$IREN (+6.84%)
$CIFR (+1.19%)
$BTC (-1.46%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+6.84%) and $CIFR (+1.19%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+1.19%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-1.46%)
$MSFT (+2.62%)
$AMZN (+1.27%)
$ORCL (-1.21%)
$BABA (-2.91%)

Neocloud: $NBIS (-2.74%)
$IREN (+6.84%)
$CRWV (+1.28%)
$APLD (+7.46%)
$GLXY (+2.66%)
$WYFI

Memory: $SNDK
$STX (-0.7%)
$MU (+0.4%)
$WDC (-3%)
$PSTG (-3.39%)

Semiconductor: $NVDA (+1.14%)
$AVGO (-2.4%)
$AMD (+2.33%)
$TSM (+1.53%)
$ASML (-0.78%)
$ARM (-3.54%)
$KLAC (+0.11%)
$INTC (-12.36%)

Networking: $CIEN (-0.98%)
$CLS (+3.23%)
$CRDO
$RMBS (-7.32%)
$ANET (-1.86%)
$APH (-0.95%)
$COHR (-3.91%)

Servers: $VRT (-0.22%)
$DELL (-1.82%)
$HPE (-1.98%)

Data: $INOD (-2.61%)
$PLTR (+1.58%)
$SNOW (-1.54%)
$DDOG (-2.29%)
$MDB (-2.12%)

Energy: $LEU (-2.74%)
$CEG
$OKLO
$TLNE
$GEV (-1.24%)
$NXT (+0%)

Batteries: $EOSE
$QS (-4.89%)
$TSLA (-0.84%)
$MVST (-1.92%)

Every AI Value Chain explained: