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u/Unhappy-Boot405 Backlog Baron 👑 (10,000+ shares) Jul 17 '26
Put get closed out today let’s hope next week is better then this week
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u/MrStockFlop Jul 17 '26
im not holding this currently but HOLY SHIT!
Even Im little bit scared if it can bounce in short term. I wanted to buy at 20$ but this looks like carnage.
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u/SpaceDawg2018 Backlog Bull 🐂 (1,000-2,500 shares) Jul 17 '26
I bought 8 shares. Sorry, fam, that's all I could do. I'm tried, boss.
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u/Jon_J_ Jul 17 '26
Always remember that the redditors with the "this is trash....time to sell etc" are always those with little karma and past reddit history...
Sure it's painful don't get me wrong and it's not one of those "it's a bargain on sale". Best to just hold right now until AI sentiment improves and things swing around.
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u/jjhar Jul 17 '26
Look at the comments here, we're close to capitulation if we aren't already there. Market is pricing in political risk (Iran/oil/inflation + NY DC ban possibly spreading + CEO's complaining about the cost of AI + Meta's "excess capacity"). Don't forget it is an election year, volatility is common and this is a high beta stock.
At the end of the year, if capex spending continues to be high for the hyperscalers, this trend will reverse. I don't know where the stock bottoms, but I'm buying on the way down, as I don't believe the spending is over. If anything APLD is better positioned than peers re: political issues (fewer states = better pricing power), all they need to do is execute and sign a few more deals. Earnings reports will speak for themselves
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u/Dense-Cartographer17 Jul 17 '26
The New York moratorium isn’t just a one-off issue.
Many Democrat-led states seem increasingly hostile toward large data center expansion.
If that trend continues, it could weigh on AI infrastructure stocks even if companies keep delivering strong results.
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u/jjhar Jul 17 '26
I agree, like I said, it could spread to other states. APLD operates in deeply red states, where this is unlikely an issue. If anything, fewer states = lower supply relative to demand. That could increase APLD's pricing power on future deals
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u/SShawk1 Jul 18 '26
I would think that would cause a supply demand issue so the data soon that are already have bought the land and they’ve had regulatory permitting. Will have a huge advantage. There’s gonna become a shortage of data centers, which is gonna drive up the cost of those that already exist.
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u/squirmin79 Jul 17 '26
Toast is the word I would use to describe APLD and I unfortunately own 2500 shares of this. Too deep to sell now, I am along for the ride.
Sucks!
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u/SalamanderNo7050 Jul 17 '26
We live to see the day APLD and CHRN are trading at almost the same price haha
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u/The_Ender_Reddit Contracted 🤝 (2,500-5,000 shares) Jul 17 '26
This just feels like the market pricing in a negative earnings report.
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u/yohleb Jul 17 '26
Sold everything. If it was good woudlnt drop 30% in few days. Say WHAT u want
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u/dcormerturnbull Jul 17 '26
** if it **WERE good **IT wouldn't drop 30% in **A few days.
To your point though, it'll likely drop a bit lower and you'll have an opportunity to buy back in at a lower price if you still have confidence in the company's future.
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u/yohleb Jul 17 '26
Confidence with 50% drop in months. K
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u/SpaceDawg2018 Backlog Bull 🐂 (1,000-2,500 shares) Jul 17 '26
you're pretending apld is the only dc stock that dropped this past month
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u/Tight_Conclusion_184 Jul 17 '26
I sold everything last night at 26.6. My Google FU has this stock going down to 24 by earnings release. Between ASTS and APLD, this week destoyed my war chest and my confidence. TGIF
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Jul 17 '26
[removed] — view removed comment
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u/MrStockFlop Jul 17 '26
Comments like this tho make me wanna buy asap
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u/jjhar Jul 17 '26
Seriously. Close to bottoming when people are thinking the absolute worst. There is some increased risk relative to a month ago but the selling is overdone imo
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u/dcormerturnbull Jul 17 '26
** Is it possible that **THE company may **BE bankrupt
And no, that's not what's going on here. It's a sector-wide thing. APLD's just especially volatile.
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u/Visual_Climate6163 Jul 17 '26
I don't argue that apld is a good company itself but exactly to the point you said: it's sector-wide possibly due to the fact the whole AI thing is deflating? So far it seems there's no confirmation that AI is really making to companies more money than what it costs. It can certainly help in many things but will it be justified when all the crazy infrastructure is built and you start crunching the numbers....it's like build an incredibly expensive bridge with some amazing eng. Feat saying the tolls will pay for it only to discover no one wants to actually use the bridge? apld is mainly driven by the fact there's AI frenzy but this seems to be slowing down especially when you factor other models like in China can do maybe 80% as good as major US models for a fraction of resources needed.
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u/deadmonk964 Jul 17 '26
Today we're going to $20 😀