Roundhill are launching Neocloud ETF today.
Top 5 holdings:1. $Nebius(NBIS.US) | 30.83%2. $Coreweave(CRWV.US) | 27.30%3. $IREN(IREN.US) | 7.72%4. $Hut 8 Mining(HUT.US) | 6.32%5. $Terawulf(WULF.US) | 4.97%Curious to see if this becomes as popular as $DRAM over the coming months!
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$Hut 8 Mining(HUT.US) | Piper Sandler ๐บ๐ฎ๐ถ๐ป๐๐ฎ๐ถ๐ป๐ ๐ข๐๐ฒ๐ฟ๐๐ฒ๐ถ๐ด๐ต๐ on ๐๐๐ ๐ด ๐ ๐ถ๐ป๐ถ๐ป๐ด ๐๐ผ๐ฟ๐ฝ., raises PT to $๐ญ๐ฐ๐ฏ.๐ฌ๐ฌ from $๐ญ๐ฎ๐ณ.๐ฌ๐ฌ
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YUMC (Trans): Faster Response, More Openings After Taking Brands In-house
Below is the Q2 FY26 earnings call Trans for $YUM China(YUMC.US), compiled by Dolphin Research. I. Core financial highlights recap.
1) Shareholder returns: reaffirmed the FY26 target to return $1.5bn to shareholders (approx. 10% of current mkt cap). Returned $718mn in 1H, incl. $515mn in buybacks and $203mn in quarterly cash dividends (buybacks were stepped up in Q2 given the attractive share price)...
YMUCConference Minutes - H
$Hut 8 Mining(HUT.US) | Morgan Stanley ๐ข๐ง๐ข๐ญ๐ข๐๐ญ๐๐ฌ ๐๐จ๐ฏ๐๐ซ๐๐ ๐ with ๐๐ฏ๐๐ซ๐ฐ๐๐ข๐ ๐ก๐ญ on ๐๐ฎ๐ญ 8 ๐๐ข๐ง๐ข๐ง๐ ๐๐จ๐ซ๐ฉ., ๐๐ ๐ญ๐จ $๐๐๐
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Strong close today. Some of the recent adds are working well: $Frequency Electronics(FEIM.US) $QQQ $Nebius(NBIS.US) $Hut 8 Mining(HUT.US) $SPY $NetApp(NTAP.US) $Sandisk(SNDK.US)
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$IREN(IREN.US) +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure.
$Hut 8 Mining(HUT.US) +10.45% off a 15Y $9.8B AI DC lease$Cipher Digital(CIFR.US) +16.76%$CleanSpark(CLSK.US) +13.7%$Whitefiber(WYFI.US) +9.18%$Nebius(NBIS.US) and $Coreweave(CRWV.US) are taking their time in the shower.But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts. - A
Although price action has been a bit weak today, some very bullish datacenter/capex news over the past 24 hours...
- $IREN(IREN.US) signed $2.8B of deals with AI labs, bullish compute- Kimi K3 said over the weekend they are pausing subscriptions because of demand which seems to be entirely consumer and not enterprise yet, bullish compute- $Hut 8 Mining(HUT.US) got a 15-year $9.8B deal today, bullish compute- $Microsoft(MSFT.US) is expanding their partnership with $AMD(AMD.US) and buying more chips, bullish compute- The Information reported that $Alphabet(GOOGL.US) is developing a new chip to use in-house called Frozen V2, they will have to use many of the chip suppliers in the stack to build more chips, bullish compute The CapEx sentiment shift hasn't gone back to normal and Google earnings this week will be the first test to reaffirm the market's expectations of capex, but plenty of new deals and announcements that continue to be bullish on compute constraints and the trade associated with them overall.Source: amit
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๐ TOP 10 WEEKLY ANALYST RATINGS:
$Hut 8 Mining(HUT.US) $Palo Alto Networks(PANW.US) $Unitedhealth(UNH.US) $Intel(INTC.US) $CleanSpark(CLSK.US) $AMC ENT(AMC.US) $Aerovironment(AVAV.US) $Arm(ARM.US) $Circle(CRCL.US) $Apple(AAPL.US) - T
Weekly charts on $Cipher Digital(CIFR.US) $Hut 8 Mining(HUT.US) $Terawulf(WULF.US) AND $Keel Infrastructure(KEEL.US) look excellent
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BTIG analyst Gregory Lewis raised the price target on Riot Platforms Inc., Cipher Mining Inc, WhiteFiber, Inc., Core Scientific Inc., Hut 8 Corp.
