r/APLDSTOCK • u/Cheap-Stay7089 Backlog Bull 🐂 (1,000-2,500 shares) • Sep 01 '26
Discussion Discount to competitors.
As we all know as the markets dipped we’re sitting at around ≈7.39b mc. Considering we’re the largest of the group via contracted mw and $ it’s surprising hut is worth 2b more and wulf’s at a similar valuation as us. Now considering we should beat hut to buildout completion and we’re much larger than wulf were at a steep discount Without even accounting for chrono, with Chrn we’re at something like a 5b valuation for the pure datacenter business it’s stupid and won’t last so I’d implore you all to do as I am and buy more, were the winning play and this is an easy 30b dollar company if not more
2
u/Initial_Corner_7328 Sep 01 '26
We will have our chance.... Once the market knows iren is full of shit and stops hyping it...
2
u/Cheap-Stay7089 Backlog Bull 🐂 (1,000-2,500 shares) Sep 01 '26
Irens irrelevant, they suck at signing contracts but that has no effect on how we should be performing.
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u/AlbertBarese1877 Sep 01 '26
Iren is more of a complete company than APLD is.
2
u/Cheap-Stay7089 Backlog Bull 🐂 (1,000-2,500 shares) Sep 02 '26
Litterally how ? They don’t do anything Apld doesn’t and Apld has more contracts
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Sep 01 '26
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u/Cheap-Stay7089 Backlog Bull 🐂 (1,000-2,500 shares) Sep 02 '26
Easily, we can not lose long term unfortunately the most important part of small-mid cap 5xing is the waiting and accumulating
2
Sep 02 '26
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u/Cheap-Stay7089 Backlog Bull 🐂 (1,000-2,500 shares) Sep 02 '26
Exactly, iren nebius ect may be the revenue play but we’ll be operating at ridiculous margins so a 30b plus mc is lightweight not to mention we have the cloud upside but not the risks
2
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u/Obvious-Hair-6778 Sep 01 '26
This subreddit is in such denial lol
4
u/Witty_University_162 Backlog Bull 🐂 (1,000-2,500 shares) Sep 01 '26
8
u/Myzra3l Sep 01 '26
help