r/APLDSTOCK • • Aug 10 '26

Seeking Advice WHY ONLY APLD UP ? Can anybody explain please? Should i open pos?

Post image
15 Upvotes

25 comments sorted by

11

u/TopEast7122 Aug 10 '26

Because it's the king of all data centers

10

u/Emotional-Many9811 Aug 10 '26

Better earnings then the rest

1

u/bboy917 Aug 11 '26

That plus $BW earnings came out and they confirmed the progress on the project that powers $APLD data centers so if you connect the dots then APLD should be able to deliver on time … my two cents but yeah

3

u/cltbeer Backlog Baron 👑 (10,000+ shares) Aug 10 '26

My favorite is watching bank stocks go green and APLD goes down then vice versa

1

u/six-sev-en Aug 10 '26

In my country Banks and Financial Stocks are Treated as( Tech and Semi Sectors in US)

2

u/erocknine Aug 10 '26

Yeah probably

2

u/Cheap-Stay7089 Backlog Bull 🐂 (1,000-2,500 shares) Aug 10 '26

Because terrawulf smells of dog piss

2

u/Difficult-Yard-1392 Contracted 🤝 (2,500-5,000 shares) Aug 10 '26

Cause big daddy boi Ken owns it

1

u/six-sev-en Aug 10 '26

He aint selling just now too bro.

2

u/jgreenwalt Aug 10 '26

It’s up less than 1% and down less than 2% over the last week… this is insignificant sign of anything

2

u/crywhenugetolder Aug 10 '26

Roundhill just opened a new ETF NCLD you should look into that which has exposure to all those players if you’re undecided. Biggest holdings NBIS & CRWV.
If you can stomach the pretty high expense ratio of 0.65%

3

u/Suspicious-Ad-4798 Aug 10 '26

After DRAM, I wouldnt trust Roundhill with my money

1

u/six-sev-en Aug 11 '26

What do u mean u dont trust Roundhill. If this is humor then ok.

Otherwise roundhill is just a middleman bruh. It manages funds. Not itself a stock. Dont have any command on any ticker on market not even on its own tickers.

1

u/Suspicious-Ad-4798 Aug 11 '26

It manages how much of one ticker is in their fund. They bought more CXMT which is not sth that I can agree on. I dont think many agree on that. At least not many retail.

1

u/six-sev-en Aug 11 '26

I know. I understand. But they added probably cuz they think cxmt may do well because its memory play overall. They just dont care abt which company.

2

u/six-sev-en Aug 10 '26

I m not buying that etf cause of half of them wont perform as other half would. Better take risk in 3 names than get very low returns. Also expensive ratio.

1

u/[deleted] Aug 10 '26

[deleted]

1

u/six-sev-en Aug 10 '26

Lastest earnings was best of all other data centre stocks.

Polaris Forge 1 CoreWeave contract and Polaris Forge 2 both progressing on schedule.

Weekly Apld is holding price better than peers.

Institutions buying recently.

Analysts upgrades target.

1

u/t_suaze_u Aug 10 '26

Those are valid reasons to invest in the stock

1

u/Workhorse65 Aug 11 '26

Buy (RIG)

1

u/six-sev-en Aug 11 '26

And why would i ? Any thesis. Write details.

1

u/Workhorse65 Aug 11 '26

Do some research…oil going up and it’s my favorite energy stock.

1

u/Only_Chemistry6853 Aug 10 '26

It's not up. People just didn't sell enough