If I could only follow disruptive themes for the next decade, it would be these.
AI infrastructure is moving beyond the early narrative phase into sustained expansion, with capital increasingly rotating from chips into the full compute ecosystem.
$NEBIUS(NBIS)$ and $CoreWeave, Inc.(CRWV)$ represent the new Neocloud and AI compute leasing model—essentially turning GPUs into a service layer. $IREN Ltd(IREN)$ is transitioning from a crypto miner into an AI infrastructure provider, offering high-beta exposure to compute demand cycles. $Vertiv Holdings LLC(VRT)$ , however, represents a critical and often underappreciated segment—data center cooling and thermal management, which is essential for scaling high-density compute.
The key shift is clear: the bottleneck is moving from compute supply to power and cooling constraints, making infrastructure increasingly important.
In this cycle, do you prefer the stability of $Vertiv Holdings LLC(VRT)$ or the higher beta upside of $IREN Ltd(IREN)$ /$CoreWeave, Inc.(CRWV)$ /$NEBIUS(NBIS)$ ? Who becomes the real winner of the next phase?
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