Puestos
6In addition to $NBIS (-1,31 %) —which plummeted today following a financing announcement and have since rebounded slightly—I added $WYFI (+1,13 %) 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 (+1,13 %) since April. It's tempting to take profits, but what's the deal again? Let winners run ;)?
Valuation vs. Growth Restraints
$NBIS (-1,31 %) 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 (+1,13 %) 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 (-7,25 %)
🔸 Palantir $PLTR (-1,79 %)
🔸 ExlService Holdings $EXLS (+0,76 %)
🔸 IES Holdings $IESC (-5,71 %)
🔸 Jabil $JBL (-2,49 %)
🔸 RadNet $RDNT (-2,58 %)
🔸 Robinhood $HOOD (-2,18 %)
🔸 RocketLab $RKLB (-5,12 %)
🔸 Toast $TOST (+0,34 %)
🔸 Whitefiber $WYFI (+1,13 %)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (-1,79 %)
🔸 Voyager Technologies $VYGR (+1,76 %)
🔸 Perpetua Resources $PPTA (+3,08 %)
🔸 Lightbridge Corp. $LTBR (-4,39 %)
🔸 Oklo $OKLO
$IREN (-3,8 %)
$CIFR (-1,41 %)
$NBIS (-1,31 %)
Maybe one or the other exciting value for you?
I am in $IREN (-3,8 %) , $CIFR (-1,41 %) but $NBIS (-1,31 %) I also find it exciting in the long term. 👌
$ORCL (-2,45 %) Oracle
$CRWV (-0,24 %) CoreWeave
$NBIS (-1,31 %) Nebius
$IREN (-3,8 %) Irish
$GLXY (-2,97 %) Galaxy Digital
$APLD (+0,21 %) Applied Digital
$RIOT (+3,2 %) Riot Platforms
$CIFR (-1,41 %) Cipher Mining
$MARA (+1,81 %) Mara
$GDS (-2,85 %) GDS
$CORZ (-2,39 %) Core Scientific
$CLSK (+1,46 %) CleanSpark
$WULF (+0,41 %) TeraWulf
$BTBT (-0,88 %) Bit Digital
$HUT (-0,33 %) Hat 8
$BTDR (-2,31 %) Bitdeer
$BITF (-0,53 %) Bitfarms
$VNET (-3,3 %) VNET
$HIVE (-3,1 %) Hive Digital
$WYFI (+1,13 %) WhiteFiber
$DGX (-1,15 %) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
$IREN (-3,8 %)
$CIFR (-1,41 %)
$BTC (+2,03 %)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-3,8 %) and $CIFR (-1,41 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1,41 %) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+1,02 %)
$MSFT (+1,11 %)
$AMZN (+1,55 %)
$ORCL (-2,45 %)
$BABA (-2,2 %)
Neocloud: $NBIS (-1,31 %)
$IREN (-3,8 %)
$CRWV (-0,24 %)
$APLD (+0,21 %)
$GLXY (-2,97 %)
$WYFI (+1,13 %)
Memory: $SNDK (-5,82 %)
$STX (-5,06 %)
$MU (-4,39 %)
$WDC (-3,73 %)
$PSTG (-6,78 %)
Semiconductor: $NVDA (-2,49 %)
$AVGO (-2,1 %)
$AMD (-2,59 %)
$TSM (-1,26 %)
$ASML (-0,66 %)
$ARM (-0,72 %)
$KLAC (+0,06 %)
$INTC (-1,39 %)
Networking: $CIEN (-5,03 %)
$CLS (+0,79 %)
$CRDO
$RMBS (-3,61 %)
$ANET (+0,12 %)
$APH (-0,3 %)
$COHR (-2,59 %)
Servers: $VRT (-1,33 %)
$DELL (-0,98 %)
$HPE (-0,98 %)
Data: $INOD (-10,3 %)
$PLTR (-1,79 %)
$SNOW (-2,8 %)
$DDOG (-3,54 %)
$MDB (-5,26 %)
Energy: $LEU (-3,13 %)
$CEG
$OKLO
$TLNE
$GEV (-0,89 %)
$NXT
Batteries: $EOSE (-9,3 %)
$QS (-3,61 %)
$TSLA (-2,92 %)
$MVST (-2,17 %)
Every AI Value Chain explained:
$IREN (-3,8 %)
$CIFR (-1,41 %)
$BTC (+2,03 %)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-3,8 %) and $CIFR (-1,41 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1,41 %) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+1,02 %)
$MSFT (+1,11 %)
$AMZN (+1,55 %)
$ORCL (-2,45 %)
$BABA (-2,2 %)
Neocloud: $NBIS (-1,31 %)
$IREN (-3,8 %)
$CRWV (-0,24 %)
$APLD (+0,21 %)
$GLXY (-2,97 %)
$WYFI (+1,13 %)
Memory: $SNDK (-5,82 %)
$STX (-5,06 %)
$MU (-4,39 %)
$WDC (-3,73 %)
$PSTG (-6,78 %)
Semiconductor: $NVDA (-2,49 %)
$AVGO (-2,1 %)
$AMD (-2,59 %)
$TSM (-1,26 %)
$ASML (-0,66 %)
$ARM (-0,72 %)
$KLAC (+0,06 %)
$INTC (-1,39 %)
Networking: $CIEN (-5,03 %)
$CLS (+0,79 %)
$CRDO
$RMBS (-3,61 %)
$ANET (+0,12 %)
$APH (-0,3 %)
$COHR (-2,59 %)
Servers: $VRT (-1,33 %)
$DELL (-0,98 %)
$HPE (-0,98 %)
Data: $INOD (-10,3 %)
$PLTR (-1,79 %)
$SNOW (-2,8 %)
$DDOG (-3,54 %)
$MDB (-5,26 %)
Energy: $LEU (-3,13 %)
$CEG
$OKLO
$TLNE
$GEV (-0,89 %)
$NXT
Batteries: $EOSE (-9,3 %)
$QS (-3,61 %)
$TSLA (-2,92 %)
$MVST (-2,17 %)
Every AI Value Chain explained:
