Core Trend - The transition of crypto miners into AI infrastructure hosts is identified as a defining trend of 2025, leading to the emergence of a new subsector of AI referred to as neoclouds [1] Company Insights - CoreWeave (CRWV) and Nebius are highlighted as key players in this new AI infrastructure market, indicating a shift in focus from traditional crypto mining to AI-related services [1] Research Accessibility - The company Tech Contrarians aims to provide professional-grade tech research to individual investors, emphasizing the importance of accessible and comprehensive analysis in the tech sector [1]