$IREN (-2.07%)
$CIFR (-2.14%)
$BTC (-0.43%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-2.07%) and $CIFR (-2.14%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2.14%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0.39%)
$MSFT (+0.01%)
$AMZN (+1.89%)
$ORCL (-0.77%)
$BABA (-0.43%)

Neocloud: $NBIS (+0.66%)
$IREN (-2.07%)
$CRWV (+1.36%)
$APLD (+0.9%)
$GLXY (+0.07%)
$WYFI (+0.29%)

Memory: $SNDK (+1.88%)
$STX (-1.1%)
$MU (+1.02%)
$WDC (+0.38%)
$PSTG (+1.18%)

Semiconductor: $NVDA (-3.09%)
$AVGO (+3.61%)
$AMD (+5.23%)
$TSM (+2.88%)
$ASML (+1.75%)
$ARM (-1.67%)
$KLAC (+1.19%)
$INTC (+1.16%)

Networking: $CIEN (+2.66%)
$CLS (+3.97%)
$CRDO
$RMBS (+0.29%)
$ANET (+1.97%)
$APH (+0.58%)
$COHR (-0.96%)

Servers: $VRT (-1.74%)
$DELL (-1.78%)
$HPE (+0.82%)

Data: $INOD (-2.27%)
$PLTR (-0.69%)
$SNOW (+1.82%)
$DDOG (+0.31%)
$MDB (+2.04%)

Energy: $LEU (-2.39%)
$CEG
$OKLO
$TLNE
$GEV (-6.26%)
$NXT

Batteries: $EOSE (-0.89%)
$QS (-2.7%)
$TSLA (-0.29%)
$MVST (-63.45%)

Every AI Value Chain explained: