Applied Digital is positioned as a 'picks and shovels' play on the neocloud trend, leasing space from data centers and benefiting if neoclouds win, regardless of specific provider success.
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Neo Cloud Stocks Are Exploding — Are These the Next AI WINNERS?
Aug 25, 2026
The creator discusses the emerging "NeoCloud" sector, which focuses on providing specialized cloud computing power, particularly GPUs, for AI model training and processing. These companies are seeing significant demand and growth, with some, like Coreweave and Nebius, experiencing substantial stock price increases. The segment highlights the efficiency and cost-effectiveness of NeoClouds compared to traditional cloud providers for AI-specific workloads.
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Clean Spark is mentioned as a company that has struggled due to Bitcoin's volatility, experiencing pullbacks alongside the cryptocurrency.
Nvidia is mentioned as a major player and investor in Coreweave, providing early access to chips and creating a competitive advantage.
Applied Digital rents and leases space to NeoCloud companies, positioning them as a related player in the ecosystem.
Iron is mentioned as a newer player in the NeoCloud space that will be discussed further.
Nebius is identified as another hot NeoCloud stock that has surged over 30%, indicating strong performance in the sector.
Coreweave is highlighted as a hot NeoCloud stock that has seen significant gains, with the creator holding a small position.
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