$IREN (-4,08 %)
$CIFR (-4,34 %)
$BTC (-1,66 %)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-4,08 %) and $CIFR (-4,34 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-4,34 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,5 %)
$MSFT (+0,03 %)
$AMZN (-0,71 %)
$ORCL (-1,68 %)
$BABA (+0,21 %)

Neocloud: $NBIS (-4,61 %)
$IREN (-4,08 %)
$CRWV (-5,17 %)
$APLD (-3,91 %)
$GLXY (-3,26 %)
$WYFI (-8,45 %)

Memory: $SNDK (-4,08 %)
$STX (-3,53 %)
$MU (-2,72 %)
$WDC (-3,33 %)
$PSTG (-1,07 %)

Semiconductor: $NVDA (-2,19 %)
$AVGO (-1,88 %)
$AMD (-2,71 %)
$TSM (-0,58 %)
$ASML (-0,87 %)
$ARM (-4,12 %)
$KLAC (-2,71 %)
$INTC (-3,58 %)

Networking: $CIEN (-4,27 %)
$CLS (-3,23 %)
$CRDO
$RMBS (-2,29 %)
$ANET (-2,1 %)
$APH (-2,37 %)
$COHR (-6,2 %)

Servers: $VRT (-5,45 %)
$DELL (-3,87 %)
$HPE (-2,52 %)

Data: $INOD (-1,89 %)
$PLTR (-1,68 %)
$SNOW (-1,53 %)
$DDOG (-1,86 %)
$MDB (-0,99 %)

Energy: $LEU (-3,9 %)
$CEG
$OKLO
$TLNE
$GEV (-9,23 %)
$NXT

Batteries: $EOSE (-3,42 %)
$QS (-2,45 %)
$TSLA (-1,75 %)
$MVST (-59,82 %)

Every AI Value Chain explained: