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AI Data Center Build-Out: Power, Cooling & Neoclouds
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Amazon's AWS growth and its large capex outlook confirm that AI demand is real, even though the stock fell. The sell-off has pushed the physical build-out names well below their highs. Power gear, cooling, servers and GPU-cloud capacity are the direct recipients of that spending. The basket is skewed to the $1-5B-a-day tier.
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Amazon's AWS growth and its large capex outlook confirm that AI demand is real, even though the stock fell. The sell-off has pushed the physical build-out names well below their highs. Power gear, cooling, servers and GPU-cloud capacity are the direct recipients of that spending. The basket is skewed to the $1-5B-a-day tier. 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): VRT, GEV, BE, SMCI, DELL, CRWV, NBIS, IREN, CAT 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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