There's little doubt that a defining trend of 2025 was the transition of crypto miners into AI infrastructure hosts, or the emergence of a new hot subsector of AI coined neoclouds. CoreWeave ( CRWV ), Nebius (We’re a team of former technology engineers who turned our passion for the sector into an investing edge. With over 40 years of combined experience, we’ve learned that individual investors often don’t get access to the same depth of research as institutions.That’s why we created Tech Contrarians. Our g ...