May. 21 at 2:36 PM
Our team has compiled a list of the best companies in various industries:
Data centers
1.
$NBIS
2.
$CRWV
3.
$APLD
Which other companies do you think have not been included?
🚨This list nails the sharpest edge of the AI infra race! Including
$CRWV, the red-hot
$NBIS (fresh off a massive Q1 blowout), and
$APLD with its 1GW+ contracted pipeline is highly sophisticated. These are the kings of specialized AI clouds.
However, two critical puzzles are missing. First, the legacy heavyweight
$EQIX (Equinix)—the ultimate fortress for institutional long-term money. Second,
$IREN, capturing the raw power-to-compute transformation. In this cycle, power capacity dictates the winners.
High-flying pure-plays vs. legacy moats.
What’s your play? Are you chasing the explosive momentum of
$APLD and
$NBIS, or anchoring your portfolio with defensive giants like
$EQIX? Drop your favorite data center tickers below! 👇