ZipTrader 2026年10月23日：IREN、WULF、HUT

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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.

ZZipTraderWUWULFBUY中线 · 中线 · 倾向HUHUTBUY中线 · 中线 · 倾向

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.

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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.

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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.