$BTDR — FinTwit mentions on Surfaced

$BTDR — FinTwit mentions on Surfaced

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43 mentions

@investmentguru_Jul 17, 2026 · 12:54 AM

NeoCloud Capitulation? $NBIS $CRWV $CIFR $IREN $APLD $BTDR $HIVE $KEEL $DGXX NeoCloud continues to show signs of capitulation as selling pressure remains intense and every bounce is being sold. Short-term sentiment is weak, but the long-term AI infrastructure thesis hasn’t changed. Be patient, preserve capital, and wait for confirmation before becoming aggressive.

@investmentguru_Jul 9, 2026 · 10:35 AM

buying opportunity in market Photonics $AAOI $AXTI $COHR $GLW $NOK Space $RKLB $ASTS $SPCX $RDW $SATL NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR Energy $OKLO $SMR $EOSE $QS Physical AI $OUST $AMBA $PATH $MBLY Quantum $IONQ $QBTS $RGTI $NVDA $MRVL $MU $CRDO $PLTR

@investmentguru_Jul 7, 2026 · 10:31 AM

Silicon-to-Substation: 5 Themes Built for the Long Run Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $POET $LWLG $SIVEF $AAOI $AXTI $IQEPF $COHR Memory AI models are starving for bandwidth. HBM and next-gen memory are the unlock. $MU $SNDK $MRVL $CRDO $AMD $INTC Energy / Power Data centers need power that scales faster than the grid can build it. Nuclear and baseload energy step in. $OKLO $SMR $NNE $CEG $TE NeoCloud The new compute layer sitting between hyperscalers and startups. Capacity is the moat. $CRWV $NBIS $IREN $APLD $BTDR $KEEL $HIVE Physical AI / Robotics Intelligence is leaving the screen and entering the physical world. $SERV $OUST $AMBA $BB $JOBY $RR $CCXI The through-line: every layer feeds the next. Compute needs power. Power needs speed. Speed needs light. And all of it eventually walks off the screen and into the physical world. This is the stack we’re building around for the long run. Not financial advice.

@investmentguru_Jul 6, 2026 · 1:53 PM

NeoCloud $NBIS $CIFR $CRWV $IREN $DGXX $KEEL $HIVE $BTDR $APLD

@investmentguru_Jul 5, 2026 · 11:43 AM

The recent selloff in NeoCloud and AI infrastructure stocks has created some of the most attractive buying opportunities for long-term investors. My watchlist: $NBIS $CIFR $CRWV $IREN $DGXX $KEEL $HIVE $BTDR $APLD The market is pricing in near-term uncertainty after concerns about increasing competition from hyperscalers, but AI compute demand continues to grow rapidly. If you believe AI infrastructure demand will keep expanding over the next 3–5 years, these pullbacks may prove to be opportunities rather than reasons to panic. The biggest returns are often made by buying quality companies during periods of fear—not by chasing them after they make new highs. Not financial advice.

@investmentguru_Jun 26, 2026 · 10:50 AM

NeoCloud pullback = gift for those who missed the run After an impressive YTD run, profit-taking is completely normal. This is how markets work. The thesis hasn’t changed. What triggered the dip: → $CRWV & $NBIS sold off on their Nasdaq-100 debut — classic sell-the-news after vertical moves → Broader AI tape rotation + macro noise → Retail profit-taking after 200%+ gains on some names But zoom out on the fundamentals: $CRWV: $2.07B quarterly revenue, $99.4B revenue backlog $NBIS: up 210% YTD — now in the Nasdaq-100 with institutional exposure just beginning $APLD: surpassed 1 GW of contracted capacity — pure power-and-execution play on hyperscaler demand Hyperscalers projected to spend $630–700B on AI infrastructure in 2026 — up 60% vs 2025. The demand isn’t slowing. The NeoCloud layer of the Silicon-to-Substation stack is intact. Pullbacks in structural winners = entries. Not exits. Watch: $CRWV · $NBIS · $IREN · $APLD · $BTDR · $KEEL $CIFR Not financial advice.

