ai compute stocks are on a tear this week. this isn't coincidental, it's everyone realizing we're not in a capex bubble (its the opposite), all of this happened this week:

- corweave signed 3 multi-billion dollar deals with anthropic, meta and jane street. $CRWV +30%
- every other neocloud is up $NBIS (30%), $CIFR (17%)
- even the fuel cell sector (powering the data centers) is killing it. bloom energy $BE up 45%
- Situational Awareness (leopold aschenbrenner) is leading an investment in Fluidstack
- today's JP morgan report states ai labs have massively UNDER-stated their inference budget and will now suffer
- even ridiculous shit like AllBirds pumping 800% from a pivot to GPU provider tells us how in demand this is
all of this while we watch claude go down every day and top ai labs unable to serve their best models because theres not enough compute.
trend is very clear: more tokens, more gpus, more memory, more energy.
thats where the investment is (right now)