I am currently only in $IREN (-1,04 %) and $CIFR (+0,78 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+0,78 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+1,36 %)
$MSFT (+0,18 %)
$AMZN (+0,83 %)
$ORCL (+1,44 %)
$BABA (+2,84 %)

Neocloud: $NBIS (+0 %)
$IREN (-1,04 %)
$CRWV (-1,88 %)
$APLD (+0,46 %)
$GLXY (-1,76 %)
$WYFI

Memory: $SNDK
$STX (+0,33 %)
$MU (-0,79 %)
$WDC (-1,85 %)
$PSTG (+0,34 %)

Semiconductor: $NVDA (+0,71 %)
$AVGO (+0,74 %)
$AMD (+1,01 %)
$TSM (+3,8 %)
$ASML (+4,7 %)
$ARM (+1,59 %)
$KLAC (-0,8 %)
$INTC (+2,13 %)

Networking: $CIEN (+2,21 %)
$CLS (+0,97 %)
$CRDO
$RMBS (+0,59 %)
$ANET (-0,26 %)
$APH (+0,12 %)
$COHR (-1,68 %)

Servers: $VRT (+2,32 %)
$DELL (+0,67 %)
$HPE (-0,08 %)

Data: $INOD (+0,9 %)
$PLTR (-1,41 %)
$SNOW (-0,26 %)
$DDOG (+0,23 %)
$MDB (-0,38 %)

Energy: $LEU (+0 %)
$CEG
$OKLO
$TLNE
$GEV (+0,53 %)
$NXT (+0 %)

Batteries: $EOSE
$QS
$TSLA (-0,8 %)
$MVST (+1,9 %)

Every AI Value Chain explained:

15 Comentarios

Frank@schlimmschlimm

2Lun

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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