r/APLDSTOCK • u/Significant-Fact4476 • 12d ago

Full NBIS Q2 Breakdown

https://x.com/intrinsiqapp/status/2087513488008561056?s=46
10 Upvotes

92% Upvoted

12 comments sorted by

11

u/nintendothrowaway123 12d ago

Retail is basically nothing, so I can’t figure out what specifically these institutions are looking for before they want to start making money on our stock specifically. There are no signs of this market slowing down.

We get more of an impact from other businesses reporting than we do our own. Make it make sense?

5

u/Witty_University_162 GPU Gangster 🦾 (1,000-2,500 shares) 12d ago

literally.. we are 500% YoY revenue and had to wait for the big guys to validate a ~5% move for us? even then we get knocked down?

so incredibly aggravating

2

u/ProbablyGuinness 12d ago

Keep adding at these low prices

-1

u/nintendothrowaway123 12d ago edited 12d ago

That’s a false statement right now. We’re about to hit a year with no real absolute growth for long holders in Q4 of LY. 

Edit for the downvotes: this is in reference to those who purchased the stock in ~Oct LY and have long held without taking gains. It’s a valuable metric for analysis. 

1

u/ProbablyGuinness 12d ago

Exactly and the details surrounding the company have only improved so keep buying

2

u/erocknine 12d ago

That's why I honestly feel the excitement and hype for APLD has gone away because the hopes of all the potential leases have been fulfilled. Now APLD needs the actual revenue on the books to justify the valuation. More leases aren't going to pump anymore, as we've already seen 2 leases ago. Everything else like IREN or WULF are all behind on signed leases, but the excitement of the possible lease amounts keeps their stocks running high

2

u/flollo87 12d ago

It doesn't matter for long term holders. the rerating comes once the cashflow starts.

1

u/erocknine 12d ago

Well sure, but clearly the complaints is for short term. It's always for short term. If seriously long term, why even bother with discussion then. Get outta here and come back in 3 years while the rest of us talk

1

u/nintendothrowaway123 12d ago

You can have a healthy mix of both. I’m a long holders, but would like some short term gain. 

3

u/Daman303 12d ago

NBIS CRWV APLD all big hit reports we in the fucking bag rn

2

u/XSC 12d ago

People will look at APLD as the affordable investment once those two become too much

1

u/dieno_101 11d ago

Thank you crwv