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AI Neoclouds & Data-Center Compute Builders
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AI compute capacity is still the bottleneck, and the neocloud and server builders have sold off hard from their highs. Chips bounced on Oct. 26 after a sharp de-risking, which sets up a rebound in the names that rent or build AI capacity. The basket is mostly $1-5B-a-day names with direct exposure to AI infrastructure demand.
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AI compute capacity is still the bottleneck, and the neocloud and server builders have sold off hard from their highs. Chips bounced on Oct. 26 after a sharp de-risking, which sets up a rebound in the names that rent or build AI capacity. The basket is mostly $1-5B-a-day names with direct exposure to AI infrastructure demand. Launch basket (equal weight): CRWV, NBIS, IREN, SMCI, DELL, HPE, VRT, BE 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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