I am currently only in $IREN (-7,48 %) and $CIFR (-8,85 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-8,85 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,59 %)
$MSFT (-0,48 %)
$AMZN (-2,34 %)
$ORCL (-2,6 %)
$BABA (+0,72 %)

Neocloud: $NBIS (-5,5 %)
$IREN (-7,48 %)
$CRWV (-1,87 %)
$APLD (-8,73 %)
$GLXY (-9,44 %)
$WYFI (-2,92 %)

Memory: $SNDK
$STX (-2,84 %)
$MU (-5,88 %)
$WDC (-4,99 %)
$PSTG (+0,6 %)

Semiconductor: $NVDA (-2,56 %)
$AVGO (+0,15 %)
$AMD (-3,16 %)
$TSM (-4,34 %)
$ASML (-5,28 %)
$ARM (-4,91 %)
$KLAC (-4,77 %)
$INTC (-5,24 %)

Networking: $CIEN (-1,46 %)
$CLS (-6,1 %)
$CRDO
$RMBS (-5,45 %)
$ANET (-4,24 %)
$APH (-2,62 %)
$COHR (-6,9 %)

Servers: $VRT (-2,48 %)
$DELL (+0,16 %)
$HPE (-1,25 %)

Data: $INOD (-0,68 %)
$PLTR (+2,91 %)
$SNOW (+1,78 %)
$DDOG (+2,85 %)
$MDB (+2,84 %)

Energy: $LEU (-2,23 %)
$CEG
$OKLO
$TLNE
$GEV (-3,56 %)
$NXT (+0 %)

Batteries: $EOSE
$QS (-4,18 %)
$TSLA (-2,04 %)
$MVST (-2,19 %)

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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