Jun. 16 at 10:26 PM
I track hundreds of themes and WGMI (neoclouds) is by far the STRONGEST right now IMO:
$APLD
$BTDR
$CIFR
$CLSK
$CORZ
The NeoCloud sector (tracked by the WGMI framework) has officially established itself as the primary theater of institutional alpha: the structural bottleneck is no longer GPU procurement, but immediate access to deliverable, high-density power.
Infrastructure pioneer
$APLD (Applied Digital) delivered an epic milestone, securing a landmark 15-year,
$5.2B take-or-pay lease for 210 MW, with its massive
$1.59B senior note funding officially closing today (June 16). Concurrently,
$CIFR priced an
$810M notes offering, fully funding its Stingray HPC deployment anchored by a bulletproof 15-year lease to Amazon Web Services (AWS).
Operators like
$CORZ are triggering massive valuation expansions due to real-time megawatt (MW) execution with CoreWeave, driving legacy mining infrastructure inside
$CLSK and
$BTDR into highly coveted AI hardware ecosystems.
What do you think?
