$IREN (-1.04%)
$CIFR (+0.78%)
$BTC (+1.54%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-1.04%) and $CIFR (+0.78%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+0.78%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+1.39%)
$MSFT (+0.19%)
$AMZN (+0.82%)
$ORCL (+1.44%)
$BABA (+2.84%)

Neocloud: $NBIS (+0%)
$IREN (-1.04%)
$CRWV (-1.88%)
$APLD (+0.46%)
$GLXY (-1.76%)
$WYFI

Memory: $SNDK
$STX (+0.33%)
$MU (-0.74%)
$WDC (-1.85%)
$PSTG (+0.34%)

Semiconductor: $NVDA (+0.71%)
$AVGO (+0.76%)
$AMD (+1.02%)
$TSM (+3.8%)
$ASML (+4.77%)
$ARM (+1.59%)
$KLAC (-0.8%)
$INTC (+2.13%)

Networking: $CIEN (+2.19%)
$CLS (+0.97%)
$CRDO
$RMBS (+0.59%)
$ANET (-0.25%)
$APH (+0.12%)
$COHR (-1.68%)

Servers: $VRT (+2.32%)
$DELL (+0.65%)
$HPE (-0.08%)

Data: $INOD (+0.9%)
$PLTR (-1.4%)
$SNOW (-0.26%)
$DDOG (+0.23%)
$MDB (-0.38%)

Energy: $LEU (+0.05%)
$CEG
$OKLO
$TLNE
$GEV (+0.53%)
$NXT (+0%)

Batteries: $EOSE
$QS
$TSLA (-0.8%)
$MVST (+1.9%)

Every AI Value Chain explained: