Doing extensive analysis on the wider neocloud ecosystem.
I'm curious: which one of these names is your favourite?Ranked by market cap:$Hut 8 Mining(HUT.US) @ $13.38B$Galaxy Digital(GLXY.US) @ $13.01B$Terawulf(WULF.US) @ $12.91B$Applied Digital(APLD.US) @ $12.20B$Cipher Digital(CIFR.US) @ $10.02B$Core Scientific, Inc.(CORZ.US) @ $8.77B$CleanSpark(CLSK.US) @ $4.23B$SharonAI(SHAZ.US) @ $1.04B$HIVE Digital Tech(HIVE.US) @ $1.38B CAD$Whitefiber(WYFI.US) @ $953MAny others I should look into?Other than the obvious $Nebius(NBIS.US) / $Coreweave(CRWV.US) / $IREN(IREN.US) type names.Disclosure: - I personally hold positions in a lot of these companies from 2025.- Current research is to identify the ones to increase concentration in / start new positions in.The copyright of this article belongs to the original author/organization.
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