After CoreWeave reported its earnings, stocks tied to the emerging cloud computing theme rose across the board.

According to MSX.COM data, the Roundhill Neocloud ETF rose 12%, Nebius gained 12.5%, and IREN rose 7.2%.

· Gains were concentrated in stocks related to computing-power leasing and data centers. These figures reflect only that day’s price performance and do not indicate a long-term relationship between earnings and share prices.

For this sector, which do you value more: the ETF’s overall gains or the greater upside potential of individual stocks?