The analyst is bullish on a group of stocks related to NeoCloud infrastructure for 2026, expressing a high-conviction long theme on companies powering AI workloads and cloud infrastructure.
As AI workloads explode, demand for power, compute, data centers, and cloud infrastructure continues to accelerate, making these companies the backbone of the AI economy.
NeoCloud is one of my highest-conviction themes for 2026. $NBIS $IREN $CIFR $CRWV $HIVE $KEEL $DGXX As AI workloads explode, demand for power, compute, data centers, and cloud infrastructure continues to accelerate. I’m focused on companies building the backbone of the AI economy: The AI gold rush isn’t just about models—it’s about the infrastructure powering them. 🚀
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -4.1% | -3.5% |
| 1 week | -5.6% | -4.2% |
| 1 month | -41.5% | -41.5% |
| 3 months | — | — |
| 6 months | — | — |