@investmentguru_Jun 23, 2026 · 5:37 PM

NeoCloud continues to be one of the strongest sectors in the market. $CIFR $KEEL $BTDR $NBIS $IREN $CRWV

@wliangJun 18, 2026 · 1:42 PM

Before Neocloud rallies hard... Here's what I like about: $BTDR - ~3.0 GW global power portfolio with $69M+ AI Cloud ARR and Norway data center conversion $CIFR - Nearly $10B in contracted HPC revenue (AWS $AMZN, Fluidstack, $GOOGL partnerships) $CLSK - Strong balance sheet, but still awaiting hyperscaler AI lease $CORZ - $CRWV hosting deal with gigawatt-scale Muskogee, Oklahoma buildout $CRWV - Benchmark with $NVDA equity stake, $MSFT anchor, and Nasdaq-100 inclusion $IREN - Multi-billion dollar $MSFT contract with direct $NVDA partnership $NBIS - Vertically integrated AI cloud platform with $44B+ backlog, $NVDA equity stake, and Nasdaq-100 inclusion $WYFI - My favorite at the moment. Reminds me of a smaller cap and earlier stage $NBIS, just signed second major contract ($160M+ Paris) Or $WGMI ETF is an option for broad exposure. Most sit at different layers of the same structural AI infrastructure thesis.

@investmentguru_Jun 18, 2026 · 1:57 AM

My subscriber-only portfolio is live and here’s the proof: $SIVEF +250.34% | $HYLN +76.91% | $BB +60.55% | $KEEL +53.08% | $RDW +51.96% | $VLN +51.33% | $TE +41.25% | $NOK +41.12% | $BTDR +40.00% 19 green. 4 red. Real portfolio. No highlights reel. Subscribers get every position, every move, every level

@wliangJun 15, 2026 · 6:58 PM

Neocloud rally incoming... It'll be even more aggressive this time. > Just had a reasonable (and healthy) pullback the last couple of weeks > Received many more catalysts, including $NBIS and $CRWV being included in the Nasdaq-100 We have until June 22nd before Nasdaq rebalance takes effect. Gives us exactly one week to plant our seeds before the real run begins. Our thesis has gotten much stronger with these validations. Companies like $BTDR, $CIFR, $CLSK, $HUT, $IREN, $KEEL, $MARA, $WULF, $SLNH, and many more will benefit. And there seems to be a few names that have pretty high asymmetry relative to its competitors... Will share my research soon.

@itsmichaelluuJun 15, 2026 · 11:53 AM

$SPCX is trading at $167 can hit $800-$1000+ in 2 years. Here's 12 stocks under $12 that will do exactly the same: 1. $TE ~$9.00 Leopold's highest-conviction pick, AI infrastructure demand still massively underestimated. 2. $KEEL ~$5.96 Secured power assets, AI data centers, hyperscaler demand accelerating rapidly. 3. $ONDS ~$9.78 Private wireless networks becoming critical for defense and industrial automation. 4. $POET ~$13.25 Optical engines could solve AI networking bottlenecks at massive scale. 5. $CIFR ~$25 Converting cheap power into valuable AI compute infrastructure assets. 6. $WULF ~$27 One of the purest AI data center transformation stories. 7. $HIVE ~$4.00 Expanding from mining into high-margin AI cloud compute services. 8. $SATL ~$6.95 Satellite communications positioned for growing defense and government spending. 9. $NOK ~$15.10 Global telecom infrastructure beneficiary of AI-driven network upgrades. 10. $BTDR ~$18.97 Rapidly scaling AI compute business with attractive power economics. 11. $LAES ~$3.26 Quantum-safe cybersecurity becoming essential as AI adoption accelerates globally. 12. $CLSK ~$17.44 Strong balance sheet, growing infrastructure footprint, execution steadily improving. If AI, memory, power, and space infrastructure continue expanding, several of these could be dramatically higher by 2030. ♻️ WRITE 1 comment then RESHARE this post, I'll DM the exact call option to get for $TE and $KEEL for 10x winner.

