GX Cloud Computing ETF CLOU

$SPY $QQQ $SMH $CLOU $IGV Before dotcom crash, Enron CEO was going everywhere telling story, now all AI companies CEO’s repeating same bs story telling, when burning cash

$TTD $IGV $CLOU $SKY up more than 2%. These are ETFs not stocks L O L Software stocks up double digit L O L Bitcoin up more than double digit past few sessions Kuntdesk up -90% inversely L O L Shoutout to Jeff Red who have bought $150M just to keep the voting power L O L

$ORCL Oracle should be the neo cloud king. $CLOU $QQQ $SPY

WDAY Stock Downgraded Despite Q2 Beat – Analysts Flag Risk Of Another ‘Guide Down’ $WDAY $HWO $CLOU $XLK https://stocktwits.com/news/equity/markets/wday-stock-downgraded-despite-q2-beat-analysts-flag-risk-of-another-guide-down/cZYA44kRJA0

☁️ AI is fueling a cloud spending boom, with global infrastructure spending up 35% YoY in Q1 2026. 🚀 AI-optimized IaaS spending is set to jump 96% in 2026, benefiting $SKYY, $WCLD, $CLOU & $FCLD. 📊 The cloud boom is expanding beyond the Big Three, with neoclouds emerging as a key AI infrastructure play. 📖 Read mire here 👇 https://www.zacks.com/stock/news/2975518/a-guide-to-cloud-computing-etfs?_gl=1%2Amdfkfp%2A_up%2AMQ..%2A_ga%2ANDM4NjQyMjkwLjE3ODcxMjQ0OTU.%2A_ga_MXXMZ1PBF7%2AczE3ODcxMjQ0OTUkbzEkZzEkdDE3ODcxMjY2NDUkajEzJGwwJGg4MjA4MzM3MDM.&cid=sm-stocktwits-0-2975518-oc-39313&ADID=SYND_STOCKTWITS_TWEET_0_2975518_OC_39313

$CLOU is one of the cloud names I’m keeping on the radar. The broader cloud/software group still looks like it could have another leg higher, with roughly 20% upside from current levels if momentum continues. The interesting part is the names sitting around it $WDAY, $SNOW, $NOW and $NET. I wouldn’t treat the 20% figure as a guarantee. After this kind of run, I’d rather see how these names handle pullbacks and whether buyers keep stepping in. For me, the real question is which one still has the best risk/reward from here. $SNOW and $NET have been interesting, while $NOW remains hard to ignore. What are you watching? I put my thoughts into detailed posts because sometimes a deeper breakdown helps more than a quick headline.

$CLOU - Cloud Computing stocks still have another +20% upside from current levels. Notable holdings include $WDAY $SNOW $NOW and $NET. What are your favourites?

Breaking through the cloud deck. Cloud Computing through the 2025 & 2026 highs. $CLOU