Source: Financial Modeling Prep · peers by sector/industry
Valuation
Trading at 4.2× sales vs its 1.6× historical median P/S.
Fair value ≈ $0.02 · price $0.06 today
Overvalued · 167% above
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Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$RUM RUMBLE IS PRICED LIKE A NICHE MEDIA STOCK WHILE SITTING ON A NORTHERN DATA AI CLOUD DEAL AND A 24K PLUS GPU BUILD OUT BACKED BY TETHER AND THE MARKET CAP STILL SITS AROUND 2.7-3.6B
MEANWHILE GPU HEAVY DATA CENTER AND AI INFRA NAMES LIKE $CRVW≈50B $APLD≈12.5B $IRM≈38B AND $EQIX≈107B ARE ALREADY BEING PRICED AS FULLY SCARCE AI INFRA PLAYS
THE DISCONNECT IS SIMPLE IF RUMBLE SUCCESSFULLY CLOSES NORTHERN DATA AND LEANS INTO THE GPU DATA CENTER NARRATIVE WITH TETHER AS ANCHOR TENANT THE MARKET CAP HAS A LOT MORE ROOM TO MOVE TOWARD THE AI INFRA PEER GROUP THAN THE LEGACY SOCIAL MEDIA BUCKET
@Spaingang @KeepCalmCarryOn $CRWV is wildly inflated with massive debt and is effectively off balance sheet financing for hyperscalers who will pull back spending.
I'm sure you haven't read the terms to their contracts and this have no clue of the risks they face.
Strong Sell $CRVW and all their suppliers with massive downside risk. The AI bubble will explode with all the cross party investing and funding just like the telecom complex imploded 25 years ago.
🚀 $CRVW Trade Recap 📊
@ripster47
highlighted the premarket plan with a bearish bias as price held below key levels. The focus was clear, watching pullbacks into the 34/50 MTF clouds for continuation.
As price dropped through key levels, multiple short entries followed with strong momentum. Stops were trailed as structure built, leading to a strong trend into the lows.
Clear plan. Strong trend. Disciplined execution.
Get More Recaps on Tenet Website
👉 tenettradegroup.com/trade-recaps-g…
$CRVW CoreWeave Wants To Power The Next Phase Of AI – Here’s The Plan
https://stocktwits.com/news-articles/markets/equity/core-weave-wants-to-power-the-next-phase-of-ai-here-s-the-plan/cZBfAk1Rebz
🚀 $CRVW Trade Recap 📊
@ripster47
highlighted the premarket plan with a bearish bias as price held below key levels.
The focus was clear, watching pullbacks into the 34/50 MTF clouds for continuation.
As price dropped through key levels, multiple short entries followed with strong momentum.
Stops were trailed as structure built, leading to a strong trend into the lows.
Clear plan. Strong trend. Disciplined execution.
Get More Recaps on Tenet Website
👉 tenettradegroup.com/trade-recaps-g…
$ORCL How could a company this size bungle this so badly!? Even $CRVW is shaking of recent concerns off better than this, I bought both at the recent lows and already sold the Coreweave for a 50% gain!
$APLD surged 18% after its Q2 fiscal 2026 results — but is it time to tap the brakes? 🚦
📈 250% YoY revenue growth driven by Polaris Forge 1 tenant fit-out services & initial recognition of $CRVW lease revenue.
⚠️ Missed earnings estimates by 22.22% & trades at a high 24.08x forward sales, suggesting overvaluation risks.
Understand the risks before investing in APLD 👉 https://www.zacks.com/stock/news/2815859/should-you-buy-sell-or-hold-applied-digital-stock-post-q2-earnings?cid=sm-stocktwits-2-2815859-body-28456&ADID=SYND_STOCKTWITS_TWEET_2_2815859_BODY_28456
@Samishere @MarketPro
Damn MP, look who's back!
We made this lesson back when $APLD was trading between $12-$14 I believe.
Back then if I remember correctly Sam's short thesis was all about how:
• the CoreWeave deal was financially structured for failure
• the Jane Street warrant purchase was going to tank us
• Wes would never get any other deal with another Hyperscaler besides $CRVW who was about to go bankrupt. 😂
Now it's.... In the future, "Data centers will be less needed" 🤣
Still short Sam?
When you planning to cover?
