Filtered library · Theme
GPU cloud & neoclouds theme · 17 dossiers
Dossiers in the GPU cloud & neoclouds theme cluster — 17 names moving on shared catalysts.
Theme runProduced by the theme run on 20 September 2026, saturated.
All 17 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers CRWV CoreWeave, Inc. fresh MEDIUM Post-print repricing is holding but fading: the 2026-08-12 gap to $107.73 is unfilled after closes of $106.29 and $105.26, RSI 71.1. Q2 printed $128M adjusted operating income against a $30–90M guide, and the $2.6B facility closed… IREN IREN Limited MEDIUM IREN Limited’s recovery rests on converting contracted AI cloud capacity into operating revenue by 2026-12-31. Management’s $4 billion operating-ARR target settles the conversion case, while a weekly close below $35 invalidates the… SPCX SpaceX (Space Exploration Technologies Corp.) MEDIUM SpaceX’s compute expansion now has a price breakout behind it; September capacity delivery and the December contract start test revenue conversion. A weekly close below $146.15 invalidates the breakout thesis. RUM Rumble Inc. fresh LOW The sell-the-news break is now confirmed: RUM lost the $6.46–$6.66 100/200-day shelf and closed $5.76 on 2026-07-17, -19% from the post-rebrand tape and within 25% of the $4.62 52-week low. Every moving average is overhead. The 2026-08-10… NBIS Nebius Group N.V. fresh MEDIUM GPU-neocloud narrative re-accelerated after NVIDIA disclosed a 9.3% stake (7/20) and PT raises followed (Northland $410, Baird initiates Outperform $250); Alphabet's 7/22 "demand outpaces capacity" answers the Meta-Compute bear case. The… RIOT Riot Platforms, Inc. fresh MEDIUM Riot Platforms’ AI-leasing thesis depends on permanent project financing and resolution of interim borrowing before maturity. Binding funding consistent with management’s 2026-08-10 plan would establish delivery financing; a weekly close… WULF TeraWulf Inc. fresh MEDIUM TeraWulf’s AI-landlord conversion turns on CB-4 earning rent in September 2026 before a weekly close below $14.50. Wells Fargo’s September 17 coverage initiation adds attention, but rental commencement remains unverified as of September 20. HUT Hut 8 Corp. fresh LOW Bitcoin-miner-to-AI-datacenter-landlord re-rate is now financed fact ($4.25B IG notes 6/4, ~$16.8B contracted backlog), but the momentum leg rolled from ~$127 to ~$105 as peers WULF/IREN captured the marquee Anthropic tenant deals (7/6)… BLZE Backblaze, Inc. fresh MEDIUM Neocloud storage pick-and-shovel: the five-year ~$335M CoreWeave B2 Neo deal (2026-06-23) re-rated BLZE from the high-$7s to a 52-week high near $18, and sell-side is still chasing (Citizens to $16, 2026-07-23). Narrative accelerating but… DOCN DigitalOcean Holdings, Inc. MEDIUM DigitalOcean’s AI cloud recovery needs third-quarter revenue of $304–$307 million, its August 4 guidance, and a weekly close above the former $132 August shelf. A weekly close below the July placement price of $117.54 invalidates the case. OOMA Ooma, Inc. MEDIUM Ooma’s business-communications roll-up faces a September 29 test of its raised $332.0–333.5 million fiscal 2027 revenue outlook. Sustained guidance and a subsequent weekly close above the September 11 reference high of $23.38 would confirm… APLD Applied Digital Corporation LOW Applied Digital's recovery rests on contracted AI capacity becoming recurring rent. The case requires fiscal Q1 2027 rental revenue above Q4's $50.6 million and a weekly close above the $28.23 August shelf before a weekly close below $24… BAND Bandwidth Inc. fresh LOW Late-stage small-cap CPaaS squeeze: +360% YoY into the mid-$70s, ~5% below the $79.08 high, with Citizens ($86, 2026-07-20). Riley ($85) both lifting targets in July. A confirmed Q2 print on 2026-07-29 is a binary two trading days out —… BTBT Bit Digital, Inc. fresh LOW Both legs of the wrapper are now rolling over: WhiteFiber (WYFI, ~70.5% owned) de-rated from $38.50 to $27.57 as the June neocloud mania cooled, and BTBT slid to ~$1.50, a step above its $1.25 low. SOTP discount still ~49% (~$745.6M WYFI… BTDR Bitdeer Technologies Group fresh LOW Spring miner-to-AI re-rate has fully unwound: BTDR lost the $15 shelf to $12.56 (2026-07-09) as AI-cloud ARR plateaued at ~$69M for a 2nd month. A signed-but-not-effective Tydal colocation lease (2026-06-29) and a $36M Nevada plant are the… DUOT Duos Technologies Group, Inc. LOW The pivot is now structural: the rail subsidiary was sold 2026-08-05 (related party — interim CFO owns 50% of the buyer), leaving an edge-colocation operator carrying a 2026-07-16 five-year 10 MW hyperscaler contract worth >$111M. The tape… VSTS Vestis Corporation fresh LOW Vestis Corporation's turnaround depends on cost reductions delivering fiscal 2026 earnings and cash-flow guidance. The full-year report tests the $310–315 million adjusted EBITDA and $160–170 million free-cash-flow ranges issued on…