I believe these 20 stocks will outperform the market by a wide margin over the next 5+ years. 1- $MSFT $359 -22%🔴 2- $NVDA $92 -39%🔴 3- $AMZN $170 -29%🔴 4- $GOOGL $144 -30%🔴 5- $META $500 -32%🔴 6- $AVGO $144 -42%🔴 7- $TSLA $235 -51%🔴 8- $TSM $144 -35%🔴 9- $PLTR $72 -42%🔴 10- $NOW $707 -40%🔴 11- $AMD $84 -54%🔴 12- $CRWD $318 -30%🔴 13- $ANET $63 -52%🔴 14- $APP $215 -58%🔴 15- $AXON $496 -30%🔴 16- $DDOG $87 -49%🔴 17- $TTD $45 -67%🔴 18- $MPWR $477 -50%🔴 19- $DUOL $290 -34%🔴 20- $HIMS $25 -65%🔴

🚨JUST IN: US AND IRAN DISCUSS PHASED DEAL TO REOPEN HORMUZ 1. Get something before the elections or nothing later. 2. $IREN wants to raise the middle finger to SemiAnalysis? Probably

ClusterMAX 3.0 is here! ClusterMAX 3.0 debuts with a comprehensive review of the neocloud industry, covering 77 providers. We increase our market view to cover 323 providers, up from 209 in ClusterMAX 2.0, 169 in ClusterMAX 1.0, and 124 in the original AI Neocloud Playbook and Anatomy article. We have now interviewed well over 200 end users of neoclouds as part of this research. We update our itemized list of criteria across 10 categories, and update our direct descriptions of our expectations for Slurm, Kubernetes, Standalone Machines, Monitoring Dashboards, and Health Checks. All of this content is live on our website. We encourage providers to use these lists when developing their offerings. We still consider these lists as an amalgamation of our experience interviewing end users, making them representative of the features that end users expect from their cloud providers. Nebius joins CoreWeave in the Platinum tier. While CoreWeave still sets the technical bar for others to follow, Nebius is now established as a provider that consistently commands a premium pricing over others. Strong business decisions by Nebius have put them in a position to serve an entire class of neolabs at seller’s prices. Google Cloud joins Oracle in the Gold tier. Azure moves to Silver, Fluidstack moves to Unavailable, and Crusoe drops to Bronze. Lambda, Firmus and TensorWave remain in Silver, while GMI moves up to Silver from Bronze. Many companies drop from Silver (or Gold) to Bronze or lower. We raise the bar this round as only 19 neoclouds globally achieve a Medallion rating. We establish a tier between Bronze and Underperforming: the Participation Ribbon tier. 15 providers join this rating, which more accurately describes our opinion that they do the bare minimum to get by.

$IREN is the most attractive stock in the neocloud sector even after being up nearly 70% in 55 days. Source: @TipRanks

WHAT A TIMING FOR $IREN SWEETWATER BEING INCLUDED IN ERCOT’S BATCH ZERO ON SEPTEMBER 8. This is the most tolerant state for data center halting all state issued permits until grid audit is complete. "Pending data centers are required to report on their plans for electricity use, water use, neighborhood impacts, and more." $IREN has been ahead of the herd since 2018.

🚨BREAKING🚨 $IREN 2GW Sweetwater Hub Included as Base Load in ERCOT Batch Zero

$IREN CROSSED $47.55 IN THE OVERNIGHT RECLAIMING ALL MOVING AVERAGES Nearly 100% of FY2027 CapEx covered + JP Morgan Upgrade + Anthropic is the unnamed customer + $IREN & $NVDA partnership with the Australian government + New Coverage with $99 PT + $IREN named by Chamath as the second expected winner of the open source models era are the catalysts. Holding above $50 this week is the target.

This may sound weird but $IREN reclaiming the pre Q4 levels ($40+) is the market realizing that the nearly 100% secured CapEx of $25-30B for FY2027 is the most bullish signal before the imminent re-rate. Once again, the community is working on your behalf, @danroberts0101.

🚨JUST IN🚨 $IREN NAMED BY CHAMATH THE SECOND CLOUD AFTER $NBIS FOR THE CLOUDS THAT ARE EXPECTED TO SERVE THE OPEN SOURCE ERA HUGE $IREN from an overlooked neocloud without a single big deal 12 months ago to one of the best neoclouds, if not the best. The re-rate will be aggressive.

🚨JUST IN🚨 NORTHLAND INITIATES COVERAGE OF $IREN WITH AN OUTPERFORM RATING AND $99 PT New Coverage 🔥🔥🔥

🚨JUST IN🚨 NORTHLAND INITIATES COVERAGE OF $IREN WITH AN OUTPERFORM RATING AND $99 PT New Coverage 🔥🔥🔥

$IREN Job Listings in San Francisco (The Warriors' Headquarters)

🚨 $IREN UP NEARLY 2% IN SYMPATHY WITH $NBIS INCREASING GPU RENTAL PRICES STARTING OCTOBER 1ST October was a honeymoon for neoclouds last year. The market dropping 0.45% after the 0.25% hike is not that bad.

I am not aware of any neocloud that has secured nearly 100% of FY2027 CapEx other than $IREN. $IREN immediate competitors, $NBIS & $CRWV, have secured 60 to 90%.