Serenity@aleabitoredditPost2026-07-20

Neocloud and colo stocks surge on AI compute shortage news and new contracts, with IREN up

Neocloud and colo stocks surge on AI compute shortage news and new contracts, with IREN up 19.69% on ARR target raise and HUT up 10.45% on large lease, while NBIS and CRWV remain slow.

“$IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure. $HUT +10.45% off a 15Y $9.8B AI DC lease $CIFR +16.76% $CLSK +13.7% $WYFI +9.18% $NBIS and $CRWV are taking their time in the shower. But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts.”