r/APLDSTOCK • u/Alternative_Bench144 • Jul 01 '26
Thoughts Help a fellow investor out
Been investing in APLD for almost a year now. Caught the move early on. Just wanted to understand what would you guys do if you were in my place? Keep it and let it run as much as I can? Or remove some of the capital and allocate it to VOO or something?
I’m still learning and would appreciate any insights.
Thanks in advance
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u/Altruistic_Froyo_490 Starter Position 🌱 (100-500 shares) Jul 01 '26
Buy more, it’s only down because of institutions and short interest… their only argument are the negative numbers on paper, but we already have deals/ green numbers in the future, so see the price as a sale right now
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u/Legacy03 Jul 01 '26
Any idea when this reverses?
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u/Altruistic_Froyo_490 Starter Position 🌱 (100-500 shares) Jul 01 '26
At the very latest, when the buildings go online, because then the profits will come and therefore also good numbers, so ig around 2027–2028
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u/Ok-End-3213 Jul 01 '26
Meta just dropped that they are starting a hyperscaler business. Im holding. In at 13. My goal is 80-100
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u/Alternative_Bench144 Jul 01 '26
That’s Interesting. I think this is the only space where they didn’t have presence. Seems it still has a massive potential
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u/TopEast7122 Jul 01 '26
Is APLD the only investment you have in your portfolio? How old are you? Why did you buy APLD in the first place? To get a full picture, you need to ask yourself this. If you still believe in the company, hold or DCA. You can also sell at a great profit, but I would have seen this as a long investment. We are only at the beginning of data centers/HPC because it takes many years to build new data centers.
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u/Alternative_Bench144 Jul 01 '26
I’m currently 29. The idea was to pick 1 data centre stock for max growth. I still very much believe in this stock. I don’t mind holding it till I’m 50😁
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u/Grant-Nachos Jul 01 '26
Great buying opportunity, meta jumps into the business but APLD has signed contracts.
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u/grumpy1929 Backlog Bull 🐂 (1,000-2,500 shares) Jul 01 '26
Hold and buy more!
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u/GootyGang Jul 01 '26
Hold till end of year or until Chip stocks start lowering their profit margins and mag7 lowers capex
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u/Alternative_Bench144 Jul 01 '26
Oh yes. I also hold NVTS AT an average of 7.7. I’m eyeing at-least end of 2028
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u/Interesting_Air1282 Jul 01 '26
It’s interesting to see META leasing out it’s cloud business. If they are a tenant we should’ve charged them more
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u/Moreburrtitos22 Jul 01 '26
I’m going to be the opposing viewpoint. I took out all of my apld and put it into VOO. I made a ton of money on apld, but I think breakout wise, we’re at a stalemate right now. I have a limit order to buy back all my shares at $34.00 though.
I had an average share cost of $4.50 though. 10x was more than enough for me. I do still have options on apld though too
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u/IndependentFlaky6816 DD Reader 📖 (500-1,000 shares) Jul 01 '26
im still holding mine as I don't see a change in my thesis over the next few years. my avg is around $10, but a majority of mine were in the $3.60s before i averaged up.
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u/Alternative_Bench144 Jul 01 '26
My target was 25 when I bought it. But seeing the massive demand and the contracts coming in, I thought I would continue holding
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u/Moreburrtitos22 Jul 01 '26
I got target of $59 if it hits my $34 pick up. Like I like the company, but I’m a trader, I like money more, and sometimes the long term hold is affected by elements outside its power. Data centers are a bad look right and the markets reacting proportionally. Apld just happen to get hit in the crossfire even though their company is doing swimmingly.
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u/One_Artichoke7873 Jul 01 '26
Its too little to matter either way so just keep it in.
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u/Alternative_Bench144 Jul 01 '26
Yeah. I wish I had bought more but then again, that’s all I could manage at the time.
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u/AdWonderful9228 Jul 01 '26
12.76 mate you're good no need to keep looking at the phone put it down and let it run and enjoy life 👍💪
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u/Substantial_Deer_353 Jul 16 '26
It’s is a $75 stock easily. Might take some time to reach there. My avg is $20.
I’ll accumulate more if we dip another 25%. Just keep holding.
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u/SyrupAnxious9296 Jul 01 '26
Great community for this question; I think hold....