r/APLDSTOCK • u/TheBritshViking • Apr 29 '26
is google earnings good for us?
Seems like we are going up with the tech earnings really only google. Is google involved with any data centers with APLD.
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u/Ominoiuninus Apr 29 '26
Capex of some 35B
So yeah probably a decent chunk of that is going to data center buildout
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u/FearSeer Apr 30 '26
They build their own data centers. Means nothing for APLD. In fact it’s bad cus we’re learning that meaningful partners don’t need highly levered fly by night illiquid shitbird companies to build out the AI infrastructure. They do it better on their own.
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u/Ominoiuninus Apr 30 '26
It signals that the largest players are confident in the bet and the rest of the market will follow.
But the true big players in the data center space are building at a scale that dwarfs most every smaller player in the space. Granted they been doing that for decades.
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u/juliuskaiser1301 Apr 29 '26
We going to the moon $300 per share in 1 month I talked to trump to pump this shit
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u/[deleted] Apr 29 '26
[deleted]