@investmentguru_Jun 14, 2026 · 7:11 PM

NeoCloud next biggest sector to concentrate on. $NBIS – Pure AI infrastructure play $CRWV – Fast-growing hyperscale cloud provider $IREN – AI/HPC data center expansion $BTDR – Scaling AI compute and infrastructure $CIFR – Building out AI-ready capacity $CORZ – Major beneficiary of AI compute demand $APLD – Data center and AI hosting exposure $DGXX – Emerging AI infrastructure name $HIVE $KEEL $SLNH few more Supporting ecosystem: $VRT – Cooling and power solutions $ANET – AI networking backbone $MU – Memory demand explosion from AI workloads $NVDA – The engine powering the AI revolution

@investmentguru_Jun 8, 2026 · 10:31 AM

10 Stocks I’m Concentrating In Right Now 1/ $MRVL — Marvell Technology Custom ASIC + co-packaged optics architect for the hyperscaler era. 1.6T interconnects are MRVL’s runway. Gross margins expanding. AI revenue inflecting toward $2B+ run rate. 2/ $CRDO — Credo Technology AEC is replacing DAC inside the data center. MSFT + Amazon design wins. Years ahead on power-efficient SerDes. Low float. Revenue hockey-stick forming. 3/ $AAOI — Applied Optoelectronics Pure-play 800G/1.6T transceiver manufacturer. Turning profitable. Data center revenue mix shifting. The optical inflection is NOW. 4/ $MU — Micron Technology HBM3E is the memory of AI. Every GPU cluster needs stacked DRAM. Only US-based HBM supplier — strategic moat in a deglobalizing world. HBM pricing firm. AI memory TAM expanding exponentially. 5/ $GOOG — Alphabet TPU silicon. Gemini. YouTube. Waymo optionality. Trading at a discount to $MSFT despite equal AI integration. Cloud re-accelerating. Search moat deepening. 6/ $BTDR — Bitdeer Technologies Pivoting from Bitcoin mining → AI compute hosting. Owns power — the scarcest asset in AI infrastructure. Proprietary SEALMINER chips = margin uplift vs. NVIDIA dependency. 7/ $TE — Grid Infrastructure Power delivery is the AI bottleneck nobody prices in early enough. Data center power demand doubling every 4 years. Grid hardening + AI capex = multi-year supercycle. 8/ $NOK — Nokia The unsexy backbone of the AI era. Carrier-grade optical networking + 5G RAN + private wireless. Cheap valuation. Optical Networks division inflecting. 9/ $CRWV — CoreWeave The hyperscaler alternative for AI companies that can’t wait 18 months for AWS GPU allocations. MSFT long-term contract de-risks revenue. Gross margins expanding as utilization rises. 10/ $SIVEF — Photonics / InP Substrates Indium Phosphide substrates = physical foundation of every photonic chip enabling AI bandwidth. Upstream, monopoly-like position in the photonics value chain. Most investors haven’t found this one yet. The macro thread tying all 10: Semiconductors → Memory → Photonics → Power → NeoCloud Not financial advice.

@investmentguru_Jun 7, 2026 · 8:28 PM

$BTDR + $TE — Two of the Most Compelling Setups of 2026 | Buy the Dips These two names sit at the intersection of AI infrastructure and domestic energy — and meaningful pullbacks are loading zones, not exit signals. On $BTDR: Q1 2026 revenue hit $188.9M vs. $70.1M a year ago , and AI Cloud ARR surged 105% month-over-month to ~$43M in March — that’s not a trend, that’s an inflection. The 180 MW Tydal Data Center in Norway is being developed as the country’s largest AI data center, purpose-built for Nvidia’s latest Vera Rubin technology , with multiple U.S. sites in active colocation negotiations — 3 GW of global energy capacity gives them infrastructure moat few can match. On $TE (T1 Energy): the stock is up 80%+ YTD and has 11x’d over the last 12 months , yet the thesis is still early. T1 just acquired KORE Power for $32M to directly target the data center infrastructure market , and management is targeting $375–$450M Adjusted EBITDA in 2027 as the G2 Austin facility ramps — with 45X domestic manufacturing tax credits as a potential re-rating catalyst. Both names are volatile, high-conviction, and early-stage by nature. Pullbacks are the opportunity. Not financial advice.

@investmentguru_Jun 7, 2026 · 1:28 PM

$MU $GOOG $NVDA $BTDR $TE

@itsmichaelluuJun 6, 2026 · 1:25 PM

Everytime there is massive crash in June, $SPY recovers at 30% 1 year later. Here's 12 stocks under $20 that can easily 10x-20x: 1. $TE — T1 Energy Aschenbrenner's AI infrastructure bet. Revenue beat by 61%. 2. $POET — POET Technologies AI photonics optical interposer. Next-gen data center chip architecture. 3. $KEEL — Keel Infrastructure Ex-Bitcoin miners pivoting hard to AI compute demand. 4. $CLSK — CleanSpark Verified Aschenbrenner long. Bitcoin miner scaling into AI HPC. 5. $ONDS — Ondas Holdings Building wireless connectivity for autonomous defense drones. (Trump call) 6. $CIFR — Cipher Mining Power + data center assets perfectly positioned for AI workloads. 7. $WULF — TeraWulf Nuclear-powered data centers. Cleanest energy costs in AI compute. 8. $HIVE — HIVE Digital Revenue up 219% YoY. Pivoting from crypto mining to AI HPC. 9. $SATL — Satellogic Sub-$10 satellite imaging play. Defense + geospatial AI data boom. 10. $NOK — Nokia Nvidia invested $1B. AI-RAN + T-Mobile deal. Up 140% YTD still cheap. 11. $BTDR — Bitdeer Self-mining + AI cloud. Building proprietary ASIC chips in-house. 12. $LAES — SEALSQ Post-quantum cryptography chips. Every connected device needs this. Remember, you're getting 1 more chance to add dips again to hold. HOLDING is the best way to make money in this market not scalping. ♻️ RESHARE this post and write 1 comment, I'll DM you my favorite stock to buy under $10 (and its strong too)

@investmentguru_Jun 4, 2026 · 11:35 AM

Watchlist for pullback. $NOK $BB $TE $QS $SOUN $JOBY $SERV $SIVEF $HYLN $BTDR $AMPX $EOSE $SATL $LWLG $POET $VLN

@midascabalJun 3, 2026 · 9:01 PM

1) $HIVE 2) $APLD 3) $TE 4) $CLSK 5) $BTDR Posting my analysis on each of these companies here. Don't miss out and follow me.

@investmentguru_Jun 3, 2026 · 6:48 PM

$BTDR nicely done here https://t.co/Q7wViegFdy

@midascabalJun 2, 2026 · 11:11 PM

1. $CIFR 2. $WULF 3. $CORZ 4. $BTDR 5. $HIVE If this helped you out, follow me for more.

@investmentguru_Jun 2, 2026 · 11:06 AM

NeoCloud is emerging as one of the strongest sectors in the market. The AI race isn’t just about chips anymore. The real bottleneck is compute, power, networking, storage, and data center capacity. That’s where NeoCloud companies come in. My top names to watch: $NBIS – Pure AI infrastructure play $CRWV – Fast-growing hyperscale cloud provider $IREN – AI/HPC data center expansion $BTDR – Scaling AI compute and infrastructure $CIFR – Building out AI-ready capacity $CORZ – Major beneficiary of AI compute demand $APLD – Data center and AI hosting exposure $DGXX – Emerging AI infrastructure name $HIVE $KEEL $SLNH few more Supporting ecosystem: $VRT – Cooling and power solutions $ANET – AI networking backbone $MU – Memory demand explosion from AI workloads $NVDA – The engine powering the AI revolution The AI buildout is still in its early innings. Pullbacks in quality NeoCloud names continue to look like opportunities rather than reasons to panic. Follow the infrastructure. That’s where the biggest capital is being deployed.

@midascabalJun 2, 2026 · 6:40 AM

$HIVE $RIOT $TE $APLD $IREN $BTDR $KEEL $CLSK $WYFI $PSIX Posting my analysis on each of these companies here. Don't miss out and follow me.

@itsmichaelluuJun 2, 2026 · 12:50 AM

In 1 year, $NBIS blew up 10x from $20 → $270. Recently, Leopold owns 6% stake in it. These 6 stocks under $30 can easily 10x: 1. $CIFR ~$23 $AMZN + $GOOG 15-year leases. $9.3B contracted. Analyst target: $70 2. $WULF ~$27 Google-backed Fluidstack deal. 1GW+ capacity. Analyst target: $80 3. $CORZ ~$28 CoreWea's landlord. $3.3B raised. 12-year $10B deal. Analyst target: $60 4. $BTDR ~$13 170% revenue growth. Owns its own AI chips. Analyst target: $50 5. $KEEL ~$6 Leopold accumulating. First colo deal Q3 2026 expected. Analyst target: $18 6. $HIVE ~$4 $30M AI cloud contracts signed. Liquid-cooled GPU clusters. Analyst target: $16 $NBIS $CRWV $IREN are Neocloud companies with deals with $MSFT $NVDA $GOOG $AMZN. They are providing compute to everyone. ♻️ RESHARE this post and write 1 comment, the best under $10 to buy and hold.

@investmentguru_Jun 1, 2026 · 6:30 PM

NeoCloud $NBIS $CIFR $IREN $HIVE $KEEL $CRWV $BTDR https://t.co/VoQchOOe6G

@investmentguru_Jun 1, 2026 · 5:28 PM

$BTDR https://t.co/YwpiL5HsMq

@itsmichaelluuMay 31, 2026 · 1:40 PM

It's September 2026, stocks I bought under $20 and they exploded 1000% 1. $KEEL – Former Bitfarms. 2.2 GW pipeline. Hyperscaler leases incoming. Cheapest GW-scale AI land play (Leopold call) 2. $SATL – Satellite imagery feeds AI training + defense targeting. Fresh DoD contract proves the demand is real. $SPCX SPACEX play 3. $LAES – Every AI agent needs quantum-proof identity. SEALSQ embeds PQC in silicon. The security layer AI can't run without. 4. $POET – Optical Interposer replaces copper in AI clusters. Light moves data faster at half the energy. 800G design wins at record pace. 5. $ONDS – Wireless OS for AI-driven industrial drones. Defense + logistics demand exploding. First-mover advantage. (Trump call) 6. $CIFR – Massive power assets pivoting to HPC. Market repricing it as AI infrastructure owner, not just a crypto miner. Same as $IREN $CRWV $NBIS 7. $BTDR – AI cloud ARR up 60% MoM. 92% GPU utilization. 3 GW global capacity. Own-chip design cuts cost to near zero. 8. $CLSK – Situational Awareness fund loaded 12M+ shares. Massive power footprint waiting to flip into AI colocation. (Leopold bought) 9. $HIVE.TO – Canada's largest AI gigafactory incoming. 100K GPU build-out on 100% renewable power. $225M ARR target. 10. $NOK – Restructuring entirely around AI data center networking. $4B US bet. Optical division feeding hyperscalers directly. ♻️ RESHARE this post and write 1 comment, I'll DM you my favorite 1000% play for this week.

@investmentguru_May 28, 2026 · 4:40 PM

$BTDR https://t.co/poupj26m51

@investmentguru_May 28, 2026 · 2:23 PM

$BTDR https://t.co/fQPAxJGfsI

@investmentguru_May 28, 2026 · 2:03 AM

THE NEOCLOUD SUPERCYCLE IS ACCELERATING The smartest money in AI just made its move — and the signal is impossible to ignore. Leopold Aschenbrenner’s Situational Awareness fund — which grew from $225M to $13.7B AUM in under 2 years — just disclosed a 5.6% stake (12.4M Class A shares) in $NBIS. This is the guy who called every major AI bottleneck years early. He doesn’t park $2B+ in a position casually. $NBIS — Nebius Group → Q1 revenue: $399M — up 684% YoY, 75% QoQ → AI cloud ARR surged to $1.9B, up 54% QoQ → Adjusted EBITDA margin: 45% in AI cloud segment → $27B, 5-year Meta deal locked in → $9.3B cash on hand after raising $6B+ YTD → Targeting 4 GW+ contracted power by year-end → Full year guidance: $3B–$3.4B revenue, $7B–$9B ARR → Selling out capacity every quarter — demand exceeds supply Aschenbrenner just validated what the fundamentals already screamed. $IREN — The Vertically Integrated Beast → $3.4B NVIDIA AI cloud contract secured → $9.7B Microsoft deal for GB300 GPUs (5-year) → $2.1B NVIDIA equity investment (30M share warrants) → Blackwell deployment at Childress, TX → ARR target raised to $4.4B → 4.5 GW total power footprint across TX, Canada, Oklahoma → $3B convertible note raise shows capital market conviction IREN isn’t a miner anymore. It’s a full-stack AI factory operator with NVIDIA and Microsoft as anchors. The NeoCloud Basket → $CRWV — CoreWeave: $99.4B backlog, 1GW+ active, pure-play benchmark → $NBIS — Nebius: hyperscaler-grade AI cloud, Aschenbrenner’s biggest bet → $IREN — Vertically integrated, power-rich, Nvidia & Microsoft backed → $APLD — Applied Digital: emerging data center player in the mix 🧠 Why This Theme Has Legs → Hyperscalers (MSFT, Meta, Google) are outsourcing GPU capacity to neoclouds at scale → Power-connected land is the new scarce resource — and neoclouds own it → Nvidia is now an equity investor in both $NBIS and $IREN — alignment is complete → The $100B+ AI capex wave flows through neoclouds before it reaches anyone else Other play - $SLNH $KEEL $BTBT $HIVE $WYFI $BTDR $CIFR The NeoCloud isn’t a trade. It’s the infrastructure layer of the AI supercycle. Not financial advice.

