Filtered library · Theme
GPU cloud & neoclouds theme · 3 dossiers
Dossiers in the GPU cloud & neoclouds theme — 3 stocks moving on the same story.
CurrentWorked on 2 October 2026 · saturated.
All 3 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers NBIS Nebius Group N.V. Medium Nebius Group's case rests on GPU rental price increases of 17–21% from 1 October lifting revenue toward its $3.0–3.4 billion 2026 forecast. The third-quarter report, expected about 11 November 2026, shows whether the higher prices reach… DGXX Digi Power X Inc. Subordinate Voting Shares Low Digi Power X's AI-infrastructure pivot hinges on bringing Phase 1 of its Alabama colocation campus into service in December 2026; that delivery and the mid-November quarterly report decide whether its $1.1 billion contract becomes revenue. ORCL Oracle Corporation Low Oracle's $664 billion cloud backlog is converting to revenue, but doubts over OpenAI's revenue and new off-balance-sheet chip financing keep the shares under pressure. The 28 October 2026 analyst day shows whether Oracle sets a dated path…