$IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure.
$HUT +10.45% off a 15Y $9.8B AI DC lease
$CIFR +16.76%
$CLSK +13.7%
$WYFI +9.18%
$NBIS and $CRWV are taking their time in the shower.
But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts.
This is the same market opportunity we saw in 2020 2022 2025 and now here we are in 2026.
These cycles always repeat themselves. Don’t fomo in and get over aggressive with investments. Sell into strengths and buy the fear. Wait for the next cycle if you missed this one.
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