Watchlist / neoclouds

watchlist

Watchlist / neoclouds

current roster plus event stream

symbols 10 events 257 latest

GPU cloud and AI infrastructure providers, including power-rich data-center and former crypto-mining operators.

Showing 120 of 257 events.

Cumulative return since Sep 8 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort +0.5%-9.0%-15.9%-21.6%-5.4%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ -0.1%-10.2%-18.0%-24.7%-21.4%

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 39 · 22% above SMA200 · covered 10/10

contributors

NBIS-0.8pp-8.0%
HUT-1.2pp-12.2%
APLD-1.3pp-12.8%
CRWV-1.4pp-13.6%
CORZ-1.5pp-14.8%

detractors

IREN-2.2pp-22.4%
CIFR-2.0pp-20.0%
WULF-2.0pp-19.6%
GLXY-1.9pp-19.2%
CBRS-1.6pp-16.3%

Holdings

NBIS $221.07 -8.0% 30d coming into play CRWV $82.08 -13.6% 30d retreating IREN $35.19 -22.4% 30d retreating APLD $23.68 -12.8% 30d retreating CORZ $15.41 -14.8% 30d retreating WULF $13.77 -19.6% 30d retreating HUT $84.27 -12.2% 30d coming into play CIFR $13.52 -20.0% 30d retreating GLXY $20.33 -19.2% 30d retreating CBRS $164.17 -16.3% 30d too-young
NBIS $221.07 +0.6% -8.0% +0.7% +66.7% 47 coming into play -26.3%
HUT $84.27 +5.9% -12.2% -17.6% +81.8% 44 coming into play -40.1%
APLD $23.68 -0.7% -12.8% -24.0% -19.1% 41 retreating -53.3%
CRWV $82.08 +0.6% -13.6% -7.7% -42.6% 44 retreating -46.4%
CORZ $15.41 +0.3% -14.8% -34.4% -14.6% 37 retreating -49.4%
CBRS $164.17 -2.2% -16.3% -23.7% — 37 neutral -57.5%
GLXY $20.33 +1.2% -19.2% -18.3% -51.9% 36 retreating -55.7%
WULF $13.77 +0.9% -19.6% -37.3% +1.3% 38 retreating -53.9%
CIFR $13.52 +0.1% -20.0% -38.9% -24.9% 34 retreating -55.1%
IREN $35.19 -1.5% -22.4% -14.5% -44.9% 34 retreating -54.2%

Feed generated 2026-10-10.