I am curious about: (You?)
Iris Energy
Price
Debate sobre IREN
Puestos
222Graphic of data center operators
$CRWV | $NBIS (+2,73 %) | $IREN (+1,17 %) | $MARA | $HUT (+1,51 %) | $CIFR (-3,82 %) | $WULF | $SLNH | $HIVE | $BITF (-3,94 %) | $GPUS (-0 %)

Weekend sunshine ☀️
$IREN (+1,17 %) and $SOFI in the boat now it's time for a little $CIFR (-3,82 %)
Sample portfolio
Inspired by yesterday's post @AxoWallStreet
see post below. I have placed the following positions for purchase:
$IREN (+1,17 %) Limit 50 EUR
$RKLB (+0,93 %) Limit 50 EUR
$TTI (+0 %) is Tetra meant here? Limit 6,3 EUR
$WM actually boring and no performer Limit 170 EUR
$INT (+4,79 %) Limit 7.6 EUR
$SOFI Limit 25 EUR
$NU (+0,43 %) 13,5 EUR
$DRO (-6,28 %) Limit 2,4 EUR
after the successful entry I will report partially.
Background: expiry of fixed-term deposits and deduction from call money.
Purchase is partly highly speculative and not

Portfolio allocation
This will be my future portfolio allocation and is almost already like this, only small changes need to be made.
ETFs (75%)
$VWCE (-0,16 %) (85%)
$TDIV (-0,07 %) (10%)
$EIMI (-0,36 %) (5%)
Crypto (20%)
Commodities (5%)
________________________________________
I will also pick out a few individual stocks. But I'll only track them separately and see how they perform in a few years. I will probably opt for the following, which are already very popular in the community. $IREN (+1,17 %) , $RKLB (+0,93 %) , $TTI (+0 %) , $WM , $INT (+4,79 %) , $SOFI , $NU (+0,43 %) and $DRO (-6,28 %) . I will invest a total of around €5K in these shares.
What do you think of the portfolio?

H.C. Wainwright Downgrades IREN Ltd. (IREN) to Sell
H.C. Wainwright analyst Mike Colonnese downgraded IREN Ltd. (NASDAQ: IREN) from Neutral to Sell with a price target of $45.00.
Quelle: https://www.streetinsider.com/dr/news.php?id=25516091&gfv=1
Microsoft x OpenAI
$MSFT (-2,2 %) receives an investment of $250 billion from OpenAI. The investment goes mainly into Azure and thus boosts data centers. This benefits from a deal $NBIS (+2,73 %) but also shows that there is real demand for $IREN (+1,17 %)
$CIPHER (+4,4 %) and the shovel manufacturer $NVDA (-0,82 %)
Thus, MSFT's current stack in OpenAI is 27%.
At the moment, more is being invested than used and the user experience is rather mixed.
This could turn out to be really bitter if someone realizes that LLMs are perhaps a dead end and we enter the next AI winter.
Portfolio allocation
This will be my future portfolio allocation and is almost already like this, only small changes need to be made.
ETFs (75%)
$VWCE (-0,16 %) (85%)
$TDIV (-0,07 %) (10%)
$EIMI (-0,36 %) (5%)
Crypto (20%)
Commodities (5%)
________________________________________
I will also pick out a few individual stocks. But I'll only track them separately and see how they perform in a few years. I will probably opt for the following, which are already very popular in the community. $IREN (+1,17 %) , $RKLB (+0,93 %) , $TTI (+0 %) , $WM , $INT (+4,79 %) , $SOFI , $NU (+0,43 %) and $DRO (-6,28 %) . I will invest a total of around €5K in these shares.
What do you think of the portfolio?

List of data center operators 🫡
$IREN (+1,17 %)
$CIFR (-3,82 %)
$NBIS (+2,73 %)
Maybe one or the other exciting value for you?
I am in $IREN (+1,17 %) , $CIFR (-3,82 %) but $NBIS (+2,73 %) I also find it exciting in the long term. 👌
$ORCL (-0,12 %) Oracle
$CRWV CoreWeave
$NBIS (+2,73 %) Nebius
$IREN (+1,17 %) Irish
$GLXY Galaxy Digital
$APLD Applied Digital
$RIOT (-8 %) Riot Platforms
$CIFR (-3,82 %) Cipher Mining
$MARA Mara
$GDS GDS
$CORZ (+0 %) Core Scientific
$CLSK (-1,85 %) CleanSpark
$WULF TeraWulf
$BTBT (+1,29 %) Bit Digital
$HUT (+1,51 %) Hat 8
$BTDR (-3,02 %) Bitdeer
$BITF (-3,94 %) Bitfarms
$VNET (-0,55 %) VNET
$HIVE Hive Digital
$WYFI WhiteFiber
$DGX (+11,98 %) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
AI infrastructure continues to be one of the most exciting investment themes
$IREN (+1,17 %)
$CIFR (-3,82 %)
$BTC (+0,78 %)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+1,17 %) and $CIFR (-3,82 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-3,82 %) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-1,49 %)
$MSFT (-2,2 %)
$AMZN (-3,94 %)
$ORCL (-0,12 %)
$BABA (-2,58 %)
Neocloud: $NBIS (+2,73 %)
$IREN (+1,17 %)
$CRWV
$APLD
$GLXY
$WYFI
Memory: $SNDK
$STX (-7,54 %)
$MU (-1,5 %)
$WDC (-0,02 %)
$PSTG (+1,51 %)
Semiconductor: $NVDA (-0,82 %)
$AVGO (-1,82 %)
$AMD (-0,67 %)
$TSM (-1,52 %)
$ASML (-0,87 %)
$ARM (+0,96 %)
$KLAC (-0,64 %)
$INTC
Networking: $CIEN (+1,64 %)
$CLS (-0,5 %)
$CRDO
$RMBS (-5,94 %)
$ANET (-1,53 %)
$APH (+0,38 %)
$COHR (+0 %)
Servers: $VRT (-1,84 %)
$DELL (+0,16 %)
$HPE (-1,2 %)
Data: $INOD (-0,15 %)
$PLTR
$SNOW
$DDOG (+2,52 %)
$MDB (+2,91 %)
Energy: $LEU (-5,01 %)
$CEG
$OKLO
$TLNE
$GEV (+1,5 %)
$NXT (+0 %)
Batteries: $EOSE
$QS
$TSLA (+2,38 %)
$MVST (-0,43 %)
Every AI Value Chain explained:
IREN TAKE-PROFIT
What’s your take-profit on $IREN (+1,17 %) ?
AI: companies take off
Here's to a good week everyone! AI companies are up in the pre-market
$IREN (+1,17 %)
$CIFR (-3,82 %)
$CLSK (-1,85 %)

Valores en tendencia
Principales creadores de la semana
