$IREN (+0.2%)
$CIFR (+5.19%)
$BTC (-2.87%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+0.2%) and $CIFR (+5.19%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+5.19%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+4.41%)
$MSFT (-0.49%)
$AMZN (+1.22%)
$ORCL (+4.3%)
$BABA (+0%)

Neocloud: $NBIS (+11%)
$IREN (+0.2%)
$CRWV (+5.45%)
$APLD (+1.65%)
$GLXY (+1.36%)
$WYFI

Memory: $SNDK
$STX (+3.65%)
$MU (+2.03%)
$WDC (+1.06%)
$PSTG (+1.65%)

Semiconductor: $NVDA (+6.62%)
$AVGO (+6.76%)
$AMD (-0.19%)
$TSM (+4.78%)
$ASML (+4.1%)
$ARM (+2.65%)
$KLAC (+5.22%)
$INTC (+4.17%)

Networking: $CIEN (+1.6%)
$CLS (+7.14%)
$CRDO
$RMBS (+5.12%)
$ANET (+2.03%)
$APH (+3.65%)
$COHR (+4.81%)

Servers: $VRT (+6.76%)
$DELL (-0.82%)
$HPE (-0.53%)

Data: $INOD (+0.97%)
$PLTR (+1.41%)
$SNOW (+0.23%)
$DDOG (-2.4%)
$MDB (-0.08%)

Energy: $LEU (+9.22%)
$CEG
$OKLO
$TLNE
$GEV (+8.87%)
$NXT (+0%)

Batteries: $EOSE
$QS (+1.82%)
$TSLA (+2.05%)
$MVST (-0.87%)

Every AI Value Chain explained: