Filtered library · Theme
gpu-cloud-neoclouds theme · 13 dossiers
Dossiers in the gpu-cloud-neoclouds theme cluster — 13 names moving on shared catalysts.
All dossiersHUT
freshHut 8 Corp.
APLD
Applied Digital Corporation
BTC-miner→AI-infra pivot structurally de-risked: backlog ~$31B after Polaris Forge 3 ($7.5B/15yr take-or-pay, 300MW, capacity past 1.2GW) on top of CoreWeave 400MW (~$11B) and Polaris Forge 2 ($5B). Neocloud theme ACCELERATING; stock…
IREN
IREN Limited
BTC-miner→AI-neocloud pivot resolved bull: 5-yr $3.4B Microsoft AI-cloud contract + $3.65B investment-grade GPU financing (closed 6/1) + Dell $1.6B Blackwell supply killed both the named-tenant and dilution gates. Theme ACCELERATING, PTs…
CRWV
CoreWeave, Inc.
Post-Q1 beat-and-fade mean-reverted from the mid-$130s April peak to a ~$104 post-print low; now a basing/recovery attempt on fresh dated catalysts (Vera Rubin NVL72 first-validation 6/1, BNP Paribas Outperform $192 init 6/2, enlarged NVDA…
NBIS
freshNebius Group N.V.
GPU-cloud ACCELERATING, theses resolved bullish but +100%/6wks parabolic on a short-squeeze, correlated to held HUT pullback-only, not a chase.
RIOT
Riot Platforms, Inc.
Legacy bitcoin miner re-rating into AI-datacenter landlord: AMD Rockdale lease contracted at 50MW/10yr/$311M, Q1 2026 booked $33.2M data-center revenue inside $167.22M total. Theme ACCELERATING and cluster-confirmed (IREN/Hut 8/TeraWulf),…
WULF
freshTeraWulf Inc.
GPU-cloud ACCELERATING (Kentucky 1GW + 6 PT raises) but no named tenant, NY moratorium overhang, correlated dup of held HUT don't stack theme beta.
CLSK
CleanSpark, Inc.
Last big pure-play BTC miner re-rating on its AI/HPC neocloud pivot, but the May acceleration leg has stalled: the 2026-06-04 production update again showed no signed deal and shares fell into 2026-06-05. Theme rolling…
DOCN
DigitalOcean Holdings, Inc.
Agentic-AI-beneficiary re-rating: Q1 beat + raised FY26 guide (2026-05-06) drove a one-week sell-side cluster ($175–200 PTs) and a May 4–8 rip alongside MU/RKLB. But the catalyst is a month stale and KeyBanc's 2026-06-03 $200 initiation…
HIVE
HIVE Digital Technologies Ltd.
BTC-miner→AI-compute re-rating is now live: ~2026-06-01 BUZZ HPC unveiled a 320 MW Greater Toronto AI gigafactory (100k+ GPUs, $660M ARR target by 2028) on $35M contracted ARR, triggering an analyst-raise cluster (B. Riley $8, Cantor $4.60…
BLZE
Backblaze, Inc.
Neocloud storage-layer pick-and-shovel: B2 Neo white-labels object storage to GPU clouds; AI customers +76% YoY and >1/3 of Q1 bookings, FY26 guide raised to $161.5–163.5M. But the post-print run to the $10.86 high has cooled to $7.76…
BTBT
Bit Digital, Inc.
Busted ETH/WhiteFiber holdco, not a momentum setup. Both prior break levels gave way on 6/5: BTBT closed $1.64 (-11.4%) and the 27M-share WYFI stake fell with WYFI's -15% to $23.27, while ETH cratered to ~$1,566. The ~36% SOTP discount…
MARA
MARA Holdings, Inc.
Bitcoin-miner-to-AI/HPC pivot, but the diversification bounce just round-tripped: MARA gave back the entire $12.44→$15.29 May rally and closed ~$12.32 (2026-06-05, -11.7%) on a Q1 double-miss while BTC broke $62K. No accelerating leg…