Puestos
6In addition to $NBIS (-4,23 %) —which plummeted today following a financing announcement and have since rebounded slightly—I added $WYFI (-3,45 %) as a new addition to my portfolio. And as I briefly mentioned in another post, I also added $6323 .
Yeah, I know—it’s all speculative, and who knows if a bubble will burst or not? We’ll see!
I'm already up 100% on $WYFI (-3,45 %) since April. It's tempting to take profits, but what's the deal again? Let winners run ;)?
Valuation vs. Growth Restraints
$NBIS (-4,23 %) is nicely priced out of this world because of multi-billion-dollar hyperscaler growth. WhiteFiber is vastly cheaper at 11.3x P/S and locked in a solid $865M, 10-year co-location runway.
But WYFI also faces brutal constraints to match that explosive scale:
WYFI is a new on the block micro-cap alternative. If they execute their backlogs cleanly, the cheap entry price gives it plenty of room to multiply. But, my issues are:
It's going to be a long wayyyy to reach Nebius level.
Thoughts?
$WYFI (-3,45 %) the next Arista or Nebius? Let’s see. Added small position to my portfolio.
For all those interested, here is a list of possible upcoming TEN BAGGER or half or similar or future bankruptcies 🔮 📣🔊
🔸 Hims & Hers $HIMS (+3,69 %)
🔸 Palantir $PLTR (+0,49 %)
🔸 ExlService Holdings $EXLS (+0,44 %)
🔸 IES Holdings $IESC (-0,31 %)
🔸 Jabil $JBL (-0,78 %)
🔸 RadNet $RDNT (+1,79 %)
🔸 Robinhood $HOOD (+1,03 %)
🔸 RocketLab $RKLB (-1,52 %)
🔸 Toast $TOST (+1,11 %)
🔸 Whitefiber $WYFI (-3,45 %)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (+4,88 %)
🔸 Voyager Technologies $VYGR (+1,04 %)
🔸 Perpetua Resources $PPTA (+2,05 %)
🔸 Lightbridge Corp. $LTBR (-0,16 %)
🔸 Oklo $OKLO
$IREN (-3,29 %)
$CIFR (-2,8 %)
$NBIS (-4,23 %)
Maybe one or the other exciting value for you?
I am in $IREN (-3,29 %) , $CIFR (-2,8 %) but $NBIS (-4,23 %) I also find it exciting in the long term. 👌
$ORCL (+1,39 %) Oracle
$CRWV (-1,98 %) CoreWeave
$NBIS (-4,23 %) Nebius
$IREN (-3,29 %) Irish
$GLXY (-0,04 %) Galaxy Digital
$APLD (-2,93 %) Applied Digital
$RIOT (-2,51 %) Riot Platforms
$CIFR (-2,8 %) Cipher Mining
$MARA (-1,63 %) Mara
$GDS (+5,18 %) GDS
$CORZ (+0,58 %) Core Scientific
$CLSK (-3 %) CleanSpark
$WULF (-5,17 %) TeraWulf
$BTBT (-4,97 %) Bit Digital
$HUT (-1,02 %) Hat 8
$BTDR (-2,36 %) Bitdeer
$BITF (-5,15 %) Bitfarms
$VNET (+5,35 %) VNET
$HIVE (-2,91 %) Hive Digital
$WYFI (-3,45 %) WhiteFiber
$DGX (-4,09 %) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
$IREN (-3,29 %)
$CIFR (-2,8 %)
$BTC (+0,11 %)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-3,29 %) and $CIFR (-2,8 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,8 %) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+1,66 %)
$MSFT (+2,41 %)
$AMZN (+1,47 %)
$ORCL (+1,39 %)
$BABA (+5,31 %)
Neocloud: $NBIS (-4,23 %)
$IREN (-3,29 %)
$CRWV (-1,98 %)
$APLD (-2,93 %)
$GLXY (-0,04 %)
$WYFI (-3,45 %)
Memory: $SNDK (-1,31 %)
$STX (+5,31 %)
$MU (-0,88 %)
$WDC (+6,03 %)
$PSTG (+2,04 %)
Semiconductor: $NVDA (+2,71 %)
$AVGO (+2,67 %)
$AMD (-0,15 %)
$TSM (+2,97 %)
$ASML (+0,23 %)
$ARM (-1,65 %)
$KLAC (-0,14 %)
$INTC (-2,23 %)
Networking: $CIEN (-0,04 %)
$CLS (-0,44 %)
$CRDO
$RMBS (-1,26 %)
$ANET (+0,71 %)
$APH (-0,26 %)
$COHR (-1,05 %)
Servers: $VRT (+1,37 %)
$DELL (-1,48 %)
$HPE (-1,41 %)
Data: $INOD (-6,06 %)
$PLTR (+0,49 %)
$SNOW (+0,41 %)
$DDOG (+0,41 %)
$MDB (-0,18 %)
Energy: $LEU (+2,53 %)
$CEG
$OKLO
$TLNE
$GEV (+0,94 %)
$NXT
Batteries: $EOSE (-1,58 %)
$QS (+0,49 %)
$TSLA (+3,16 %)
$MVST (-6,61 %)
Every AI Value Chain explained:
$IREN (-3,29 %)
$CIFR (-2,8 %)
$BTC (+0,11 %)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-3,29 %) and $CIFR (-2,8 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,8 %) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+1,66 %)
$MSFT (+2,41 %)
$AMZN (+1,47 %)
$ORCL (+1,39 %)
$BABA (+5,31 %)
Neocloud: $NBIS (-4,23 %)
$IREN (-3,29 %)
$CRWV (-1,98 %)
$APLD (-2,93 %)
$GLXY (-0,04 %)
$WYFI (-3,45 %)
Memory: $SNDK (-1,31 %)
$STX (+5,31 %)
$MU (-0,88 %)
$WDC (+6,03 %)
$PSTG (+2,04 %)
Semiconductor: $NVDA (+2,71 %)
$AVGO (+2,67 %)
$AMD (-0,15 %)
$TSM (+2,97 %)
$ASML (+0,23 %)
$ARM (-1,65 %)
$KLAC (-0,14 %)
$INTC (-2,23 %)
Networking: $CIEN (-0,04 %)
$CLS (-0,44 %)
$CRDO
$RMBS (-1,26 %)
$ANET (+0,71 %)
$APH (-0,26 %)
$COHR (-1,05 %)
Servers: $VRT (+1,37 %)
$DELL (-1,48 %)
$HPE (-1,41 %)
Data: $INOD (-6,06 %)
$PLTR (+0,49 %)
$SNOW (+0,41 %)
$DDOG (+0,41 %)
$MDB (-0,18 %)
Energy: $LEU (+2,53 %)
$CEG
$OKLO
$TLNE
$GEV (+0,94 %)
$NXT
Batteries: $EOSE (-1,58 %)
$QS (+0,49 %)
$TSLA (+3,16 %)
$MVST (-6,61 %)
Every AI Value Chain explained:
