Filtered library · Theme
GPU cloud & neoclouds theme · 23 dossiers
Dossiers in the GPU cloud & neoclouds theme cluster — 23 names moving on shared catalysts.
Theme runProduced by the theme run on 10 September 2026, saturated.
All 23 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers CRWV CoreWeave, Inc. 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 Post-print de-rating has stabilised without reversing: the 2026-09-02 close of $39.60 is still 2.3% under the $40.53 pre-print level, and the four-session bounce came on neocloud sector flow with no IREN disclosure since 2026-08-28. The… SPCX SpaceX (Space Exploration Technologies Corp.) MEDIUM Two target actions (Oppenheimer to $280 from $250, Bernstein SocGen reiterating $248) and a Musk compute headline all landed 2026-09-02, and the stock still closed $140.71, leaving the 2026-08-12 high close of $146.15 untaken for fifteen… APLD Applied Digital Corporation LOW Contracted-to-energized conversion story (~1,410 MW booked, ~175 MW energized) with no own-name disclosure since 2026-07-27; the $25.56 April base broke on the 2026-08-28 weekly close of $25.34 and the 2026-09-02 close of $24.91 sits… DDOG Datadog, Inc. LOW June's sell-side upgrade wave has exhausted and the first cut printed — Bernstein to Market Perform (PT $226, 2026-07-06) as the stock rolled over. AI-observability narrative intact but maturing; the $278.71 parabola round-tripped and the… RUM Rumble Inc. 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… VSTS Vestis Corporation LOW Post-spin uniform-rental turnaround: Q3 FY26 (2026-08-11) put adjusted EBITDA margin at 12.2% vs 9.8% a year earlier and lifted the FY26 free-cash-flow guide to $160–170M, while revenue still fell 1.8% YoY and missed. The CEO's 2026-09-02… 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 binding project financing and resolution of its interim borrowing before maturity. The June-quarter filing gives an extendable October 15 deadline, while a later reported December 31 date… WULF TeraWulf Inc. fresh MEDIUM TeraWulf’s AI-landlord conversion turns on CB-4 beginning to earn rent in September 2026 before a weekly close below $14.50. The company release index checked on 2026-09-10 provides no delivery confirmation, leaving the operating outcome… 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)… CLSK CleanSpark, Inc. HIGH Spring's binary resolved bullish: CleanSpark signed a $6.6B, 20-year Georgia data-center lease (2026-07-14) with an unnamed "global technology company," converting the BTC-miner-to-AI-infrastructure pivot from speculation into contracted… BLZE Backblaze, Inc. 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… HRI Herc Holdings Inc. MEDIUM Second-order AI/power play: Herc rents the cranes and gensets that build data centers. Peer United Rentals raised FY26 guidance (2026-04-23), confirming an accelerating theme — but the stock sits +71% off its low and drifts into a binary… OOMA Ooma, Inc. MEDIUM The 2026-08-26 Q2 FY2027 print resolved the binary favourably: revenue $83.228M beat the ~$81.63M consensus and FY2027 guidance went to $332.0–333.5M from $326.0–328.5M, with residential revised to flat-to-up-1%. B. Riley lifted its target… BAND Bandwidth Inc. 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. 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 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… DOCN DigitalOcean Holdings, Inc. LOW The $113 weekly-close condition broke: the week ending 2026-08-28 closed at $111.21, under the 200-day reported at $113.47 and the $117.54 July placement price. Q2 (2026-08-04) still accelerated — revenue +29% YoY, AI ARR $234M +212%, RPO… 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… GWRE Guidewire Software, Inc. LOW The pre-print re-rating resolved on 2026-09-03: FY2026 ending ARR of $1,242M cleared the $1,229-1,237M guide, but the FY2027 ARR guide of $1,450-1,460M implies ~18% growth against 19% delivered, and the shares fell roughly 20% on… HIVE HIVE Digital Technologies Ltd. LOW BTC-miner→AI-compute re-rating has its first blue-chip proof — BUZZ HPC's $220M Bell/Cohere sovereign-AI GPU deal (~$70M ARR) on top of $35M contracted ARR — but the stock stalled ~$3.79 below its early-June highs as BTC bled ~45-50% off… MARA MARA Holdings, Inc. LOW AI/HPC power-buildout re-rate is the leg being bought — the 2026-07-09 HIF deal adds up to 2 GW in Texas, lifting potential capacity toward ~4.8 GW — but the golden-cross base fully round-tripped to ~$11.4 as analysts cut across the board…