$IREN (-4,27 %)
$CIFR (-4,57 %)
$BTC (-1,63 %)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-4,27 %) and $CIFR (-4,57 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-4,57 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,56 %)
$MSFT (+0,04 %)
$AMZN (-0,7 %)
$ORCL (-1,68 %)
$BABA (+0,11 %)

Neocloud: $NBIS (-4,65 %)
$IREN (-4,27 %)
$CRWV (-5,15 %)
$APLD (-4,07 %)
$GLXY (-3,26 %)
$WYFI (-8,16 %)

Memory: $SNDK (-3,76 %)
$STX (-3,53 %)
$MU (-2,74 %)
$WDC (-3,35 %)
$PSTG (-0,6 %)

Semiconductor: $NVDA (-2,3 %)
$AVGO (-2,04 %)
$AMD (-2,72 %)
$TSM (-0,58 %)
$ASML (-0,87 %)
$ARM (-4,12 %)
$KLAC (-2,66 %)
$INTC (-3,59 %)

Networking: $CIEN (-4,4 %)
$CLS (-3,23 %)
$CRDO
$RMBS (-2,33 %)
$ANET (-2,13 %)
$APH (-2,73 %)
$COHR (-6 %)

Servers: $VRT (-5,65 %)
$DELL (-3,81 %)
$HPE (-2,55 %)

Data: $INOD (-1,89 %)
$PLTR (-1,67 %)
$SNOW (-1,53 %)
$DDOG (-1,86 %)
$MDB (-0,98 %)

Energy: $LEU (-3,2 %)
$CEG
$OKLO
$TLNE
$GEV (-9,64 %)
$NXT

Batteries: $EOSE (-3,42 %)
$QS (-2,45 %)
$TSLA (-1,77 %)
$MVST (-59,82 %)

Every AI Value Chain explained: