HUT

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Jul 20 at 05:22 PM

$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.

Hut 8 Mining

USHUT

Cipher Digital

USCIFR

CleanSpark

USCLSK

Nebius

USNBIS

Coreweave

USCRWV

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