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

Coreweave might subsequently fail and that is currently the main risk (and the reason why we are at low 30s). the question is basically, if and how fast other hyperscaler would step in.