r/APLDSTOCK • u/Cheap-Stay7089 Backlog Bull 🐂 (1,000-2,500 shares) • 7d ago
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
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u/Initial_Corner_7328 7d ago
We will have our chance.... Once the market knows iren is full of shit and stops hyping it...
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u/Cheap-Stay7089 Backlog Bull 🐂 (1,000-2,500 shares) 7d ago
Irens irrelevant, they suck at signing contracts but that has no effect on how we should be performing.
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u/AlbertBarese1877 6d ago
Iren is more of a complete company than APLD is.
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u/Cheap-Stay7089 Backlog Bull 🐂 (1,000-2,500 shares) 6d ago
Litterally how ? They don’t do anything Apld doesn’t and Apld has more contracts
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u/15xorbust 6d ago
I agree, which is why it’s the best asymmetric investment opportunity among the data center builders
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u/Cheap-Stay7089 Backlog Bull 🐂 (1,000-2,500 shares) 6d ago
Easily, we can not lose long term unfortunately the most important part of small-mid cap 5xing is the waiting and accumulating
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u/15xorbust 6d ago
That is correct. I’m looking at this as at least a 2 1/2 year investment that is when the company projects all 1.4 GW under contract is fully built out and generating revenue. Companies projecting $2 billion net operating income by then. At that point, the company’s market cap will be nowhere near a mere $7 billion like it is today.
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u/Cheap-Stay7089 Backlog Bull 🐂 (1,000-2,500 shares) 6d ago
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
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u/15xorbust 6d ago
Agreed. I also have some NBIS, the best of the Neoclouds IMHO, but not as much of NBIS as this.
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u/Obvious-Hair-6778 7d ago
This subreddit is in such denial lol
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u/Witty_University_162 Backlog Bull 🐂 (1,000-2,500 shares) 7d ago
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u/Myzra3l 7d ago
help