$IREN (-2.77%)
$CIFR (-2.15%)
$BTC (-1.47%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-2.77%) and $CIFR (-2.15%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2.15%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+2.53%)
$MSFT (-0.16%)
$AMZN (+0.66%)
$ORCL (-1.78%)
$BABA (+2.31%)

Neocloud: $NBIS (+1.9%)
$IREN (-2.77%)
$CRWV (+2.35%)
$APLD (+0.34%)
$GLXY (-0.62%)
$WYFI

Memory: $SNDK
$STX (+15.59%)
$MU (+4.24%)
$WDC (+10.84%)
$PSTG (+2.48%)

Semiconductor: $NVDA (+1.74%)
$AVGO (+2.61%)
$AMD (+2.25%)
$TSM (+1.83%)
$ASML (+2.2%)
$ARM (-0.6%)
$KLAC (+4.07%)
$INTC (+0.2%)

Networking: $CIEN (+3.69%)
$CLS (+3.18%)
$CRDO
$RMBS (+8.7%)
$ANET (+2.72%)
$APH (+3.31%)
$COHR (+3.87%)

Servers: $VRT (+4.63%)
$DELL (-0.28%)
$HPE (+0.92%)

Data: $INOD (+2.59%)
$PLTR (+4.84%)
$SNOW (+1.64%)
$DDOG (-0.19%)
$MDB (+1.62%)

Energy: $LEU (+8.25%)
$CEG
$OKLO
$TLNE
$GEV (+2.14%)
$NXT (+0%)

Batteries: $EOSE
$QS
$TSLA (+0.92%)
$MVST (+2.08%)

Every AI Value Chain explained: