$IREN (-2.34%)
$CIFR (-3.23%)
$BTC (+0.95%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-2.34%) and $CIFR (-3.23%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-3.23%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0.11%)
$MSFT (+2.13%)
$AMZN (+0.85%)
$ORCL (+4.67%)
$BABA (+4.43%)

Neocloud: $NBIS (-0.75%)
$IREN (-2.34%)
$CRWV (+1.66%)
$APLD (-1.54%)
$GLXY (+1.78%)
$WYFI (+0%)

Memory: $SNDK
$STX (+2.39%)
$MU (+0.51%)
$WDC (-0.84%)
$PSTG (+4.41%)

Semiconductor: $NVDA (+0.02%)
$AVGO (+1.3%)
$AMD (+7.87%)
$TSM (-3.29%)
$ASML (-4.09%)
$ARM (+1.86%)
$KLAC (-0.24%)
$INTC (+5.79%)

Networking: $CIEN (+3.65%)
$CLS (-0.15%)
$CRDO
$RMBS (+0.54%)
$ANET (+4.69%)
$APH (+1.15%)
$COHR (+6.26%)

Servers: $VRT (-2.28%)
$DELL (+8.75%)
$HPE (+5.17%)

Data: $INOD (-0.2%)
$PLTR (+0.64%)
$SNOW (-0.41%)
$DDOG (+2.44%)
$MDB (+3.08%)

Energy: $LEU (+1.63%)
$CEG
$OKLO
$TLNE
$GEV (-0.67%)
$NXT (+0%)

Batteries: $EOSE
$QS (-2.45%)
$TSLA (-1.13%)
$MVST (-2.82%)

Every AI Value Chain explained: