NeoCloud continues to be one of the strongest sectors in the market.
The NeoCloud (AI-dedicated cloud) cohort has fundamentally solidified its status as the leading alpha generator of this technology bull cycle. Following the historic official inclusion of $NEBIUS(NBIS)$ and $CoreWeave, Inc.(CRWV)$ into the Nasdaq-100 Index yesterday (June 22), the sector has officially transitioned from a niche speculative proxy to an institutional core holding.
While the immediate tape triggered a classic "sell-the-news" profit-taking event, Nvidia-backed $NEBIUS(NBIS)$ maintains a pristine structural growth curve. Backed by an astronomical $50B+ backlog from Meta and Microsoft and a 3.5GW global energized power pipeline, aggressive institutional buying continues to cluster near historical Fibonacci floors.
Giant hyper-scaler disruptor $CoreWeave, Inc.(CRWV)$ (with a massive $99.4B backlog) and integrated green-power data infrastructure sovereign $IREN Ltd(IREN)$ remain highly resilient vehicles absorbing macro de-risking velocity.
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