$IREN (+1.82%)
$CIFR (+0.98%)
$BTC (+0.11%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+1.82%) and $CIFR (+0.98%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+0.98%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0.19%)
$MSFT (-0.59%)
$AMZN (+0.02%)
$ORCL (+1.35%)
$BABA (-2.38%)

Neocloud: $NBIS (+1.43%)
$IREN (+1.82%)
$CRWV (+0.2%)
$APLD (+1.56%)
$GLXY (+3.16%)
$WYFI (+2.44%)

Memory: $SNDK (+1.62%)
$STX (+0.49%)
$MU (+1.37%)
$WDC (+0.39%)
$PSTG (+2.38%)

Semiconductor: $NVDA (-0.05%)
$AVGO (+0.38%)
$AMD (+1.18%)
$TSM (+1.19%)
$ASML (+0.77%)
$ARM (+0.8%)
$KLAC (+0.53%)
$INTC (+0.83%)

Networking: $CIEN (+1.65%)
$CLS (+1.29%)
$CRDO
$RMBS (+1.49%)
$ANET (+1.01%)
$APH (+1.29%)
$COHR (+1.56%)

Servers: $VRT (+1.26%)
$DELL (-0.4%)
$HPE (-0.59%)

Data: $INOD (+2.03%)
$PLTR (+0.4%)
$SNOW (+0.44%)
$DDOG (-0.33%)
$MDB (+0.57%)

Energy: $LEU (+1.01%)
$CEG
$OKLO
$TLNE
$GEV (+1%)
$NXT

Batteries: $EOSE (+0.66%)
$QS (+1.69%)
$TSLA (+2.68%)
$MVST (+0.89%)

Every AI Value Chain explained: