Puestos
6In addition to $NBIS (-4,43 %) —which plummeted today following a financing announcement and have since rebounded slightly—I added $WYFI (+0,56 %) 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 (+0,56 %) since April. It's tempting to take profits, but what's the deal again? Let winners run ;)?
Valuation vs. Growth Restraints
$NBIS (-4,43 %) 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 (+0,56 %) 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 (-7,84 %)
🔸 Palantir $PLTR (-1,11 %)
🔸 ExlService Holdings $EXLS (+1,04 %)
🔸 IES Holdings $IESC (-3,68 %)
🔸 Jabil $JBL (-2,28 %)
🔸 RadNet $RDNT (-1,43 %)
🔸 Robinhood $HOOD (-0,32 %)
🔸 RocketLab $RKLB (-4,64 %)
🔸 Toast $TOST (+0,91 %)
🔸 Whitefiber $WYFI (+0,56 %)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (+0,22 %)
🔸 Voyager Technologies $VYGR (-0,28 %)
🔸 Perpetua Resources $PPTA (+0,68 %)
🔸 Lightbridge Corp. $LTBR (-4,36 %)
🔸 Oklo $OKLO
$IREN (-2,45 %)
$CIFR (-1,63 %)
$NBIS (-4,43 %)
Maybe one or the other exciting value for you?
I am in $IREN (-2,45 %) , $CIFR (-1,63 %) but $NBIS (-4,43 %) I also find it exciting in the long term. 👌
$ORCL (-2,05 %) Oracle
$CRWV (-1,61 %) CoreWeave
$NBIS (-4,43 %) Nebius
$IREN (-2,45 %) Irish
$GLXY (+0,33 %) Galaxy Digital
$APLD (+0,47 %) Applied Digital
$RIOT (+4,19 %) Riot Platforms
$CIFR (-1,63 %) Cipher Mining
$MARA (+3,69 %) Mara
$GDS (-3,91 %) GDS
$CORZ (-1,3 %) Core Scientific
$CLSK (+2,73 %) CleanSpark
$WULF (+1,82 %) TeraWulf
$BTBT (+3,74 %) Bit Digital
$HUT (+0,17 %) Hat 8
$BTDR (+0,2 %) Bitdeer
$BITF (+1,23 %) Bitfarms
$VNET (-5,04 %) VNET
$HIVE (-1,16 %) Hive Digital
$WYFI (+0,56 %) WhiteFiber
$DGX (+1,79 %) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
$IREN (-2,45 %)
$CIFR (-1,63 %)
$BTC (+2,61 %)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-2,45 %) and $CIFR (-1,63 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1,63 %) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+1,77 %)
$MSFT (+1,4 %)
$AMZN (+1,41 %)
$ORCL (-2,05 %)
$BABA (+0,39 %)
Neocloud: $NBIS (-4,43 %)
$IREN (-2,45 %)
$CRWV (-1,61 %)
$APLD (+0,47 %)
$GLXY (+0,33 %)
$WYFI (+0,56 %)
Memory: $SNDK (-5,82 %)
$STX (-6,29 %)
$MU (-5,21 %)
$WDC (-5,09 %)
$PSTG (-6,02 %)
Semiconductor: $NVDA (-2,34 %)
$AVGO (-1,55 %)
$AMD (-2,81 %)
$TSM (-1,67 %)
$ASML (-1,01 %)
$ARM (-2,15 %)
$KLAC (-2,07 %)
$INTC (-2,87 %)
Networking: $CIEN (-5,25 %)
$CLS (+0 %)
$CRDO
$RMBS (-3,89 %)
$ANET (-0,29 %)
$APH (-1,47 %)
$COHR (-4,18 %)
Servers: $VRT (-2,49 %)
$DELL (-1,21 %)
$HPE (-1,62 %)
Data: $INOD (-9,35 %)
$PLTR (-1,11 %)
$SNOW (-1,84 %)
$DDOG (-2,95 %)
$MDB (-6,31 %)
Energy: $LEU (-4,83 %)
$CEG
$OKLO
$TLNE
$GEV (-1,54 %)
$NXT
Batteries: $EOSE (-10,21 %)
$QS (-3,41 %)
$TSLA (-1,55 %)
$MVST (-3,55 %)
Every AI Value Chain explained:
$IREN (-2,45 %)
$CIFR (-1,63 %)
$BTC (+2,61 %)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-2,45 %) and $CIFR (-1,63 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1,63 %) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+1,77 %)
$MSFT (+1,4 %)
$AMZN (+1,41 %)
$ORCL (-2,05 %)
$BABA (+0,39 %)
Neocloud: $NBIS (-4,43 %)
$IREN (-2,45 %)
$CRWV (-1,61 %)
$APLD (+0,47 %)
$GLXY (+0,33 %)
$WYFI (+0,56 %)
Memory: $SNDK (-5,82 %)
$STX (-6,29 %)
$MU (-5,21 %)
$WDC (-5,09 %)
$PSTG (-6,02 %)
Semiconductor: $NVDA (-2,34 %)
$AVGO (-1,55 %)
$AMD (-2,81 %)
$TSM (-1,67 %)
$ASML (-1,01 %)
$ARM (-2,15 %)
$KLAC (-2,07 %)
$INTC (-2,87 %)
Networking: $CIEN (-5,25 %)
$CLS (+0 %)
$CRDO
$RMBS (-3,89 %)
$ANET (-0,29 %)
$APH (-1,47 %)
$COHR (-4,18 %)
Servers: $VRT (-2,49 %)
$DELL (-1,21 %)
$HPE (-1,62 %)
Data: $INOD (-9,35 %)
$PLTR (-1,11 %)
$SNOW (-1,84 %)
$DDOG (-2,95 %)
$MDB (-6,31 %)
Energy: $LEU (-4,83 %)
$CEG
$OKLO
$TLNE
$GEV (-1,54 %)
$NXT
Batteries: $EOSE (-10,21 %)
$QS (-3,41 %)
$TSLA (-1,55 %)
$MVST (-3,55 %)
Every AI Value Chain explained:
