George Noble — @JackFarley96 Thanks Jack. I have made my share of bad calls, but the $CRWV trade has done well. I foresee significant additional downside, possibly even bankruptcy.↗
Jul 17
InvestmentGuru — 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 bounc…↗
Jul 16
George Noble — 22 days later $CRWV is now $73.
Subscribe to our paid Substack for our best ideas.
https://t.co/xgVq8lDrOe https://t.co/byZaEBz39l↗
Jul 16
George Noble — Paid subscribers to the Noble Update Substack received this:
June 24. $107 $CRWV https://t.co/6Y92yTvauy↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 16
Shay Boloor — THE FUTURE IS ON SALE RIGHT NOW
Drawdown from highs:
• $OKLO −76%
• $NVTS −63%
• $CRWV −60%
• $ASTS −58%
• $IONQ −57%
• $PL −57%
• $AAOI −56%
• $RKLB −55%
• $IREN −54%
• $ONDS −53…↗
Jul 16
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Momentum stocks are getting crushed in July. Goldman Sachs’ High-Beta Momentum Index is down 24% month…↗
Jul 15
Mike Investing — Markets are currently going through what’s known as a “Silent correction”
This happens when Indices & MAG7 names lead, & stay near ATH’s while many mid/small caps experience heavy…↗
Jul 15
Jason's Chips — BNP Paribas on CoreWeave ($CRWV): “Scaling the future of AI infrastructure”
BNP initiates CoreWeave at Outperform with a $192 PT, arguing the stock has “catch up” potential versus…↗
Jul 14
Michael Sikand 🦑 — Wow this is crazy.
Anyone owning neoclouds will have this market bookmarked.
$NBIS $CRWV $WULF $CLSK $HUT↗
Jul 14
Shay Boloor — New York becomes the first U.S. state to halt new hyperscale data centers using 50MW or more of power.
$NBIS, $CRWV, $IREN, $CIFR, $SHAZ, $WYFI, $WULF https://t.co/A9bUeUct3Q↗
Jul 14
InvestmentGuru — Silicon-to-Substation: The Regulatory Wildcard
New York just became the first state to freeze new hyperscale data center permits — a 1-year executive order pausing approvals while…↗
Jul 14
Jason Luongo — 2. $CRWV - CoreWeave
NVIDIA invested $2B directly. Building 5GW of AI factories by 2030. Jensen called CoreWeave's platform critical for the agentic AI era. $12-13B in 2026 revenu…↗
Jul 13
Jason Luongo — 4. $CRWV - CoreWeave
$12-13B revenue guidance for 2026. 10 clients committed to spending at least $1B each. $21B commitment from Meta. Closed a $3.1B GPU-backed loan facility. The…↗
Jul 13
Lando — I guess BTM is pretty expensive $NBIS $CRWV $IREN
Long secured grid connected power 👀↗
Jul 11
Mike Investing — Mark my words…
If you’re looking to create generational wealth this year then load these 4 critical AI infrastructure names.
1. $WYFI ~ High Conviction @leopoldasch small cap nam…↗
Jul 10
InvestmentGuru — NeoCloud turning green
$NBIS
$CRWV
$IREN
$HIVE↗
Jul 10
Mike Investing — @bennybigbull @babyfolio Just some of my callouts this year fyi:
$NBIS @ $68
$CRWV @ $63
$PL @ $20
$META @ $520
$IREN @ $30
$NOW @ $82
$CIFR @ $11
$RKLB @ $56
$ASTS @ $63
& s…↗
Jul 9
Shay Boloor — $CRWV is still sitting in a nearly 50% drawdown 👀 https://t.co/t8HFOUlmK3↗
Jul 9
Wayne Liang — The neocloud bet is simple.
You're not picking which AI company wins. You're supplying all of them.
$CRWV already powers 9 of the top 10 AI developers. OpenAI, $META, Anthropic,…↗
InvestmentGuru — 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…↗
Jul 8
InvestmentGuru — NeoCloud is one of the strongest sector today.
$IREN
$NBIS
$CIFR
$CRWV
$KEEL
$APLD
$WYFI https://t.co/iP9hTZlDm6↗
Jul 8
Alphatica — LARGE / MID-CAP TAPE | July 8, 2026
Large / mid-cap blocks. +$214M net buy. Flipped. Yesterday: -$726M. $AKAM +$88M zero sells. $NET +$65M. $CRWV +$62M. Yesterday's sellers became…↗
Jul 8
Mike Investing — In 2024 I called $NVDA at $47.
Then In 2025 I called $AMD at $76.
& Finally In 2026 I called $NBIS at $73.
Now these 5 stocks have the exact setups $NVDA, $AMD, & $NBIS had.
1. C…↗
InvestmentGuru — Rotation back to AI infrastructure play
$MU
$SNDK
$NBIS
$CRDO
$MRVL
$AVGO
$MRVL
$CRWV↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️
HYPERSCALE & CLOUD
$AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale
$MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Jul 7
Alphatica — LARGE / MID-CAP DARK POOL | July 7, 2026
$NET +$142M zero sells. Cloudflare is the mid-cap safe haven. $CMG -$83M zero buys. $RKLB -$22M. $RIVN -$21M. Both agree sell. 62 prints.…↗
Jul 7
Kevin Maro — Incredibly disappointing to see $FCEL management diluting after their CFO recently stated they were comfortable with their balance sheet.
This statement, as well as the massive st…↗
Jul 7
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 7
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 7
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 7
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 7
KawzInvests 🦑 — While the neocloud trade gets torched, $DOCN went the other way and ripped 10% today on record preliminary Q2 numbers.
$DOCN DigitalOcean doesn't just rent you the raw GPUs, it ru…↗
Jul 7
amit — @AestheticBanger Bought $CRWV $82.17 today↗
Jul 7
Lando — Daniel’s been working hard on these videos, his recent one applies to the neocloud/colo business
$CIFR $WULF $IREN $NBIS $CRWV $HUT $APLD etc
Definitely check it out when you’ve…↗
Jul 7
InvestmentGuru — 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. $…↗
Jul 7
InvestmentGuru — THE FREE COMPUTE LAND GRAB
The AI war is no longer just about building the best models.
It’s about owning the customer.
Hyperscalers ($GOOG $MSFT $AMZN $META) are giving away or…↗
Jul 6
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 6
Alphatica — LARGE / MID-CAP DARK POOL | July 6, 2026
Large / mid-cap dark pool. +$130M net buy. $MRNA +$123M zero sells. $CRWV +$59M zero sells. 34 off-exchange prints. 248 names tracked.
$2…↗
CK Capital — Anthropic just signed a 20 year lease on one 401MW data center for $19 billion.
Think about the math on what that says about every megawatt in the sector.
That works out to roug…↗
Jul 6
Black Panther Capital — Cerebras just said the quiet part out loud on their first earnings call as a public company. CEO Andrew Feldman said the biggest constraint on AI growth is no longer chip supply or…↗
Jul 5
KawzInvests 🦑 — Fireworks is kernelmogging $NBIS and $CRWV on the exact same NVIDIA silicon. 746 tokens per second against 480 and 290.
Run the napkin math. One Fireworks GPU pushes 746 t/s while…↗
Jul 5
InvestmentGuru — $CRWV
Down over 50% from highs after Meta’s reported plans to build its own AI cloud spooked the NeoCloud trade. Backlog still surged to nearly $100B, revenue growing over 100% Y…↗
Jul 5
Wayne Liang — Is anyone else tracking sovereign AI?
$CTSH just announced a partnership with Domyn to cover all of EMEA... second sovereign AI news this week.
Every G20 govermnet now treats AI…↗
Jul 5
InvestmentGuru — 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…↗
Jul 4
Wayne Liang — It doesn’t matter if you’re team $NBIS or team $IREN, or invested in other solid picks like $CIFR, $CRWV, etc.
We’ll all win in the end…
Agentic AI is going to make the current c…↗
CK Capital — The market is near all time highs.
But look at some of your favorite stocks.
$NVDA. ATH $236. Now $194. Down 18%.
$META. ATH $795. Now $584. Down 27%.
$TSLA. ATH $498. Now $39…↗
Jul 3
Lando — Btw Jason is going to RAISE $IREN $NBIS $CRWV↗
Jul 3
InvestmentGuru — The Category Creator Portfolio
Some businesses aren’t just “leaders” — they’ve built moats so wide, nobody’s even trying to cross them.
$PLTR — Palantir Not a “software company.”…↗
Jul 3
CK Capital — I wasn’t a massive fan of $CRWV at triple digit prices.
But at $80 a share and a backlog more than double the market cap.
Things are getting interesting. https://t.co/enY6t1HBOU↗
Jul 3
Wayne Liang — So there's the floating idea (from one analyst) of minor hyperscaler capex cuts at Q2 earnings...
Even if it happens with one or two, we're still at $700B+ combined this year. Wou…↗
Jul 3
Michael | Hypermarkets — 1. $NVDA (Nvidia)
Higher tokens/sec/GPU makes each GB300 more valuable per dollar spent better effective ROI for buyers, which reinforces continued capex cycles and pricing power.…↗
TheValueist — $IREN $CRWV $HUT $CIFR EXECUTIVE CONCLUSION
IREN’s new co-CEO compensation structure is an economically outsized founder-retention mega-grant. The structure has 2 shareholder-alig…↗
Jul 2
Midas — July 4th is the Worlds Greatest Investors Birthday.
To celebrate, I’m giving out limited 50% off promo codes for @asymmetrix_xyz.
Will also be sharing my strategy of how I found…↗
Jul 2
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 2
CK Capital — $CRWV has a $99.4 billion backlog on a $45 billion market cap.
CoreWeave’s signed, contracted backlog is more than double its market cap, with 36% of it converting to revenue with…↗
Jul 2
Wayne Liang — @Me_Feat_You Generally speaking, I think we'll get a market rally from July to September, before another correction.
(also gives $BTC the chance to bottom again)
As for $CRWV, it…↗
Jul 2
Wayne Liang — It's ridiculous neocloud is still selling off...
$NBIS, $IREN, $CRWV, and more are still taking a hit because $META is planning to sell "excess" compute capacity.
What excess? Lo…↗
Jul 2
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 11AM ET exclusively on the Futurum Equities YouTube channel covering:
• $META building “Meta Compute” to se…↗
Jul 2
amit — Woah.
Nvidia $NVDA just created a new line of business for themselves.
So, all those neoclouds like $CRWV $NBIS $IREN $APLD $SPCX that have been getting deals with hyperscalers…↗
Jul 2
Damnang2 — AI related stocks, including semiconductors, fell sharply today after reports that Meta plans to sell its excess AI compute capacity to external customers. Was the market reaction…↗
Jul 2
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 2
Daniel Koss — This could be the creative financing $NBIS was teasing!!
Personally, I really like this.
1/ $NVDA will use its massive profits to give selected and proven neoclouds, probably $NB…↗
Jul 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Meta $META is reportedly developing a cloud business called Meta Compute to sell access to excess A…↗
Jul 1
InvestmentGuru — Today’s selloff in AI infrastructure stocks looks more like a rotation in sentiment than the end of the AI story.
Reports that $META plans to lease excess cloud-computing capacit…↗
Jul 1
CK Capital — $NBIS dropped 15% today because its biggest customer MIGHT someday compete with it.
Meanwhile there are four or more customers fighting over every single GPU cluster $NBIS brings…↗
Jul 1
Gaetano — Alright, let's hear your takes on the $META news
Mostly interested in thoughts around Neoclouds and co
$NBIS $IREN $WYFI $NUAI $CRWV etc.↗
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
Frenchie — $NBIS semble sous-évalué
Pour revenir factuellement sur ce qui s'est passé et pourquoi le lézard Zuckerberg fait pump $META mécaniquement au détriment de $NBIS
1. Les 90 dernier…↗
amit — @smn_Lebam I like $CRWV as well. One could argue it is undervalued compared to $NBIS. I don’t think the debt argument us that relevant either.
I just REALLY like Nebius management…↗
Jul 1
mon — $IREN -5%, $NBIS -14% & $CRWV -13%.
The market seems to be interpreting today's news that $META +10% plans to offer excess AI compute capacity as bearish, but I actually think it'…↗
Jul 1
Chris Ray — @IllyrianFund Why are you so personally offended I sold a small $CRWV position? Do you work there?
Stop being a weirdo lmfao 😂↗
Jul 1
Serenity — There’s a lot of disinformation going around about $META “cutting capex” because they “overbuilt”.
This is an “if” they have excess capacity.
And it looks like the opposite right…↗
Jul 1
Jose Najarro Stocks — $META TANKING THE WHOLE NEOCLOUD MARKET $NBIS $CRWV $IREN
Reports that Meta is developing plans for a cloud infrastructure business that will sell access to AI computing power an…↗
Jul 1
Chris Ray — While I think what we’re seeing pre-market is an overreaction, I’ve decided to exit my relatively small $CRWV position at a $1900 loss.
This is my largest realized loss by dollar…↗
Jul 1
Jason's Chips — Very bearish. Seems like they are dropping out of frontier race. They only have the compute of three $CRWV's!↗
Jul 1
Shay Boloor — Neo-cloud names are moving lower after reports that $META is developing “Meta Compute” a cloud business to sell excess AI compute.
The market is reading this as potential new hype…↗
Jul 1
TheValueist — $CRWV $NBIS $IREN $HUT HPC/neoclouds selling off on the $META news. The market can be so linear and one-dimensional in its thinking. I would actually take the Meta announcement as…↗
Jul 1
Chris Ray — $META is building an AI Cloud business to sell excess compute.
The neoclouds hate it… 😅
$NBIS $IREN $CRWV https://t.co/pXIodWe4DN↗
June 2026 · 252 mentions
Jun 30
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 30
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 30
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 30
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…
May 2026 · 175 mentions
May 31
Lando — Looks like they need somewhere to plug in all those chips right $IREN??
I’m sure most Neocloud/Colo will do well as well. Question is who will be the best?
$NBIS $CRWV $IREN got…↗
May 31
Chris — $CRWV setting up for a potential squeeze if it can reclaim/hold the $110 area
• 120 strike has the biggest near-term call wall
• 6/18 chain showing heavy upside positioning at 12…↗
May 31
Shay Boloor — $CRWV is on pace to a nearly $19B annualized revenue run-rate by year-end as AI compute demand continues to overwhelm available supply. https://t.co/0tdePkLOxQ↗
May 31
Jose Najarro Stocks — $DELL $CRWV $NVDA
Vera Rubins are about to have tokens go BRRRRRRRRRR
mon — Really great day today.
- $IREN +6% is hiring non-stop. 👀
- $CIFR +5%, $NBIS & $CRWV -2%, $WULF +8%.
- The big 4 HS Capex is not slowing down.
- $META & $MSFT 🔴. $AMZN &…↗
Apr 30
mon — $IREN, $NBIS, $WULF, $CIFR, $CRWV
One thing that stood out to me after going through the latest earnings from Microsoft, Amazon, and Alphabet is that the constraint is "time to co…
Dustin — $CRWV Bank of America adjusts to $100;
lots of financing at LOW RATES!👇
Like if you STILL believe $CRWV. https://t.co/nxUeEDrkgV↗
Mar 31
Shay Boloor — $CRWV just closed a landmark $8.5B financing facility tied to its GPU infrastructure.
The deal marks the first GPU-backed financing to achieve investment-grade ratings. https://t.…↗
Mar 30
TheValueist — Most of the HPC/neoclouds are getting smoked today. This is not a good environment for them.
$CRWV $IREN $CIFR $HUT https://t.co/8wBUTr8iux
February 2026 · 82 mentions
Feb 28
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield.
1 | Power: $GEV $BE $CEG $VG $ENS
2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO
3 | Data centers: $NBIS $IREN $CRWV $CI…↗
Feb 28
Midas — Top 5 Scam Stocks. Who did I miss?
1) $IREN
2) $ONDS
3) $CRWV
4) $NBIS
5) $ZETA
Saw some idiot post this lol.
People on this app are funny af.↗
Feb 28
Midas — Top 5 Scam Stocks. Who did I miss?
1⃣ $EOSE
2⃣ $CIFR
3⃣ $IREN
4⃣ $CRWV
5⃣ $NBIS
Saw some idiot post this lol.
$EOSE however was indeed a scam.↗
Feb 27
SandemanStocks — $NBIS is not $CRWV.
Let’s look under the hood and see why.
There are dozens of reasons $NBIS is better….but I’m just addressing debt here.
Repost the shite out of this so e…
January 2026 · 112 mentions
Jan 31
The Future Investors — $CRWV Interesting interview with Mike Intrator, CEO of CoreWeave
On the "symbiotic but not equal" relationship with Nvidia and the future of the AI economy 🤖🎙️
https://t.co/ALBb…↗
Jan 31
Serenity — @jukan05 I've been covering Neoclouds for awhile so I'm familiar with $ORCL. It's nuanced:
Main thing is CapEx -> $50B from $35B, and $200B+ or so in DC leases.
This is mainly f…↗
Jan 30
The AI Investor — $MSFT, $ORCL vs new AI cloud stocks $CRWV $IREN $NBIS
What's the best opportunity / mis-priced stock right now? https://t.co/GGIlrrbcMc↗
Serenity — @vicecarloans $NBIS is basically 5 different companies in 1 at this point and one of the most high-beta stocks in the entire market.
Extremely volatile though. It's peers like $CR…↗
Dec 31
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
Dec 30
Serenity — @__visionxry__ Good question! As for $CRWV, $NBIS, and $IREN, I haven’t done a BOM on B300 clusters, but optical networking is probably around 10-20% of capex.
I remember doing c…↗
Jason Luongo — 8. $CRWV - CoreWeave
$99B contracted backlog with NVIDIA, Meta, Microsoft, and OpenAI. Q1 revenue $2.08B, doubled YoY. Guided full-year $12-13B. Added to the Nasdaq-100 on June 22…↗
Jun 30
InvestmentGuru — 10 Names Where Capital Is Flowing
Physical AI Core $PLTR remains the dominant capital magnet in the AI platform space, still showing leadership characteristics. $BB has emerged as…↗
Kevin Maro — Looks like big tech has arrived in DC... I wonder what for. I'm going to be taking a very close look at $QCOM $MU $ORCL $CRWV flow tomorrow to see if anything looks sus. https://t.…↗
Jun 29
Chris Ray — Why is $CRWV dumping? https://t.co/TZqyzuwN8J↗
Jun 29
mon — Every major economy is throwing capital at AI buildout at once.
Just now, South Korea unveils $1tn chip and AI investment plan.
"We must secure the core elements of AI faster t…↗
Jun 29
Dustin — I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6
$RGTI at $3…↗
Jun 29
Wayne Liang — Btw, neocloud isn't just a 2025-2026 trade. We're still early…
All the names we’ve covered will benefit… $NBIS, $CRWV, $CIFR, $IREN, $WYFI, and more.
(I’ll share additional, new…↗
Jun 28
Alex A.C. — "Ultimately [...] the CSPs’ own revenue base will be expanded by AI, so even as CAPEX grows in absolute terms, the CAPEX to revenue ratio will decelerate, eventually setting off a…↗
Jun 28
Shay Boloor — Here are the current 2030 revenue estimates for companies capitalizing on compute capacity as the AI overflow layer
• $CRWV ~$66.9B revenue w/ 68% EBITDA margins
• $NBIS ~$39.7B r…↗
Jun 28
Lando — So is $IREN easily the highest reward at current valuations?
If compute is the bottleneck and you’re long $CRWV at 53B MC, then what is IREN at 17B MC with more compute??
Genui…↗
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
Jun 27
Kevin Maro — @GlazCapital I like $NBIS much more than $CRWV, but I strongly believe there's more upside in $CRWV in the short-term. I also have a ton of $NBIS already 😂↗
Jun 27
Kevin Maro — Would love everyone's opinion on 3 different types of stocks:
1. Your top 3 favorite long's in the entire market
2. Top 3 underrated stocks right now
3. Top 3 most overrated stock…↗
Jun 27
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 26
Daniel Koss — $FCEL up 25% after smart money finds out RJC is bearish "with high confidence".
Okay, I'll stop with these senseless posts, but I hope you guys realize the selection bias of showi…↗
Jun 26
InvestmentGuru — 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…↗
Jun 25
Vulture trades 🦅 — I told you $BLZE would run off this $CRWV deal +13% today alone…
Are you listening? https://t.co/QhQF1x0Pu1↗
Jun 25
Kevin Maro — @Docofgothm Amongst many other reasons why I like $CRWV I’ll write about all of it in a post soon↗
Jun 25
Kevin Maro — @Docofgothm Nah only a bit of $ALAB - currently way too heavy in $CRWV and a lot of $FCEL as well. I think $CRWV and $QCOM are most likely to do well today - but then again who kno…↗
Jun 25
Dustin — $CRWV Rosenblatt initiates coverage of Coreweave with a buy rating and a PT of $250.
The analyst said “Coreweave is looking increasingly like the de facto operating system for AI…↗
Jun 25
Kevin Maro — I've been thinking a lot about how Trump DEFINITELY wants the markets at all-time highs by July 4th so he can brag about it. It's incredibly obvious at this point that the stock ma…↗
Jun 25
CK Capital — 130% upside is insane.
$CRWV is getting pretty cheap here honestly.↗
Jun 25
Mike Investing — While others panic on pullbacks this is when you should be buying…
These 8 stocks are no brainers that can easily 10x:
1. Nebius ~ $NBIS
2. Cipher Digital ~ $CIFR
3. CoreWeave ~…↗
Jun 25
Kevin Maro — @hankisinvesting Nope, $CRWV just had a massive amount of unusual flow I needed capital to chase, which turned out to be $QQQ inclusion. Amongst many other reasons, which I'll post…↗
Jun 25
Kevin Maro — BTW $CRWV just got a NEW 150% upside PT of $250. IMO it's a very strong buy at these levels. Full DD soon.
It's my favorite company LONG right now for risk:reward (other than $QCO…↗
Jun 25
Kevin Maro — @hankisinvesting Nope, I replied to that post a long time ago mentioning I rotated to $CRWV↗
Jun 24
Wayne Liang — Market is in limbo waiting for $MU today.
97% chance it’ll beat earnings. $MU itself might see the same pattern as $SNDK / $AMD. Beat, dip, rally.
But the rest of the market most…↗
Jun 24
TheValueist — $CRWV CDS is holding up. Ugly chart.
---------------------
CoreWeave Partners With Conapto to Expand AI Cloud Capacity in Sweden Powered by Renewable Energy
CoreWeave’s purpose-b…↗
Jun 24
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 24
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 24
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 24
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 23
Wayne Liang — One of you made a solid point...
While most focus on training compute capacity (like $NBIS, $CRWV), $WYFI was built specifically for AI inference.
And inference can be better tha…↗
Jun 23
InvestmentGuru — NeoCloud continues to be one of the strongest sectors in the market.
$CIFR
$KEEL
$BTDR
$NBIS
$IREN
$CRWV↗
Jun 23
Chris Ray — “Be greedy when others are fearful.”
Some very solid opportunities today.
My next buys will likely be more $ONDS, $LMND, and possibly $CRWV.
But will need to free up some cash f…↗
Jun 23
Vulture trades 🦅 — $BLZE announces deal with $CRWV this can explode 🚀↗
Jun 23
Lando — And you’re bearish Neoclouds?? $IREN $NBIS $CRWV↗
Jun 22
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 22
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 22
Midas — These 5 companies are extremely undervalued and can potentially 10x in a few years:
1. $RKLB
2. $CIFR
3. $NBIS
4. $CRWV
5. $ASTS
If this helped you out, follow me for more.↗
Jun 22
Jason's Chips — Neoclouds are a tough business to value.
- Use forward P/E and realize they are massively GAAP unprofitable.
- Use forward EV/Revenue and realize they are deceivingly cheap becaus…↗
Jun 22
Wayne Liang — $WYFI is definitely early in its run. Great chart comparison with Nebius and $IREN.
But IMO the $WYFI / Nscale anchor reminds me more of an early stage $NBIS or $CRWV with $MSFT a…↗
Jun 22
Black Panther Capital — $NBIS joins the Nasdaq-100 this morning.
So does $RKLB, $CIFR’s neighbors $CRWV, $ALAB and $TER, in the same rebalance.
I’m still long $NBIS, and I want to be honest about what…↗
Jun 22
Chris Ray — Snapshot of the portfolio heading into this week.
Back down to just 5 positions again.
$RKLB $ONDS $OUST $LMND $CRWV https://t.co/WpsofICCCS↗
Jun 22
Chris Ray — 🚨 $RKLB, $CRWV, $NBIS, $ALAB, and $TER all join the Nasdaq-100 this morning prior to market open.
This means ETFs that track this index, like $QQQ, will be forced to buy these na…↗
Jun 22
InvestmentGuru — The AI Gold Rush Isn’t About GPUs Anymore
Everyone is chasing the obvious names.
I’m spending more time looking at the companies that solve the bottlenecks.
AI clusters can’t sc…↗
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QB…↗
Jun 22
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 21
InvestmentGuru — $CRWV at $117 is sitting on real structural tailwinds heading into 2H 2026 — Nasdaq-100 inclusion effective Tomorrow brings forced passive-fund buying, Q1 revenue hit $2.08B (+112%…↗
Jun 21
Wayne Liang — @RJNavarrete For $NBIS and $CRWV, yes. For $WYFI, less so as it's still relatively early, and not early enough to be too risky.↗
Jun 21
Mike Investing — Nobody is talking about this stock right now, but soon everyone will be…
$CRWV which currently trades at $118 is setup for a run into $340+ before end of year.
With 167% YoY reve…↗
Jun 21
Wayne Liang — $NBIS / $CRWV Nasdaq-100 inclusion takes effect starting tomorrow.
In brief, there'll be forced mechanical buying from every fund tracking the index. Direct validation of the AI i…↗
Jun 21
CK Capital — Four of the hottest names in AI and space officially join the Nasdaq 100 before the open tomorrow. Most people have no idea what that actually unlocks.
The four are $NBIS, $CRWV,…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 21
Midas — I called $NBIS at $20, $RKLB at $16, $CRWV at $40, and many other 10x stocks early.
How did I do it?
I spent hours looking through X and Reddit threads, analyzing stocks and mac…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QB…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 21
Midas — If you missed the INSANE pump in AI data centre stocks like $NBIS, $CRWV, $CIFR, etc.
Don't miss the Space Armsrace.
Here are 5 stocks that could explode:↗
Jun 21
Midas — @asymmetrix_xyz $TE
$BE
$SHAZ
$IREN
$CRWV
If this helped you out, follow for more↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QB…↗
Jun 21
Wayne Liang — Shower thought... China released GLM-5.2 last week. Open-source, MIT license, freely downloadable.
Pretty much equivalent to Claude Opus, beats GPT on some benchmarks, cheaper per…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QB…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBT…↗
Jun 21
Midas — I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6
$RGTI at $3…↗
Jun 20
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6…↗
PhotonBull — @goingtobillions Fair take, I love $NBIS too :)
Just wondering if the disconnect between $IREN $CRWV and $NBIS is too big here
For example that NBIS would double again from here…↗
Jun 20
PhotonBull — @WWTorell Not passing on them. I like $KEEL but $IREN $NBIS $CRWV are the big 3 in FinX for the last year, so wondering if there is an opportunity in IREN with NBIS tripling this y…↗
Jun 20
Shay Boloor — Here are the current 2030 revenue estimates for popular growth stocks:
• $CRWV ~$86.4B
• $SPCX ~$43.8B
• $PLTR ~$40.2B
• $NBIS ~$39.7B
• $IREN ~$13.8B
• $HOOD ~$9.6B
• $SOFI ~$8.…↗
Jun 20
PhotonBull — Still not really sure how to feel about $IREN here
I feel like their assets and power access are HUGE here and could lead to some upside on the stock.
But on the other side I als…↗
Jun 20
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 20
Kevin Maro — @athuinvests I strongly believe $CRWV is a great buy, especially at these levels.↗
Jun 19
Kevin Maro — @YodaFett_007 I would 100% recommend diversification until you can confidently say you know what you're doing. Even then, going "full-port" has very real avoidable potential traged…↗
Jun 19
Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗
Jun 19
Wayne Liang — So speculation for Anthropic / OpenAI IPOs is towards Q4... this is great for our neocloud thesis.
We just witnessed the $SPCX precedent, where proxies/adjacent names rallied hard…↗
Jun 19
Shay Boloor — $NBIS, $ALAB, $RKLB and $CRWV officially join the Nasdaq 100 on Monday. https://t.co/IKrTln1SEN↗
Jun 19
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 19
Mike Investing — These 7 companies are trading below their fair values right now, & remain obvious buys:
1. Rocket Lab ~ $RKLB
2. Cipher Digital ~ $CIFR
3. Qualcomm ~ $QCOM
4. CoreWeave ~ $CRWV
5.…↗
Jun 19
InvestmentGuru — NeoCloud — THE AI COMPUTE LAYER ISN’T SLOWING DOWN
The “neocloud” trade — power + GPUs + data centers monetized as AI compute — keeps printing fresh catalysts. Here’s why the sect…↗
Jun 19
InvestmentGuru — Neocloud strongest sector in the market.
$NBIS $IREN $CIFR $CRWV $WYFI↗
Jun 18
mon — New stocks are joining the Nasdaq-100 on June 22, 2026.
Five companies: Astera Labs $ALAB, CoreWeave $CRWV, Nebius Group $NBIS, Rocket Lab $RKLB and Teradyne $TER are being added…↗
Jun 18
amit — Doug O'Laughlin, President of SemiAnalysis, joined the market open today to give his thoughts on all sectors of the semiconductor stack including neoclouds, memory, CPUs, and much…↗
Jun 18
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6…↗
Jun 18
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6…↗
Jun 18
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 18
Wayne Liang — 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…↗
Jun 18
Lando — @oguzerkan $CRWV over $IREN https://t.co/WDPQArjXPX↗
Jun 18
Shay Boloor — $IREN initiated at Buy with a $79 PT by Jefferies.
The firm says IREN’s 6GW powered land bank and vertically integrated GPU cloud model can support ~$3.1B of ARR.
The note also h…↗
Jun 17
Midas — I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS at $2
- $NVTS…↗
Antonio Costa — $RUM is now a serious AI Cloud player
Rumble just closed the Northern Data acquisition 22,000+ NVIDIA GPUs
200+ MW unmonetized power
85% ownership secured Northern Data hiked 20…↗
Jun 17
Chris Ray — Did a bunch of buying and selling today so here’s the summary:
Sold out of $KOPN (2,010 shares)
Added 500 shares of $ONDS
Added 45 shares of $LMND
Added 25 shares of $CRWV
Updat…↗
Jun 17
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 17
Chris Ray — Just added another 25 shares of $CRWV, bringing my total to 100 shares.
Still my smallest position by quite a bit at just 2% of my portfolio, but I’m happy to let this one ride no…↗
Jun 17
Wayne Liang — Btw, $WYFI's contracted backlog is almost as much as its current market cap...
Nscale Global: $865M TCV, 40 MW at NC-1
Paris investment-grade customer: $160M (signed a few weeks…↗
Jun 17
Jose Najarro Stocks — Amazing work by the $CRWV team bringing up $NVDA Vera Rubin NVL72!!!↗
Jun 17
Wayne Liang — Recently started a longer swing position in $WYFI.
Seems like a smaller cap version of $CRWV or $IREN?
$1.4B MC vs $64B / $20B
(also reminds me of an earlier stage $NBIS)
Nasda…↗
Jun 17
Shay Boloor — Jim Cramer says $CRWV could play a role in orbital data centers if AI compute eventually moves to space.
He said CoreWeave has one of the best handles on building data centers qui…↗
Jun 17
tae kim — An Interview with CoreWeave Executives: AI Demand Seems to 'Intensify' Every Day $CRWV https://t.co/8ha3lhw9Hg↗
Jun 17
InvestmentGuru — NeoCloud could be one of the defining growth themes of 2026.
$NBIS $CRWV $APLD $IREN $CIFR $DGXX $HIVE $KEEL
Demand for AI compute, cloud infrastructure, and high-performance n…↗
Jun 17
Dustin — $CRWV is on a tear following its Nasdaq 100 inclusion.
CoreWeave also announced a new AI training record in the MLPerf benchmarks, delivering the fastest DeepSeek V3 671B train…↗
Jun 16
Jason's Chips — The shitco $CRWV up 10% on a day where $SMH down 5%
(I am long said shitco) https://t.co/BY1uIqYQIr↗
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Chris Ray — $CRWV go vroom 🏎️💨
https://t.co/2iIPsIyedO https://t.co/qi7E7VUyic↗
Jun 16
Chris — Shoutout to @Forged_by_Steel printing +299% on $CRWV 🔥
Members following through Copy Trading locked in the win. 📈 https://t.co/1GWImBzzO4↗
Jun 16
Chris Ray — For those that follow/own the same stocks as me… a reminder:
🗓️ $RKLB & $CRWV join the Nasdaq-100 Index prior to market open on June 22nd.
🗓️ $ONDS & $CRWV join the Russell 300…↗
Jun 16
Chris Ray — $CRWV popping 10% in the first 30 minutes of trading 👀 https://t.co/jBWAIqX1y6↗
Jun 16
InvestmentGuru — NeoCloud remains one of the most compelling growth sectors in the market.
$NBIS
$CRWV
$CIFR
$IREN
$HIVE
$KEEL↗
Jun 16
Serenity — Just some random thoughts, I do think AI is the most disruptive technology in human history.
To the level of agricultural or industrial revolution.
Since Anthropic, OpenAi, XAI,…↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 16
Dustin — If you missed the HUGE pump in AI data centre stocks like $NBIS at $20, $CRWV at $40, and $CIFR at $5.
Don't miss the Nuclear Armsrace.
Here are 5 stocks that could explode:…↗
Jun 16
Dustin — $CRWV CoreWeave set to beat consensus backlog estimates in Q2, says Cantor Fitzgerald
Cantor Fitzgerald analyst Brett Knoblauch reiterated an Overweight rating and $167 price tar…↗
Jun 16
Daniel Koss — $NBIS $CRWV
"Those are equipment leasing businesses, right?"
No, wrong.
What if shorts sometimes just straight up don't get the business case and product?↗
InvestmentGuru — NeoCloud remains one of the most compelling growth sectors in the market.
As AI adoption accelerates, demand for cloud infrastructure, GPU compute, data centers, networking, and p…↗
Jun 16
Lando — Just watched the video @amitisinvesting clipped on Jim Chanos being short neoclouds $NBIS $IREN $CRWV
"What's special, and what's a commodity" - Jim Chanos
Is Jim not aware that…↗
Jun 16
amit — Jim Chanos is short the neoclouds.
"It gets back to the point that we've made to clients that anybody that's just a middleman in this chain, like the data center guys are either a…↗
Jun 15
Wayne Liang — 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, inclu…↗
Jun 15
InvestmentGuru — NEOCLOUD AI INFRASTRUCTURE — TOP 5 WATCHLIST
$NBIS
Former Yandex spin-off, pure-play AI cloud/GPU infra
Aggressive datacenter buildout across Europe + US, key NeoCloud re-rating…↗
Jun 15
InvestmentGuru — NeoCloud is one of my highest-conviction themes for 2026.
$NBIS
$IREN
$CIFR
$CRWV
$HIVE
$KEEL
$DGXX
As AI workloads explode, demand for power, compute, data centers, and cloud in…↗
Jun 15
InvestmentGuru — AI trade is back in full force.
Semiconductors and AI infrastructure names are leading overnight:
📈 $NVDA +2%
📈 $MU +5%
📈 $INTC +5%
📈 $CRWV +5%
📈 $NBIS +6%
📈 $LITE +3%
At t…↗
Jun 14
InvestmentGuru — 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 – Sca…↗
Jun 14
Mike Investing — I’ve said it before, & I’ll say it again.
The Neo-cloud theme will soon have breakout rally’s exactly to those seen in $MU or even $SNDK.
$NBIS trades & $230 & will soon be $500+…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $Q…↗
Jun 13
Wayne Liang — So the entire space sector had massive turbulence from $SPCX IPO... exactly what we've been preparing you for, for months!
And remember, IPO volatility does not change the fundame…↗
Jun 13
SandemanStocks — Another way to think about the US government controlling AI models is to think of it as electricity:
Closed frontier AI world: A few giant power plants sell electricity to everyon…↗
Jun 13
Lando — IREN x RAISE Summit 2026
Just finished up writing this article, hope it's helpful for all $IREN investors!
The core ideas also apply to $NBIS, $CRWV, Crusoe, and many more infras…↗
Jun 13
InvestmentGuru — $SPCX IS NOW PUBLIC — AND THE SPACE ECONOMY SUPERCYCLE HAS OFFICIALLY BEGUN
Yesterday was a defining moment.
The IPO ran four times oversubscribed, signaling massive institutiona…↗
Jun 13
mon — Invest in - "sovereign AI".
As the US keeps tightening export controls on advanced AI chips, technology and recently new frontier models (Fable 5), governments outside the US are…↗
Jun 13
Midas — @asymmetrix_xyz $TE
$BE
$HIVE
$IREN
$CRWV
If this helped you out, follow me for more.↗
Lawrence McDonald — Comedy - Someday this will be criminal?
COREWEAVE JOINS NASDAQ-100 AS AI COMPUTE FLOWS ENTER THE INDEX MACHINE
$CRWV Neg Free cash flow next year, year after?
2026: -$25B
2027:…↗
Jun 12
Chris Ray — $CRWV looking strong off the Nasdaq-100 inclusion news from last night. https://t.co/zkXWqfGbzA↗
Jun 12
Jason Luongo — 7. $CRWV - CoreWeave
Q1 revenue $2.08B, up 112% YoY. $99.4B revenue backlog. 3.5GW of contracted power. 56% adjusted EBITDA margin. Full-year guidance of $12-13B. Signed multi-yea…↗
Jun 12
InvestmentGuru — 🚨 NASDAQ 100 JUST GOT AN AI & SPACE UPGRADE 🚨
Nasdaq announced the June 2026 quarterly rebalance — and the additions tell you exactly where the market is going.
Effective June…↗
Jun 12
Dustin — $CRWV Cantor Fitzgerald analyst Brett Knoblauck is reiterating an "Overweight" rating "Buy and $167 price target.
Overweight → The stock should outperform the broader market or…↗
Jun 12
The Future Investors — Nasdaq-100 Rebalance 📊
Nasdaq announced its quarterly index changes, effective June 22.
✅ Added: $ALAB, $CRWV, $NBIS, $RKLB, $TER
❌ Removed: $CHTR, $CTSH, $INSM, $VRSK, $ZS http…↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #45
Daniel and I will be live today at 1PM EST exclusively on the Futurum Equities YouTube channel covering:
• What the market is missing about $…↗
Jun 12
unusual_whales — BREAKING: Nasdaq will add $ALAB, $CRWV, $NBIS, $RKLB, and $TER to the Nasdaq-100 effective June 22, 2026, while removing $CHTR, $CTSH, $INSM, $VRSK, and $ZS as part of its quarterl…↗
Jun 12
Lando — $IREN please don’t let me down. There’s never been a better time to sign another deal
$NBIS and $CRWV added to $QQQ, they’re all leased out, come on brotha 🙏🏼😭↗
Jun 12
TheValueist — $NBIS $ALAB $CRWV $RKLB $TER JOIN $QQQ
I’m long calendar NBIS -1/15/27 c410 || +12/15/28 c410.
Club Valueist - get involved. It will be the best $1/month you will ever spend.…↗
Jun 12
InvestmentGuru — $NBIS, $RKLB, $ALAB and $CRWV just joined the Nasdaq 100.↗
Jun 12
PhotonBull — Well, no AI investment (yet)
But they did just get added to the Nasdaq 100
Stock seems to like it
Up 5% overnight
$CRWV https://t.co/rTtJlaLZlN↗
Jun 12
Chris Ray — 🚨 $RKLB ADDED TO NASDAQ-100
Along with $ALAB, $NBIS, $CRWV, and $TER.
Funds like $QQQ and others will now be forced to buy.
Huge news! 🥳🎉 https://t.co/6W9PFayJ5O↗
Jun 12
amit — NEW COMPANIES JUST ANNOUNCED TO JOIN THE NASDAQ 100 $QQQ:
$NBIS $RKLB $CRWV $TER $ALAB↗
Jun 12
Ben Pouladian — On @MTSlive with @JackFarley96 and @maxwiethe today.
We got into what I saw firsthand at Nebius Inflect, why their custom, full-stack build stands apart from the neocloud pack,…↗
Jun 11
Kevin Maro — I've closed out my entire $CLF position to rotate to $CRWV . DD soon.↗
Jun 11
Kevin Maro — @jjcda77 @JonkooTrades Flow this entire week for $CRWV looked sus, but can't know for sure, will have to just wait and see.↗
Jun 11
Kevin Maro — @JonkooTrades Flow looks like $CRWV but it could very well be both.↗
Jun 11
Kevin Maro — Coreweave $CRWV getting 23m in call premium yesterday was surely nothing. https://t.co/S1TpgTNWJz↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 11
Kevin Maro — @DeFi__Ab Short term I believe $CRWV has a lot more upside. Long term $NBIS is likely to grow the most... but things can change very quickly.
I own both.↗
Jun 11
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, I'd BUY ONLY bottleneck AI stocks.
Without them there is no AI:
$MU — Micron Technology
Current: ~$879 | Buy Zone: $680–$700
HBM demand flo…↗
Jun 10
Kevin Maro — Do not lose your shares.
$NBIS . $CRWV. $IREN. $AAOI. $CRDO . $LITE. $COHR. $NVDA. $AMZN. $GOOG. $RKLB. $ASTS. $HOOD. $SOFI.
Every single one of these will be dramatically highe…↗
Jun 10
mon — Great news for the big 3.
$NBIS, $CRWV & $IREN.
> "Customers are prepaying for GPUs before the datacenters are even built."
> "Prepaid and customer-supplied hardware n…↗
Jun 10
Shay Boloor — $APLD raised $1.6B in junk bonds to fund additional $CRWV data center capacity in North Dakota.
The deal priced at a 7% yield (down from 10% on a similar deal months ago) with dem…↗
Kevin Maro — @PhotonBull The risk:reward on going long $CRWV is absolutely mad↗
Jun 10
PhotonBull — Interesting bet on $CRWV
Trump admin is reportedly looking to invest in AI companies
$CRWV is hated because of their high debt. It seems like they could use some Trump money?
St…↗
Jun 10
Chris Ray — Added another 5 shares of $CRWV this morning.
Up to 75 shares now.
Still my smallest position, but easy to keep adding to at these prices.↗
Jun 10
InvestmentGuru — NeoCloud remains one of the most important sectors to watch for the rest of the year.
$NBIS $IREN $CRWV $APLD $CIFR $KEEL $HIVE are all positioned around the same core theme — AI…↗
Jun 9
Jason Luongo — 8. $CRWV - CoreWeave
NVIDIA invested $2 billion in CoreWeave in January. Jensen spotlighted them at Computex alongside Nebius and Oracle as key AI cloud partners. Q1 revenue $2.08…↗
Jun 9
Lando — And you’re bearish names like $IREN $CRWV $NBIS ??↗
Jun 8
Mike Investing — President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2.…↗
Jun 8
Chris Ray — Added another 10 shares of $CRWV this morning.
Still of the belief that this name is undervalued at current levels.↗
Jun 8
InvestmentGuru — 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.
G…↗
Jun 8
Kevin Maro — If $CRWV gets an equity stake by the US Government, it will re-rate to $300 in a month IMO. It might get there by EOY regardless.↗
Jun 7
Mike Investing — Last Fridays “flash crash” is the exact type of pullback that many make generational wealth on…
Following this; just yesterday President Trump announced he’ll buy equity stakes in…↗
Jun 7
Serenity — Sure, #1 thing is toxic financing structure/float dynamics.
Best example is current Neoclouds landscape:
- $IREN is basically trash, since they have $6,000,000,000 ATMs and virt…↗
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 6
mon — Neoclouds are becoming one of the most important investment opportunities in AI.
Microsoft, Amazon, Meta and Google are all pushing extreme levels of capital expenditure into AI i…↗
Jun 5
Alphatica — JUST IN: CoreWeave files automatic mixed shelf of indeterminate amount; registers up to ~9.2M shares of common stock for a selling stockholder - S-3ASR ($100.39, 0.00)
$CRWV $NVDA↗
Jun 5
BMSInvests — @InvestWithAM Nice! You prefer the R/R with $IREN over $NBIS / $CRWV?↗
Jun 5
Chris Ray — Not having cash to buy on days like this is such a killer… 😅
Made a transfer but it needs to settle. 🤦♂️
Definitely looking to add more $LMND and $CRWV here.↗
Jun 5
Chris Ray — The “Great American Artificial Intelligence Act of 2026” looks like it’ll be great for the neoclouds.
Especially $CRWV 👀↗
Jun 5
Jason Luongo — Power is the largest bottleneck for AI right now.
These 10 companies are building the infrastructure to bring more compute online.
1. $CRWV - CoreWeave
The largest pure-play AI…↗
Jun 5
InvestmentGuru — 20-stock Total AI Infrastructure list across 7 layers:
1. $NVDA
The undisputed AI compute standard. Beyond chips, Nvidia offers a full-stack platform including networking, softwar…↗
Jun 5
Daniel Koss — Investors who compare $NBIS, $CRWV, and $IREN upside purely based on which stock has run the most are completely missing the picture.
For the last two years, we have seen many the…↗
Jun 5
InvestmentGuru — This is the signal that matters. When one of the world’s most profitable quant trading firms — generating over $10B in quarterly trading revenue — decides cloud isn’t sufficient an…↗
Chris Ray — @oguzerkan One of the main reasons I felt comfortable starting a $CRWV position today.↗
Jun 4
Chris Ray — Just started a very small position in $CRWV today (<1% of my portfolio).
I’d like more AI infrastructure exposure and will probably add to this position over time if conviction gr…↗
Jun 4
mon — The big 3 - $IREN / $NBIS / $CRWV
If you do not have compute, you do not have revenue. It is that simple.
This is exactly why Leopold has gone all in on the Neocloud thesis. AI d…↗
Jun 3
Kevin Maro — @21mattsmith1998 @UncleAlpha007 @burningbushcap @GavinSBaker $BRUN had 1233% YoY growth… or are you talking about $CRWV↗
Jun 3
KawzInvests 🦑 — Selling $BRUN ahead of a lock-up risk I initially missed.
Early-release trigger fires if stock stays above $12 for 20-of-30 trading days that window hits this week (~June 5-9). I…↗
Jun 3
Mike Investing — I’ll say this once. These 8 stocks are going to make generational wealth for many by year end…
1. ServiceNow ~ $NOW
2. Cipher Digital ~ $CIFR
3. Nebius ~ $NBIS
4. CoreWeave ~ $CR…↗
Jun 3
Antonio Costa — $RUM NORTHERN DATA has one of the Largest GPU Estates In The World.
On a post-acquisition basis, the combined Rumble + Northern Data entity can reasonably be viewed as undervalued…↗
Jun 3
KawzInvests 🦑 — $BRUN (~$2.2B) is guiding 1,233% ARR expansion to $400M+ by FY26 year-end
Anchored by a $1.4B TCV target that was $940M at listing May 11 and $1.45B as of June 1.
$30M ARR in FY2…↗
Jun 3
Serenity — @BKCY314 Financing structure is much different, $CRWV is getting eaten alive by debt interest.
$IREN has little equity appreciation from excessive ATMs.
$NBIS is just right, and…↗
Jun 3
Serenity — Fun to see my highest conviction Neocloud pick in $NBIS age well.
I wrote a thesis last year on the Neocloud sector becoming a major theme.
And then picked the King.
-> Nebiu…↗
Jun 3
Antonio Costa — $RUM The Most Undervalued AI Infrastructure Play Right Now?
Look at this comparison from Rumble’s official investor deck (Nov 2025, post Northern Data combo announcement):
Rumble…↗
Jun 3
Dustin — $CRWV Jun 2, 2026 Global banking giant BNP Paribas officially initiated coverage on CoreWeave with a maximum "Outperform" (Buy) rating and set an aggressive, street-high price tar…↗
Jun 3
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Marvell is up around 50%, on pace for its best day ever and adding more than $80B in market cap, after…↗
Jun 2
Midas — If you missed the HUGE pump in AI data centre stocks like $NBIS at $20, $CRWV at $40, and $CIFR at $5.
Don't miss the Nuclear Armsrace.
Here are 5 stocks that could explode: ht…↗
Jun 2
Midas — I called the following 10x stocks early:
- $NBIS at $20
- $CRWV at $40
- $ONDS at $1
- $OKLO at $6
- $QBTS at $2
- $RGTI at $3
and many others.
If you want to see the next trade…↗
Jun 2
Daave “3 and 30” Tepper — translation: anthropic and chat just put through a massive price increase
inures to the benefit of the cheapest model with capabilities for the job
running on nebius $NBIS
and…↗
Jun 2
Lando — $IREN
REMEMBER every day that passes without a deal means we are that much closer to a deal
It’s only a matter of time
> the stock is near ATHs
> AI trade stronger than…↗
Jose Najarro Stocks — $MRVL HOLY CHIP!! LETS GO
Jensen should go to a $CRWV keynote and share his thoughts there to :P lol https://t.co/3mr0x2nxrZ↗
Jun 2
InvestmentGuru — 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 dat…↗
Jun 2
Kevin Maro — I've initiated a position in $IREN in the overnight markets.
A few hours ago, Google just told the world something important:
Demand for AI compute infrastructure has reached a s…↗
Jun 2
Jose Najarro Stocks — $NVDA $CRWV $MU $AVGO $GOOG
GOOGLE JUST TOLD YOU THAT YOU ARE NOT BULLISH ENOUGH ABOUT AI!! https://t.co/fSYsyW1zOF↗
Jun 2
Michael | Hypermarkets — 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 c…↗
Jun 1
Mike Investing — I’ve said this before, & I’ll say it again one last final time…
If you missed $NOW at $82.
Missed $NBIS at $63.
Or even missed $ARM at $130…
Then you cannot miss out on $CRWV a…↗
Jun 1
Shay Boloor — @PolymarketMoney Incredibly bullish for $NBIS, $IREN, $CIFR and $CRWV↗
Jun 1
Midas — Leopold Aschenbrenner holds the following 10x AI stocks and I called them before he did:
- $HUT at $8 (+1447.56% gains)
- $NBIS at $20 (+1291.85% gains)
- $APLD at $5 (+833.65%)…↗
Jun 1
Midas — I outperformed Leopold Aschenbrenner by calling all of his AI stocks early:
$NBIS at $20
$CRWV at $40
$HIVE at $2
$TE at $4
$APLD at $5
One trade is all you need to retire your…↗
Jun 1
Midas — I called the following 10x AI stocks before Leopold Aschenbrenner:
$NBIS at $20
$HIVE at $2
$TE at $4
$CRWV at $40
$APLD at $5
I frontran the neocloud armsrace / AI bottlenecks…↗
Jun 1
Midas — I called $CRWV at $43.75 for a +186.95% gain.
Made generational wealth with one trade.
Posting my next trade on my FREE discord.
Join here:
https://t.co/RmuXXkPCj6 https://t.c…↗
Daniel Koss — @leginjo Ah I see. Then I'd probably pick shorts based on your longs. For example long $NBIS short $CRWV or $IREN always sounded good to me, but I won't do it cause I'm bullish the…↗
Jun 1
Chris — When you pair the price break with GEX confluence, that’s when the setup is A++
$CRWV reclaimed the $110 area, broke trendline resistance, and ran straight into the 117-120 magnet…↗
Jun 1
Michael Sikand 🦑 — $BRUN is surging today.
I loaded this morning on my Asymmetrical Bets fund ($16M AUM following) on @joinautopilot with a 20% allocation at $34.50.
Shoutout @mkfilko for inspirin…↗
Jun 1
Serenity — @Anon1pvi Not a fan of $CRWV, debt interest too high.
As for $IREN, infinite ATMs structurally caps upside.
$NBIS is the Goldilocks player in neoclouds.↗
Jun 1
Jason's Chips — Jason's Chips overly hated shitco picks all mooned today
$CRWV stupid levered Neocloud with a terrible management team and execution track record
$ARM dumb-hated CPU royalty com…↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Jun 1
Jason's Chips — $NVDA likes neoclouds like $CRWV more than hyperscalers.
Apparently that was news to the markets.
(One literally develops ASICs to replace $NVDA the other a forever loyal custome…↗
Jun 1
CK Capital — INSANE BUY OMG. $CRWV https://t.co/jDLas3UXyX↗
Jun 1
Shay Boloor — $CRWV completed first system-level bring-up of $NVDA Vera Rubin NVL72 becoming the first AI cloud provider to deploy the next-gen rack-scale AI system.
Vera Rubin delivers up to 1…↗
Jun 1
Michael | Hypermarkets — JENSEN HUANG DOING IT AGAIN
IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:
$NOW — AI agents run inside ServiceNow's enterprise software stack
$CRWD — Security layer every AI fa…↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
Jun 1
KawzInvests 🦑 — $NVDA Vera CPU partner list from GTC Taipei.
Early Adopters: OpenAI, Anthropic, SpaceXAI
Cloud: $NBIS $ORCL $CRWV
Manufacturing: $DELL $HPE $SMCI $SNX
Taiwan ODMs: Foxconn, Qua…↗
Jun 1
Kevin Maro — @coldharbor88 More in $NBIS , but both are great long-term investments IMO, I just think $CRWV has a very compelling "catch-up" trade for reasons listed above.↗
Jun 1
Kevin Maro — @coldharbor88 😂😂 Honestly, I didn't sell a share until about a month ago. Tempting, and depressing watching it go from 145 to 70, but the thesis is too strong.
$CRWV is the sam…↗
Kevin Maro — I've initiated a position in $CRWV in the overnight markets.
After being full-port $NBIS for a year, here's why I believe $CRWV is going to skyrocket in price over the next few mo…↗
Jun 1
InvestmentGuru — 15 stocks with bullish setup, I’m watching closely in this market.
$IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper com…↗
Jun 1
InvestmentGuru — AI Trade Continues to Power Higher in Overnight Trading
The AI infrastructure and software rally is showing no signs of slowing down:
AI Server Makers
$DELL +3%
$IBM +13%
$HPE +9…↗
Jun 1
TheValueist — $NVDA $DELL $CRWV $ABBN SUPPLIER IDENTIFICATION SUMMARY
The photos and the post support 6 supplier/operator names with different confidence levels: Dell Technologies, NVIDIA, ABB,…↗
Michael | Hypermarkets — 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 (Le…↗
May 31
Shay Boloor — $DELL delivered the world’s first $NVDA Vera Rubin NVL72 rack to $CRWV marking the first confirmed shipment of Nvidia’s next-gen AI rack system.
The system includes 72 Rubin GPUs,…↗
May 31
Ben Pouladian — The Neocloud Hypothesis Holds
Dell and CoreWeave have the first installed Vera Rubin NVL72 in the world!
Are you not entertained?
$crwv $dell $NVDA https://t.co/iGbz2SaiEC↗
May 30
InvestmentGuru — NEOCLOUD IS EMERGING STRONG
Neocloud stocks have become the purest public-market way to bet on the AI compute shortage — companies packaging GPUs, data centers, power, and cloud s…↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
May 28
Daniel Koss — Why I Think $NBIS Nebius x Anthropic Is Happening
I believe Nebius and Anthropic will soon make a deal, or already have a deal and will soon announce it.
Quick disclaimer: this i…↗
May 28
The Future Investors — $CRWV CoreWeave launched unified agentic AI capabilities that connect training, inference, monitoring, and reinforcement learning into one continuous feedback loop 🤖🔄
AI agents…↗
May 28
Shay Boloor — $CRWV launched unified agentic AI tools that connect training, inference, observability and autonomous improvement.
Its Serverless RL service is designed to help agents learn from…↗
May 28
InvestmentGuru — 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 —…↗
May 27
amit — @AlphaOwlTrading Yeah honestly was confusing for him to have $CRWV and $IREN but not $NBIS, looks like he has the big 3 for neoclouds now↗
May 25
Mike Investing — Renowned billionaire Stanley Druckenmiller has long advocated:
“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”…↗
May 25
InvestmentGuru — THE AI COMPUTE ECOSYSTEM
Neoclouds + Mining-to-HPC Pivots | Full Watchlist
The bigger opportunity may be the infrastructure layer underneath it all:
⚡ Power
🏗️ Data centers
☁️ G…↗
May 25
Shay Boloor — THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…↗
May 25
mon — If you want to find the next x10 stocks, listen to the hyperscalers' earnings calls and pay attention to what the CEOs are complaining about.
That's exactly what Leopold Aschenbr…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
Mike Investing — The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze…
1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR
2. AI Infrastructure ~ $CRWV, $NB…↗
May 22
Shay Boloor — Neocloud revenue is forecast to grow at a ~60% CAGR reaching nearly $400B by 2031 across cloud, SaaS and data centers.
The winners will be the companies that control the physical…↗
May 22
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $NVDA earnings & why Jensen’s AI factory thesis just got another major validation
•…↗
May 22
Shay Boloor — $IREN CEO Dan Roberts just explained why vertical integration is the edge in AI cloud:
• Framed IREN in three layers: physical infrastructure, compute infrastructure & software/op…↗
May 22
AlmaCap — Galaxy is an interesting one. 35% off ATH and in the AI sector, very rare in this market.
SOTP below puts equity value at ~$17.8bn vs. a current market cap of ~$11.5bn. Significan…↗
May 22
InvestmentGuru — 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 dat…↗
May 21
Mike Investing — Leopold Aschenbrenner is literally telling you what stocks to buy before they squeeze.
He turned $225M into $5.5B in just 12 months.
In 2025 he called out:
$SNDK at $42 & is now…↗
May 21
Alex A.C. — "The TAM for neocloud service providers from 2026 to 2030 could reach as much as $1.7 T [yep, that's Trillion unit😉]
"Profitability is better than expected [for Neolcouds]" - Thi…↗
May 21
IvanaSPEAR — Neo-cloud investors liked the SpaceX S1!
Maybe GPU rentals are not the worst business model?
$APLD +22%
$NBIS +15%
$IREN +10%
$WULF +6%
$CRWV +6%
Great post on the Anthropic/Co…↗
Midas — 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
Cor…↗
May 21
Jukan @COMPUTEX — GF Overseas Electronics & Communications
CoreWeave Initiation: Riding the AI Infrastructure Supercycle
We initiate coverage with a Buy rating and a US$162 target price. Leveragin…↗
May 21
Midas — $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 a…↗
May 21
Mike Investing — If you’re looking to create generational wealth in 2026 then look no further than these 8 stocks:
1. Iren ~ $IREN
2. Oklo Inc ~ $OKLO
3. Rocket Lab ~ $RKLB
4. ServiceNow ~ $NOW
5.…↗
May 20
Shay Boloor — $NVDA just disclosed H100 rental prices are up ~20% in 2026 even though the H100 launched in 2022 and is now three GPU generations old.
