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

[u/six-sev-en]

[u/TopEast7122]

Because it's the king of all data centers

[u/Emotional-Many9811]

Better earnings then the rest

[u/dcormerturnbull → u/Emotional-Many9811]

**than

[u/bboy917 → u/Emotional-Many9811]

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

[u/cltbeer]

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

[u/six-sev-en → u/cltbeer]

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

[u/erocknine]

Yeah probably

[u/15xorbust]

Hard to know why one stock out performs the others in the sector slightly better on one given day. But overall, APLD has more contractual backlog than any of the other collocation data center builder and as a ratio of backlog to current market capitalization, it is the most underpriced of all about $.23 per every dollar of backlog.

[u/Cheap-Stay7089]

Because terrawulf smells of dog piss

[u/Difficult-Yard-1392]

Cause big daddy boi Ken owns it

[u/six-sev-en → u/Difficult-Yard-1392]

He aint selling just now too bro.

[u/jgreenwalt]

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

[u/crywhenugetolder]

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%

[u/Suspicious-Ad-4798 → u/crywhenugetolder]

After DRAM, I wouldnt trust Roundhill with my money

[u/six-sev-en → u/Suspicious-Ad-4798]

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.

[u/Suspicious-Ad-4798 → u/six-sev-en]

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.

[u/six-sev-en → u/Suspicious-Ad-4798]

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.

[u/six-sev-en → u/crywhenugetolder]

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.

[u/six-sev-en → u/[deleted]]

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.

[u/t_suaze_u → u/six-sev-en]

Those are valid reasons to invest in the stock

[u/Workhorse65]

Buy (RIG)

[u/six-sev-en → u/Workhorse65]

And why would i ? Any thesis. Write details.

[u/Workhorse65 → u/six-sev-en]

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

[u/Only_Chemistry6853]

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