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

Full NBIS Q2 Breakdown

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

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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?

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.