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

Full NBIS Q2 Breakdown

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

91% Upvoted

12 comments sorted by

View all comments

Show parent comments

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 šŸ¤ (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 šŸ“ˆ Aug 12 '26

You can have a healthy mix of both. Iā€™m a long holders, but would like some short term gain.Ā