Neocloud stocks like $NBIS, $CRWV, $APLD, and $IREN have fallen sharply over the past month. Are you buying the dip on any?

All garbage. Are there any other options available?

buying with what

bought over 7,000 more shares of $APLD over the past two days. APLD is at or near its historic bottom of support.  The business is absolutely on fire with $36 billion in contracted revenue, over 70% of it from investment grade hyperscalers constituting 1.4 GW of power with another 250 MW or so of power about to be signed with investment grade hyperscalers. Company now projects reaching $1 billion in net operating income within a year - several years ahead of schedule. The current sell off in datacenters is an incredible buying opportunity for those datacenter builders/operators like $APLD that are actually signing hyperscalers to leases and executing on their construction and meeting their deadlines. $APLD has a history of rocketing to record highs, then selling off 50% and then rapidly bouncing right back up to a new record high. Investors who buy $APLD shares are likely to see big returns very quickly when the stock recovers, but retail investors tend to get petrified and sell to their extreme detriment when prices get low. Meanwhile, institutions are snapping up APLD shares like hotcakes and now own about 75% of the company. I couldn’t be more bullish. What an incredible buying opportunity. Thanks for the big discounts. Bullish

Buying Wulf but also cautiously at this point. Scaling in

poorly managed companies just milking share holders and paying massive stock options and bouses. GPU rental rates have gone up a lot and. should be making a lot of profits.

I’ll take 50 shares with lunch today

when high quality stocks drop 60%, yeah I’m in haha. Waiting for the massive upswing, maybe will take 6mo but who cares

$SHAZ is my pick, but yes, this sector deserves renewed attention and should cycle through again soon. Cheers! Bullish

lol so much for that bounce, straight down again 😂

At some point not so far away, AI will simply take what it needs from storage, energy, water, compute.