Watchlist / neoclouds

watchlist

Watchlist / neoclouds

current roster plus event stream

symbols 10 events 134 latest

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

Showing 120 of 134 events.

Cumulative return since Jul 16 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort +2.3%+13.9%+19.2%-7.4%+122.1%
SPY -0.5%-0.1%+4.0%+4.9%+21.4%
Δ +2.8%+14.0%+15.3%-12.3%+100.7%

equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.

30D breadth 7/10 up

trend: 3 up · 1 flat · 6 down · avg RSI 52 · 44% above SMA200 · covered 10/10

contributors

NBIS+5.1pp+51.3%
CBRS+4.6pp+45.8%
CRWV+4.5pp+44.8%
IREN+3.4pp+33.5%
APLD+2.1pp+20.9%

detractors

CORZ-0.4pp-3.9%
HUT-0.4pp-3.7%
WULF-0.3pp-3.1%
GLXY+0.1pp+1.1%
CIFR+0.5pp+5.3%

Holdings

NBIS $268.85 +51.3% 30d coming into play CRWV $106.00 +44.8% 30d coming into play IREN $44.90 +33.5% 30d retreating APLD $31.18 +20.9% 30d retreating CORZ $20.13 -3.9% 30d coming into play WULF $17.60 -3.1% 30d retreating HUT $88.04 -3.7% 30d coming into play CIFR $18.50 +5.3% 30d coming into play GLXY $21.87 +1.1% 30d retreating CBRS $251.98 +45.8% 30d too-young
NBIS $268.85 -3.2% +51.3% +34.5% +289.8% 62 coming into play -10.3%
CBRS $251.98 +15.1% +45.8% -15.1% — 58 neutral -34.8%
CRWV $106.00 +0.7% +44.8% +2.1% +12.8% 63 coming into play -30.8%
IREN $44.90 +1.9% +33.5% -11.0% +109.5% 56 retreating -41.6%
APLD $31.18 -0.1% +20.9% -20.3% +94.3% 52 retreating -38.5%
CIFR $18.50 +3.6% +5.3% -3.2% +190.0% 46 coming into play -38.6%
GLXY $21.87 +1.0% +1.1% -21.5% -14.5% 48 retreating -52.4%
WULF $17.60 +1.3% -3.1% -16.8% +92.1% 45 retreating -41.0%
HUT $88.04 +3.0% -3.7% -8.5% +276.7% 43 coming into play -37.5%
CORZ $20.13 -0.3% -3.9% -14.6% +48.6% 44 coming into play -33.9%

Feed generated 2026-08-18.