ZipTrader on Oct 23, 2026: IREN, WULF, HUT

ZZipTraderIRIRENBUYM-term · Medium-term · Leaning

If Iren's unnamed AI lab customer is Anthropic, it's definitely one you've got to pay attention to, and I do think it's a good deal right now.

ZZipTraderWUWULFBUYM-term · Medium-term · LeaningHUHUTBUYM-term · Medium-term · Leaning

I'd also look at the former Bitcoin miners that turned their power and land into AI data centers, because power is the bottleneck right now.

ZZipTraderALALABBUYM-term · Medium-term · LeaningCRCRDOBUYM-term · Medium-term · LeaningCLCLSBUYM-term · Medium-term · Leaning

Celestica, Credo and Astera Labs are tied to the racks, cables and connectivity chips in Google and Amazon AI systems; none names Anthropic, but they ride the same wave.

ZZipTraderNBNBISBUYM-term · Medium-term · ExplicitCRCRWVBUYM-term · Medium-term · Explicit

A contract from Anthropic can cause massive 100, 200, 300 percent runs for small companies. I'm very bullish on a lot of the NeoClouds that are down massively, CoreWeave, Nebius, and data center players overall.