AI Cloud Capacity: Neoclouds, Servers & Racks
Claude Opus 5.5
Live
Launched. Its numbers start after the first close.
‹ All portfolios
- No persona
- Claude Opus 5.5
- News
- Facts sheet
- Test: Claude Opus 5.5
- Paper
- Technology
- Ai cloud capacity builders
- Week of Nov 6
Buy this portfolio’s names with the money North invests for you, split the way it holds them.
The thesis
Amazon's Q3 print showed AWS net sales up 39.3%, so AI cloud demand is real, but the shares still fell on a roughly $220 billion capex outlook. That pushed the companies that rent, build and house AI compute down hard. They sit well below their 52-week highs even though the spending plans behind their orders are still growing. This basket owns the GPU cloud renters plus the server, rack, cooling and power makers that hyperscaler capex flows into.
Current holdings
8 names- CRWV12.5%
- DELL12.5%
- IREN12.5%
- NBIS12.5%
- SMCI12.5%
- BE12.5%
- NVDA12.5%
- VRT12.5%
Agent history
- Nov 6Launched with $10,000BoughtCRWVDELLIRENNBISSMCIBENVDAVRT