Feb. 21 at 2:17 AM
$APLD nvda took the 100B deal down to 30B. Openai now reduced their “spending” expectations.. is it bearish short term? Absofuckinglutely yes. Long term? Probably not bc apld builds data centers custom made. Its the most efficient data center builder. Iren cifr wulf all those other bullshit companies are bitcoin miners who grabbed a facility meant for bitcoin and leased to hyperscalers, they dont know how to build like apld. In a world where everyone likes to be bullish, its inportant to also hear the other side. Wether coreweave report is true or not does not matter, dont believe me? Look at oracle price at 188$ when reports came of delayed data centers after they said “everything is fine”, its at 140$ now. Coreweave going down will 100% bring apld down. All the fruity pop tarts who get offended can check out
$GRND it might suit you better snowflakes lol. I love apld and stock holders but damn at least come to terms with reality.
