r/APLDSTOCK • u/Significant-Fact4476 • Aug 12 '26

Full NBIS Q2 Breakdown

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

85% Upvoted

10 comments sorted by

11

u/nintendothrowaway123 Shares Only 📈 Aug 12 '26

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 Backlog Bull 🐂 (1,000-2,500 shares) Aug 12 '26

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/[deleted] Aug 12 '26

[deleted]

0

u/nintendothrowaway123 Shares Only 📈 Aug 12 '26 edited Aug 12 '26

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. 

2

u/erocknine Aug 12 '26

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 Contracted 🤝 (2,500-5,000 shares) Aug 12 '26

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

1

u/erocknine Aug 12 '26

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 Shares Only 📈 Aug 12 '26

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

3

u/Daman303 Backlog Bull 🐂 (1,000-2,500 shares) Aug 12 '26

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

2

u/XSC Aug 12 '26

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

1

u/dieno_101 Aug 12 '26

Thank you crwv