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- English · 原文Situational Awareness / Leopold was completely right in terms of US shifting more toward inference + large energy demand. I had a similar thesis with Neoclouds like $IREN, $NBIS, $CIFR, $WULF, and others last year in 2025. But shifted more towards upstream bottlenecks + networking personally. It's just a little unfortunate the fund couldn't fully survive the drawdown. We did overlap in memory concentration but energy/grid from $BE, $TE, or neoclouds like $SHAZ / $IREN but I'd expect them to outperform given compute/capacity shortages.中文 · 翻译态势感知：Leopold 说得完全对，美国正更多地转向推理，而且能源需求巨大。 我去年在 2025 年也对 Neoclouds 有类似的看法，比如 $IREN、$NBIS、$CIFR、$WULF 等。 但我个人更多转向了上游瓶颈和网络。只是有点遗憾，基金没能完全挺过那次回撤。 我们在内存集中度上确实有重叠，不过像 $BE、$TE 这样的能源/电网股，或者像 $SHAZ / $IREN 这样的 Neocl