I am currently only in $IREN (+6,84 %) and $CIFR (+1,19 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+1,19 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-1,46 %)
$MSFT (+2,62 %)
$AMZN (+1,27 %)
$ORCL (-1,21 %)
$BABA (-2,91 %)

Neocloud: $NBIS (-2,74 %)
$IREN (+6,84 %)
$CRWV (+1,28 %)
$APLD (+7,46 %)
$GLXY (+2,66 %)
$WYFI

Memory: $SNDK
$STX (-0,7 %)
$MU (+0,4 %)
$WDC (-3 %)
$PSTG (-3,39 %)

Semiconductor: $NVDA (+1,14 %)
$AVGO (-2,4 %)
$AMD (+2,33 %)
$TSM (+1,53 %)
$ASML (-0,78 %)
$ARM (-3,54 %)
$KLAC (+0,11 %)
$INTC (-12,36 %)

Networking: $CIEN (-0,98 %)
$CLS (+3,23 %)
$CRDO
$RMBS (-7,32 %)
$ANET (-1,86 %)
$APH (-0,95 %)
$COHR (-3,91 %)

Servers: $VRT (-0,22 %)
$DELL (-1,82 %)
$HPE (-1,98 %)

Data: $INOD (-2,61 %)
$PLTR (+1,58 %)
$SNOW (-1,54 %)
$DDOG (-2,29 %)
$MDB (-2,12 %)

Energy: $LEU (-2,74 %)
$CEG
$OKLO
$TLNE
$GEV (-1,24 %)
$NXT (+0 %)

Batteries: $EOSE
$QS (-4,89 %)
$TSLA (-0,84 %)
$MVST (-1,92 %)

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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