$IREN (-2.31%)
$CIFR (-3.2%)
$BTC (+0.38%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-2.31%) and $CIFR (-3.2%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-3.2%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0.21%)
$MSFT (+1.78%)
$AMZN (+0.44%)
$ORCL (+4.01%)
$BABA (+4.43%)

Neocloud: $NBIS (-0.58%)
$IREN (-2.31%)
$CRWV (+0.59%)
$APLD (-1.85%)
$GLXY (+0.98%)
$WYFI (-1.48%)

Memory: $SNDK
$STX (+2.05%)
$MU (+0.76%)
$WDC (-0.71%)
$PSTG (+3.2%)

Semiconductor: $NVDA (+0.1%)
$AVGO (+1.24%)
$AMD (+6.79%)
$TSM (-3.61%)
$ASML (-3.62%)
$ARM (+2%)
$KLAC (-0.64%)
$INTC (+5.58%)

Networking: $CIEN (+4.02%)
$CLS (+0.93%)
$CRDO
$RMBS (+0.52%)
$ANET (+3.6%)
$APH (+0.75%)
$COHR (+5.66%)

Servers: $VRT (-1.84%)
$DELL (+9.23%)
$HPE (+4.65%)

Data: $INOD (-0.61%)
$PLTR (+0.04%)
$SNOW (-0.33%)
$DDOG (+2.05%)
$MDB (+2.33%)

Energy: $LEU (+1.63%)
$CEG
$OKLO
$TLNE
$GEV (-0.54%)
$NXT (+0%)

Batteries: $EOSE
$QS (-3.27%)
$TSLA (-1.35%)
$MVST (-3.93%)

Every AI Value Chain explained: