I am currently only in $IREN (-6,4 %) and $CIFR (-5,73 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-5,73 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,89 %)
$MSFT (-1,75 %)
$AMZN (-3,18 %)
$ORCL (-2,49 %)
$BABA (-1,65 %)

Neocloud: $NBIS (-4,31 %)
$IREN (-6,4 %)
$CRWV (-7,29 %)
$APLD (-7,54 %)
$GLXY (-6,78 %)
$WYFI (-8,6 %)

Memory: $SNDK
$STX (+0,2 %)
$MU (+1,46 %)
$WDC (+0,29 %)
$PSTG (-4,22 %)

Semiconductor: $NVDA (-2,24 %)
$AVGO (-2,3 %)
$AMD (-2,99 %)
$TSM (-1,67 %)
$ASML (-1,7 %)
$ARM (-7,03 %)
$KLAC (-0,09 %)
$INTC (-2,29 %)

Networking: $CIEN (+2,36 %)
$CLS (-0,42 %)
$CRDO
$RMBS (-1,31 %)
$ANET (-1,39 %)
$APH (-0,19 %)
$COHR (-1,17 %)

Servers: $VRT (-1,05 %)
$DELL (-2,42 %)
$HPE (-3,87 %)

Data: $INOD (-6,87 %)
$PLTR (-2,9 %)
$SNOW (-5,49 %)
$DDOG (-8,24 %)
$MDB (-2,75 %)

Energy: $LEU (-4 %)
$CEG
$OKLO
$TLNE
$GEV (-2,09 %)
$NXT (+0 %)

Batteries: $EOSE
$QS (-3,52 %)
$TSLA (-2,24 %)
$MVST (-1,9 %)

Every AI Value Chain explained:

15 Comentarios

Frank@schlimmschlimm

4Lun

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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