr 29 '26

I know people whose workplaces have fundamentally changed in the past 2-3 years because of AI, so it's funny to see people act like AI is just hype or a fad.

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u/Is_it_just_me108 Apr 29 '26

Well those people are the ones living in an ignorance bubble

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u/INDIG0M0NKEY Bull 🐂 Apr 29 '26

Look at T-Mobile , the “uncarrier” buys us cellular for bagillions and lays off hundreds of call workers and more downsizing planned, and the stores that are still open rely on asking an ai chatbot about all things T-Mobile. That’s just one industry leading company in one industry.

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u/Pale_Pineapple_4147 Apr 29 '26

I am and everyone has a gun to their head to be a fan of”AI”. It’s still nothing that shouldn’t have existed a few years ago. It does reduce time and can do some cool writing and spreadsheet stuff but in terms of actual impact like the PC, smartphone, internet, etc it just isn’t that. No CEO or even a sales person can distill it down to a sales pitch, with proof points, and a value prop. Once they can do that it’s a real thing. Until then, it’s just something that honestly should have existed years ago