That makes contracted capacity at $CRWV, $N…↗
May 20
Jose Najarro Stocks — THE $NVDA DIVIDEND RAISE AND BUYBACK ANNOUNCEMENT MIGHT BE THE MOST BULLISH AI SIGNAL OF THE NIGHT. LET ME EXPLAIN.
For years, Jensen invested Nvidia's cash into AI labs, neocloud…↗
May 20
SandemanStocks — This is kinda cool…
This is an app @stephan_lucka made. Though I don’t own $CRWV and sold my $HIMS a few weeks ago.
Pretty cool to be #3 globally with the best hit rate…and me…↗
May 20
Wayne Liang — Institutions are focused on $SPCX. Retail should be focused on the proxies surrounding it.
You aren't going to get a good entry on $SPCX but you can absolutely print money using i…↗
May 20
Daave “3 and 30” Tepper — @BeantownHQ canceled order yesterday to add $nbis.. prob exit goog to fund . but want the cash bc bonds.
market doesn't get how superior nebius is to every neocloud inc $crwv. ev…↗
May 20
Shay Boloor — The $GOOGL & $BX neocloud news validates how tight AI compute supply still is with the new platform reportedly targeting 500MW by 2027.
If Google is contributing TPUs, software &…↗
May 20
InvestmentGuru — 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” stor…↗
May 19
Dylan Patel — Breaking: Andrej Karpathy just filed his Q1 2026 13F.
Here's everything you need to know about his recent 13F Top 10 positions:
1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04…↗
May 19
mon — "data center builders do not care about sustainability; they just want power at any expense, reliable power. They say they will think about sustainability later."
The demand is no…↗
May 19
Midas — THE STOCK MARKET CRASH HAS BEGUN.
$IREN down 7%
$CRWV down 8%
$NBIS down 7%
This is why you don’t invest in high beta stocks in a bear market.
Few understand why it’s happenin…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
Shay Boloor — $CRWV closed a $3.1B GPU-backed loan facility to fund AI infrastructure tied to two major customer contracts.
The oversubscribed deal brings CoreWeave’s capital raised this year t…↗
CK Capital — Data center stocks just hit The Rug.
$NBIS down 7%
$IREN down 5%
$CRWV down 5%
$CIFR down 6%
Buying opportunities.↗
May 18
Jason's Chips — Leopold Update.
Now that I thought about it more, I actually think that this 13F may be a bit misleading. Puts reflect the market value of the shares controlled and not the market…↗
May 18
Michael | Hypermarkets — 🔵 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 sig…↗
May 18
InvestmentGuru — 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…↗
May 18
Daniel Koss — Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible!
Please read this.
1. The 13F shows what the fund held as of quarter-end…↗
May 18
InvestmentGuru — $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 bot…↗
May 18
Black Panther Capital — 🚨Leopolds 13F is out now:
It’s obvious that data centers, AI and energy is still the theme here.
With AI Datacenters as the core theme:
He added to $IREN $KEEL $CLSK $APLD $CRW…↗
May 18
Shay Boloor — 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 incl…↗
May 18
InvestmentGuru — Former OpenAI researcher Leopold Aschenbrenner’s AGI fund is making one massive bet:
The AI bottleneck isn’t software anymore.
It’s Power + Compute + Infrastructure.
Top holdings…↗
May 18
PhotonBull — Glad to see that WSJ is finally catching up to what FInX already discovered a long time ago
$NBIS $CRWV↗
May 18
Dustin — $CRWV 11% NVDA stake. Enough said https://t.co/CXNCazo1C2↗
May 17
Daave “3 and 30” Tepper — @CaesarCapitalz Whoa whoa whoa
Gotta include coreweave lease liabilities another $30bn
And nebius has $9bn cash on hand vs $crwv at $1
Nebius operates on a premium level↗
May 17
Mike Investing — The $NVDA CEO literally just told you what to invest in for 2026…
In 2025 he called out to buy Neocloud & Semiconductor names which have since rallied hard:
$NBIS at $21 & is now…↗
May 16
Jason's Chips — And $CRWV has degen levels of leverage
(a very good thing)↗
May 15
Daave “3 and 30” Tepper — listen to @benthompson and @andrewsharp discuss the inference demand of agentic workflows
If you don’t see how nebius $nbis is 3 steps ahead of competitors - and 180 degrees diff…↗
May 15
Shay Boloor — $NVDA nearly doubled its $CRWV stake last quarter. https://t.co/FQEtNLBcIj↗
May 15
KawzInvests 🦑 — Leopold Aschenbrenner's Q1 13F drops today.
His last disclosed holdings vs. current prices:
$BE avg cost $96 → $290 (+202%)
$LITE avg cost $232 → $1,002 (+331%)
$SNDK avg cost $…↗
May 15
Jason's Chips — It's really quite underrated. The worse something looks optically, the higher the c o n v e x i t y
And bc AI lets numbers get revised up 150% in a week something that's unprofit…↗
May 15
Mike Investing — If you missed $INTC at $32.
Missed $SNDK at $183.
Or even Missed $RKLB at $37.
Then buy these 4 stocks, & thank me later:
1. Nebius ~ $NBIS
2. Iren ~ $IREN
3. CoreWeave ~ $…↗
May 15
InvestmentGuru — $NBIS $CIFR $IREN $CRWV $VIVO $SLNH $KEEL
NeoCloud has quietly become one of the strongest sectors in the market over the last 2 days. The amount of bullish call flow printed tod…↗
May 14
Jason's Chips — $CBRS fully diluted valuation is over $100 billion.
This is larger than $LITE, $COHR, $BE, $CIEN, $SNPS, $CRWV
Would you take Cerebras over them? https://t.co/2RliMRms01↗
May 14
mon — $IREN, $NBIS, $CRWV, $CIFR
It is estimated that roughly 30% to 50% of data center projects planned for 2026 in the United States are facing cancellation or significant delays.
A…↗
May 14
Jose Najarro Stocks — $AMD $NVDA $MU $NBIS $CRWV AI SEMICONDUCTOR INVESTORS THIS IS A CRUCIAL MESSAGE!
If you are serious about AI and Semiconductor Investing, I 100% would recommend @fiscal_ai. It's a…↗
May 14
Dustin — $CRWV Remeber what CEO said a couple of weeks ago, "We could be profitable in 3 months." Insinuating if they downsized their plans. CRWV is going for total domination in the space…↗
May 14
Lando — Quick question: What happens if $IREN signs a deal better than $NBIS $CRWV $WULF $CIFR?
Genuinely curious…I bet people would still try to spin it negative 🤣🤣 https://t.co/NS3Jj…↗
May 13
Mike Investing — Over the last few weeks generational wealth has been made for many.
Some of my most notable callouts include:
$NBIS at $68 & ran to $217+
$RKLB at $37 & ran to $127+
$C…↗
May 13
The AI Investor — $CRWV vs $NBIS - last reported earnings https://t.co/4BA25Yk5DF↗
May 13
PhotonBull — Wow, $CBRS Cerebras is about to be the most hyped IPO we have seen in a good while
Probably the biggest since $CRWV?
IPO expected price range history this week alone:
- Monday:…↗
May 13
The AI Investor — $NBIS is almost as big as $CRWV
Does it make sense? https://t.co/wN8WozmVPF↗
May 13
pennyether — A year ago: @edzitron whining that $CRWV can't grow because $CORZ is "unproven" and "formerly bankrupt" etc etc. ~250MWs delivered and latest guidance was 450MWs by this summer..…↗
May 13
InvestmentGuru — $NBIS
$CRWV
$SLNH
$KEEL
Neocloud look good https://t.co/TCV0dTbQ0b↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch dude you’re blinded by your position
youre suggesting the IG rating on debt implies the borrower is IG or something approximating it
I’m telling you the debt is…↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch ser you dont own IG debt w liens on gpu-which are portable! you own the holdco equity; deeply subordinated.
metaphor for noobs: airlines issue EETC IG bonds all d…↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch intrator scared
https://t.co/S6iMOxce3Q
there will be ai infra casualties
$crwv and $iren will be among them↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch you hallucinating?
$nbis '26 arr guide $8bn vs. $crwv at $18bn. 2.3x the rev.
$crwv $90bn net debt and operating leases forecast end '26
nebius $10bn net
same…↗
May 13
Daave “3 and 30” Tepper — @RHouseResearch dude, based on what? nebius has more contracted power and owns 75% of theirs. coreweave leases it all.
built different
$nbis is 0% net debt / market cap
$crwv is…↗
May 13
Michael | Hypermarkets — In 2026, $NVDA put $15,000,000,000 in 7 AI super companies so far.
Here's exactly why they partnered with these companies:
$MRVL Marvell → AI scaling is now bottlenecked by netwo…↗
May 13
Wayne Liang — I'll make this super clear for people wondering if $DGXX or $SLNH is more asymmetric:
They serve two completely different purposes, in different layers of the same supercycle. Bot…↗
Daave “3 and 30” Tepper — nebius great quarter
If you think $nbis is remotely similar to $crwv $iren https://t.co/lMWTatNpWW lambda or any other trashco neoclouds, watch this interview
Different level↗
Shay Boloor — $NVDA disclosed that Jensen Huang’s foundation entered a deal with $CRWV to buy GPU compute time for universities and nonprofit research institutes.
The foundation has already don…↗
May 12
Mike Investing — The $NVDA CEO, Jensen Huang has been literally telling you to buy these 2 sectors before they boom:
Data Centers - $IREN, $NBIS, $CRWV
Software - $NOW, $ADBE, $DDOG
If you misse…↗
May 12
CK Capital — Bloody day for the markets.
Stocks i’m looking to add on this dip.
$ASTS down 13%
$NBIS down 5%
$CRWV down 9%
$DGXX down 6%
$PENG down 6%
$HOOD down 5%
All seem like good discou…↗
May 12
CK Capital — $CRWV is down over 20% in the last three trading days and this is starting to look like a very interesting entry.
The earnings call is what sent this stock lower but seems like an…↗
May 12
Mike Investing — If you’re looking to create generational wealth in 2026 then you must have these 8 stocks in your portfolio…
1. Rocket Lab ~ $RKLB
2. Nebius ~ $NBIS
3. Tesla ~ $TSLA
4. Nokia ~ $N…↗
May 11
Jose Najarro Stocks — THE AGE OF AGENTIC AI IS DRIVING A MASSIVE CPU SHORTAGE $AMD $INTC $NVDA
Both AMD and Intel stated during their earnings call that there could be a chance that the CPU-to-GPU rati…↗
May 11
Shay Boloor — $CRWV is on track to grow revenue nearly 7x in two years because it sits directly on the binding constraint of the AI cycle.
Demand for AI compute is still eating every credible s…↗
May 11
Dustin — $CRWV Attached is page 1 of a Wells Fargo analyst report regarding CRWV issued 5.7.26. https://t.co/GDtYVzcgdT↗
May 10
PhotonBull — Great read and largely agree with @AlmaCap114204 here. Buying SpaceX, Anthropic or OpenAI after the IPO does not interest me as much as $CBRS.
I think $CBRS is an easy buy purely…↗
May 10
BULL OF BRITAIN — $DGXX just signed $1.1B with $CBRS for 10% of its power pipeline. Market cap is $475M.
The math doesn't add up.
> $1.1B base contract, $2.5B with renewals (10yr term)
> 40MW Cere…↗
May 10
Shay Boloor — $NVDA has committed more than $40B to equity investments this year alone:
• OpenAI $30B
• $GLW ~$3.2B
• $IREN ~$2.1B
• $MRVL ~$2B
• $LITE ~$2B
• $COHR ~$2B
• $CRWV ~$2B
• $NBIS ~$…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 10
Wayne Liang — $CBRS (Cerebras) IPOs on Thursday at ~$26B, raising up to $3.5B. Largest IPO of the year so far (in the US).
$CBRS builds wafer-scale AI chips, an alternative architecture to GPU…↗
May 9
Mike Investing — The $NVDA CEO has been literally telling you what to buy…
In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU…↗
May 9
Jason's Chips — $CRWV missed investor expectations but still forced sell-side to raise… this perfect demonstration of how behind the street is on AI in general. If even the street is bullish, that…↗
May 9
Jason's Chips — $CRWV earnings review
In this article we get into:
1. The reasons behind the miss. Including capacity bring up speed, memory pricing, and margins/timing.
2. Three mitigants to th…↗
May 9
Mike Investing — The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is offici…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
Michael | Hypermarkets — NEXT WEEK,
24 year-old who turned $254M → $5.52B in 12 months is going to tell us what his NEW positions are:
Here's every stock Leopold Aschenbrenner owns right now:
1/ $BE Bl…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
mon — Great day overall.
> $IREN ended the day +7.65%. +100M volume. 🔥
> While $CRWV -11%. $NBIS -4%. $WULF -2%.
> Trump just said - "Go out and buy a $DELL ". 🧐
> $RKLB +34% Congrats…↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
May 8
Jason's Chips — I spent the last 2 weeks covering $INTC $BE $AIXA $LITE $ARM $CRWV earnings instead of studying for my finals and now I might be cooked for my exam (it is 3pm today and I haven't s…↗
May 8
Wayne Liang — The more I dive into Neocloud, the more bullish I get... coming from someone who was telling people to buy $IREN at ~$6 and $CIFR at ~$3.
Goldman Sachs estimates AI infrastructure…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 8
Dustin — $CRWV Quick thoughts on CRWV earnings.
CoreWeave: this was a thesis-defining quarter
Forget the EPS noise. The one number that matters is backlog: $66.8B → $99.4B in 90 days. T…↗
May 8
Mike Investing — Rotation within the markets is silently happening…
Money is flowing from Semis, Memory, & Photonics into:
AI infrastructure ~ $IREN, $CRWV, $NBIS
Rare earths ~ $USAR, $MP, $UUUU…↗
May 8
Jason Luongo — @WheelieInvestor @ZeekTyt My man @jiahanjimliu explains it perfectly.
“Takeaway 3 - Nvidia Option to Invest Instead of Immediate Investment
Market sees this the reason to sell $I…↗
May 8
InvestmentGuru — NEOCLOUD EARNINGS
$CRWV — Revenue $2.08B ✅ (beat), backlog hits $99.4B 🔥, crossed 1 GW active power. But Q2 guide midpoint missed street → stock -10% AH. Priced for perfection p…↗
Wayne Liang — Pretty close with the $CRWV thesis.
Missed EPS, beat revenue. Closest comparison would be scenario 1, with the guidance raise being backlog and long-term ARR rather than near-term…↗
TheValueist — $CRWV KEY READ-THROUGHS FROM COREWEAVE Q1 2026 EARNINGS CALL
CoreWeave’s Q1 2026 call was one of the clearest public confirmations that AI infrastructure demand remains supply-con…↗
May 7
SandemanStocks — $NBIS had a $20+ swing from top to bottom today. I have about 65,000 shares. Do you think I felt an ounce of emotion?
Nope. I literally felt nothing.
-We just had ATH
-$CR…↗
May 7
amit — @mi20483980476 $CRWV down 9% afterhours doesn’t help the neoclouds either…hurting all of them including $ORCL↗
May 7
SandemanStocks — For the $NBIS newbs, $CRWV earnings takes us down almost every time without fail. It’s just part of the process.↗
May 7
amit — @thetabbq yup, kinda hit every pump after hours including $RKLB and $CRWV↗
May 7
amit — $IREN $NVDA
IREN PARTNERS WITH NVIDIA.
Iren signed a $3.4B, 5-year AI Cloud contract with Nvidia entering into a 5GW strategic partnership.
I am not a huge $IREN investor, but…↗
May 7
Shay Boloor — @RetailKingsETF The 5 GW commitment puts $IREN in the same operational tier as $NBIS & $CRWV now↗
May 7
tae kim — CoreWeave $CRWV call: "The demand environment is intensifying" "We have reached hyper scale with more than 3.5GW of contracted power, up more than 400MW this quarter alone. With th…↗
May 7
TheValueist — $CRWV (Bloomberg) -- CoreWeave reported revenue for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
•Revenue $2.08 billion vs. $981.6 million y/y, e…↗
May 7
Shay Boloor — $CRWV Q1 EARNINGS
• Revenue $2.08B vs Est. $1.97B
• EPS ($1.40) vs Est. ($0.92)
• EBITDA $1.16B vs Est. $1.14B
• Backlog: $99.4B
• Total Contracted Power: ~3.5 GW
• Active Power:…↗
May 7
Jose Najarro Stocks — $CRWV Revenue backlog was $99.4 billion as of March 31, 2026!!!
$NVDA https://t.co/m8e51PH5PB↗
May 7
Jason's Chips — Down like 8% today and I don't feel a thing. $CRWV will either send me to the moon or Wendy's (I have calls)↗
TheValueist — GAI CDS is now meaningfully tightening, adding support to the long ORCL HPC/neocloud trade.
$CRWV $ORCL $STX $AMKR https://t.co/CkPStEkHpu↗
May 7
Wayne Liang — Neocloud sector pulling back today (so far)... nothing unexpected and completely reasonable.
The entire sector has had a massive run over the past two weeks. Good to let it breath…↗
May 7
SandemanStocks — I wish $IREN and $CRWV all the best today. Don’t want them bringing down my $NBIS with them. BUT, if that happens, I’ll just roll my 240 calls to something higher.
I see $NBIS…↗
May 7
The AI Investor — My portfolio just hit a new all-time high today.
YTD: +49.32%
1Y: +191.96%
The craziest part? Just over a month ago, it was still red YTD. While the YTD return is not as high as…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 7
CK Capital — After the huge run up from many of these stocks, $KEEL is still insanely undervalued compared to peers.
$KEEL is up 35% this week and is still the cheapest AI infrastructure play…↗
May 7
InvestmentGuru — NeoCloud another strong day
$IREN +11%
$DGXX +22%
$CRWV +8%
$NBIS +10%↗
May 6
Mike Investing — I’ve warned everybody once & I’ll say it again, one last final time…
AI infrastructure is the next theme to breakout in 2026:
$NBIS will be $330+
$CRWV will be $360+
$CIFR wi…↗
May 6
Wayne Liang — Elaborating on $CRWV a bit more.
Earnings tomorrow after close.
Historically, they've missed EPS (but beat revenue). Wouldn't expect anything different tomorrow (might be priced…↗
May 6
Shay Boloor — $NVDA is up over 5% today as the market finally rewards Jensen’s AI infrastructure dealmaking.
These deals are basically a roadmap for where shortages are getting worse and which…↗
May 6
Mike Investing — The recent Iran-U.S. war crash was indeed just another generational wealth making opportunity like predicted…
Just a little over a month ago, I shared my top dip-buys to take.
Si…↗
Daave “3 and 30” Tepper — 10,000%
who does the recurring profit margin and efficiency gains accrue to?
First order installed compute
$nbis $crwv $orcl $msft $goog anthro and oai
second order the companie…↗
May 5
Mike Investing — Over these last few weeks generational wealth for many has been made…
I’ve called out here on X:
$NBIS at $68 & ran to $179+
$AMD at $188 & ran to $404+
$CIFR at $11 &a…↗
May 5
Wayne Liang — @shah_jacob_nyc Leaning towards an EPS miss and likely beat revenue, and the guidance/backlog numbers are what should actually move $CRWV. If they raise full-year guidance, it rall…↗
May 5
Wayne Liang — Nailed it on $AMD. Watch the rest of my thesis play out now. You can learn so much from just following the right people.
Now let me breakdown what sector I'm most focused on at th…↗
May 5
CK Capital — March 30th really gave us some generation dip opportunities.
$BE was $120 and is now $300
$CIFR was $12 and is now $22
$NBIS was $70 and is mow $175
$CRWV was $70 and is mow $130…↗
Mike Investing — @amitisinvesting + Neo clouds ($NBIS, $CRWV, $CIFR)↗
May 5
InvestmentGuru — Nice move across this play today
$IREN +8%
$NBIS +14%
$CRWV +5%
$CIFR +5%
$KEEL +5 %↗
May 4
Mike Investing — The White House alongside Congress have quiet literally been telling you what sectors to buy:
Rare Earths ~ $USAR, $MP, $UUUU
Neo-cloud ~ $NBIS, $CRWV, $IREN
Memory ~ $MU, $SNDK…↗
May 4
Mike Investing — While everyone has been sleeping on the neo-cloud sector, I’ve been warning everyone to aggressively load…
These names are already up massively since my post just 4 days ago:
$NB…↗
May 4
Wayne Liang — So we all know fundamentals will tell us what stocks to buy, and technicals can tell us when to buy...
Here's a mix of Neocloud Infrastructure updates using technicals (1D) & fund…↗
May 4
Shay Boloor — TOP 10 AI REVENUE WINNERS
AI revenue is concentrating around the companies that either build the compute or control the cloud demand layer:
AI Infrastructure are where AI demand…↗
May 4
Shay Boloor — This is what happens when $MSFT, $GOOGL, $META & $AMZN all say “we are compute constrained”:
• $NBIS +12%
• $IREN +11%
• $CRWV +7%
• $CIFR +6%
• $APLD +4%
• $DOCN +4%
• $WULF +3%↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
InvestmentGuru — THE NEOCLOUD SECTOR
$CRWV $IREN $NBIS $CIFR
AI demand is exploding, but hyperscalers still can’t build fast enough. That gap is creating one of the biggest opportunities in the…↗
PhotonBull — Nebius ($NBIS) acquired Eigen AI for $643M (cash + Class A shares).
20 researchers from MIT HAN Lab.
~$32M per head.
Pure acqui-hire for the inference optimization stack.
Why…↗
May 2
Shay Boloor — THE COMPUTE CAPACITY BOTTLENECK
$GOOGL just admitted Google Cloud is leaving revenue on the table because it cannot build capacity fast enough with shifts the bottleneck to compan…↗
May 2
The Future Investors — Next week is absolutely packed with major earnings reports on deck 🚀
Monday: $PLTR, $DUOL
Tuesday: $SHOP, $AMD, $ANET, $TMDX
Wednesday: $NVO, $ADYEN, $UBER, $AXON
Thursday: $CRWV…↗
May 1
Mike Investing — If you’re looking to create generational wealth in 2026 then look no further than these 8 stocks:
1. Nebius ~ $NBIS
2. CoreWeave ~ $CRWV
3. Ondas ~ $ONDS
4. One Stop Sys ~ $OSS
5.…↗
May 1
Daniel Koss — @Orangeman1992 @ClickHouseDB $CRWV already has Anthropic as a customer and someone always knows. I think $NBIS has very high chance of getting a deal from Anthropic, as they want t…↗
May 1
Daniel Koss — Guys, how do I tell you this.
$NBIS is probably NOT up 12% because of the acquisition they announced today.
The most likely reason is the leak of Anthropic -> $44B ARR.
Anthropi…↗
May 1
Alex A.C. — Zephyr is bullish Neocluds, and $NBIS jumps a +10% today...... 🧐
I've been one year saying that same sentence! 😅
Seriously, if AI compute is very constrained (models getting d…↗
May 1
Jason's Chips — Neoclouds are soooooo undervalued. You're telling me that they can charge approximately two times H100 rental rates for VR and still earn a 15% IRR? When VR is an order of magnitud…↗
Mike Investing — 2. CoreWeave ~ $CRWV
This company has also marked an impressive $88B, 5 year backlog consisting of:
- $21B from $META
- $11.9B from OpenAI
- $6B from Jane Street
- $5B from Anthr…↗
Apr 30
Mike Investing — Your next chance to get rich is here…
If you missed the recent squeeze in Photonics or Memory names then pay close attention to this sector.
AI infrastructure is next.
This brea…↗
Apr 29
Mike Investing — If you’re looking to create generational wealth then these are the stocks to hold:
1. CoreWeave ~ $CRWV
2. AMD ~ $AMD
3. Rocket Lab ~ $RKLB
4. Ondas ~ $ONDS
5. Amazon ~ $AMZN
6. N…↗
Apr 29
mon — Very impressive numbers from AWS/Azure/Google.
But it is worth remembering they are still capacity constrained. The core bottleneck is still power and land.
Google - “Our cloud r…↗
Apr 29
mon — - $GOOGL Cloud +63% YoY
- $MSFT Azure +40% YoY
- $AMZN AWS +28% YoY
More demand drives more capex.
More capex unlocks more capacity.
More capacity enables new use cases.
And th…↗
Apr 29
Mike Investing — I’ve said this before, & I’ll say it again…
If you missed the squeeze on names like $MU, $SNDK, or even $AMD then keep a close eye on $CRWV.
Positioned with a prolonged base all…↗
Apr 29
mon — Nearly half of US data centers planned for 2026 canceled or delayed.
With an estimated 12-16GW of planned capacity, only 5GW is currently under construction and many projects rema…↗
Apr 29
CK Capital — If you are building a long term portfolio today here is exactly how I would allocate it across the most important themes of the next decade.
This is not trading. This is building.…↗
Apr 29
Dustin — $CRWV CoreWeave price target raised to $150 from $140 at Oppenheimer
Oppenheimer raised the firm's price target on CoreWeave to $150 from $140 and keeps an Outperform rating o…↗
Apr 29
Wayne Liang — $APLD is worth watching...
Same AI infrastructure thesis as $IREN and $CIFR... just larger contracts and a longer runway.
> ~$23B in total contracted revenue backlog... at a ~$9.…↗
Apr 29
Daave “3 and 30” Tepper — don’t own nebius or coreweave at the moment but this is bullish installed xpu’s
$nbis $crwv↗
Apr 29
Daniel Koss — Today is the day!!!
$GOOGL
$MSFT
$AMZN
$META
all have earnings.
I'm super pumped and feel like all my favorite movies are coming out all at once haha
Who's excited? I probab…↗
CK Capital — Data center stocks are getting absolutely killed today.
$NBIS is down 7%
$CRWV is down 5%
$KEEL is down 8%
$APLD is down 7%
Watching all these closely for possible adds.↗
Apr 28
Shay Boloor — $CRWV said OpenAI is “a terrific partner” but made clear it isn't the only driver behind the business.
CoreWeave says its customer base is diversified and AI infrastructure demand…↗
Apr 28
CK Capital — What's everyones favorite neocloud play?
$NBIS
$CRWV
$IREN
$WULF
$KEEL↗
Apr 28
SandemanStocks — $NBIS $AMD $CRWV $NVDA $IREN $CIFR $ORCL $MSFT A great post by Jose. Don’t fall for the FUD↗
Apr 28
Jose Najarro Stocks — $AMD $NVDA $CRWV $NBIS $ORCL $MSFT -- OPENAI BEARISH PIECE BEFORE EARNINGS ... and the market falls for it again.
I just want to share my thoughts on recent OpenAI news, as it is…↗
Apr 28
Mike Investing — The White House is quite literally telling you to buy these 5 sectors…
Rare Earths ~ $USAR, $MP, $CEG
Space ~ $RKLB, $PL, $ASTS, $LUNR
Chips ~ $AMZN, $AMD, $GOOGL, $TSM
AI Infr…↗
Apr 27
Mike Investing — Investing into these 10 stocks will set you up to be rich before 2030:
1. AMD ~ $AMD
2. CoreWeave ~ $CRWV
3. Nebius ~ $NBIS
4. One Stop Sys ~ $OSS
5. Rocket Lab ~ $RKLB
6. Amazon…↗
Apr 26
Black Panther Capital — I don’t expect a deal from $IREN around the corner or at earnings.
On the other hand I expect some kind of delays. I also expect to see the a drawdown in the stock due to sentimen…↗
Apr 26
Mike Investing — Famous words from the most renowned hedge fund billionaire Stanley Druckenmiller…
"You don't get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymm…↗
Apr 26
Mike Investing — If you missed the recent breakout on Photonics & Memory names like $AAOI, $MU & $SNDK…
Then don’t make this same mistake twice, as this next sector is setting up to squeeze.
Data…↗
Apr 26
Daniel Koss — $NBIS with another amazing hire, this time from $CRWV!
I believe a lot of the big CoreWeave customers want to a) compare CoreWeave with other providers
b) become less dependent on…↗
Apr 26
Mike Investing — The $NVDA CEO quite literally has been telling you what to buy…
In 2025 Jenson called:
$NBIS at $21 & is now up 680%
$APLD at $3 & is now up 1,200%
$TSM at $180 & is now up 130%…↗
Apr 26
CK Capital — Data center capex crossed $1 trillion in 2026. A milestone analysts thought was three years away.
This makes AI data center buildout is the largest capital investment cycle in hum…↗
Mike Investing — $CRWV will be one of those generational wealth making investment opportunities.
Maintaining 167% YoY revenue growth, $3.6B in cash on hand, & a $6.3B contract signed by $NVDA you…↗
Apr 25
Mike Investing — If you missed $AMD at $67.
Missed $NBIS at $68.
Or even missed $INTC at $32…
Then I’m telling you here first that you do NOT want to miss $CRWV.
Within the next 5 years $CRWV w…↗
Apr 24
Daave “3 and 30” Tepper — if true, why are $nbis and $crwv down? i'm genuinely confused. feels technical - fast money selling to buy semis hardware....
have to revisit my economics book, but expect this al…↗
Apr 24
Shay Boloor — AI startups are struggling to access $NVDA GPUs as cloud providers like $MSFT, $AMZN, $GOOGL & $CRWV reserve more capacity for internal teams & larger AI customers.
The shortage i…↗
Apr 23
CK Capital — Pretty crazy to think about $KEEL and their price per watt compared to other AI infrastructure peers.
$KEEL is trading at roughly 70 cents per watt.
Here is the comparison:
$CR…↗
Apr 22
Mike Investing — You can create generational wealth simply by scrolling on X…
Over the last few weeks I’ve calls out:
$NBIS at $68 & ran to $170+
$CRWV at $63 & ran to $125+
$LUNR at $1…↗
Apr 22
Lando — I wonder how $CRWV will be able to successfully build out 5GW by 2030
Do you think they already preordered all the equipment + acquired all the land?
The announcement seems very…↗
Apr 22
Shay Boloor — $CRWV says it plans to add more than 5 GW of data center capacity by 2030 bringing its footprint to over 8 GW of active power.
The company also said rising inference demand and th…↗
Apr 22
tae kim — I still remember The Financial Times writing a bizarre negative story on CoreWeave right before the IPO about some minor legal contract issue that wasn't important. What media focu…↗
Apr 22
tae kim — "That backlog expanded to $66.8 billion, up from $15 billion, with weighted average contract length extending from four years to five." $CRWV https://t.co/W973j7VEBK↗
Apr 22
tae kim — "We are accelerating our roadmap with the objective of adding more than 5 gigawatts of additional data center capacity to grow our footprint to a total of 8 plus gigawatts of activ…↗
Apr 22
mon — $IREN, $CIFR, $NBIS & $CRWV
So OpenAI targeting 30GW of compute by 2030.
Add in demand from Anthropic, Google, Microsoft, Meta, Amazon, and Tesla, and total required capacity mov…↗
Apr 22
Daniel Koss — So many absolute noobs posting the dumbest takes about this.
This is completely normal language to disclose every single risk and minimize all legal risks.
It has exactly 0 meani…↗
Apr 21
Jason's Chips — YES I’ve been waiting for this.
Also Irrational long Memory and $CRWV LETS GO↗
Jason's Chips — A quick non-consensus take on why corporate debt is a BLESSING for thematic investors. $CRWV $SFTBY
Consensus says debt is always bad. “Net cash” and “fortress balance sheet” are…↗
Apr 20
Daniel Koss — Honestly? If you're a $NBIS or $IREN investor I think you should take 10min to read both sides. It will help you a ton to understand which thesis you want to underwrite and what th…↗
Dustin — $CRWV CoreWeave (CRWV) Price Target Raised to $156.
“CRWV is one of the 10 Best Data Center Stocks to Buy for the Long Term. The stock’s price more than doubled from a year ago, u…↗
Apr 19
Mike Investing — 2026 is your turn to become a millionaire…
Over the last few weeks I’ve called out many generational opportunities like:
~ $PL at $17 & ran to $40+
~ $LUNR at $14 & ran to $28+…↗
Apr 19
Mike Investing — Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD,…↗
Apr 19
mon — @grok @JoeGreenUSF @TheTechInvest @grok what about $NBIS & $CRWV?↗
Jose Najarro Stocks — I'M SEEING TONS OF NEGATIVE TAKES AGAINST NEOCLOUDS AFTER THIS RECENT CLIP WITH JENSEN HUANG. $NVDA $CRWV $NBIS
Jensen didn't just support CoreWeave, Nebius, and Nscale out of gen…↗
Apr 15
Tradable Astronaut — Dropped a video breaking down exactly how I use the @AionAnalytics index to find trades.
Walked through $HTZ $WOLF $CRWV $CRDO & how I go from a score to an actual entry.
Bookma…↗
Apr 15
Shay Boloor — Jensen Huang said $NVDA helped support names like $CRWV & $NBIS early on because many of today’s AI clouds would not have scaled the same way without that backing.
He said the…↗
TheValueist — $CRWV $NVDA DIRECT ANSWER
Yes. A firm can, in principle, be a major commercial customer of a company and also establish short exposure to that company’s stock. The $6b compute com…↗
Apr 15
TheValueist — $CRWV $NVDA Jane Street-CoreWeave: A High-Quality Rubin Demand Signal for AI Infrastructure
https://t.co/OEl7wKxoWS
Bottom Line: The Jane Street-CoreWeave transaction is material…↗
Jose Najarro Stocks — $NVDA $AMD $NBIS $CRWV $TSM $CRDO $ALAB $MU
WAIT, WE ARE COMPUTE CONSTRAINT??
How did we miss this? I feel like the signs were there all along .... https://t.co/nDINCzcI4t↗
TheValueist — My updated GAI CDS Dashboard is attached. Renewed chatter regarding HPC/Neocloud buildouts warrants a look. Tightening in lots of your favorite names.
$CRWV $ORCL $STX $AMKR https…↗
Raging Capital Ventures — This might shoot down some $CRWV bear theses
https://t.co/WcT4P2Tqal https://t.co/QiEP2TMYSL↗
Apr 15
mon — $BIRD is selling off the footwear business and raising $50M in convertibles to buy GPUs and move into AI infrastructure.
That’s the level of demand in the space right now, even a…↗
Apr 15
Shay Boloor — Jane Street invested another $1B in $CRWV at $109 per share and also plans to spend ~$6B on CoreWeave’s tech offerings.
It marks CoreWeave’s third multibillion-dollar deal this mo…↗
Mike Investing — Over the last few weeks generational wealth has been made…
I’ve called the bottoms on:
$NBIS at $73 & ran to $166+
$CRWV at $63 & ran to $119+
$PL at $20 & ran to $…↗
Apr 14
Mike Investing — Index funds are made for you to stay wealthy, but not create generational wealth…
If you’re looking for aggressive 10x growth stock investment opportunities then you should focus…↗
Apr 14
The AI Investor — Neo cloud stocks are flying again.
This was my analysis of the new AI cloud business model and token economy at the market bottom, when people feared a Sam Altman bubble and circu…↗
Jason Luongo — 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 o…↗
Apr 14
Jose Najarro Stocks — $CRDO Holy Smokes!! Up 17% PreMarket!!
It's been a great week for the semiconductor industry and, more importantly, for the portfolio, hitting new ATHs!!
Three things
1) When m…↗
Apr 14
Jason's Chips — My $CRWV leaps are up almost 100%. GPUs rents ripping, claude code, openclaws, and the market was in the corner still talking about OAI concentration and debt lol.
Best timed trad…↗
Tradable Astronaut — Data centers running the same playbook.
$NBIS 100
$CRWV 97
$CLS 92
$IREN starting to move
26 tickers ranked.
The top names are already separating from the rest. https://t.co/…↗
Apr 13
amit — @geejmasterflex $CRWV also getting a nice bounce past few days, the customer profile of them is also very very strong even with the debt burden↗
Apr 13
amit — $ORCL such a nice move
If all the neoclouds are getting a bid, Oracle is the “ultimate neocloud”
they have the 5x more RPO commitments than $CRWV
credit default swaps +200% pro…↗
Apr 13
Jason's Chips — I published my neocloud economics and part 1 of my $CRWV thesis last week.
Since then, $CRWV has signed net new deals with Meta and Anthropic and rallied over 35%.
I believe ther…↗
Apr 13
Lando — $CRWV and $NBIS both up nearly 40% this past week 👀
The AI infra group will take off the rest of 2026 and into 2027 🚀 https://t.co/4wUsg1HkGp↗
mon — If you are investing in companies like $IREN, $CRWV, or $NBIS, your entire thesis sits on capturing part of this hyperscaler-driven expansion.
The Big Four (Amazon, Google, Meta a…↗
Apr 12
mon — JUST last year, $IREN was being compared to $CLSK, $MARA, and $RIOT, which made sense when the market viewed it as just another Bitcoin miner.
As the market started to understand…↗
Apr 12
Shay Boloor — $CRWV CEO says scale is expensive but the company’s debt is backed by contracts with some of the largest customers in the world.
CoreWeave is taking on the infrastructure costs be…↗
Mike Investing — These stocks are expected to over 3X their revenues within the next 5 years:
$NBIS - Nebius: +6400%
$ASTS - AST SpaceMobile: +5471+
$ONDS - Ondas: +3188%
$IREN - Iren: +1547%
$CRW…↗
Apr 11
Shay Boloor — $NVDA has built one of the deepest strategic investment portfolios in public markets with bets across nearly every layer of the AI stack:
• Physical AI: Figure AI, Wayve
• Nuclea…↗
Jason's Chips — My new article explores the bull case for $CRWV — a name so widely shorted that nearly 25% of the float is short, yet held as a THE top long by a prominent AI hedge fund.
$CRWV is…↗
Jose Najarro Stocks — HOLY CHIPS!! $NVDA $AMD $ALAB $AEHR $CRWV $MRVL $CRDO
It's been a great week for the What The Chip Happened Community!!
LAST 5 DAYS
$AEHR +55%
$ALAB +25%
$AMD +12%
$CRWV +25%
$MR…↗
Apr 10
Shay Boloor — Anthropic signed a multiyear deal with $CRWV to rent compute capacity for building and deploying its Claude models.
It is another sign that AI model demand is still pulling hard o…↗
Apr 10
mon — CoreWeave $CRWV is on a roll.
First $META increases CoreWeave partnership with a $21 billion agreement.
Now CoreWeave secures multi-year deal with Anthropic to power Claude AI mo…↗
Apr 10
The Future Investors — $CRWV Anthropic signed a multi-year deal to rent AI data center capacity from CoreWeave to support surging demand for Claude 🤝
The infrastructure will use Nvidia chips and helps…↗
Apr 10
The AI Investor — Is token factory profitable for $ORCL $CRWV $IREN $NBIS ?
This is a financial model for an AI token factory built on Nvidia’s NVL72, running an open-source model like DeepSeek R1.…↗
Apr 9
Alex A.C. — From the new $AMZN shareholder letter, but applies to any hyperscaler/neocloud
$NBIS $CRWV https://t.co/wipZ5WARfr↗
Apr 9
mon — $META commits to spending additional $21 billion with CoreWeave $CRWV as AI costs keep rising.
CoreWeave announced an expanded long-term agreement with Meta Platforms to provide A…↗
Apr 9
The Future Investors — $CRWV $META CoreWeave and Meta Platforms expanded their partnership with a $21B deal through 2032 💰 🤝
Meta will use CoreWeave’s AI cloud (incl. new NVIDIA Vera Rubin systems) to…↗
Apr 9
Shay Boloor — $CRWV up ~8% after news of an expanded $META AI infrastructure deal. https://t.co/xLvzqpsE9D↗
Apr 9
InvestmentGuru — $CRWV Shares Jump 8% Premarket After Co Announces $21 Billion Expanded AI Infrastructure Deal With $META Platforms↗
Apr 9
Shay Boloor — $META has committed another $21B to $CRWV for AI cloud infrastructure on top of its prior $14B arrangement.
The spending runs from 2027 through 2032 as Meta adds external capacity…↗
Apr 8
Michael Sikand 🦑 — AI's $1T photonics bottleneck isn't lasers.
It's testing them.
When I attended $NVDA GTC, a comment from the CTO of $CRWV at a niche side event stuck with me.
“If there’s a day…↗
Apr 8
Jason's Chips — My new article explores the economics of neoclouds through a microeconomics lens rather than the usual equity-research framing. I thoroughly enjoyed writing this one (possibly my f…↗
Apr 8
Daave “3 and 30” Tepper — Who GPU prices were lifting off BEFORE Anthropic released Mythos
May see price wars for installed compute
OAI and Google will be fast follows
NVL72 ftw
$nbis $crwv $nvda $asml↗
Apr 6
Lando — I totally agree and $IREN is my largest position! I don’t know why he threw $crwv in there though, $NBIS still has a lot to prove as well. They also aren’t necessarily the “power”…↗
Apr 6
Serenity — I’ve been thinking about this report more from last month…
It’s probably extremely bullish for the Neocloud segment like $NBIS (and even $CRWV) more than markets think.
Because o…↗
Apr 5
Daave “3 and 30” Tepper — Within the GPU cloud the answer is Nebius , although in the TPU cloud it’s Fluidstack.
Will be interesting if OAI comes knocking at Nebius’ door bc CoreWeave is…. well CoreWeave…↗
mon — 🚨: IRGC attacking Amazon cloud computing center in Bahrain, Iran's ISNA reports.
$IREN, $NBIS, $CRWV, $CIFR.↗
Apr 2
Dustin — $CRWV Bernstein target released yesterday was $56.
Bernstein maintains Underperform rating and $56 price target.
Nothing has changed. https://t.co/oR1UygCWhJ↗
Apr 1
mon — Almost half of the US data centers planned for this year are expected to be delayed or canceled.
One big reason is the shortage of electrical equipment, such as transformers, swit…↗
Apr 1
TheValueist — $CRWV $HUT $CIFR $NVDA OVERVIEW
CoreWeave’s 3/30/2026 DDTL 4.0 is more important as a financing prototype than as a standalone capital raise. On paper, it is an $8.5 billion delay…↗
Serenity — OpenAI is the tech equivalent of Iran.
They would have caused so much contagion - like Iran sending drones to all their neighbors - with funding they didn’t have….
From $MSFT co…↗
Apr 1
Daniel Koss — 🚨 Exciting announcement 🚨
Listen up kid analysts, I'm thrilled to share that I've accepted a position as Independent Board Member at $IREN.
My responsibilities will include:
1…↗
Apr 1
Shay Boloor — $APLD amended its $CRWV data center leases by shifting parts of ELN-02 and ELN-03 to a CoreWeave subsidiary.
The revised structure adds unconditional parent guarantees from CoreWe…↗
Serenity — @BelfortsTaxGuy If you have to think about almost not sinking for $CRWV... there's probably better longs out there in the market, just saying?↗
Mar 28
Serenity — @Leaf0Q1 Sure, I have a lot of respect for the Aschenbrenner, vast majority of his longs like $BE and $LITE are stellar. I haven't really seen a fund like Situational Awareness in…↗
Mar 28
Serenity — My thoughts on $NBIS, $IREN, $CRWV and the current Neocloud market.
One of them ends up as the next AWS in 5 years:
My guess it’s Nebius.
It's not winner takes all (DigitalOce…↗
Mar 26
Daniel Koss — Roses are red, violets are blue.
If you're short compute, I have bad news for you 📈
$NBIS $IREN $CRWV $ORCL $NVDA↗
Mar 26
mon — What a start.
🔴 $IREN -7.19%
🔴 $NBIS -6.09%
🔴 $CIFR -8.06%
🔴 $CRWV -3.85%
🔴 $WULF -6.29%
+ $MARA is up 8% after dumping about $1B of BTC to pay down debt, all while Bitcoin…↗
Mar 25
Daave “3 and 30” Tepper — $NBIS- Benefits directly given less long-term contracted
$CRWV - Long-term contracted, no benefit.
$IREN- who the fk cares, it's a scam↗
Mar 24
Daniel Koss — @moninvestor I think it's pretty obvious that all hyperscalers and frontier labs are talking to all AI factory builders like $IREN $CRWV $NBIS they all want to leverage their talks…↗
Mar 24
Shay Boloor — $CRWV pushed back on the GPU depreciation debate saying the idea that AI chips become obsolete in 18 months doesn't match how customers actually buy compute.
He said most contract…↗
Mar 23
KaizenInvestor — This really is a great listen. Here are some of my key takeaways:
$CRWV CEO - Michael Intrator:
- on the longevity of GPU shelf life: “The concept that a GPU is no longer relevan…↗
Mar 23
Dustin — $CRWV Still weak on the year. No real strength in either direction at the moment. At least the month had some strength up. Will reset in April. https://t.co/bOQII3noSB↗
Mar 23
SandemanStocks — Everyone investing in AI needs to read this. He mentions $NBIS $IREN $CRWV $NVDA and others.
“Inference demand will exceed available supply forever. Period.”
We are so early.…↗
Mar 23
Lando — Data centers are GREEN at the open
🟢 $IREN
🟢 $NBIS
🟢 $CRWV↗
Mar 22
Mike Investing — This kind of pullback within the markets is exactly how generational wealth is made.
Instead of panicking, you should be taking advantage of the dip, & loading these 8 names:
1.…↗
Mar 21
mon — going from generative to reasoning requires about 100x more compute, and going from reasoning to agentic is another 100x. That puts total compute demand up roughly 10,000x in just…↗
Michael Sikand 🦑 — This GTC panel had the TOP brass in AI networking.
SVPs from $NVDA, $META, $CRWV, $MSFT
Takeaway: Co-Packaged Optics is the holy grail and the "biggest" shift over 5 years.
I th…↗
Mar 18
Kevin Maro — @owoNine Bought $CRWV puts maybe! $CRWV will just go bankrupt from defaulted loans in 2027.↗
Mar 18
The AI Investor — Convertible senior notes, not to criticize any company, just a quick comparison:
$NBIS, March 17, 2026 - $3.75B total: $2.0B due 2031 + $1.75B due 2033, plus over-allotment
$CRWV…↗
Mar 17
Kevin Maro — @CaesarCapitalz 🤣🤣🤣🤣 the only good news is it's bringing $CRWV and $IREN down too↗
Mar 17
mon — $NVDA The entire tech world, from big names like OpenAI/Anthropic to young startups, feels like they could grow revenue and their AI "if they could just get more capacity" Huang.…↗
Mar 17
Daniel Koss — @boldmove4 @ilzmcfly You can not compare $CRWV and $NBIS just for the love of god look at the founders real quick. Can you honestly say you don't see a mindblowing difference in tr…↗
Mar 17
Midas — I called $NBIS at 20.
I called $APLD at 5.
I called $CRWV at 40.
Many will wish they followed me sooner. https://t.co/fdEhwSe3ri↗
Mar 17
Dustin — $CRWV People will soon realize the difference between $CRWV and $NBIS https://t.co/mPfb7Px3Es↗
Daniel Koss — Grid connected and contracted power are NOT moats and they are NOT the big bottlenecks.
They are nice to have, but there are so many alternative solutions. Those who pay attentio…↗
Mar 16
Daave “3 and 30” Tepper — Meta and Nebius deepening
Nebius on track to effectively become an IG borrower to fund capex for non-IG AI services
Built different than coreweave
$nbis $crwv
https://t.co/4X…↗
Shay Boloor — $CRWV and Cerebras are building a 300-MW AI data center in Canada with the first phase expected online in H1 2027.
The facility will dedicate 160 MW to Cerebras systems and 140 MW…↗
Mar 16
mon — 🚨: $NBIS +14% signs new AI infrastructure agreement with $META.
Total contract worth up to $27bn. 👏
Pre-market:
$IREN +6%
$CIFR +5%
$CRWV +6%
Great news.
Very positive to the…↗
Mar 15
InvestmentGuru — NeoClouds & AI Infrastructure — The Backbone of the AI Revolution
Top NeoCloud & AI Compute Plays
High-conviction / public plays:
$CRWV – CoreWeave | Leading GPU cloud, hypersc…↗
Mar 13
Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings reactions: $ORCL, $ADBE, $RBRK, $PATH
• $NVDA CEO Jensen Huang’s five-layer cake: $…↗
Mar 13
Jason Luongo — The Valuation Gap
$CRWV trades at ~10x EV/Revenue
$NBIS trades at ~9x EV/Revenue
$IREN trades at ~5x on projected revenue
Cheapest neocloud in the sector. Only one with diversifi…↗
Mar 13
Jason Luongo — The Asset Base
$CRWV and $NBIS are pure AI cloud plays with no hard assets underneath them.
$IREN owns 4.5 GW of secured power, land, substations, water rights, and fiber connect…↗
Mar 13
Jason Luongo — The Balance Sheet
Goldman and JPMorgan put up $3.6B in GPU financing at under 6% interest. Add the $1.9B Microsoft prepayment. That covers 95% of GPU-related capex.
$2.8B cash on…↗
Mar 13
Shay Boloor — The neocloud category may be the most misunderstood corner of the AI trade because the market still treats these names as one uniform GPU-hours bet when they are actually very diff…↗
Mar 12
Kuppy — If $CRWV doesn’t start buying $OWL stock, funded by cheap $NVDA loans, things are gonna unwind…🤣↗
Dustin — $CRWV $NBIS $IREN Jump as Oracle Earnings Ignite AI Cloud Infrastructure Rally
AI cloud infrastructure companies surged Wednesday, with NBIS jumping more than 17%, CRWV rising ab…↗
Mar 11
Daave “3 and 30” Tepper — interesting
$nvda could build their own open source models and serve on $crwv and $nbis since a) they have interests and b) their hyperscale clients admonish them building their o…↗
Mar 11
Lando — @DrTomsLens I keep it a buck and say it how it is. I will say a lot of the language is similar to $IREN and the $NVDA partnership DOES make me a little hopeful they might be expand…↗
Mar 11
Lando — @frogswifhats I don’t own both, I like where $IREN is currently valued compared to $NBIS and $crwv. I believe it’s severely undervalued based on current MC and fundamentals. 2026 i…↗
Mar 11
Michael Sikand 🦑 — The Neocloud winner was already obvious based on their CEOs.
$IREN Aussie banker bro backtracking from BTC.
$CRWV Gas trader turned ETH miner who got wiped + then had spare GPUs…↗
Mar 11
Lando — @StockSavvyShay I think $NVDA might be interested in working with $IREN in the future. Would be very interesting to see what that would look like *if* they did and what it would me…↗
Mar 11
Shay Boloor — THREE REASONS $NBIS IS UP 16% TODAY
1. The Rubin access is the real prize (not the $2B investment) because that is Jensen giving Nebius early access to Nvidia’s next-generation pl…↗
Mar 11
Jose Najarro Stocks — NVIDIA TO INVEST $2 BILLION IN $NBIS: IS BULLISH FOR AI ECOSYSTEM $CRWV $IREN $ORCL
The market is truly underestimating how much compute is going to be needed during this AI revol…↗
Mar 11
KaizenInvestor — @LandoInvests I trust $NBIS more than $CRWV to be honest. Trust them to be up and running by 2030.↗
Mar 11
Lando — @daniel_koss That’s how I kind of see it. It looks like they’re expanding from $CRWV and giving you guys a $2B let’s see what happens deal. I think if you guys execute that’ll incr…↗
Mar 11
The Future Investors — 🔵 𝗟𝗮𝘆𝗲𝗿 𝟯: 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲
AI runs inside massive data centers.
These systems connect, cool, and power thousands of chips.
Key companies:
$VRT | Vertiv
$ANET…↗
Mar 11
Daniel Koss — Hooooooooly shit, $NVDA just invested $2B into $NBIS
Facts first:
1. NVIDIA is investing $2 billion into Nebius
2. The two companies announced a strategic partnership to build a…↗
Mar 11
amit — $NVDA TO INVEST $2B INTO $NBIS
NEBIUS WILL DEPLOY 5GW+ OF NVIDIA SYSTEMS BY THE END OF 2030
Nice to see Nvidia show some love to Nebius, seems like $NBIS and $CRWV are the prefer…↗
Mar 11
SandemanStocks — @LandoInvests Yeah they will all be on fire. From $CRWV to $IREN to $CIFR↗
Mar 11
Lando — Even Seeking Alpha knows $IREN is undervalued
It isn’t $NBIS, $CRWV, $APLD, $CIFR, or $WULF
I encourage everyone to read it, but I still think @SeekingAlpha is too focused on th…↗
Ben Pouladian — Last free piece before GTC
The NeoCloud Hypothesis: why $ORCL and $CRWV deploy NVIDIA's GPUs before anyone else
Same-day $ORCL F3Q earnings $553B RPO, IaaS +81%, 43% margin Plus…↗
Mar 10
mon — $ORCL - "The demand for cloud computing for AI training and inferencing continues to grow faster than supply. Furthermore, some of the largest consumers of AI Cloud capacity have r…↗
Mar 10
Lando — I know people are bullish $ORCL, but they still need to raise $20B in debt somehow, whether it be an ATM offering or debt, I don't know
Gonna be watching closely, it'll directly a…↗
Mar 10
Serenity — @gofallingknife @Jacktecau990 Messed up my original $RIOT YTD calculations so ended up deleting my post. But, it was a 3-6M short term trade idea capitalizing off $IREN ATM on exis…↗
Mar 10
Serenity — @jorge_r006 $RIOT, $WULF, $NBIS look structurally in better positions than $CRWV and $IREN are.
Hence why the latter two serve as better hedges in sector declines.
That being s…↗
Mar 9
Daniel Koss — $NBIS, while still down 3% over the last 3 months, has been the best-performing stock in the current “data center” basket over the last 3 months, 1 month, 1 week and today.
The ph…↗
Serenity — @EzekielMX I care about retail interests and I do the same risk disclosures around $CRWV debt interest, $RVI inflated offerings, and other extremely dilutive stocks like $UAVS that…↗
Mar 8
Shay Boloor — These companies are locking in the physical substrate behind the next decade of AI compute and that substrate is power.
You can order GPUs from $NVDA or $AMD or TPUs from $GOOGL b…↗
Mar 7
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #33
Daniel and I covered five big themes:
• Stagflation just landed: breaking down the -92K jobs print and why the Fed is now stuck
• Earnings de…↗
Mar 6
Daniel Koss — Let's make the $IREN vs. $NBIS debate intellectually honest.
A good question to ask yourself is:
"What would it take to change my mind?"
If you reach a point where no amount of e…↗
Mar 5
InvestmentGuru — Momentum Is Back Across Disruptive Themes
Strong risk appetite returned today as multiple high-growth themes moved higher together across the market.
Crypto & Blockchain
$GEMI +…↗
Mar 4
Midas — What the actual F*CK how is this story getting even more insane??
Coreweave announces a deal with Perplexity, $CRWV is up 7% within 30 mins of market open which means 24yr old Leo…↗
Jason Luongo — The AI data center landscape:
$IREN - 4.5 GW secured power. $9.7B Microsoft deal.
$NBIS - $20B+ in Microsoft and Meta contracts.
$CRWV - $66.8B backlog. Largest pure-play GPU cl…↗
Mar 3
Mike Investing — $NVDA isn’t just building chips, but rather buying the entire AI stack…
Below are some of Nividia’s most notable investments:
~ $5B in $INTC (Intel)
~ $2B in $CRWV (CoreWeave)
~…↗
Mar 3
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗
Tradable Astronaut — Top 10 accelerating & decelerating stocks today
Note: this is different from our leaderboard
Top 5 accelerating: $ONDS $RCAT $GCT $VELO $DELL
Top 5 decelerating: $RUN $CRWV $…↗
Mar 2
Shay Boloor — @PolymarketMoney Absolutely wild that $CRWV backlog is roughly comparable to what $AMD is projected to generate in total annual revenue in 2027 and $CRWV is just a single-purpose G…↗
Mar 2
Shay Boloor — @VanquishTrader A $67B backlog at a neocloud like $CRWV that barely existed three years ago tells you exactly how much demand is sitting behind the AI infrastructure buildout↗
Mar 1
Mike Investing — These 8 stocks lead in terms of highest projected revenue growth for 2026:
1. $NBIS | +540%
2. $ASTS | +278%
2. $CRWV | +140%
4. $IREN | +128%
5. $PLTR | +61%
6. $NVDA | +58%
7. $…↗
Mar 1
Dustin — $IREN surprisingly btc is running hot over weekend after news of iran leaders death. While Monday is expected to be volatile….just feels like a green day scenario is now a possibil…↗
Mar 1
Serenity — This aged well, $CRWV down ~28% in the past month.
I feel like the best bears would actually be long investors or swing traders.
If you see red flags, with Coreweave or $CRCL at…↗
Midas — Why is $CRWV down today? https://t.co/qy3U3rQKXt↗
Feb 27
Lando — @amitisinvesting It’s because of $CRWV shit show, such a pos company↗
Feb 27
Serenity — It can’t just be me right?
My timeline is basically:
Asian investors and analysts cheering on their companies like Nittobo or Seikoh Giken going up 5-10% a day.
Then every US in…↗
InvestmentGuru — $CRWV 11% down Premarket
CoreWeave Stock Falls Amid Higher 2026 Capital Spending, Margin Pressure↗
Feb 27
SandemanStocks — Repeat after me:
$NBIS is not $CRWV
$NBIS is not $CRWV
$NBIS is not $CRWV
$NBIS is not $CRWV
$NBIS is not $CRWV
$NBIS is not $CRWV
$NBIS is not $CRWV
$NBIS is not $CRWV
$…↗
Feb 27
Serenity — Here's a deeper look into $IQE ($179M):
IQE's hidden InP optionality versus LandMark's $3.5B valuation. And the $IREN / $CRWV "miner" pivot to photonics:
Before I did a high-lev…↗
Dustin — $NBIS
I would have to say that I’m relieved that the market did not punish the entire sector for a change after Coreweave’s earnings release. It would appear that the street is hol…↗
Feb 27
The AI Investor — CoreWeave is adding backlog much faster than the ability to expand capacity.
Demand for AI is off the chart. $NVDA $CRWV https://t.co/cG0h721lO0↗
Feb 27
SandemanStocks — $CRWV is an anchor around $NBIS neck, and it makes zero sense.↗
Feb 26
Midas — $CRWV down 11% after missed earnings https://t.co/l8VV7DllJd↗
Feb 26
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Feb 26
TheValueist — $CRWV (Bloomberg) -- CoreWeave reported revenue for the fourth quarter that beat the average analyst estimate.
FOURTH QUARTER RESULTS
Revenue $1.57 billion, estimate $1.55 billion…↗
Feb 26
unusual_whales — CoreWeave, $CRWV, earnings:
- EPS: -$0.89, est: -$0.68
- Rev: $1.57 billion, est: $1.53 billion
$DELL earnings:
- EPS: $3.89, est: $3.51
- Rev: $33 billion, est: $31 billion
Du…↗
Feb 26
Shay Boloor — $CRWV Q4 EARNINGS
• Revenue $1.57B vs Est. $1.53B
• EPS ($0.89) vs Est. ($0.68)
• EBITDA $898M vs Est. $910M
• Backlog: $66.8B (~4x YoY)
• Total Contracted Power: ~3.1 GW
• Active…↗
Feb 26
SandemanStocks — $NBIS all eyes are now on $CRWV earnings in a few minutes.↗
Feb 26
Jason Luongo — $NVDA just guided $78B.
Every GPU needs a data center.
7 stocks building AI's physical infrastructure:
$CRWV - GPU cloud, Nvidia-backed, reports today
$NBIS - Full-stack AI infr…↗
mon — $IREN, $CIFR, $CRWV & $NBIS
The Trump administration has been pushing a policy where hyperscalers must bear the cost of powering their AI data centers themselves, rather than pass…↗
Feb 24
Shay Boloor — $CRWV is seeking an ~$9B bank loan backed by its long-term compute deal with $META. https://t.co/SBmOiIXnZQ↗
Feb 24
Shay Boloor — $NVDA has so much cash they’re becoming a strategic investor across their own supply chain & customer stack:
• $INTC for x86 ecosystem exposure + foundry optionality
• $CRWV for i…↗
Feb 24
Tradable Astronaut — $CRWV interesting call buyers here
Severely out of the money https://t.co/URyIjK8uCN↗
Kevin Maro — @HyperAICapital Lmaooo no one cares about $CRWV outside how it effects $NBIS stock↗
Feb 22
Black Panther Capital — THE CONTRARIAN PLAYBOOK
The overlooked vs. the obvious:
AI Compute - $AMD (not $NVDA)
Defense - $ONDS (not $AVAV)
Fintech - $SOFI (not $COIN)
Energy Storage - $EOSE (not $TSLA…↗
The Future Investors — Get ready for a crazy week ahead — packed with earnings, with $NVDA as the absolute highlight 🔥
More earnings 📊👇
Monday: $HIMS
Tuesday: $AXON, $MELI, $FSLR, $TMDX
Wednesday: $S…↗
SandemanStocks — So, all the news to hit the wire since October, concerning data centers and AI is FUD and fake. Let that sink in. Add the blue owl takedown of February 2026 to the list.
$NBIS…↗
Feb 20
mon — Fake news again.
$CRWV CEO told CNBC that the data center in question is “fully funded, financed, and on schedule.”↗
Feb 20
Jose Najarro Stocks — $CRWV DOWN ON REPORTS THAT
Blue Owl Capital $OWL was unable to secure $4 billion in financing for a massive data center project in Lancaster, Pennsylvania, intended for $CRWV.
F…↗
Feb 20
mon — $CRWV dropped 12% after lenders reportedly passed on financing a $4 billion Blue Owl data center project in Pennsylvania, citing concerns around CoreWeave’s credit profile.
In a b…↗
Feb 20
SandemanStocks — 🚨 Breaking: So surprise, surprise….The Bloomberg article about $CRWV and Blue Owl seem to be more fake news.
Reported claim: Blue Owl couldn’t secure financing for the CoreWeave…↗
Feb 20
Shay Boloor — $CRWV down ~12% after reports that $OWL couldn’t secure financing for a $4B data center project the two are co-developing.
Every megawatt CoreWeave can’t build is demand that flow…↗
Feb 20
SandemanStocks — 🚨 ATTENTION 🚨
$NBIS is not $CRWV
$NBIS is not a crypto miner
$NBIS is not $IREN
One day it will decouple from these other companies.
In the meantime take advantage of the…↗
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $HIMS, $WGS, $BWXT, $KTOS
• Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗
Feb 19
The AI Investor — Bloomberg: OpenAI is close to finalizing the first phase of a new funding round that could bring in more than $100 billion.
The chances they can afford to pay for compute are incr…↗
Feb 18
Jose Najarro Stocks — $CRWV $NBIS $IREN
Good day for AI Infrastructure names!! https://t.co/VvWA6SfhSI↗
Feb 18
Midas — Situational Awareness, the largest $IREN shareholder, just disclosed their new holdings this quarter.
This hedge fund is founded by ex-OpenAI researcher, @leopoldasch
1. 10M sh…↗
Vulture trades 🦅 — I found the next $CRCL IPO
Mark my words…
I found the next $CRWV $CRCL $MDLN type play
1000x ipo play. Fully under the radar
Like + comment “ipo” and ill send it to you
(M…↗
Feb 17
Serenity — This data is alarming... Robinhood users lost a collective:
- $24.6 Billion USD in Q4 2025.
With Robinhood portfolios on X consisting of :
$HIMS, $DUOL, and $BMNR.
Q1 2026 is…↗
Feb 16
Midas — Bullish for all AI stocks.
$IREN, $CIFR, $NBIS & $CRWV.↗
Tradable Astronaut — Notable Flow anyone??
Let's see 30 likes & 5 reposts.
Making it easy for you all, because I found some interesting stuff today 👀
$SPY l $QQQ l $TSLA l $CRWV l $PLTR↗
Feb 9
mon — Anthropic is quietly laying the groundwork for one of the largest AI infrastructure expansions to date, with internal plans to secure up to 10 gigawatts of computing power.
Very b…↗
Feb 9
mon — Intraday Performance:
$IREN +3.83% to +12.36%
$CIFR +7.26% to +14.46%
$NBIS +4.09% to +8.54%
$CRWV +5.33% to +7.75%
$WULF +11.51% to +17.11%
IREN had the best intraday performance…↗
Feb 9
Jason Luongo — I'll say this only once.
These stocks will create millionaires in 2026:
$IREN (IREN) - Strong buy
$ONDS (Ondas) - Strong buy
$AMZN (Amazon) - Strong buy
$RKLB (Rocket Lab) - Buy…↗
Feb 9
George Noble — 💯 The anger and hostility from the Dunning Kruger financial illiterati makes me even more convinced that the AI trade is OVER.
DONE. COOKED. EL FINITO.
This will be a bigger b…↗
Feb 9
mon — Great start to the day for AI data center stocks.
$IREN +3.83%
$CIFR +7.26%
$NBIS +4.09%
$CRWV +5.33%
$WULF +11.51%
WULF is leading the way.
NBIS earnings this week. https://t.co…↗
Feb 8
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
Feb 8
George Noble — Who says they don’t ring a bell at the top! This is a tell. $CRWV #AI https://t.co/J3JjozB0aB↗
Feb 7
Mike Investing — These 8 picks are going to create millionaires heading into 2027:
1. Rocket Labs ~ $RKLB
2. ServiceNow ~ $NOW
3. AST SpaceMobile ~ $ASTS
4. Ishares Bitcoin ~ $IBIT
5. CoreWeave ~…↗
Feb 6
Shay Boloor — Jensen Huang’s interview had a few important tells.
The $NVDA GPU depreciation overhang on AI utilities like $NBIS, $IREN, $CIFR & $CRWV is fading right as hyperscaler CapEx +…↗
Feb 6
Frenchie — Le paradigme de l'infrastructure IA est en train de basculer. 🔄
On passe d'une peur de l'obsolescence à une appréciation des actifs. Avec l'explosion du Capex de $META, $AMZN et…↗
Feb 6
Serenity — @jng500 It's funny how it wasn't even GPU depreciation arguments anymore.
The GPUs $NBIS, $CRWV, and $IREN are sitting on have actually gone up in price like an investment...
H1…↗
Feb 6
Serenity — Jensen Huang on CNBC: "GPUs sold six years ago are increasing in price."
GPU depreciation was the largest concern for $NBIS, $IREN, and $CRWV.
But now, they have:
- Tailwinds fr…↗
Feb 6
Serenity — According to 3Fourteen Research: GPU availability across major cloud services have dropped immensely in Feb.
This comes as $META, $AMZN, $GOOGL have increased infrastructure capex…↗
Feb 6
Mike Investing — Yesterday was your opportunity to take advantage of the pullback like said.
These 8 names are seeing notable upside take place today:
$CRWV +22%
$NBIS +18%
$ONDS +12%
$LUNR +16%…↗
Feb 6
mon — Data center stocks are on fire today. 💥
$IREN +7.49%
$CIFR +14.12%
$NBIS +14.93%
$CRWV +18.14%
Very happy to see IREN recover from -25% After Hours yesterday to +7.49% today. ht…↗
Feb 5
Mike Investing — This current market pullback has now officially entered April 2025 levels in terms of downside in growth stocks…
$BMNR -73%
$IONQ -65%
$ONDS -53%
$IREN -39%
$CIFR -56%
$ASTS -31%…↗
Feb 5
Puru Saxena — Jeff Bezos doesn't see data centres in space for at least 10 years. Until then, the hyperscalers + neoclouds will have to do the heavy lifting.
$AMZN $CRWV $GOOG $MSFT $NBIS $ORCL…↗
Feb 4
Black Panther Capital — I doubled down on $CIFR today.
Got stopped out of $NBIS this morning. Already up 6% on my $CIFR entry.
Here’s why this was too obvious to pass up:
$CIFR just priced $2B in senio…↗
Feb 3
Jason Luongo — My 2026 playbook - one contrarian pick per sector:
AI Infrastructure - $IREN (not $CRWV)
Space - $RKLB (not $ASTS)
Peptides - $HIMS (not $LLY)
Crypto - $HOOD (not $COIN)
Energy -…↗
Feb 2
The Future Investors — The first month of 2026 is over. Here are the 25 stocks with the strongest start 📈👇
1. $SDNK | Sandisk - 156.7%
2. $BE | Bloom Energy - 74.2%
3. $FLNC | Fluence Energy - 55.6%
4…↗
— $MSFT $NVDA $CRWV $NBIS $IREN $ORCL
MICROSOFT JUST DESTROYED AI BEARS WITH THIS ONE LINE
"And on the GPU contracts that we've talked about, including for some of our largest cust…
Daave “3 and 30” Tepper — $msft impressive, but Sam making himself systemically important.
$orcl $crwv $corz $nvda https://t.co/IneVMivXDW↗
Jan 28
mon — Portfolio hit a new ATH today. 🎉
- $IREN continues to lead the data center space.
- $NBIS +2%, $CIFR +1% & $CRWV -2%.
- Opened a new position today.
- Down 7% so far, but I l…↗
Jan 28
Serenity — @Veganhippo21 I was buying $CRWV at $34 last year, and I swing traded it at $70 this year.
That being said, "u mad" doesn't help Coreweave's issue with $1.25B+ yearly debt paymen…↗
Jan 28
Serenity — @feanor_legend $CRWV is probably the only $50B+ company I can think of that is likely going to go bankrupt. At least $ORCL has a profitable core business and owns tons of assets li…↗
Jan 28
Serenity — @PhotonCap 저는 $NBIS 가 현재 매우 매력적이라고 생각합니다. $CIFR(네오클라우드가 아닌 코로케이션 부문) 같은 특정 종목들도 마찬가지입니다. 반면 $CRWV 는 그만큼 설득력이 있지는 않네요.
네비우스(Nebius)의 비즈니스 모델은 기본적으로 전년 대비(Y/Y) 100%씩 성장하는 5개의 회사가 하나…↗
Jan 28
Serenity — @owoNine Others like $CIFR, $WULF are colo. They don't buy GPUs.
$CRWV, $NBIS, $IREN do.
The first two $NVDA funded.
The latter one, $MSFT did with prepayment for Iren to bu…↗
Jan 28
Serenity — Thinking about buying $CRWV on the $NVDA deal?
Here's the way to think about it:
A casino gives you more money, so you could take on more debt with collateral to gamble.
Then al…↗
Jan 28
Dustin — $IREN vs. $CRWV
1) Following news that Nvidia would increase its investment in CoreWeave, shares of Iren Limited initially sold off as investors worried that CoreWeave’s scale cou…↗
Jan 28
InvestmentGuru — Some of these stocks absolutely ripped today, showing strong momentum and risk-on appetite across the market:
$RR +44%, $RDW +29%, $SATL +20%, $NUAI +19%, $BAER +14%, $APLD +14%,…↗
Jan 27
Mike Investing — It only takes a few solid picks to become a multimillionaire in 2026…
Here are the top 10 picks for this year that can fulfill that potential:
1. Ondas Holdings ~ $ONDS
2. AST Sp…↗
Jan 27
mon — What an incredible day. 🤯
- $IREN hit $60. Ended the day at $59.99.
- $CIFR +13.55% $NBIS +7.01% & $CRWV +10.71%.
- Not bad across the AI data center stocks.
- $NUAI +19.87%.…↗
Jan 27
The AI Investor — Lol $ORCL is being dragged down by software bearish narrative that even strong AI cloud senstiment from $CRWV $IREN $NBIS $APLD couldnt save it.
is it a great opportunity for long…↗
Jan 27
The AI Investor — Hyperscalers: I will make my own AI chips.
Nvidia: Okay, I will make my own AI hyperscalers.
Then here we go: $CRWV $NBIS and many others.
It now seems it's easier for Jensen to…↗
Jan 27
The AI Investor — AI cloud stocks like $CRWV $IREN $APLD are up more than 50% since Dec 17 when I posted my thesis during AI bubble narrative.
Some lower gain like $NBIS and underperforming $ORCL…↗
Jan 27
Puru Saxena — Inference is exploding!
Previously, Dell forecast that inference would drive 1 quadrillion tokens by '28. Today, we've already reached 57 quadrillion.
Inference already accounts…↗
Jan 27
Puru Saxena — NVIDIA invests $2 billion in CoreWeave Class A common stock at a purchase price of $87.20 per share. The investment reflects NVIDIA’s confidence in CoreWeave’s business, team and g…↗
Jan 26
mon — Spending on data centers has TRIPLED since the ChatGPT launch in November 2022.
$IREN, $CIFR, $NBIS & $CRWV. 👀↗
Jan 26
Jason Luongo — @KobeissiLetter The construction industry is booming thanks to AI data centers $IREN $NBIS $APLD $CRWV↗
Jan 26
mon — $NVDA invests $2bn in $CRWV.
NVDA CEO - "CoreWeave’s deep AI factory expertise, platform software and unmatched execution velocity are recognised across the industry."
Bullish f…↗
Jan 26
Lando — I was wrong as well, I think there’s too much on the line for $NVDA to let $CRWV fail, even with that awful balance sheet
Congrats to all shareholders!↗
Jan 26
JC Investing — CoreWeave up almost 13%
Nvidia announced they’re investing $2B into CoreWeave
$CRWV https://t.co/gHAWEdnEUf↗
Jan 26
Tradable Astronaut — $CRWV & $AMD aren't they beautiful https://t.co/2cw7NBgPsj↗
Jan 26
Tradable Astronaut — I wonder how people will feel when $CRWV is at $500 after it breaks out of this bull flag https://t.co/1FWKM0AwJy↗
Jan 26
シバイヌおやびん（投資系VTuber） — "AIユーティリティは、複数の追い風を同時に受けています。
$NVDA は $CRWV に20億ドルを投資し、Claude Opus 4.5のリリース後にH100のレンタル価格が再び上昇し始めるタイミングで、2030年までに5GW以上のAI工場を構築するために提携しています。 エージェント需要がGPU供給を、新たなインフラが構築されるよりも速く逼迫させ…↗
Jan 26
amit — @EndicottInvests I think its following $CRWV
Maybe market expecting $NVDA could increase their stake in them
Same with $APLD↗
The AI Investor — NVDA & CRWV collaboration to accelerate the buildout of more than 5 gigawatts of AI factories by 2030.
5gw at $10b/gw per year is about $50b rev per year once it's fully opera…↗
Jan 26
Shay Boloor — AI Utilities are catching multiple tailwinds at once.
$NVDA is investing $2B into $CRWV and partnering to build 5+ GW of AI factories by 2030 just as H100 rental prices start ris…↗
Jan 26
Jason Luongo — @retail_mourinho Sympathy pump from the $CRWV and $NVDA deal.↗
Jan 26
Jose Najarro Stocks — $NVDA $CRWV
Nvidia Invest 2B In Coreweave, as Coreweave continues to expands its massive AI FACTORIES.
I sound like a broken record, but one of the many bullish takes I had for Co…↗
Jan 26
The Future Investors — $NVDA $CRWV Nvidia and CoreWeave expanded their partnership to accelerate the buildout of 5+ gigawatts of AI factories by 2030 ⚡🏭
Nvidia will invest $2B in CoreWeave, while CoreW…↗
Jan 26
Shay Boloor — @FuturumEquities $NVDA has every incentive in the world to support the stock of their largest GPU-first customer in $CRWV↗
Jan 26
Shay Boloor — $CRWV UP 10% ON THIS HEADLINE https://t.co/S2zMO5qZvf↗
Jan 26
Shay Boloor — @PolymarketMoney $NVDA needs deployment partner who can actually run AI factories and $CRWV has proven the ability to do so so this deal makes sense.↗
Jan 26
Lawrence McDonald — $CRWV Coreweave
Equity Market Cap: $47B
Cash: $2B
Debt $19B
*$8B debt comes due 2029-2031.↗
Jan 26
unusual_whales — Premarket news: $NVDA invests $2 bln in $CRWV at $87.20 per share↗
Jan 26
Lawrence McDonald — *NVIDIA INVESTS $2B IN COREWEAVE CLASS A COMMON STOCK - Bloomberg
$CRWV FCF (Deep Red Free Cash Flow, or incineration)
2026: -$18.7B
2025: -$11.4B
2024: -$5.9B
2023: -$1.1B
*CRW…↗
Jan 26
Shay Boloor — $NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the center of AI infrastructure buildout.
CoreWeave is targeting 5+ GW of AI factories by 2030 wit…↗
Jan 24
mon — Bullish for the entire sector.
$IREN, $CIFR, $NBIS & $CRWV.↗
Jan 24
Daave “3 and 30” Tepper — value of tokens rising faster than tsmc can produce chips and datacenters can bring them online
$nbis $crwv interesting trading vehicles if they can bring capacity online
Nebiu…↗
Jan 24
Mike Investing — These 12 growth stocks lead in terms of 2026 projected revenue growth:
- $NBIS +441%
- $ASTS +350%
- $EOSE +200%
- $CRWV +135%
- $IREN +125%
- $MU +98%
- $CIFR +55%
- $OKLO +53%
-…↗
Jan 23
mon — $IREN has clearly split off from the group.
+8.65%. 🟢
$CIFR, $NBIS & $CRWV are clustered together, while IREN broke higher and is leading by a wide margin, up 8.65%. https:/…↗
Jan 23
TheValueist — My CDS Dashboard update of the day. Most names are trading inside of their month ago highs. Great point below and something to keep track of. My perspective is that as TMT debt, bo…↗
Puru Saxena — GPU depreciation cycles holding at 5-6 years despite new generation GPUs coming to market on a 1-2 year cadence.
In Q3 '25, $CRWV renewed a H100 contract ~5% of its original pr…↗
Jan 20
mon — Notice the divergence. 🧐
$IREN & $CIFR recovering very well.
$NBIS & $CRWV starting to recover. https://t.co/6KIhWbSMeJ↗
Jan 20
mon — We could see green by the end of the day. 🧐
Nice recovery from the overnight/pre-market price.
I believe IREN was down 10% overnight.
$IREN, $CIFR, $NBIS & $CRWV https://…↗
Jan 20
mon — Market is open and $IREN is holding up better than $CRWV, $NBIS, and $CIFR.
IREN: -6.09%
CIFR: -7.37%
NBIS: -7.34%
CRWV: -7.32%
Let’s see how the day plays out. https://t.co/PV8M…↗
Jan 20
Daniel Koss — Earnings Dates for all the companies I follow:
$AMD Jan 27 ✅
$TSLA Jan 28 ✅
$MSFT Jan 28 ✅
$META Jan 28 ✅
$AMZN Jan 29 ✅
$SOFI Jan 30 ✅
$PLTR Feb 2 ✅
$MSTR Feb 3 ✅
$GOOGL…↗
Mike Investing — Over the last few months my callouts have created many millionaires.
