Hi,
I follow some neo data center in my watchlist :
\- Terawulf
\- Hut8
\- Digi power X
\- APLD
\- Iren
\- Cipher
But, except Iren, others looks more and more dropped by investors. Nebius and Coreweave look very ready to lauch off after any good news, but it's more difficult for other. I've got some Terawulf stock in my PF, they got a big deal with anthropic (or maybe open ai). The stock went up 10% (only) and go back under 21 dollars.
In the same time, Nebius and Coreweave are going back to ATH (for coreweave, it's a little bit much longer lol).
Some analyst said they is a shortage of compute. But when I read some analyse about these companies, they said "we are waiting for big contract with Hyperscaler" ...
Have I miss a part ?
thank you.