Jun. 15 at 7:36 PM
Neocloud theme is BACK.
Our Watchlist:
$RIOT
$SLNH
$WULF
$WYFI
This tactical Neocloud watchlist targets the ultimate bottleneck of mid-2026: Speed-to-Power. As hyperscaler scaling collides with acute grid capacity limits, these energy-rich compute platforms are undergoing a massive institutional re-rating.
1️⃣ The AI Infrastructure Alpha:
$WULF (TeraWulf) has evolved into a premier AI infrastructure story, with Bank of America (BofA) just initiating coverage with a strong "Buy" rating and a aggressive
$34 price target.
2️⃣ Rampant Execution Velocity:
$RIOT marked a true inflection point with
$33.2M in fresh data center revenue as AMD officially doubled its contracted capacity to 50 MW. Meanwhile, AI cloud play
$WYFI (WhiteFiber) reported 31% YoY growth anchored by a massive
$865M 10-year anchor contract with Nscale, and
$SLNH posted a stellar 58% YoY revenue jump.
This macro tech consolidation resets these high-pricing-power operators right back into vital Fibonacci support.
