Jan 6 '27
Watchlist / neoclouds
watchlist
Watchlist / neoclouds
current roster plus event stream
symbols 10 events 281 latest
GPU cloud and AI infrastructure providers, including power-rich data-center and former crypto-mining operators.
Showing 120 of 281 events.
| 1D | 7D | 30D | 3M | 1Y | |
|---|---|---|---|---|---|
| cohort | -9.0% | -15.0% | -40.2% | -42.2% | -17.8% |
| SPY | -1.2% | -1.0% | -1.2% | +3.5% | +14.4% |
| Δ | -7.8% | -14.0% | -39.0% | -45.7% | -32.2% |
equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.
30D breadth 0/10 up
trend: 0 up · 1 flat · 9 down · avg RSI 29 · 0% above SMA200 · covered 10/10
Holdings
Nov 12
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Oct 27
Oct 23
SemiAnalysis — 2027 adds +50GW of datacenters in a single year, and the shortage could move to chips
SemiAnalysis — 2027 adds +50GW of datacenters in a single year, and the shortage could move to chips
KawzInvests — Anthropic's compute bill fell to about 55 cents per revenue dollar, but $450B of mostly non-cancelable cloud deals need $82–116B a year in sales
KawzInvests — Anthropic's compute bill fell to about 55 cents per revenue dollar, but $450B of mostly non-cancelable cloud deals need $82–116B a year in sales
Oct 21
Oct 20
Markos - Neocloud systemic risk is the B/C-tier wave borrowing against weak contracts, not the big names
Markos - Neocloud systemic risk is the B/C-tier wave borrowing against weak contracts, not the big names
Semafor - AI infrastructure debt costs soar: Oracle's debt rated just above junk, Microsoft's AAA protection up 25%
Semafor - AI infrastructure debt costs soar: Oracle's debt rated just above junk, Microsoft's AAA protection up 25%
SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs
SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs
KawzInvests — CoreWeave pays about 8.4% blended, not 15%; the real risk is the next financing
KawzInvests — CoreWeave pays about 8.4% blended, not 15%; the real risk is the next financing
Markos (AAIG) — neocloud returns now come down to yield on cost vs. 6–9% financing; watch dollar-per-megawatt pricing
Markos (AAIG) — neocloud returns now come down to yield on cost vs. 6–9% financing; watch dollar-per-megawatt pricing
Oct 15
Oct 14
M. V. Cunha — Nebius reportedly signs an LOI for a big share of a planned 600 MW AI campus in Rotterdam
M. V. Cunha — Nebius reportedly signs an LOI for a big share of a planned 600 MW AI campus in Rotterdam
Oct 13
Oct 12
SemiAnalysis — rising H100 rents break the depreciation curve lenders underwrite, with $7T of debt coming
SemiAnalysis — rising H100 rents break the depreciation curve lenders underwrite, with $7T of debt coming
Oct 9
Bloomberg — Firmus shelves its IPO, a warning for data-center listings
Bloomberg — Firmus shelves its IPO, a warning for data-center listings
Oct 8
Oct 8
Oct 7
Oct 7
Applied Digital — up to 1 GW of potential power capacity in Finland, its first international development
Applied Digital — up to 1 GW of potential power capacity in Finland, its first international development
Oct 6
Oct 6
Oct 6
Oct 5
SemiAnalysis — Google's GPU cloud climbs to Gold in ClusterMAX, but CoreWeave and Nebius are still the Platinum names it holds up as the bar
SemiAnalysis — Google's GPU cloud climbs to Gold in ClusterMAX, but CoreWeave and Nebius are still the Platinum names it holds up as the bar
Oct 2
Oct 2
KawzInvests — open models now carry 61% of Vercel gateway tokens while H200/B200 rents rise and H100/A100 rents fall
KawzInvests — open models now carry 61% of Vercel gateway tokens while H200/B200 rents rise and H100/A100 rents fall
Oct 1
Sep 30
Sep 30
Sep 29
Sep 28
Sep 28
amit (@amitisinvesting) — SemiAnalysis' ClusterMax 3.0 adds Nebius alongside CoreWeave at the top GPU-cloud tier
amit (@amitisinvesting) — SemiAnalysis' ClusterMax 3.0 adds Nebius alongside CoreWeave at the top GPU-cloud tier
Sep 25
Sep 25
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Sep 24
Sep 24
Sep 23
Sep 23
Sep 22
Sep 22
Sep 22
CNBC — Texas governor orders a data-center permit halt weeks after a moratorium
CNBC — Texas governor orders a data-center permit halt weeks after a moratorium
Bloomberg — a CoreWeave-leased data center goes to the junk-bond market for about $1.1 billion
Bloomberg — a CoreWeave-leased data center goes to the junk-bond market for about $1.1 billion
Sep 21
Sep 21
Two September 6 Entry Map Calls Cleared Their Triggers on Friday's Close
Market signal state changed.
Sep 18
Sep 18
Sep 17
Sep 17
Sep 17
Paradis — Nebius raises rates on four-year-old H100s, and the GPU-depreciation bear case with them
Paradis — Nebius raises rates on four-year-old H100s, and the GPU-depreciation bear case with them
Sep 16
Sep 15
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Sep 14
Sep 11
Sep 11
M. V. Cunha — Nebius management at Goldman: demand visibility stretches to 24+ months, older GPUs stay economically relevant
M. V. Cunha — Nebius management at Goldman: demand visibility stretches to 24+ months, older GPUs stay economically relevant
Sep 10
Sep 10
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Sep 8
Feed generated 2026-10-22.