Which neocloud stock are you most bullish on for the rest of 2026? Drop a comment for other tickers.

$KEEL is the one

TeraWulf 🐺

I would expect $APLD and $NBIS to have the lead. Both are the leaders in their respective types. NBIS is the leader in neocloud and APLD is the leader in colocation . Bullish

What's a Neocloud?

Ok i see a lot of uneducated answer in here and felt the need to intervene. The Neocloud / Full Stack business (Model A) (to which this post referred) mean you own, operae the site AND provide the full compute stack (often including gpu access or cloud-like services). Higher risk/reward due to GPU capex, utilization risk, and operational compelxity. Can offer higher margins but more volatile. $NBIS $IREN The Bare Metal Landlord (Model B) : You develop energized power + physical sites / infrastructure. You lease the power and space. The customer brings their own GPUs. Lower risk, more stable LT leases, less capex on hardware. The model i prefer and that’s why im 100% invested in $KEEL You’re welcome.

T E R A W U L F ! ! !

Boostrun, BRUN

apld is due for a run 100-150%

All.

$KEEL