$Riot Platforms(RIOT.US) $Cipher Digital(CIFR.US) $Whitefiber(WYFI.US) $Core Scientific, Inc.(CORZ.US) $Hut 8 Mining(HUT.US) - H
๐ข ๐๐๐๐ ๐๐: $Hut 8 Mining(HUT.US) Hut 8 Subsidiary Plans $๐.๐๐๐ Senior Secured Notes Offering
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Hut 8 subsidiary ๐๐๐๐๐จ๐ง ๐๐จ๐ข๐ง๐ญ ๐๐ plans $๐.๐๐๐ notes offering due ๐๐๐๐.โค Proceeds will fund a large-scale ๐๐๐ญ๐ ๐๐๐ง๐ญ๐๐ซ development in Texas.โค Project includes ๐ data halls and ๐๐๐ ๐๐ of critical IT capacity.โค Facility will be built on approximately ๐๐๐ acres in ๐๐ฎ๐๐๐๐ฌ ๐๐จ๐ฎ๐ง๐ญ๐ฒ.โค Development plans include construction of an ๐จ๐ง-๐ฌ๐ข๐ญ๐ ๐ฌ๐ฎ๐๐ฌ๐ญ๐๐ญ๐ข๐จ๐ง.โค Data center already secured under lease with an ๐๐- or higher-rated tenant. - P
$Alphabet(GOOGL.US) AI Supply Chain ETF:
Since they're raising $80B to finance AI infrastructure expansion.Total 2026 AI Capex: ~$185B [2x 2025]Custom silicon / memory:- $Broadcom(AVGO.US): TPU- $Taiwan Semiconductor(TSM.US): TPU foundry + advanced packaging- $Marvell Tech(MRVL.US): apparently in talks for inference TPU + MPU.- Samsung: HBM- SK Hynix: HBM3E- $Micron Tech(MU.US): third source HBM- $Sandisk(SNDK.US): NANDNetworking & optical:- $Lumentum(LITE.US): R64 optical circuit switch, co-developed w/ Google + in production- $Coherent Corp.(COHR.US): 400G/800G/1.6T transceiver- $Credo Tech(CRDO.US): AECs linking TPU clusters- $Fabrinet(FN.US): contract manufacturer for transceiversGoogle cloud compute:- $NVIDIA(NVDA.US): GPUs- $AMD(AMD.US): GPUs, smaller exposureServer ODM & power:- $Celestica(CLS.US): primary TPU board + rack-level integrator- $Vertiv(VRT.US): CDUs, liquid cooling + rack power architecture- $Eaton(ETN.US): Switchgear, busways, UPS, electrification- $Bloom Energy(BE.US): fuel cells- $Corning(GLW.US): subsea fiberReal estate / colocation:- $Terawulf(WULF.US): hosts Google-backstopped AI capacity + Google holds warrants- $Hut 8 Mining(HUT.US): 245 MW lease w/ Google financial backstop- $Cipher Digital(CIFR.US): Fluidstack/Google HPC hostingJust for a top level overview of potential direct beneficiaries. There are ofc plenty of other names located in Taiwan/Korea like Wiwynn (6669) for server ODM flows.But given the ~$460B cloud backlog, a large chunk of the raise will probably go to more memory since it's ~60% of capex.Also TPUs since Google's thesis is replacing Nvidia with TPUs e.g. Broadcom. - H
$Hut 8 Mining(HUT.US) | ๐๐ฎ๐ญ ๐: Rosenblatt maintains ๐๐ฎ๐ฒ, raises ๐๐ ๐ญ๐จ $๐๐๐
Analyst sees strong HPC contract momentum and improving financial visibility driving further upside. - H
$Hut 8 Mining(HUT.US) | ๐๐ฎ๐ญ ๐: Citizens reiterates ๐๐๐ซ๐ค๐๐ญ ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ, raises ๐๐ ๐ญ๐จ $๐๐๐, 'Company Well Underway in Repositioning'
Analyst sees strategic shift to hyperscaler infrastructure gaining traction, with financing milestone potentially reshaping investor perception. - H
$Hut 8 Mining(HUT.US) | ๐๐ฎ๐ญ ๐: BTIG reiterates ๐๐ฎ๐ฒ, raises ๐๐ ๐ญ๐จ $๐๐
Analyst sees HPC/AI transition gaining momentum, with Fluidstack-Google deal positioning HUT for multi-year contract wins and infrastructure-led growth.Source: Hardik Shah
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Bitcoin breaks through $120,000 historically! The crypto 'Golden Week' is here, which stocks can fly with it?
Bitcoin officially broke through 120K, what other opportunities are worth paying attention to?
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Bitcoin breaks through the historical peak of 117,000! Crypto stocks collectively surge, these concept stocks are worth watching
On July 9th, Bitcoin broke through the historic $112,000 mark for the first time, and surged to $117,000 the next day.