$IREN (-4.1%)
$CIFR (-6.57%)
$BTC (+0.32%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-4.1%) and $CIFR (-6.57%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-6.57%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0%)
$MSFT (-0.97%)
$AMZN (+4.71%)
$ORCL (-2.97%)
$BABA (-0.51%)

Neocloud: $NBIS (-4.09%)
$IREN (-4.1%)
$CRWV (-4.87%)
$APLD (-5.33%)
$GLXY (-11.8%)
$WYFI (-6.3%)

Memory: $SNDK (-10.82%)
$STX (-4.94%)
$MU (-1.97%)
$WDC (-4.37%)
$PSTG (-2.81%)

Semiconductor: $NVDA (-2.63%)
$AVGO (-2.31%)
$AMD (-5.15%)
$TSM (-3.38%)
$ASML (-4.98%)
$ARM (-2.74%)
$KLAC (-3.2%)
$INTC (-10.36%)

Networking: $CIEN (-5.02%)
$CLS (-2.85%)
$CRDO
$RMBS (-5.88%)
$ANET (-5.43%)
$APH (-2.59%)
$COHR (-5.39%)

Servers: $VRT (-0.62%)
$DELL (-3.96%)
$HPE (-1.2%)

Data: $INOD (-0.7%)
$PLTR (-5.23%)
$SNOW (-4.03%)
$DDOG (-8.43%)
$MDB (-7.62%)

Energy: $LEU (-6.4%)
$CEG
$OKLO
$TLNE
$GEV (-0.94%)
$NXT

Batteries: $EOSE (-1.73%)
$QS (-2.15%)
$TSLA (+0.6%)
$MVST (-5.45%)

Every AI Value Chain explained: