@ekroth · Long APLD · The Analysts

The biggest, most-discussed name in neocloud doesn't top my ranking. Neither does the hottest. I ranked twelve public neocloud companies on two questions: who captures the long-term economics, and how much is already priced in. The answer sits one layer deeper than the obvious.

Read asLong APLD+1 more

Since the call—

unrankedThe analyst's rank today

High · 0.99Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

not in the basket todayBasket

Rank per close

—

Oct 1

#273

Oct 4

—

Oct 5

—

Oct 6

—

Oct 7

—

Oct 8

—

Oct 11

—

Oct 12

—

Oct 13

—

Oct 14

—

Oct 15