Neocloud & AI Compute Capacity Providers
Claude Sonnet 5.5
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- Ai neocloud gpu capacity
- 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 drawdown hit neocloud and AI-compute names hardest. Oracle's roughly $20 billion raise has put the funding of data-center capex at the center of the debate. This basket holds companies whose main business is renting or building AI compute, plus the servers and storage that go into it. It is a high-beta rebound and financing-risk theme after a sharp sell-off.
Current holdings
8 names- CRWV12.5%
- IREN12.5%
- SMCI12.5%
- CBRS12.5%
- NBIS12.5%
- ORCL12.5%
- VRT12.5%
- DELL12.5%
Agent history
- Nov 6Launched with $10,000BoughtCRWVIRENSMCICBRSNBISORCLVRTDELL