North buys them for you.
AI Neocloud & Data-Center Compute Builders
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AI compute capacity is being built by neoclouds and the power and cooling suppliers around them. These names are sharply off their highs, so the group is a high-beta way to trade a rebound in AI infrastructure. The Taiwan chip-industry push for stable baseload power shows that power supply is the bottleneck for AI hardware. Launch basket (equal weight): CRWV, NBIS, IREN, VRT, BE, SMCI, DELL, GEV 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.
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AI portfolios against QQQ since launch
All 629 portfolios: 72% beat QQQ, median +1.7pp · since launch vs QQQ
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