Emerging Tech Investments

Emerging Tech Investments

A micro cap Neo Cloud is Approaching a Buy Rating🔆

We are approaching a time when renewable energy at the intersection of AI actually makes sense for the future.

Michael Spencer's avatar
Michael Spencer
Feb 05, 2026
∙ Paid
Introducing Soluna's Project Dorothy: A Wind-Powered Data Center in Texas -  Soluna

A confession, I’ve never checked the price of Bitcoin this much as I do today in 2026. But in a world where Bitcoin miners (that I used to ignore) are now pivoting hard to HPC and Datacenters as unlikely champions of sustainable energy, this all intrigues me. I’ve identified dozens of micro cap Neo Clouds that many have never heard of.

There are several micro cap Neo Clouds that I have my eye on. And for good reason, it’s a unique time in terms of supply and demand for AI compute where cost-efficiency in energy is becoming more and more important. With Bitcoin retreating from all-time highs it’s also a time where valuations are correcting a little after a period of euphoria.

Meanwhile the flight to gold is pushing down the digital gold of Bitcoin, at a time when the AI bull market is finally having yet another mini correction. This means those Neo Cloud are getting beat up. It’s signaling to me that it’s almost time to buy the dip. But where is the opportunity the biggest?

Bitcoin is still correlated to Tech stocks, so if there really is a bull-market AI correction, or even a bear market, I’ll be watching the price of Neo Clouds like a hawk. Looking for opportunities for the mid to long term.

But where are the opportunities the biggest where teams are innovative and early enough as small companies where they have room to scale and thus have prices that can multiply?

Buying gold and silver and relying on natural gas, coal and fossil fuels to power new data centers and huge AI focused data clusters as big as cities - is not the answer.

  • As Bitcoin’s price tanks from historic highs, Neo Clouds and even prospective Neo Clouds’ stock price is quickingly coming on sale. So which is a buy?

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