$IREN (-2.07%)
$CIFR (-1.87%)
$BTC (-0.55%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-2.07%) and $CIFR (-1.87%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1.87%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0.37%)
$MSFT (-0.02%)
$AMZN (+1.83%)
$ORCL (-0.79%)
$BABA (-0.53%)

Neocloud: $NBIS (+0.58%)
$IREN (-2.07%)
$CRWV (+1.34%)
$APLD (+0.9%)
$GLXY (+0.12%)
$WYFI (+0.29%)

Memory: $SNDK (+1.88%)
$STX (-1.1%)
$MU (+0.9%)
$WDC (+0.43%)
$PSTG (+1.03%)

Semiconductor: $NVDA (-3.46%)
$AVGO (+3.52%)
$AMD (+5%)
$TSM (+2.95%)
$ASML (+1.69%)
$ARM (-1.61%)
$KLAC (+1.14%)
$INTC (+1.34%)

Networking: $CIEN (+2.58%)
$CLS (+3.47%)
$CRDO
$RMBS (+0.28%)
$ANET (+1.78%)
$APH (+0.56%)
$COHR (-0.79%)

Servers: $VRT (-1.59%)
$DELL (-1.88%)
$HPE (+0.71%)

Data: $INOD (-2.27%)
$PLTR (-0.77%)
$SNOW (+1.82%)
$DDOG (+0%)
$MDB (+1.91%)

Energy: $LEU (-2.25%)
$CEG
$OKLO
$TLNE
$GEV (-6.2%)
$NXT

Batteries: $EOSE (-0.89%)
$QS (-2.21%)
$TSLA (-0.39%)
$MVST (-63.45%)

Every AI Value Chain explained: