$IREN and $APLD looking really good

We're on a serious lack of compute, both in speed and time. Both these companies are building out aggressively. I watched the all in podcast on Friday and they had a whole section on this industry, and whe you look at it there really arent that many players outside of $IREN, $APLD, $NBIS etc. I think these will do very well, thoughts? Charts look nice.