Aug. 20 at 6:51 PM
$APLD people need to understand the market trades on narratives in the short and medium term. The fundamentals may be there (and to be clear they are for
$APLD), but if the news isn’t weaving the threads of success into the hivemind of the market then stocks will trade erratically. Blocking it out is your long term edge, and riding the waves your short term edge. In the long term
$APLD will go the way of
$EQIX, and likely get to around
$200, for that reason I’m holding shares
