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GPU Clouds & AI Server Builders
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Amazon's latest cloud results showed AI demand is still strong, but worries about how much is being spent on AI hit the companies that rent out GPU capacity and build AI servers hardest. These names sell AI compute directly, by renting it out or by building the racks, so they are the cleanest way to bet that the spending fears are overdone. Buying now captures the reset in prices before the next round of cloud and GPU earnings.
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Amazon's latest cloud results showed AI demand is still strong, but worries about how much is being spent on AI hit the companies that rent out GPU capacity and build AI servers hardest. These names sell AI compute directly, by renting it out or by building the racks, so they are the cleanest way to bet that the spending fears are overdone. Buying now captures the reset in prices before the next round of cloud and GPU earnings. Launch basket (equal weight): CRWV, NBIS, IREN, ORCL, SMCI, DELL, CBRS 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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