$CRWV (+1.84%) | $NBIS (+0.27%) | $IREN (-1.92%) | $MARA (+11.92%) | $HUT (+1.37%) | $CIFR (-1.51%) | $WULF (+1.7%) | $SLNH | $HIVE (+2.04%) | $BITF (+1.43%) | $GPUS
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Soluna Holdings
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Ticker: SLNH
SLNH
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3
1Yr·
List of data center operators 🫡
$IREN (-1.92%)
$CIFR (-1.51%)
$NBIS (+0.27%)
Maybe one or the other exciting value for you?
I am in $IREN (-1.92%) , $CIFR (-1.51%) but $NBIS (+0.27%) I also find it exciting in the long term. 👌
$ORCL (-0.25%) Oracle
$CRWV (+1.84%) CoreWeave
$NBIS (+0.27%) Nebius
$IREN (-1.92%) Irish
$GLXY (+0.14%) Galaxy Digital
$APLD (+1.6%) Applied Digital
$RIOT (+3.88%) Riot Platforms
$CIFR (-1.51%) Cipher Mining
$MARA (+11.92%) Mara
$GDS (-1.51%) GDS
$CORZ (+2.44%) Core Scientific
$CLSK (-0.97%) CleanSpark
$WULF (+1.7%) TeraWulf
$BTBT (+2.54%) Bit Digital
$HUT (+1.37%) Hat 8
$BTDR (-4.22%) Bitdeer
$BITF (+1.43%) Bitfarms
$VNET (-2.57%) VNET
$HIVE (+2.04%) Hive Digital
$WYFI (+0.58%) WhiteFiber
$DGX (-1%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
1Yr·
AI infrastructure continues to be one of the most exciting investment themes
$IREN (-1.92%)
$CIFR (-1.51%)
$BTC (-0.53%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-1.92%) and $CIFR (-1.51%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1.51%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+0.26%)
$MSFT (+0.07%)
$AMZN (+1.77%)
$ORCL (-0.25%)
$BABA (-0.43%)
Neocloud: $NBIS (+0.27%)
$IREN (-1.92%)
$CRWV (+1.84%)
$APLD (+1.6%)
$GLXY (+0.14%)
$WYFI (+0.58%)
Memory: $SNDK (+1.25%)
$STX (-0.99%)
$MU (+1.27%)
$WDC (+0.22%)
$PSTG (+1.45%)
Semiconductor: $NVDA (-3%)
$AVGO (+4.39%)
$AMD (+5.53%)
$TSM (+2.95%)
$ASML (+2.25%)
$ARM (-1.43%)
$KLAC (+1.7%)
$INTC (+0.89%)
Networking: $CIEN (+2.87%)
$CLS (+3.97%)
$CRDO
$RMBS (+1.05%)
$ANET (+2.09%)
$APH (+0.95%)
$COHR (-1.27%)
Servers: $VRT (-1.56%)
$DELL (-1.66%)
$HPE (+1.04%)
Data: $INOD (-2.42%)
$PLTR (-0.58%)
$SNOW (+2.01%)
$DDOG (+0.81%)
$MDB (+2.03%)
Energy: $LEU (-2.44%)
$CEG
$OKLO
$TLNE
$GEV (-5.71%)
$NXT
Batteries: $EOSE (+0.3%)
$QS (-1.72%)
$TSLA (-0.31%)
$MVST (-62.82%)
Every AI Value Chain explained:
2323
15 Comments
I also (still) find Nebius totally exciting, and I had already sold it once at 40....*eye roll*.... should perhaps have gone back in on the dip at 83 last week?!
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1Yr·
KULR Technology (KULR) & Soluna: Partnership for sustainable Bitcoin mining
KULR Technology Group (NYSE:KULR) and Soluna Holdings (NASDAQ:SLNH) start cooperation for 3.3 MW Bitcoin mining at Soluna's "Project Sophie" facility in Kentucky, launched in Q4 2025. KULR puts up to 90% excess cash reserves into Bitcoin, uses Soluna's green energy (wind, solar, water) for efficient mining. 💡 KULR's market cap: USD 205.84m, revenue growth: +35.81% (TTM), strong liquidity (current ratio 8.29). Q2 2025: First quarterly profit (EPS +0.22 USD vs. -0.02 USD expected), sales +14.29 % above forecast. New products: kBMS and CubeSat batteries for space/defense. 📈 Share price: ~ USD 5.08 (+1.49% today), analyst target: USD 11. Risks: BTC volatility, dilution. Bullish for investors willing to take risks! 🪙
$KULR (+22.55%) A company that I came across through @Multibagger I came across. Let's see what else comes along.
66
5 Comments
Okay, now I'm getting out🫣. In any case, this ensures that there will probably be no scaling for the core business, which is why I personally bought them into my portfolio. If a large part of the cash flows into BTC mining, there will be nothing left for the core business... I already have enough BTC miners (albeit with different transformation approaches regarding HPC/Cloud/KI) in Portfolio🤷🏼♂️. Well, so what, there will surely be an investment that fits better into the overall structure.
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