Jonah
Region: US
Friday 23 October 2026 15:42:04 GMT
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creaturefeature7 :
Weren’t you just hating on apld…
2026-10-23 16:26:52
19
naplesme :
What about IONQ? I thought that was better than IREN.
2026-10-23 22:54:23
6
Bobo :
They have a 2x on APLD and it’s only 3.57 right now. Super risky
2026-10-25 03:37:46
0
Kimseto123 :
IREN and APLD I buy more for long-term💪 👍
2026-10-24 13:55:44
4
andrei :
Been buying apld for 6 months now and saying this. Easy money
2026-10-25 05:04:23
0
milano! :
this is not black and white. NBIS is refusing contracts because they anticipate compute prices to rise (as seen in their most recent compute auctions) also open source is superior NBIS is good at these levels
2026-10-25 02:59:06
1
PineappleUnderTheSea :
NBIS. Crwv debt is too high
2026-10-23 22:48:20
14
Jalil :
You’re shaking.. you’re ok?
2026-10-23 23:01:49
9
Gmel86 :
Nebius
2026-10-23 19:36:28
18
The Shark :
IREN is toast.
2026-10-24 22:27:20
0
JC :
If you look at the balance sheets Nebius and Iren have very little debt to cash ratio, Crwv and apld has a lot higher debt to cash ratio and are getting punished for it. If anything goes wrong they are in trouble.
2026-10-24 19:25:49
3
greeshamusic :
Nebius and Corrweave
2026-10-23 16:01:35
24
josiahaa01 :
Nebius has the best balance to follow through. So idk why you think this lol. And they are getting 1 GW of Vera Rubin next year which could generate 40-50 billion by itself maybe more if the prices keep going up
2026-10-24 00:35:50
5
Seixas Capital :
Names down 30 to 40 percent in a month is a real test of whether you understand the business or just the chart.
2026-10-23 17:10:31
14
Connor Nicholson :
“We could sign our entire 2027 backlog today “ - Nebius CRO - so this reason doesn’t make sense as they are holding out for higher prices short term and will charge highest out of everyone on this list .
2026-10-23 17:43:07
5
Josh Bill💲 :
got amazing community you all.
2026-10-25 00:03:37
0
Isabella Miller :
A regular paycheck was once my only plan. Now, I’m exploring e-commerce with AI tools. I’m excited about the possibilities ahead.
2026-10-23 23:28:25
3
James :
Don’t they have prices locked in so they don’t have dynamic pricing to capitalise on the current insane pricing?
2026-10-23 23:35:53
3
Seixas Capital :
Four beaten up AI names on one screen and the question is which one is a buy. For me the real question is who still has a business after the hype cools
2026-10-24 17:11:35
1
Harry Singh :
APLD
2026-10-23 22:42:53
4
Joshua “$SSPC” Renshaw :
Revenue ≠ FCF or profit
2026-10-23 19:04:46
5
Real estate broker :
Buy all for long term
2026-10-24 12:20:06
0
Chapinguy68 :
CRWV
2026-10-23 17:21:37
4
dantespage01 :
And “CEO Wes Cummins bought 55,803 shares (~$1M) at $18.04 on Oct 16, filed Oct 19; two insiders bought $6.7M total the same day”
2026-10-23 16:20:42
3
thomas Derick :
AI tools are helping me explore ways to simplify repetitive tasks and spend more time planning my business.
2026-10-24 21:10:32
1
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