Retail Traders Shrug Off AI Pullback, Buy The Dip In Neocloud Stocks
Neocloud stocks NBIS, IREN, CRWV, and APLD have fallen 25-38% over the past month amid concerns over rising competition, high data center costs, and Meta's plans to rent out excess AI computing capacity. A Stocktwits poll of 1,400 retail traders found 65% are buying the dip, with only 6% avoiding the sector entirely, showing strong retail conviction despite institutional caution.
Why it matters: Investors are closely watching upcoming Q2 earnings for signs that heavy spending on independent data center expansion can be justified by sustained demand for third-party AI cloud services.
Nebius drops 13% as neocloud trade weakens
Nebius shares fell 13% amid a broader unraveling of the neocloud trade. The article compares the performance of CoreWeave, IREN, and other AI data center stocks.
Why it matters: The drop highlights concerns in the AI infrastructure sector.
MU, SNDK, CRWV, IREN Stocks Climb After Brutal Week: Retail Bets On Memory, Neocloud Rebound - Yahoo Finance
MU, SNDK, CRWV, IREN Stocks Climb After Brutal Week: Retail Bets On Memory, Neocloud Rebound Yahoo Finance
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
IREN vs. MSTR: Which Bitcoin Stock Is the Better Choice for Investors? - Zacks Investment Research
IREN vs. MSTR: Which Bitcoin Stock Is the Better Choice for Investors? Zacks Investment Research
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
120k > 20k > 120K > 15k on IREN and IRE
20k > 120K > 15k on IREN and IRE" title="120k > 20k > 120K > 15k on IREN and IRE" /> 20k >130k > 20k > 150K > 15k on IREN and IRE, 3k left over after 12k tax penalties. Made some then roundtripped again, then made some back then roundtripped again with IRE 2x ETF losses and WTI oil 2x ETF losses. Lost 90% on IREN TWICE. TWICE was at 120k+ (Dec 2024 and Nov 6, 2025) and back to less than 20k by July 2025 and 2026. Both times peaked in November 2025 and December 2024 and it crashed in April. I made some back trading oil 2x ETF last few months April to June and then YOLOD on a 2x oil ETF in June and got crushed 50% holding leveraged long oil last few weeks and sold the exact bottom at 69 oil in July. Then bought the top again in memory stocks DRAM two weeks ago. Should have put it all 150k (peak account value in November) on Sandisk or Micron or MUU and rotated back in November and be a millionaire now. Now have to tell my wife I blew all the house downpayment money. No lambo for me. Not
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.