I am currently only in $IREN (-5,01 %) and $CIFR (-3,58 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-3,58 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+9,21 %)
$MSFT (-3,97 %)
$AMZN (-0,38 %)
$ORCL (-2,65 %)
$BABA (+2,45 %)

Neocloud: $NBIS (+0,47 %)
$IREN (-5,01 %)
$CRWV (+0,43 %)
$APLD (-0,34 %)
$GLXY (-2,18 %)
$WYFI

Memory: $SNDK
$STX (+15,4 %)
$MU (+2,26 %)
$WDC (+9,19 %)
$PSTG (+2,59 %)

Semiconductor: $NVDA (+0,87 %)
$AVGO (+3,91 %)
$AMD (+1,48 %)
$TSM (+1,35 %)
$ASML (+1,82 %)
$ARM (-1,34 %)
$KLAC (+2,44 %)
$INTC (-0,76 %)

Networking: $CIEN (+3,85 %)
$CLS (+2,3 %)
$CRDO
$RMBS (+7,4 %)
$ANET (+4,63 %)
$APH (+3 %)
$COHR (+2,8 %)

Servers: $VRT (+4,13 %)
$DELL (-1,33 %)
$HPE (+0,82 %)

Data: $INOD (+1,62 %)
$PLTR (+4,3 %)
$SNOW (+0,57 %)
$DDOG (-1,28 %)
$MDB (+1,23 %)

Energy: $LEU (+6,63 %)
$CEG
$OKLO
$TLNE
$GEV (+1,22 %)
$NXT (+0 %)

Batteries: $EOSE
$QS
$TSLA (+0,2 %)
$MVST (+0,88 %)

Every AI Value Chain explained:

13 Comentarios

Frank@schlimmschlimm

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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