$IREN (+1.19%)
$CIFR (+10.84%)
$BTC (-1.4%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+1.19%) and $CIFR (+10.84%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+10.84%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+1.57%)
$MSFT (+0.76%)
$AMZN (+0.78%)
$ORCL (-2.42%)
$BABA (+1.7%)

Neocloud: $NBIS (-4.4%)
$IREN (+1.19%)
$CRWV (-1.45%)
$APLD (+4.9%)
$GLXY (+5.79%)
$WYFI (+3.69%)

Memory: $SNDK
$STX (+3.34%)
$MU (+0.19%)
$WDC (+3.43%)
$PSTG (-0.78%)

Semiconductor: $NVDA (+1.9%)
$AVGO (+2.2%)
$AMD (+0.32%)
$TSM (+2.02%)
$ASML (+3.15%)
$ARM (+2.83%)
$KLAC (+3.67%)
$INTC (+0.22%)

Networking: $CIEN (+2.27%)
$CLS (+3.69%)
$CRDO
$RMBS (+6.05%)
$ANET (+1.95%)
$APH (+1.77%)
$COHR (+6.55%)

Servers: $VRT (+3.84%)
$DELL (+1.84%)
$HPE (+3.09%)

Data: $INOD (+7.38%)
$PLTR (+2.66%)
$SNOW (+0.33%)
$DDOG (+1.9%)
$MDB (+5.87%)

Energy: $LEU (+0.76%)
$CEG
$OKLO
$TLNE
$GEV (+2.61%)
$NXT (+0%)

Batteries: $EOSE
$QS (+0.84%)
$TSLA (+3.27%)
$MVST (+5.03%)

Every AI Value Chain explained: