Performance history will appear here as tracked data accumulates.
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CRWV LongPerformance -3.27%Current weight 20.49%
Description Directly named as part of the neocloud cohort holding 'important keys' to the AI future. Highest weight because the post is explicitly centered on emerging compute suppliers benefiting from scarce AI capacity.
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NBIS LongPerformance +69.84%Current weight 30.83%
Description Directly named as a core neocloud/compute exposure. Fits the thesis that AI demand is outrunning available capacity and that providers enabling access to compute should remain key beneficiaries.
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ORCL LongPerformance +39.72%Current weight 23.25%
Description Oracle is directly named and is one of the more established listed ways to express AI infrastructure demand through cloud, data-center buildout, and GPU cluster availability for enterprise AI workloads.
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IREN LongPerformance +47.78%Current weight 17.88%
Description Directly named and relevant as a power-and-data-center-linked compute capacity beneficiary. Best fits the post's emphasis on physical bottlenecks and the importance of incremental compute supply.
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VRT LongPerformance -0.22%Current weight 7.55%
Description Not named in the post, but a clean supporting exposure to the same bottleneck via data-center power and thermal infrastructure. If compute scarcity persists, enabling infrastructure should also benefit.