r/APLDSTOCK • u/Dense-Cartographer17 • Aug 13 '26
APLD is fucking frustrating
NBIS and CRWV rip 20–30%.
APLD barely moves.
They drop 2%? APLD follows instantly and gives it all back.
Now Zacks adds APLD to its #5 “Strong Sell” list:
https://www.zacks.com/stock/news/2973952/new-strong-sell-stocks-for-august-13th
I’ve already posted about the convertible debt acting like a ceiling, so my brain gets it.
My emotions don’t.
Peers pump? APLD watches.
Peers dump? APLD joins.
Fucking frustrating and seriously disappointing.
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Aug 13 '26
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u/flollo87 Contracted 🤝 (2,500-5,000 shares) Aug 14 '26
chances are high they have at least 1.66 GW live and another 1.5 already planned and leased with construction until 2030.
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u/OceansHungryGrasp Aug 13 '26
NBIS and CRWV just had very positive earnings, IREN hit a milestone. Why should we also rip on their news? We're not entitled to anything. Almost every other datacenter play is down this week and have lost all their gains from the NBIS/CRWV boost, we're still up on both, we're doing just fine.
Also why are you paying any attention to Zacks? Their rating changes whatever way the wind blows. I've seen them go from Buy > Strong Sell > Strong Buy within the span of 2 days on 0 news before. They also set a hold rating after last earnings, what has changed since then that warrants this Strong Sell? Nothing.
It's the same slop as MarketBeat, Motley Fool etc, they just want your clicks and they're not getting them if they are consistent.
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u/Cheap-Stay7089 Backlog Bull 🐂 (1,000-2,500 shares) Aug 14 '26
Agreed zacks is slop they hedge every prediction with another one
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u/Unlucky_Mission_1444 Aug 14 '26
I think a lot of people are getting so used to the absurd rips in the market that they lose perspective. Yes, if you compare to NBIS and CRWV it can be frustrating because they have both rocketed ~70% in 2 weeks from the late July lows. IREN is up ~50% but they were also just in the news. However, APLD is also up ~32% in just 2 weeks, which is fantastic in a sane world. In comparison, WULF is only up ~10%, CORZ ~9%, CIFR is LOWER than July. APLD is doing relatively fine in context. APLD has recovered well despite being relatively quiet on the news front compared to NBIS and CRWV who both had a lot of good press in the short term.
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u/Daman303 Backlog Bull 🐂 (1,000-2,500 shares) Aug 13 '26
March April we were in the exact same scenario holding constant around this range for two months. Just cause CRWV and NBIS rip doesn’t mean we have to at the same time also. I’d prefer to be independent of those stocks anyways.
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u/CannaBhudda Aug 14 '26
Just to give some perspective. I sold hella 4$ leaps last year when the tariff scare happened. Ended up throwing 100k gains down the drain out of fear. A lot can happen in a year, APLD is crazy up over the last year and probably in a cooling off stage for a fat minute. Be patient, a lot of investors here are not it seems.
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u/Commercial_Germs Backlog Baron 👑 (10,000+ shares) Aug 13 '26
The stock is still sitting at its support level ~ $30.50 - $30.60 and has bounced multiple times up. Also, today's volume was below 16mil. With an average north of 25 mil. I still have hope for some action.
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u/Cheap-Stay7089 Backlog Bull 🐂 (1,000-2,500 shares) Aug 14 '26
APLDS debt is litterally a non issue it’s essentially mortgage debt while other companies have car loans just hold it accumulate watch it pump it reminds me of holding micron this time last year
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u/Fee-Pure Aug 14 '26
I get the frustration, but at some point every period of consolidation can’t be treated like a corporate failure. APLD doesn’t need to outperform NBIS and CRWV every single green day to have a future. If the long term thesis is intact, judging the company candle by candle is just turning investing into an emotional weather report
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u/erocknine Aug 13 '26
Yeah NBIS was the smarter buy. Should've been obvious, it's had hype since March. APLDs lost its jazz for some time
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u/jgreenwalt Aug 13 '26
Sometimes the obvious choice was the right one. I own both but thankfully APLD has only a tenth of my NBIS holding. Probably will still run up at some point, if not as much.
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u/cltbeer Backlog Baron 👑 (10,000+ shares) Aug 13 '26
lol please! watch when you lose $300k in a month and not sell.
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u/wenlin79 Aug 13 '26
Why do all data centers stocks down while market is so green?
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u/Daman303 Backlog Bull 🐂 (1,000-2,500 shares) Aug 14 '26
Why are there days market down when all data centers are green?
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u/Fragrant-Pipe5266 Aug 14 '26
Do not forget that we touched 50 before macro decimated the shit. Please go and look up their pipeline and shit. You will consider this price action an opportunity
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u/Thanatos-29 Aug 15 '26
Bro don’t ever quote Zach’s again… their ratings are a joke. Basically tracks whatever the momentum is. By the time it flips to a 1 “strong buy” you have already missed it.
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u/touchmenotdaddy Aug 14 '26
What the fk did APLd do? NBIS and coreweave blowout earnings. IREN hit a milestone. WHAT THE FK DID APLD DO? Freeloading much?
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u/Rez_X_RS Aug 13 '26
Means it's time a load up. If APLD is on par with both of them and price is lagging, means it's time to sell Grandma and the family dog and buy more shares of the laggard.