Cali Brian 🪿🥞

NeoClouds & AI Infrastructure — The Backbone of the AI Revolution Top NeoCloud & AI Compute Plays High-conviction / public plays: $CRWV – CoreWeave | Leading GPU cloud, hyperscaler contracts $NBIS – Nebius | European AI cloud, Nvidia-backed $IREN – IREN | Pivoted from crypto to GPU cloud $DGXX – Digi Power X | NeoCloudz GPU-as-a-Service Emerging / transitional plays: $CIFR – Cipher Mining | AI/HPC hosting in progress $BITF – Bitfarms | AI-ready data centers, early stage $NUAI – New Era Energy & Digital | AI-ready power + data centers Broader ecosystem enablers: $NVDA – Nvidia | AI GPUs for compute power $AMD – AMD | GPU & CPU supply $CSCO – Cisco | Enterprise cloud networking $IBM – IBM | AI infrastructure & hybrid cloud Why This Sector Matters •Explosive AI demand → hyperscalers can’t do it alone •GPU compute bottleneck → NeoClouds provide on-demand, scalable AI compute •Partnerships with hyperscalers validate growth (Microsoft, Meta, AWS) •Nvidia alignment ensures cutting-edge AI infrastructure Risks •Capital-intensive buildouts & power dependence •Execution & scaling risk •Revenue concentration & margin pressure NeoClouds are the unsung backbone of AI growth. For investors, this is where the compute happens — not just in AI software, but in the infrastructure enabling it. Not a financial advice

$APLD Check out this monthly candle… Above previous ATHs + sentiment aligning Room back to $38 this week & over $43 this takes off I’d take a position on this 10/10 times You will not want to miss this one✍️

$DGXX Digi Power X How do they compare to $CRWV $APLD $NBIS ? They build and operate high-density, power-efficient data-center infrastructure for AI 📰 They signed a 24-month contract: a bare-metal GPU rental agreement with SubQ AI with expected total contract value of $19.6 million, effective May 15, 2026 (announced 4/20) ⦿ Breakout > 3.77

THE NEOCLOUD SECTOR $CRWV $IREN $NBIS $CIFR AI demand is exploding, but hyperscalers still can’t build fast enough. That gap is creating one of the biggest opportunities in the market: Neoclouds (GPU-as-a-Service) The second-order AI trade. → Hyperscalers ($AMZN $MSFT $GOOGL) are expected to spend $630B–$700B in capex in 2026 → Compute demand keeps accelerating → GPU shortages remain real → Neocloud providers fill the capacity gap LEADERS $CRWV • $66.8B backlog • $12B–13B+ 2026 revenue guide • Dominant player • Heavy leverage (~$20B–30B debt) $NBIS • $46B+ combined Microsoft + Meta contracts • Targeting $7B–9B ARR by end of 2026 • Nvidia-backed • One of the fastest growers $IREN • 150K Nvidia B300 GPU target • $3.7B+ annualized AI cloud revenue target • $9.7B Microsoft contract CRYPTO → AI CONVERTERS $CIFR • $3B Google-backed hosting deal • ~65% forward revenue growth $APLD • ~52% forward revenue growth • High volatility, high upside $CORZ • HPC transition in progress • Revenue mix improving $DGXX 
• Emerging AI data center infrastructure name
• Early-stage exposure to neocloud expansion
• High-risk/high-reward setup SPECULATIVE SMALL CAPS $KEEL • Bitfarms’ AI infrastructure pivot • Fresh US re-domicile • HPC leasing model emerging $SLNH • Renewable-powered compute • AI deployment planned for 2026 • Small cap, high risk $NUAI • 1GW+ hyperscale campus in Texas • $290M credit facility secured • Pre-revenue development play THE BIG THESIS → Inference demand could dominate AI workloads by 2030 → GPU scarcity keeps pricing power elevated → Hyperscaler earnings strength supports sector demand Tier 1: $CRWV $NBIS $IREN Tier 2: $CIFR $APLD $CORZ Tier 3: $KEEL $SLNH $NUAI This sector could be one of the biggest wealth creators of the AI cycle. Not financial advice.