AI Neocloud & Data-Center Compute Builders

The AI factory buildout is rotating from GPUs into the full stack of capacity: neocloud GPU rental, servers, and cooling and power. Nvidia's DSX POD pitch and the modular data-center push from Microsoft and AWS keep that capacity race in focus. Many of these names are well off their highs after a sharp pullback, so the group is a high-beta way to own continued buildout. Catalysts: - 2026-10-27 Nvidia DSX POD targets AI factories as Microsoft and AWS push modular data centers (https://www.digitimes.com/news/a20261027PD219/nvidia-aws-microsoft-data-center-cooling-infrastructure.html) Launch basket (equal weight): CRWV, NBIS, IREN, SMCI, DELL, VRT, BE, HPE Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.