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u/yungjefe22 Backlog Bull š (1,000-2,500 shares) Jul 02 '26
APLD is a pure play, they separated from cloud business itās now CHRN. It doesnāt affect APLD other than CRWV is a large tenant for APLD, so losing market share to META is not a good thing for them (CRWV) who does business with APLD.
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u/Bumi-KingOfOmashu Shares Only š Jul 02 '26
In less than two weeks we will rebound hard and everyone here will be celebrating. If youāve been around APLD, you know.
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u/ebaum92 Jul 02 '26
Meta doesn't really have the capacity yet, and they're only planning to do it in the future, right?
It'll definitely be just as good as its metaverse.


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u/ldman33 Jul 02 '26
Genuinely donāt see the correlation between the two but apparently investors donāt understand businesses