@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

@midascabalMay 21, 2026 · 12:26 PM

AMD $AMD Solaris $SEI Intel $INTC Core Scientific $CORZ Bitdeer $BTDR Micron $MU Sandisk $SNDK Babcock and Wilcox $BW Cleanspark $CLSK T1 Energy $TE Bloom Energy $BE ASML $ASML Corning $GLW Riot Platforms $RIOT SharonAl $SHAZ Iren Limited $IREN Bitfarms $BITF Applied Digital $APLD SMH $SMH CoreWeave $CRWV Power Solutions $PSIX Taiwan Semi $TSM Hive Digital $HIVE Propetro $PUMP WhiteFiber $WYFI If this helped you out, follow for more (:

@midascabalMay 21, 2026 · 2:58 AM

$20.2M of $AMD $62.5M of Solaris $SEI $8.9M of Intel $INTC $389.1M of Core Scientific $CORZ $29.8M of Bitdeer $BTDR $5.9M of Micron $MU $724.4M of Sandisk $SNDK $19.9M of Babcock and Wilcox $BW $104.5M of Cleanspark $CLSK $43.9M of T1 Energy $TE $878.7M of Bloom Energy $BE $6.1M of $ASML $21M of Corning $GLW $142.2M of Riot Platforms SRIOT $18.1M of SharonAl $SHAZ $401M of Iren Limited $IREN $38.8M of Bitfarms $320M of Applied Digital $APLD $10.3M of $SMH $556.1M of CoreWeave $CRWV $26.3M of Power Solutions $PSIX $7.6M of Taiwan Semi $TSM $6.4M of Hive Digital $HIVE $13.1M of Propetro $PUMP $20.9M of WhiteFiber $WYFI If this helped you out, follow for more (:

@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.

@itsmichaelluuMay 18, 2026 · 12:27 PM

🔵 BOUGHT MORE (doubling down on physical AI infrastructure) $SNDK NAND storage is the new bottleneck $CRWV GPU cloud, 8GW target by 2030 $APLD HPC data centers, $7.5B lease signed $RIOT 1.2GW data center pivot, $AMD moving in $IREN compute + mining, Nvidia deal catalyst $CLSK CleanSpark converting mining sites to AI $BTDR SEALMINER chips + AI cloud ARR surging $KEEL modular power infra, early stage

@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

@stocksavvyshayMay 18, 2026 · 11:08 AM

LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ. Added to AI power and compute names including $IREN, $APLD, $CLSK, $RIOT, $BTDR and $CRWV. Trimmed $SEI, $CORZ and $BE, while exiting $COHR, $LBRT, $TSEM, $HUT, $LITE, $KRC and $EQT.

@penny_etherMay 13, 2026 · 9:57 PM

@pennycheck Adds $BTDR, cuts $SEI

@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.

