Neo Clouds Earnings: NBIS, CRWV & WYFI!

We track a rebound day for HPC and mining-pivot stocks while Bitcoin hangs around the $63,000 range and the market keeps discounting strong fundamentals. We break down neo cloud earnings and explain why power, contract structure, and cash-based metrics matter more than the daily tape. 

• Bitcoin price action around US market hours and the Clarity Act watch 
• Why strong deal headlines can fade fast in share price performance 
• How short interest and sentiment can suppress HPC and Bitcoin mining stocks 
• Bitdeer’s integrated model, power footprint, machines, co-location, and why we see overlooked upside 
• Nebius as a neo cloud benchmark, revenue scale, adjusted EBITDA margin expansion, and contract value per megawatt 
• CoreWeave’s revenue surge, backlog strength, and the reality of massive CapEx and non-cash losses 
• Why global footprint and Europe matter for AI data centers and HPC expansion 
• WhiteFiber’s earnings, co-location growth, cloud services mix, and what NC1 billing could change next quarter 
• How retrofit data center builds can lower cost per megawatt and speed deployment 
• What price targets are implying for CoreWeave and WhiteFiber, plus the next catalysts we are watching 

Let us know in the comment section below if you’re holding any of these companies and your current top pick in the space!

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