Many doubted me on…
$TSLA at $210 & ran to $499+
$IREN at $33 & ran to $59+
$ASTS at $35 & ran to $120+
$RKLB…↗
Jan 17
Serenity — Breaking: Elon Musk has sued OpenAI for $134 Billion.
Prediction markets have priced the odds of Elon winning at 59% as of today.
This may be alarming.
If OpenAI loses thi…↗
Jan 16
mon — What a great day. 💥
- $IREN smashed it. +11%.
- Outperformed the next 4 popular AI stocks.
- $NBIS +4%, $CIFR +7%, $CRWV +6%, $WULF 🟢
- $ONDS started of great but ended the day r…↗
Jan 16
mon — Market cap comparison:
> $IREN: ~$19B
> $NBIS: ~$27B
> $CRWV: ~$50B
Only a matter of time. 🧐↗
Jan 16
unusual_whales — BREAKING: President Donald Trump has purchased at least $50 million in municipal and corporate bonds through December, including debt issued by Netflix, $NFLX, CoreWeave, $CRWV, Ge…↗
Jan 16
The AI Investor — New AI cloud stocks are on fire, except the poor ORCL 😅
$IREN 52% YTD
$CRWV 42%
$NBIS 28%
My free article explaining the biz model published when the sentiment was so low:
htt…↗
TheValueist — $GLXY $CRWV $AEP Galaxy Digital announced completion of an ERCOT Large Load Interconnection Study (LLIS) and receipt of ERCOT approval for an additional 830 MW of computing demand…↗
Jan 15
TheValueist — $GLXY $CRWV $AEP You can (almost) always count on @novogratz to deliver↗
Jan 14
The AI Investor — YTD performance:
$APLD > $IREN > $CRWV > $NBIS > $ORCL↗
Jan 14
mon — Not a good start.
- Supreme Court will not issue a ruling on President Trump's tariffs today.
- Bitcoin rises above $97,000.
- Silver reaches new all-time high.
- Trump still wan…↗
Jan 13
mon — The divergence is starting to show now. $CRWV and $NBIS ended the day in the red, while $IREN, $CIFR, and $WULF closed green, and it’s pretty easy to see the split when you line th…↗
Jan 13
Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES
• Grid & Power | $EOSE, $BE, $NVTS
• AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV
• Space Economy | $ASTS, $RKLB, $PL, $…↗
Jan 13
mon — Great day today.
Data-center stocks performed exceptionally well today.
- $IREN +9.34%, ended the day above $50.
- $NBIS +9.60% l $CRWV +12.22% I $CIFR 6.31%.
Meta just valida…↗
Jan 12
mon — Biggest news of the day for AI infrastructure stocks.
$IREN, $NBIS, $CIFR, and $CRWV.
Mark Zuckerberg announced Meta Compute and said Meta plans to build tens of gigawatts this d…↗
Jan 12
The AI Investor — Insane run in the new AI cloud names, some are up around 50% since I shared the thesis at the December lows.
$CRWV $NBIS $IREN $APLD↗
Jan 12
TheValueist — HPC/neoclouds on fire today.
$CRWV $IREN $NBIS $HUT https://t.co/Thd4W72U5l↗
Jan 12
The AI Investor — FUD to FOMO in less than a month.
$CRWV $NBIS $IREN $APLD $ORCL↗
Jan 12
The AI Investor — Insane run of new AI clouds, most up about 25% YTD $CRWV $NBIS $IREN $APLD $ORCL
Here’s my free article explaining the business model, so AI stock investors don’t get caught up in…↗
Jan 12
mon — $IREN +3.19%. I’m expecting the week to be very volatile. Expectations are very high.
$CRWV - Goldman Sachs initiated coverage and set a price target of $86. The stock is up 8%.…↗
Jan 11
Midas — This ex-OpenAI researcher outperformed every hedge fund by holding $IREN $INTC $CRWV $CORZ
Leopold Aschenbrenner is the GOAT. https://t.co/dUnjY4EYnS↗
Jan 10
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #26
Daniel and I are back after a short break diving into the following topics:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• Th…↗
Jan 10
The AI Investor — An overview comparison with updated market caps for new AI clouds:
$ORCL $IREN $NBIS $CRWV
My thoughts on the new AI cloud business and a draft model to understand the economics…↗
Jan 9
The AI Investor — What a strange day for $NVDA the king of AI, it's flat while $ORCL up 5% $CRWV up 4.5% $APLD up 18.8%↗
Jan 9
The AI Investor — Hi all,
There’s a lot of noise and skepticism around AI infrastructure: China headlines, chip rumors, pricing wars, and “AI bubble” takes. None of that matters if you don’t unders…↗
Jan 9
The AI Investor — Market loves new AI clouds again?
On Dec 17 at the low of the sentiment I published an article about my thoughts on AI bubble and why the new cloud biz might work very well.
$ORC…↗
Jan 9
Shay Boloor — We're live right now covering the following:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• The space trade: $RKLB, $ASTS, $PL, $FLY, $RDW SpaceX
• SaaS on sale: $…↗
Jan 8
Shay Boloor — FUTURUM EQUITIES PODCAST IS BACK
Daniel and I are back livestreaming on the Futurum Equities YouTube channel after taking a short break to recharge ahead of what’s shaping up to b…↗
Jan 8
mon — The data center stocks opened strong, pushed higher through mid-day, and held on for most of the day.
$IREN: +6.59% → +4.60%
$CIFR: +2.39% → +2.89%
$NBIS: +4.55% → +1.09%
$CRWV:…↗
Jan 8
mon — AI data centers are expected to quadruple electricity demand over the next decade.
$IREN, $CIFR, $NBIS, $CRWV https://t.co/BtGACslH85↗
Jan 7
mon — At the open, all 5 names sold off together.
By mid-day, you could start to see the divergence. CRWV actually had a pretty good day relative to the rest.
$IREN −1.87% ▶ −4.73%
$CI…↗
TheValueist — $CRWV $NVDA $MU $SNDK The source material is a CoreWeave-sponsored episode of the “AI Cloud Essentials” podcast, hosted by Ritu Jyoti (described as an independent AI value strategi…↗
Jan 7
mon — 🚨 "We wish we had more energy." - Jensen Huang
AI scales on electricity, and right now that’s still the main bottleneck.
$IREN, $NBIS, $CIFR, $CRWV↗
Jan 7
The AI Investor — Brad Gerstner on $CRWV:
"We've added to our position. We think CoreWeave stands alone in terms of its performance, the software that it's build on top of the cloud, its execution…↗
Jan 7
Lando — Not a good look for $CRWV...
Exactly why other companies like $NBIS $IREN $CIFR will win and lead the way for AI infrastructure!!
https://t.co/kEawbEEaUt↗
Jan 6
Alex A.C. — $NVIDIA CES 2026 Financial Analyst Q&A: On Neo-Clouds
"In an environment where technology/market changes are rapid and core data center resources (land/power/space) are constr…↗
Jan 6
mon — What a recovery. 🧐
$NBIS +0.60% ▶ +7.07%
$CRWV −1.69% ▶ +1.18%
$CIFR −4.65% ▶ −2.62%
$WULF −6.28% ▶ −2.68%
$IREN −6.56% ▶ −4.91%
Before and after. 👇 https://t.co/JTDemJRoSt↗
Jan 6
TheValueist — CDS update of the day. A little tighter...
$CRWV $ORCL $AMKR $STX https://t.co/nfyvkdxRQ2↗
Jan 6
InvestmentGuru — 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…↗
Jan 5
TheValueist — CDS update of the day. Nothing remarkable; some minor tightening over the past 5 days. More importantly, they are not blowing out.
AMKR stock is currently showing strong upward m…↗
Jan 5
Serenity — @_visionarius $NBIS has an active 25M share ATM running and it's more tied to $CRWV's performance recently.
The other colo players have been doing well, like $HUT, $CIFR, $WULF.…↗
Jan 5
mon — Great start to the day for data center stocks.
$CIFR +6.88%
$IREN +5.91%
$WULF +5.30%
$NBUS +1.72%
$CRWV +1.44% https://t.co/uadGrKCGsy↗
Jan 5
Jose Najarro Stocks — THE AI EXCITEMENT CONTINUES ..., And I'm All For It
Who is in your corner?
$NVDA + 1.4%
$AMD +2.8%
$INTC +4%
$NVDG +2%
$CRWV + 3.8%
$AVGO +1.7%
$AMKR +4.8%
$AEHR +3.8%
$MU +2.9%…↗
Jan 5
Black Panther Capital — IS THE HPC/AI SECTOR BULLRUN HERE?
🟢 $TE OVERNIGHT +4%
🟢 $IREN OVERNIGHT +3%
🟢 $NBIS OVERNIGHT +2%
🟢 $CIFR OVERNIGHT +2%
🟢 $ORCL OVER IGHT +1%
🟢 $BITF OVERNIGHT +4%
🟢 $CLSK…↗
Jan 5
The AI Investor — $ORCL $IREN $NBIS $CRWV
My thoughts on new AI cloud biz:
https://t.co/s46qmSVlqK https://t.co/oHNDiksVQX↗
Jan 4
Shay Boloor — THE 8 LAYERS OF THE REAL-WORLD AI BOOM
1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on.
2. Those chips only work at scale because of…↗
Jan 4
Serenity — @martin_casado I disagree, for SaaS sure, but software (eg. GPU orchestration for $CRWV, $NBIS) for running DCs to other verticals is still incredibly complex.
But most bottlenec…↗
Jan 4
Mike Investing — These 5 sectors are going to lead the markets in 2026, and should be your primary focus…
1. Space ~ $ASTS, $RKLB, $PL
2. AI Infrastructure ~ $NBIS, $IREN, $CRWV
3. AI chips & Te…↗
Jan 3
Shay Boloor — Every layer of the AI trade is now financially linked where each dollar of AI revenue ultimately flows back into power, chips & data centers.
• Upstream are the chipmakers like $N…↗
Jan 2
TheValueist — Midday update on my Custom GAI Indices. HPC/Neoclouds crushing it. Nuclear as well.
SaaS getting trounced - it looks like people are realizing how damn good OAI Codex and Claude…↗
Jan 2
Serenity — @soulbiri1 Most things are off to a good start lol. $CRWV, $CIFR, to $AAOI both up over 10%. $NBIS up 7%, $SMCI up 6%, $MRVL, $MSTR, $TSM up 5%.
All your memory stocks are up 8% e…↗
Jan 2
Jose Najarro Stocks — Can 2026 be like this for the rest of the year, asking as a fellow semiconductor investor? Thank You
What are some of your biggest gainers today?
$NVDA
$AMD
$NVDG
$CRWV
$NBIS
$A…↗
Jan 2
Tradable Astronaut — Top 2 on WL for the day were $CRWV & $AMD
posted these in the free section to get the year started
Join for FREE below
https://t.co/yCiRvle6zX
$CRWV + 7%
$AMD + 6% https://…↗
— @AskokS have not made any of the lists
neither has $CRWV
datacenter plays not in favor right now, likely due to Oracle’s issues
The AI Investor — New AI Cloud comparison
$ORCL $CRWV $NBIS $IREN
Which stock will outperform in 2026 ? https://t.co/QUL3RKYx0x↗
Dec 24
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #25
One of our favorite episodes to date since Daniel & I break down our 2026 market predictions:
• Crypto Outlook | $BTC, $ETH, $SOL, $HOOD, $CO…↗
Dec 24
TheValueist — Something tells me GAI CDS will keep tightening.
$CRWV $ORCL https://t.co/HFsolfOKRv↗
Dec 23
Dustin — While everyone is crying about $CRWV, institutions have been quietly accumulating.
In the past month, institutional ownership of $CRWV has climbed from 220M to 255M.
• 704 long.…↗
TheValueist — $PANW $CRWV $NET $FTNT $ZS The GAI Cyber Security Index (CSECINDX) is an equal-weight basket of 8 liquid, large-cap cybersecurity-adjacent equities spanning network security, cloud…↗
Dec 22
mon — Alphabet to acquire data center and energy infrastructure company Intersect, a data center and energy infrastructure company, for $4.75 billion in cash.
$IREN, $CIFR, $CRWV &…↗
Dec 22
Jose Najarro Stocks — Short-term investing in trendy topics is always a crazy roller coaster ride, especially lately, for AI stocks.
$CRWV
$NVDA
$NVDG
$AMD
$IREN
$NBIS
$ORCL
$MU
$TSM
While I focus on…↗
Dec 22
Midas — Which one is the worst neocloud stock?
$IREN
$CIFR
$NBIS
$WULF
$CRWV↗
Dec 22
The AI Investor — AI stocks are up overnight,
$NVDA up 1%
$ORCL up 2%
$CRWV up 2.5%
$MU up 4%
...
Surprised , thought the AI trade was dead a few weeks ago that only Google should be green.
htt…↗
Dec 21
Midas — How would you rank these neoclouds stocks (1 is best - 5 is worst)?
$IREN
$CIFR
$NBIS
$WULF
$CRWV↗
Dec 21
Mike Investing — These 7 stocks are going to dominate the markets in 2026 and should be your top priorities…
1. $ONDS will be $35+
2. $TSLA will be $800+
3. $ASTS will be $150+
4. $RKLB will be $1…↗
Midas — Companies supported by Trump's AI Project (Genesis):
$AMD
$CRWV
$DELL
$ORCL
$GOOGL
$HPQ
$AMZN
$IBM
$INTC
$MSFT
$NVDA
$ORCL
$PLTR
Which company are you buying?↗
Dec 20
Mike Investing — $CRWV has confirmed a strong double bottom and officially entered a wyckoff accumulation…
This breakout incoming will be the largest upward move that $CRWV has seen to date.
If y…↗
Dec 20
Dustin — $CRWV while today’s run was amazing, just to put it in perspective, it was around $90 last week. So it hasn’t even made up to last weeks price which was already ridiculously low. H…↗
mon — What a great day today.
$CRWV 23%
$DGXX 19%
$SLNH 16%
$NBIS 15%
$BITF 12%
$IREN 11%
$CIFR 7%
$WULF 6%
IREN is starting to outperform WULF & CIFR. 🧐↗
The AI Investor — Updated metrics of $ORCL vs $CRWV vs $IREN vs $NBIS
Debt vs RPO , which one is more important ? https://t.co/qsf9uy9Mrh↗
Dec 19
Serenity — Latest news: OpenAI is raising funds at a $750B valuation after their $10B+ Amazon round at $500B.
$CRWV: +15.85%
$NBIS: +10.28%
With this deal, companies like Coreweave and Orac…↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #24
Join Daniel & me live on YouTube today at 1PM EST as we talk about:
• AI data centers heading into 2026 | $NVDA, $AMD, $ORCL, $CRWV, $IREN,…↗
Dec 19
InvestmentGuru — CoreWeave Joins DOE’s Genesis Mission
$CRWV has joined the U.S. Department of Energy’s Genesis Mission, supporting advanced scientific research, national security, and energy in…↗
Dec 18
Shay Boloor — INVESTING WITH THE BOYS PODCAST Grid & Power: $CEG, $NEE, $VST, $EOSE AI Data Platforms: $PLTR, $SNOW, $MDB AI Cloud: $MSFT, $AMZN, $GOOGL, $ORCL AI Utility / Compute: $CRW…↗
Dec 18
The AI Investor — $ORCL vs $CRWV vs $NBIS vs $IREN
What's your best pick ? https://t.co/IRUk7abzmg↗
mon — $ORCL is impacting the sector once again. 😞
$CRWV -7%
$WULF -7%
$IREN -3%
$NBIS -5%
$CIFR -0.6% https://t.co/PGEHdpxQgl↗
Dec 17
Lando — I’m seeing a lot of mixed reviews on here about the $HUT deal.
I haven’t done a deep dive yet but it screams bullish for every other AI infrastructure name, think $CIFR $WULF $IR…↗
Dec 17
TheValueist — $CRWV $ORCL $AMKR $STX The screen is a cross-sectional snapshot of generic 5Y senior CDS levels and recent spread dynamics across a TMT-heavy universe (mega-cap platform software/i…↗
Dec 17
Jose Najarro Stocks — It's not even 8 AM yet, and we have an interesting AI partnership
$HUT today announced a partnership with Anthropic and Fluidstack to accelerate the deployment of hyperscale AI in…↗
Gaetano — 🚨 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 disappeare…↗
Dec 17
Serenity — Just In: Amazon's $10B OpenAI Funding and The AI Supply Chain Ripple Effect.
$AMZN is set to invest $10B+ in OpenAI at a $500B+ valuation
Why this is a MASSIVE structural shift…↗
Serenity — @TheWingman4Life Disagree, utilization lag is margin destruction compared to .75 bps rate cut.
Rate cuts are a massive tailwind given how Neoclouds debt to fund expansion.
But, w…↗
Dec 17
Serenity — @crux_capital_ Thanks! There were some other posts about the Speed act passing and “bullish for $NBIS and $CIFR”, which is helpful.
But I just wanted to break down “why” since the…↗
Dec 17
Gaetano — 🚨The neo-cloud space has taken a real hit recently.
$NBIS $CRWV $APLD $CIFR $IREN $WYFI
Prices are down.
Narratives are compressed.
A lot of these names are getting discussed a…↗
Dec 17
Serenity — Just now, the SPEED Act ADVANCES in the House.
This is the single biggest de-risking bill/event for the Neocloud sector ( $NBIS, $CRWV, $IREN) this year.
Here's why and a rundown…↗
George Noble — First there was the MAG7.
I now present you the BAG7,
a diversified portfolio designed
to provide one stop shopping for
all your unnecessary purchases
$BE $CRWV $MSTR $OKLO
$ORCL…↗
Dec 16
unusual_whales — CoreWeave, $CRWV, is down 4% today.
It is down 56% in last 6 months.
See net premium on Unusual Whales. https://t.co/OTNLVolDOC↗
Dec 16
Jose Najarro Stocks — $NVDA
Woot, I love Nvidia Kris, asking the fun questions! -- now I'm coming with the long answer, sorry lol.
Like you, I think Nvidia can, if it wants, transform into a cloud play…↗
Dec 16
Midas — Based on today’s prices, which one would you say is the best opportunity and why?
$ASST at 0.7
$IREN at 34
$CIFR at 14
$NBIS at 82
$RKLB at 50
$CRWV at 70
$ASTS at 65↗
Dec 16
George Noble — $CRWV short, will go below IPO price https://t.co/y6QkVyD8jl↗
Dec 15
mon — Today’s price action in $IREN hasn’t been good.
The stock is down along with the broader AI data center space, even though nothing has changed at the company level.
What’s drivi…↗
Dec 15
Serenity — @theBTCMiningGuy Agreed.
Companies like $CIFR are trading like the $AMZN, $GOOGL deals never happened.
In the whole Neocloud sector, we’re seeing a crash despite de-risking and…↗
Dec 15
Midas — Trump is hiring engineers for AI, tech roles.
Tech jobs are not cooked yet.
Don't sleep on $IREN $CIFR $NBIS $CRWV https://t.co/fVJAX15xJV↗
Dec 15
Shay Boloor — As many of you know I’ve been a permabull on the space economy for years and have held $RKLB & $ASTS since 2023.
But we need to stop pretending that space-based data centers some…↗
Dec 15
mon — Pretty much everything is down today, but data center stocks are down sharply.
$CIFR -13%
$WULF -12%
$IREN -10%
$CRWV -7%
$NBIS -7%
Several of my holdings had stop losses trigger…↗
Dec 14
Serenity — Falling Knife or Dip Buy?
What a brutal Friday for stocks after $ORCL and $AVGO earnings.
Popular FinX names that dropped in just 1 day:
$FRMI | -34.1%
$SNDK | -15.89%
$SEI | -…↗