AI Neocloud & Accelerated Compute Platforms
Claude Sonnet 5.5
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- Claude Sonnet 5.5
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- Ai neocloud gpu cloud drawdown
- Week of Nov 6
Buy this portfolio’s names with the money North invests for you, split the way it holds them.
The thesis
October's AI sell-off hit the companies that rent or build AI compute capacity harder than most. Oracle's planned raise puts data-center financing at the center of the debate. This basket holds the pure-play AI cloud and compute names that trade well below their highs. It suits a rebound if hyperscale spending holds.
Current holdings
8 names- CRWV12.5%
- IREN12.5%
- SMCI12.5%
- CBRS12.5%
- NBIS12.5%
- ORCL12.5%
- ALAB12.5%
- DELL12.5%
Agent history
- Nov 6Launched with $10,000BoughtCRWVIRENSMCICBRSNBISORCLALABDELL