@tradableastroMar 4, 2026 · 2:48 AM

🚨Leaderboard for the day🚨 Top 5 Strongest: $AAOI $ACLX $LWLG $YOU $AEHR Top 5 Weakest: $EOSE $MKND $RUN $GRAL $SHLS Newly added to Strongest: $APA $PBF $RCAT $REI $RELY $USO Newly added to Weakest: $ALAB $ARRY $BTDR $CRDO $FTCI $GRAL $MDB $NUVB $RR $SE https://t.co/a7XascG55B

@investmentguru_Jan 6, 2026 · 12:48 AM

The Fastest Growing Companies Heading Into 2026 From AI infrastructure and space to biotech, energy, and digital assets, these companies are where real growth is showing up on the tape: Top Performers $NBIS $PTGX $FLY $MP $LUNR AI, Crypto & Infrastructure Leaders $CRWV, $WULF, $IREN, $HUT, $CORZ, $CIFR, $BTDR $NVDA still dominant $ALAB, $AAOI, $SKYT — Chips & connectivity Biotech Breakouts $INSM, $SNDX, $ZYME, $ASND, $BBIO, $AXSM, $RYTM, $MDGL Clinical wins = asymmetric upside Energy, Mining & Industrials $USAS, $ARMN, $NGD, $TLN, $MP $DQ Speculative Growth $LCID, $NIO, $LMND, $RKT — High risk, high torque Space & Defense $RKLB, $RDW, $GEMI, $CDLR — Multi-year contracts + government spend $PLTR — AI + defense + enterprise scale 2026 won’t reward diversification — it will reward conviction, timing, and theme alignment. You don’t need 40 stocks. You need 3–5 leaders in megatrend sectors — and the patience to let compounding do the work. Follow the growth, not the noise.

@crux_capital_Dec 17, 2025 · 12:38 PM

🚨 What’s going on with neo-clouds right now? $NBIS $CRWV $APLD $CORZ $CIFR $IREN This corner of AI infrastructure has been hit hard. Not because demand for AI compute disappeared, but because capital got more expensive, buildouts got heavier, and the market repriced long-dated infrastructure risk. A lot of these names moved together on the way down. It could get confusing so I wanted to categorize these companies a bit and show how I view them “Neo-clouds” has turned into a catch-all label for companies building AI compute outside the hyperscalers. The businesses underneath it vary widely. Some sell GPU compute directly. Some sell power and buildings. Some are converting legacy infrastructure. Some own future capacity. Same demand tailwind. Very different operating realities. I like to break these into 4 groups - First group: full GPU clouds $NBIS $CRWV These companies run the compute. They own large GPU fleets, operate the software layer, and sell AI capacity directly to customers. Their results depend on execution at scale. Power coming online on schedule matters. Utilization tracking capacity ramps matters. Margins settling as deployments grow matters. $NBIS brings a vertically integrated cloud stack with tight control over hardware, software, and deployment. $CRWV brings scale, deep customer relationships, and an ability to deploy large clusters quickly. Both benefit directly when AI demand stays firm. Second group: infrastructure and hosting platforms $CORZ $CIFR $APLD $WULF $WYFI These companies focus on power, land, cooling, and uptime. Their role is to deliver capacity to AI and HPC tenants under long-duration agreements. Revenue shows up when megawatts get energized and contracts go live. With the right structure, demand risk sits closer to the tenant than the infrastructure owner. This creates a very different operating profile from running a cloud. Third group: active transitions from mining to AI $IREN $BTDR $HUT These names already have live AI operations alongside legacy assets. They own or operate GPUs, host workloads, and generate AI-related revenue today, while continuing to reposition older infrastructure. What matters here is conversion speed. How quickly power, capital, and operating focus move into AI compute shows up directly in results. Progress varies across the group. Fourth group: power optionality $CLSK $RIOT These companies control large power footprints and have outlined substantial development pipelines. Much of the value today sits in future capacity rather than active AI compute. Outcomes depend on interconnect timelines, customer commitments, and how quickly projects move from planning to build. This bucket behaves differently from capacity that’s already live. ... Across all of this, the real separation shows up in where risk lives. Who owns the GPUs. Who controls the power. Who gets paid when demand softens. Who needs ongoing access to capital to keep building. Those answers vary widely, even when prices move together. This is what I’m watching as the space evolves: MW that actually get energized. Contracts that turn into revenue. Utilization once systems are live. Capex pacing relative to financing. Cooling and rack-density readiness for next-gen deployments. Customer concentration as scale increases. Important to note: the goal of this post is just to help categorize the different companies that are often talked about on X. This post does not intend to highlight all the strengths or weaknesses or nuances or all the offerings of each of these companies. I currently only have a position in 2 of these companies which should highlight my personal conviction. I believe there will be a couple of massive winners and many others that fall short over the long term.