I am currently only in $IREN (-4,1 %) and $CIFR (-6,57 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-6,57 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0 %)
$MSFT (-0,97 %)
$AMZN (+4,71 %)
$ORCL (-2,97 %)
$BABA (-0,51 %)

Neocloud: $NBIS (-4,09 %)
$IREN (-4,1 %)
$CRWV (-4,87 %)
$APLD (-5,33 %)
$GLXY (-11,8 %)
$WYFI (-6,3 %)

Memory: $SNDK (-10,82 %)
$STX (-4,94 %)
$MU (-1,97 %)
$WDC (-4,37 %)
$PSTG (-2,81 %)

Semiconductor: $NVDA (-2,63 %)
$AVGO (-2,31 %)
$AMD (-5,15 %)
$TSM (-3,38 %)
$ASML (-4,98 %)
$ARM (-2,74 %)
$KLAC (-3,2 %)
$INTC (-10,36 %)

Networking: $CIEN (-5,02 %)
$CLS (-2,85 %)
$CRDO
$RMBS (-5,88 %)
$ANET (-5,43 %)
$APH (-2,59 %)
$COHR (-5,39 %)

Servers: $VRT (-0,62 %)
$DELL (-3,96 %)
$HPE (-1,2 %)

Data: $INOD (-0,7 %)
$PLTR (-5,23 %)
$SNOW (-4,03 %)
$DDOG (-8,43 %)
$MDB (-7,62 %)

Energy: $LEU (-6,4 %)
$CEG
$OKLO
$TLNE
$GEV (-0,94 %)
$NXT

Batteries: $EOSE (-1,73 %)
$QS (-2,15 %)
$TSLA (+0,6 %)
$MVST (-5,45 %)

Every AI Value Chain explained:

15 Comentarios

Frank@schlimmschlimm

1Año

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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