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AI Neoclouds & GPU Compute Capacity
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Neocloud and AI-compute names have sold off hard over the past month. Each one's main business is renting or building compute capacity for AI workloads. The Taiwan chip industry's push for stable baseload power shows that AI capacity depends on reliable electricity. That makes this group a high-beta rebound and power-constraint theme. Launch basket (equal weight): CRWV, NBIS, IREN, SMCI, CBRS, VRT, BE, ALAB 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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