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Wall Street's AI infrastructure buildout has entered its most volatile phase yet, and the stocks powering this transformation are living a double life.
On one side, companies are posting triple-digit gains fueled by multi-billion-dollar hyperscaler partnerships and GPU expansion deals; on the other, sharp selloffs driven by failed acquisitions, analyst downgrades, and the relentless pressure to deliver on massive capital deployments.Â
This Jekyll and Hyde dynamic creates extreme trading conditions, where a single earnings report or partnership announcement can swing stocks 20% or more in a single session.
Five companies sit at the center of this chaos: IREN Limited (IREN), Nebius Group (NBIS), Applied Digital (APLD), CoreWeave (CRWV), and TeraWulf (WULF).Â
These aren't your typical data center plays: some mine Bitcoin while simultaneously expanding AI cloud capacity; others operate renewable-powered infrastructure across continents.Â
One went public this year and is already trading with a $68 billion market cap.Â
That same company saw a $9 billion all-stock takeover collapse last week, causing shares to tumble.
What unites them is a shared DNA: significant returns potential, extreme Beta volatility, and critical roles supplying the GPU infrastructure and power capacity that hyperscalers desperately need. Performance ranges from WULF's 99% gain over the past year to IREN's explosive 562% surge, with plenty of sharp reversals along the way.
This volatile but essential segment creates prime conditions for active traders, particularly as earnings season accelerates and major catalysts converge between November 6 and November 11.
In an effort to capitalize on the volatility of these stocks, Tradr ETFs offers active traders 2X leveraged ETFs for each:
Tradr ETFs | ETF Symbol | Description |
| Tradr 2X Long IREN Daily ETF | Cboe:Â IREX | 200% leverage on IREN stock |
| Tradr 2X Long NBIS Daily ETF | Cboe:Â NEBX | 200% leverage on Nebius stock |
| Tradr 2X Long APLD Daily ETF | Cboe:Â APLX | 200% leverage on Applied Digital stock |
| Tradr 2X Long CRWV Daily ETF | Cboe:Â CWVX | 200% leverage on CoreWeave stock |
| Tradr 2X Long WULF Daily ETF | Cboe:Â WULX | 200% leverage on TeraWulf stock |
High Beta Stock and Earnings Volatility
We are in the midst of earnings season, and as AI infrastructure deployment speeds up, ranging from GPU fleet expansions to data center milestones, these five stocks stand out due to their promising trading potential, especially with 2X leverage. Their high Beta values, which measure volatility compared to the overall market, make them especially attractive to momentum traders. A Beta of 1.0 means a stock moves in sync with the S&P 500, while a Beta above 1.5 indicates much larger price swings.
APLD currently sports a Beta above 6.7, meaning that when the market moves 1%, APLD tends to move roughly 6.7%. IREN carries a Beta of 4.19, while NBIS posts a Beta of 3.45, and WULF shows a Beta of 3.44, all signaling strong volatility potential across the basket. Even CRWV, despite being too new to have an established Beta, has demonstrated extreme sensitivity since its March IPO, surging 267% before last week's merger collapse sent shares down more than 5%.
This increased sensitivity, along with catalysts like earnings announcements from November 6 to November 11, hyperscaler partnership disclosures, and GPU deployment milestones, sets up a strong opportunity for active traders to leverage 2X moves leverage.
IREN Limited (IREN)
IREN owns and operates data centers powered by 100% renewable energy, with facilities optimized for both Bitcoin mining and AI cloud services, giving the company a hybrid revenue model positioned to capitalize on surging demand for GPU compute capacity. The company recently announced a major expansion, purchasing an additional 12,400 GPUs for approximately $674 million, effectively doubling its fleet to around 23,000 GPUs and targeting an annualized AI cloud run rate exceeding $500 million by Q1 fiscal 2026.
Up 487% over the past year with a Beta of 4.19, IREN has been the basket's biggest winner, driven by its aggressive pivot from pure Bitcoin mining into AI infrastructure.Â
Roth/MKM recently catapulted its price target from $35 to $82, a Street-high that suggests the stock could nearly double from current levels. The company is expected to report earnings on November 6, 2025, after market close, providing a timely catalyst as investors assess progress on GPU deployments and AI cloud revenue ramps.
The Tradr 2X Long IREN Daily ETF (IREX) seeks double the daily exposure to IREN's price action, turning the stock's natural volatility into a precision tool for high-conviction trades on the hybrid crypto-AI infrastructure opportunity. For more information about IREX, CLICK HERE.
Nebius Group (NBIS)
NBIS operates an AI-centric cloud platform built for intensive AI workloads, providing full-stack infrastructure including large-scale GPU clusters, cloud platforms, and developer tools. The company recently secured a five-year, $17.4 billion agreement with Microsoft to deliver AI infrastructure from its New Jersey data center, with the potential to expand to $19.4 billion based on demand, positioning Nebius as a critical supplier in the OpenAI-Azure ecosystem following Microsoft's expanded partnership with OpenAI.
Up 455% over the past year with a Beta of 3.45, NBIS benefits from Microsoft's commitment to procure $250 billion in Azure cloud services from OpenAI, with Nebius supplying critical GPU resources to support the massive workload scaling.Â
The company is expected to report earnings on November 11, 2025, before market open, offering traders a clear catalyst as management provides updated guidance on its $900 million to $1.1 billion annual recurring revenue targets.
The Tradr 2X Long NBIS Daily ETF (NEBX) targets 200% of NBIS's daily performance, making it especially valuable as the company navigates the high-stakes race to supply GPU infrastructure for the AI giants. For more information about NEBX, CLICK HERE.
Applied Digital (APLD)
APLD designs, builds, and operates next-generation data centers providing power to blockchain infrastructure and High-Performance Computing applications, with strategic focus on ultra-low-cost energy locations.Â
The company's Polaris Forge 1 campus in North Dakota just reached the 'Ready for Service' milestone this week, bringing its first 50 MW online under a fully leased 400 MW deployment for CoreWeave valued at approximately $11 billion over 15 years, while securing an additional $5 billion, 15-year lease with a U.S.-based hyperscaler at its Polaris Forge 2 campus.
Up 371% over the past year with a Beta of 6.77, APLD carries the highest volatility reading in the basket, amplifying both gains and losses as the company transitions from construction to revenue generation. The company reported earnings on October 9, 2025, providing investors with the first look at how milestone payments and recurring lease revenue are beginning to flow from its newly operational infrastructure.
The Tradr 2X Long APLD Daily ETF (APLX) aims for double the daily exposure to APLD's movements, amplifying the stock's extreme volatility as data center commissioning milestones accelerate. For more information about APLX, CLICK HERE.
CoreWeave (CRWV)
CRWV operates specialized cloud infrastructure delivering GPU-accelerated computing for AI, visual effects, and rendering workloads, with backing from NVIDIA and a valuation that reached $68 billion following its March 2025 IPO.Â
The company's $9 billion all-stock acquisition offer for Core Scientific was rejected by shareholders this week on October 30, sending CRWV shares down more than 5%, though management emphasized the deal was not critical to CoreWeave's growth plans and that the company can thrive independently with its substantial existing resources.
Up 183% since its March IPO, CRWV has demonstrated extreme volatility despite lacking an established Beta reading due to its recent public listing. The company is confirmed to report earnings on November 10, 2025, after market close, offering traders a near-term catalyst to assess CoreWeave's standalone growth trajectory following the collapsed merger and evaluate management's execution on its AI cloud expansion plans.
The Tradr 2X Long CRWV Daily ETF (CWVX) seeks 200% daily exposure to CRWV's price movements, giving traders amplified access to what has been one of 2025's most explosive IPO stories in AI infrastructure. For more information about CWVX, CLICK HERE.
TeraWulf (WULF)
WULF owns and operates environmentally sustainable, industrial-scale digital infrastructure focused on High-Performance Computing and Bitcoin mining, leveraging hydroelectric and nuclear energy at its major facilities to deliver low-carbon operations at scale.Â
The company recently announced a strategic 25-year AI compute joint venture with Fluidstack, targeting 168 MW of high-performance computing capacity at its Texas campus with contracted revenue valued at approximately $9.5 billion, backed by Google's support for $1.3 billion of the long-term lease obligations.
Up 99% over the past year with a Beta of 3.44, WULF surged 20% following the Fluidstack partnership announcement, demonstrating the stock's sensitivity to major contract wins as the company pivots from traditional Bitcoin mining toward AI-driven data center infrastructure. The company will report earnings on November 10, 2025, providing traders with insight into how the AI compute partnerships are translating into financial performance and capacity expansion.
