Paradis Labs(@ParadisLabs):Doing extensive analysis on the wider neocloud ecosystem. I'm curious: which one of these names is your favourite? Ranked by market cap: $HUT @ $13.38B $GLXY @ $13.01B $WULF @ $12.91B $APLD @ $12.20B $CIFR @ $10.02B $CORZ @ $8.77B $CLSK @ $4.23B $SHAZ @ $1.04B $HIVE @ $1.38B CAD $WYFI @ $953M Any others I should look into? Other than the obvious $NBIS / $CRWV / $IREN type names. Disclosure: - I personally hold positions in a lot of these companies from 2025. - Current research is to identify the ones to increase concentration in / start new positions in.

2026.06.12 23:21

Doing extensive analysis on the wider neocloud ecosystem. I'm curious: which one of these names is your favourite? Ranked by market cap: $HUT @ $13.38B $GLXY @ $13.01B $WULF @ $12.91B $APLD @ $12.20B $CIFR @ $10.02B $CORZ @ $8.77B $CLSK @ $4.23B $SHAZ @ $1.04B $HIVE @ $1.38B CAD $WYFI @ $953M Any others I should look into? Other than the obvious $NBIS / $CRWV / $IREN type names. Disclosure: - I personally hold positions in a lot of these companies from 2025. - Current research is to identify the ones to increase concentration in / start new positions in.

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