mon(@moninvestor):AI compute is not a winner-takes-all market. There will be several winners. You can pick the company you like most or buy $NCLD ETF. Top 10 holdings: $NBIS 33.27% $CRWV 27.20% $IREN 7.43% $HUT 4.94% $APLD 4.29% $WULF 4.06% $GLXY 3.98% $CIFR 3.44% $RIOT 3.24% $CORZ 3.06%

mon

@moninvestor

Independent Analyst. Writing about Finance. Not Financial Advice. DYOR. Subscribe for deeper insights into my portfolio.

Joined April 2022

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mon@moninvestor

2026.08.17 20:09

AI compute is not a winner-takes-all market. There will be several winners. You can pick the company you like most or buy $NCLD ETF. Top 10 holdings: $NBIS 33.27% $CRWV 27.20% $IREN 7.43% $HUT 4.94% $APLD 4.29% $WULF 4.06% $GLXY 3.98% $CIFR 3.44% $RIOT 3.24% $CORZ 3.06%