Iris Energy is mentioned as part of the 'neo cloud' sector landscape.
Source Post
Bottom is in on this stock. Link in bio 🔗
Aug 13, 2026
The creator discusses his successful trade on Nebius (NBIS) and the 2x leveraged ETF (NBIL), attributing the opportunity to the massive capital expenditure (CapEx) growth of hyperscalers like Microsoft, Amazon, Google, and Meta.
Linked Mentions
Tickers discussed in this post
CoreWeave is highlighted as a key 'neo cloud' competitor whose strong earnings report validated the sector's growth.
The creator is holding his position in Nebius after a successful trade based on the company's role as a 'neo cloud' provider.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.