What’s everyone’s thoughts on APLD and CRWV?

Given recent financial reports of APLD and CRWV being phenomenal what are people’s thoughts on current data center / cloud providers in the stock market. Recently there’s been a huge drop in price alongside macro movements and memory concerns but they still have incredible earnings. Are people thinking this will last?

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u/Far-East-locker 1 15 hours ago

Incredible earning, but you need to pray to god they don’t do more dilution, like IREN
u/Lootoholic 1 14 hours ago

with negative cash flow, there is just so much debt they can raise; they have to dilute eventually. I prefer investing in hyperscalars than in neo clouds.
u/Weak_Alternative_168 1 14 hours ago

On the APLD half, the release splits the HPC hosting number for you and that split is the interesting part. HPC hosting revenue was $203.0m for the quarter. Base rent is $44.1m of it, tenant fit-out services are $152.4m, recoveries the other $6.5m. Company wide revenue was $258.7m against $51.1m a year ago, so the growth is real, but the biggest line inside it is fit-out work the release says they only began providing during fiscal 2026, so there is no year ago figure to hold it against. Full year was $611.3m revenue and a $249.2m net loss attributable to common.
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