New Anthropic news looks like a potential tailwind for the Neocloud colo sector. Such as $WULF, $CIFR, $WYFI, $HUT and others (not named yet). As Anthropic is pursuing its first DC leases. "The AI company has signed more than a dozen letters of intent with U.S. developers" per The Information.

$WYFI (May 15, 2026-daily chart for viewing) Two important momentum bars are in focus: $26.80 acting as solid support and $30.18 acting as near-term resistance. The key question now is whether $WYFI can close above $30.18 and confirm continuation of the upside momentum. https://t.co/XUO6idWEMc

RT @charaninvests: $CBRS IPO this week and I think it goes nuclear Cerebras built what nobody thought was possible. One chip. An entire silicon wafer. No stitching together hundreds of GPUs, no bottlenecks, no bs. Up to 15x faster inference than Nvidia’s best. Groq has been getting all the hype for fast inference. Cerebras makes Groq look slow. OpenAI just signed a $20B deal with them -> $510M in revenue last year -> every major tech company on the planet is trying to find an alternative to Nvidia and this is the only thing that actually delivers. “Cerebras is the first architecture in decades that actually challenges the GPU at its own game” -> Dylan Patel, SemiAnalysis They are IPOing at the perfect time. Just look at $SMH. AI infra spend is going vertical. The window is open right now. IPO range $115-125. I expect it opens above $170. Already trading above $250 on Hyperliquid. Fills will probably be shit given how oversubscribed (~20x) the IPO is - I am watching $WYFI and $VICR as sympathy plays

$CBRS IPO this week and I think it goes nuclear Cerebras built what nobody thought was possible. One chip. An entire silicon wafer. No stitching together hundreds of GPUs, no bottlenecks, no bs. Up to 15x faster inference than Nvidia’s best. Groq has been getting all the hype for fast inference. Cerebras makes Groq look slow. OpenAI just signed a $20B deal with them -> $510M in revenue last year -> every major tech company on the planet is trying to find an alternative to Nvidia and this is the only thing that actually delivers. “Cerebras is the first architecture in decades that actually challenges the GPU at its own game” -> Dylan Patel, SemiAnalysis They are IPOing at the perfect time. Just look at $SMH. AI infra spend is going vertical. The window is open right now. IPO range $115-125. I expect it opens above $170. Already trading above $250 on Hyperliquid. Fills will probably be shit given how oversubscribed (~20x) the IPO is - I am watching $WYFI and $VICR as sympathy plays