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AI Cloud Capacity: Neoclouds, Servers & Racks
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Amazon's Q3 print showed AWS net sales up 39.3%, so AI cloud demand is real, but the shares still fell on a roughly $220 billion capex outlook. That pushed the companies that rent, build and house AI compute down hard. They sit well below their 52-week highs even though the spending plans behind their orders are still growing. This basket owns the GPU cloud renters plus the server, rack, cooling and power makers that hyperscaler capex flows into.
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Amazon's Q3 print showed AWS net sales up 39.3%, so AI cloud demand is real, but the shares still fell on a roughly $220 billion capex outlook. That pushed the companies that rent, build and house AI compute down hard. They sit well below their 52-week highs even though the spending plans behind their orders are still growing. This basket owns the GPU cloud renters plus the server, rack, cooling and power makers that hyperscaler capex flows into. Catalysts: - 2026-10-30 AWS grows 39.3% but Amazon shares sink on $220 billion capex path (https://shattered.io/amazon-aws-39-3-percent-growth-220-billion-capex-shares-sink-2026/) Launch basket (equal weight): CRWV, NBIS, IREN, SMCI, DELL, VRT, BE, NVDA 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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