I am currently only in $IREN (+1,19 %) and $CIFR (+10,84 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+10,84 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+1,57 %)
$MSFT (+0,76 %)
$AMZN (+0,78 %)
$ORCL (-2,42 %)
$BABA (+1,7 %)

Neocloud: $NBIS (-4,4 %)
$IREN (+1,19 %)
$CRWV (-1,45 %)
$APLD (+4,9 %)
$GLXY (+5,79 %)
$WYFI (+3,69 %)

Memory: $SNDK
$STX (+3,34 %)
$MU (+0,19 %)
$WDC (+3,43 %)
$PSTG (-0,78 %)

Semiconductor: $NVDA (+1,9 %)
$AVGO (+2,2 %)
$AMD (+0,32 %)
$TSM (+2,02 %)
$ASML (+3,15 %)
$ARM (+2,83 %)
$KLAC (+3,67 %)
$INTC (+0,22 %)

Networking: $CIEN (+2,27 %)
$CLS (+3,69 %)
$CRDO
$RMBS (+6,05 %)
$ANET (+1,95 %)
$APH (+1,77 %)
$COHR (+6,55 %)

Servers: $VRT (+3,84 %)
$DELL (+1,84 %)
$HPE (+3,09 %)

Data: $INOD (+7,38 %)
$PLTR (+2,66 %)
$SNOW (+0,33 %)
$DDOG (+1,9 %)
$MDB (+5,87 %)

Energy: $LEU (+0,76 %)
$CEG
$OKLO
$TLNE
$GEV (+2,61 %)
$NXT (+0 %)

Batteries: $EOSE
$QS (+0,84 %)
$TSLA (+3,27 %)
$MVST (+5,03 %)

Every AI Value Chain explained:

15 Comentarios

Frank@schlimmschlimm

5Lun

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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