The Tradr 2X Long WULF Daily ETF (WULX) targets double the daily exposure to WULF's movements, making it especially compelling for traders positioning on the company's transition into AI infrastructure partnerships. For more information about WULX, CLICK HERE.
Trade These 5 AI Infrastructure Stocks With Leverage
From renewable-powered GPU clusters expanding across continents to failed billion-dollar mergers sending stocks into sharp reversals, the AI infrastructure buildout is generating both explosive growth and extreme volatility, a bit like Jekyll and Hyde. The performance across this basket reflects the magnitude of the opportunity and the execution risk inherent in supplying the computational backbone for artificial intelligence at scale. These companies are securing multi-billion-dollar hyperscaler contracts, commissioning massive data center campuses, and navigating the complex dynamics of Bitcoin mining, AI cloud services, and power-hungry GPU deployments.
For active traders looking to capitalize on this volatile but essential segment, Tradr's 2X leveraged ETFs provide tactical precision:
- IREX – Tradr 2X Long IREN Daily ETF
- NEBX – Tradr 2X Long NBIS Daily ETF
- APLX – Tradr 2X Long APLD Daily ETF
- CWVX – Tradr 2X Long CRWV Daily ETF
- WULX – Tradr 2X Long WULF Daily ETF
These funds reset their leverage daily, giving you fresh 2X exposure each trading day. When these AI infrastructure stocks move 5% on earnings or partnership announcements, the leveraged ETFs target 10% moves, before fees. In addition, the ETF wrapper presents a more simplified alternative to using options, which can be confusing when trying to pick a strike price and tenor.
If you plan on trading these leveraged ETFs, remember:
- Daily reset: Performance targets apply to single trading days only
- Volatility cuts both ways: Leverage amplifies both gains and losses
- Active management required: Designed for traders monitoring positions, not passive investors
- Concentration risk: Single-stock ETFs provide no diversification
The AI infrastructure buildout represents a multi-year, multi-billion-dollar transformation of computational capacity and power generation. These five companies, spanning hybrid crypto-AI operations, specialized cloud platforms, and renewable-powered data centers, offer traders a way to capitalize on the theme with 2X leverage for high-conviction plays on the sector's most volatile movers.
Leveraged ETFs Involve Significant Risks
Tradr ETFs are for sophisticated investors and professional traders with high conviction views and are very different from most other exchange-traded funds. Know the risks before you invest. The significant risks of leveraged and/or inverse ETFs include the risks of leverage, derivatives, and/or other complex investment strategies that they employ. These investments are designed for short-term trading for investors seeking daily, monthly or quarterly leveraged investment results.
Investors in the fund should: (a) understand the risks associated with the use of leverage; (b) understand the consequences of seeking daily, calendar month and calendar quarter inverse and leveraged investment results; (c) for short ETFs, understand the risk of shorting; (d) intend to actively monitor and manage their investment. Fund performance will likely be significantly different than the benchmark over periods longer than the specified reset period and the performance may trend in the opposite direction than its benchmark over periods other than that period.
The Funds seek leveraged investment results over a specific period and are intended to be used as short-term trading vehicles. The Funds pursue leveraged investment objectives, which means they are riskier than alternatives that do not use leverage because the Funds magnify the performance of their underlying security. The volatility of the underlying security may affect a Fund’s return as much as, or more than, the return of the underlying security.
The Fund will not attempt to position its portfolio to ensure it does not gain or lose more than a maximum percentage of its net asset value on a given trading day. As a consequence, investors in a Fund that seeks two times daily performance would lose all of their money if the Fund’s underlying security moves more than 50% in a direction adverse to the Fund on a given trading day.
ETFs involve risk including possible loss of principal. There is no assurance that the Fund will achieve its investment objective. Principal risks and other important risks may be found in the prospectus.
Investors should carefully consider the investment objectives, risks, charges and expenses of the fund before investing. To obtain a prospectus containing this and other important information, please visit www.tradretfs.com to view or download a prospectus online. Read the fund’s prospectus carefully before you invest.
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Distributed by ALPS Distributors, Inc, which is not affiliated with AXS Investments or its Tradr ETFs. AXI000784
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