$IREN (+4.22%)
$CIFR (+2.21%)
$BTC (-0.08%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+4.22%) and $CIFR (+2.21%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+2.21%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-1.03%)
$MSFT (-0.18%)
$AMZN (-0.41%)
$ORCL (+2.41%)
$BABA (-1.94%)

Neocloud: $NBIS (+8.97%)
$IREN (+4.22%)
$CRWV (-1.23%)
$APLD (-2.63%)
$GLXY (+7.67%)
$WYFI

Memory: $SNDK
$STX (-1.96%)
$MU (-1.52%)
$WDC (-1.96%)
$PSTG (+3.27%)

Semiconductor: $NVDA (-2.7%)
$AVGO (-2.08%)
$AMD (+0.05%)
$TSM (-1.36%)
$ASML (-1.17%)
$ARM (+2.53%)
$KLAC (-0.97%)
$INTC (+0.64%)

Networking: $CIEN (+1.46%)
$CLS (+1.28%)
$CRDO
$RMBS (+4.61%)
$ANET (-8.83%)
$APH (+0.74%)
$COHR (-0.55%)

Servers: $VRT (-1.2%)
$DELL (+3.68%)
$HPE (+2.25%)

Data: $INOD (+1.63%)
$PLTR (+1.89%)
$SNOW (+4.41%)
$DDOG (-0.91%)
$MDB (+4.12%)

Energy: $LEU (+6.36%)
$CEG
$OKLO
$TLNE
$GEV (-2.38%)
$NXT (+0%)

Batteries: $EOSE
$QS (-0.76%)
$TSLA (+0.19%)
$MVST (+1.02%)

Every AI Value Chain explained: