$BTDR

@investmentguru_May 27, 2026 · 6:07 PM

⚡ Crypto miners + AI compute names are catching strong momentum again. $IREN surged 11% after announcing a Dell Blackwell systems purchase agreement, fueling a broad rally across the sector: → $CIFR +7% → $APLD +6.7% → $HUT +4.5% → $CLSK +3.6% → $RIOT +2.4% This market is starting to understand the next phase: Mining infrastructure is evolving into AI compute infrastructure. Power access + data center capacity + GPU partnerships are becoming premium assets. Many of these companies are no longer being valued only as Bitcoin miners. The NeoCloud / HPC trade continues to expand and capital is rotating fast into names with scalable infrastructure and energy access. Watch carefully: $IREN $CIFR $APLD $BTDR $IREN $CORZ $RIOT $CLSK AI demand is still early.

@investmentguru_May 22, 2026 · 12:02 AM

NeoCloud is another strong sector today as AI infrastructure names continue to attract buyers, strong AI demand and growing need for compute power are keeping momentum alive in data center, cloud and energy related plays. $IREN $CIFR $NBIS $CRWV $KEEL $BTDR $SLNH

@investmentguru_May 20, 2026 · 10:57 AM

AI infrastructure $NBIS $IREN $CIFR $CRWV $WYFI $HIVE $KEEL $DGXX $SLNH $BTDR AI infrastructure is starting to look like a multi-layered trade, not just a single “AI chip” story anymore. The rotation is moving from pure GPU names into the full stack — compute, mining-to-AI conversion, energy, and neo-cloud capacity — where bottlenecks are shifting toward power, deployment speed, and data center scaling.

@investmentguru_May 18, 2026 · 12:18 PM

Neocloud / AI Hosting $CRWV (CoreWeave) — 18.2%, held via calls. Added +672% in Q4 alone. $CORZ (Core Scientific) — 9.8%. Added +42%. $IREN — 7.7%. Added +21%. $APLD (Applied Digital) — 6.5%. Added +87%. $CIFR (Cipher Mining) — BTC miner pivoting to AI hosting. $BTDR

@investmentguru_May 18, 2026 · 11:18 AM

$NBIS $IREN $CIFR $CRWV $KEEL $SLNG $DGXX $BTDR NeoCloud / AI infrastructure could be the next massive sector to concentrate on. Everyone talks about AI software, but the real bottleneck is becoming: ⚡Power 🖥️ Compute 🏗️ Data Centers 🔌 Infrastructure These companies are building the backbone for the AI boom. As AI demand explodes, hyperscalers and enterprises will need more compute capacity, energy and infrastructure at scale. The next big winners may not be the apps… but the infrastructure powering them

@jasonl_capitalApr 14, 2026 · 1:23 PM

The companies building AI data centers, ranked by market cap: $CRWV $115.25 - ~$55B CoreWeave. GPU cloud king. Acquired Core Scientific. The largest pure-play AI compute company on the market. $NBIS $159.89 - ~$32B Nebius. $17B+ Microsoft Azure deal. Targeting $7-9B annualized revenue by end of 2026. $IREN $45.15 - ~$14B 4.5 GW pipeline. $9.7B Microsoft contract. Largest single-site AI data center buildout. $WULF $20.00 - ~$8.4B TeraWulf. Zero-carbon AI data centers. Lake Mariner facility. 100% nuclear and hydro powered. $APLD $28.72 - ~$7.9B Applied Digital. HPC hosting and GPU cloud. Building 400MW campus in North Dakota. $HUT $72.30 - ~$7.7B Hut 8. AI compute + managed infrastructure. Diversified across mining, hosting, and cloud. $CIFR $18.30 - ~$6.7B Cipher Digital. HPC and AI data center operator. Expanding capacity across Texas. $CORZ $19.25 - ~$5.8B Core Scientific. HPC hosting pioneer. Being acquired by CoreWeave. $BTDR $11.69 - ~$2.7B Bitdeer. ASIC chip design + AI compute. Building custom silicon alongside hosting. $CLSK $11.15 - ~$2.5B CleanSpark. Mining operations scaling into AI hosting infrastructure. This space is moving fast. A year ago half these names were Bitcoin miners. Now they're selling compute to Microsoft, Meta, and the hyperscalers. Bookmark this.