$IREN (-7.48%)
$CIFR (-8.85%)
$BTC (-0.06%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-7.48%) and $CIFR (-8.85%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-8.85%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0.59%)
$MSFT (-0.48%)
$AMZN (-2.34%)
$ORCL (-2.6%)
$BABA (+0.72%)

Neocloud: $NBIS (-5.5%)
$IREN (-7.48%)
$CRWV (-1.87%)
$APLD (-8.73%)
$GLXY (-9.44%)
$WYFI (-2.92%)

Memory: $SNDK
$STX (-2.84%)
$MU (-5.88%)
$WDC (-4.99%)
$PSTG (+0.6%)

Semiconductor: $NVDA (-2.56%)
$AVGO (+0.15%)
$AMD (-3.16%)
$TSM (-4.34%)
$ASML (-5.28%)
$ARM (-4.91%)
$KLAC (-4.77%)
$INTC (-5.24%)

Networking: $CIEN (-1.46%)
$CLS (-6.1%)
$CRDO
$RMBS (-5.45%)
$ANET (-4.24%)
$APH (-2.62%)
$COHR (-6.9%)

Servers: $VRT (-2.48%)
$DELL (+0.16%)
$HPE (-1.25%)

Data: $INOD (-0.68%)
$PLTR (+2.91%)
$SNOW (+1.78%)
$DDOG (+2.85%)
$MDB (+2.84%)

Energy: $LEU (-2.23%)
$CEG
$OKLO
$TLNE
$GEV (-3.56%)
$NXT (+0%)

Batteries: $EOSE
$QS (-4.18%)
$TSLA (-2.04%)
$MVST (-2.19%)

Every AI Value Chain explained: