I am currently only in $IREN (+2,99 %) and $CIFR (+9,38 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+9,38 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+4,92 %)
$MSFT (-0,49 %)
$AMZN (+1,14 %)
$ORCL (+5,72 %)
$BABA (-0,07 %)

Neocloud: $NBIS (+14,24 %)
$IREN (+2,99 %)
$CRWV (+8,88 %)
$APLD (+1,65 %)
$GLXY (+1,36 %)
$WYFI

Memory: $SNDK
$STX (+5,97 %)
$MU (+2,65 %)
$WDC (+1,06 %)
$PSTG (+1,72 %)

Semiconductor: $NVDA (+7,39 %)
$AVGO (+7,23 %)
$AMD (+0,47 %)
$TSM (+4,78 %)
$ASML (+4,15 %)
$ARM (+3,76 %)
$KLAC (+5,43 %)
$INTC (+4,29 %)

Networking: $CIEN (+1,6 %)
$CLS (+9,07 %)
$CRDO
$RMBS (+5,07 %)
$ANET (+3,58 %)
$APH (+4,61 %)
$COHR (+5,44 %)

Servers: $VRT (+9,44 %)
$DELL (-0,33 %)
$HPE (-0,55 %)

Data: $INOD (+4,53 %)
$PLTR (+1,92 %)
$SNOW (+0,19 %)
$DDOG (-2,3 %)
$MDB (+0,55 %)

Energy: $LEU (+8,56 %)
$CEG
$OKLO
$TLNE
$GEV (+8,98 %)
$NXT (+0 %)

Batteries: $EOSE
$QS (+1,82 %)
$TSLA (+2,18 %)
$MVST (-0,68 %)

Every AI Value Chain explained:

15 Comentarios

Frank@schlimmschlimm

3Semana

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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