I will also pick out a few individual stocks. But I'll only track them separately and see how they perform in a few years. I will probably opt for the following, which are already very popular in the community. $IREN (+1,17 %) , $RKLB (+0,93 %) , $TTI (+0 %) , $WM (-0,78 %) , $INT (+4,79 %) , $SOFI (+0,59 %) , $NU (+0,43 %) and $DRO (-6,28 %) . I will invest a total of around €5K in these shares.

What do you think of the portfolio?

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9 Commentaires

Tenbagger2024@Tenbagger2024

2J

I think $TTEK needs patience. Could have declines due to the shit down. The company also receives orders for development aid, water treatment, etc. But 🍊 has cut back here. In the long term, however, TT is very interesting because environmental disasters are on the increase. And flood protection is in demand

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lookingforinformation

@lookingforinformation

2J·

H.C. Wainwright Downgrades IREN Ltd. (IREN) to Sell

$IREN (+1,17 %)

H.C. Wainwright analyst Mike Colonnese downgraded IREN Ltd. (NASDAQ: IREN) from Neutral to Sell with a price target of $45.00.

Quelle: https://www.streetinsider.com/dr/news.php?id=25516091&gfv=1

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3 Commentaires

jkb92@jkb92

2J

Someone else wants to get in cheaply haha

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Aktienfox

@Aktienfox

3J·

Microsoft x OpenAI

$MSFT (-2,2 %) receives an investment of $250 billion from OpenAI. The investment goes mainly into Azure and thus boosts data centers. This benefits from a deal $NBIS (+2,73 %) but also shows that there is real demand for $IREN (+1,17 %)
$CIPHER (+8,96 %) and the shovel manufacturer $NVDA (-0,82 %)

Thus, MSFT's current stack in OpenAI is 27%.

13

8 Commentaires

Epi@Epi

3J

Well, hopefully someone will make some real money with AI one day...

At the moment, more is being invested than used and the user experience is rather mixed.

This could turn out to be really bitter if someone realizes that LLMs are perhaps a dead end and we enter the next AI winter.

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HyperX

@AxoWallStreet

4J·

Portfolio allocation

This will be my future portfolio allocation and is almost already like this, only small changes need to be made.

ETFs (75%)

$VWCE (-0,16 %) (85%)

$TDIV (-0,07 %) (10%)

$EIMI (-0,36 %) (5%)

Crypto (20%)

$BTC (+0,3 %)

Commodities (5%)

$EWG2 (-0,35 %)

$SSLN (-2 %)

________________________________________

I will also pick out a few individual stocks. But I'll only track them separately and see how they perform in a few years. I will probably opt for the following, which are already very popular in the community. $IREN (+1,17 %) , $RKLB (+0,93 %) , $TTI (+0 %) , $WM (-0,78 %) , $INT (+4,79 %) , $SOFI (+0,59 %) , $NU (+0,43 %) and $DRO (-6,28 %) . I will invest a total of around €5K in these shares.

What do you think of the portfolio?

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1 Commentaire

Alpalaka@Alpalaka

4J

What is your goal with this allocation?

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BamBamInvest

@BamBamInvest

4J·

List of data center operators 🫡

$IREN (+1,17 %)
$CIFR (-3,82 %)
$NBIS (+2,73 %)

Maybe one or the other exciting value for you?

I am in $IREN (+1,17 %) , $CIFR (-3,82 %) but $NBIS (+2,73 %) I also find it exciting in the long term. 👌

$ORCL (-0,12 %) Oracle

$CRWV (+0 %) CoreWeave

$NBIS (+2,73 %) Nebius

$IREN (+1,17 %) Irish

$GLXY (+0,66 %) Galaxy Digital

$APLD (+0,67 %) Applied Digital

$RIOT (-8 %) Riot Platforms

$CIFR (-3,82 %) Cipher Mining

$MARA (+0,9 %) Mara

$GDS (+0,65 %) GDS

$CORZ (+0 %) Core Scientific

$CLSK (-1,85 %) CleanSpark

$WULF (+1,71 %) TeraWulf

$BTBT (+1,29 %) Bit Digital

$HUT (+1,51 %) Hat 8

$BTDR (-3,02 %) Bitdeer

$BITF (-3,94 %) Bitfarms

$VNET (-0,55 %) VNET

$HIVE (-3,43 %) Hive Digital

$WYFI WhiteFiber

$DGX (+11,98 %) Digi Power X

$SLNH Soluna

$MIGI Mawson Infrastructure

BamBamInvest

@BamBamInvest

1Sem.·

AI infrastructure continues to be one of the most exciting investment themes

$IREN (+1,17 %)
$CIFR (-3,82 %)
$BTC (+0,3 %)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+1,17 %) and $CIFR (-3,82 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-3,82 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-1,49 %)
$MSFT (-2,2 %)
$AMZN (-3,94 %)
$ORCL (-0,12 %)
$BABA (-2,58 %)

Neocloud: $NBIS (+2,73 %)
$IREN (+1,17 %)
$CRWV (+0 %)
$APLD (+0,67 %)
$GLXY (+0,66 %)
$WYFI

Memory: $SNDK
$STX (-7,54 %)
$MU (-1,5 %)
$WDC (-0,02 %)
$PSTG (+1,51 %)

Semiconductor: $NVDA (-0,82 %)
$AVGO (-1,82 %)
$AMD (-0,67 %)
$TSM (-1,52 %)
$ASML (-0,87 %)
$ARM (+0,96 %)
$KLAC (-0,64 %)
$INTC (-1,9 %)

Networking: $CIEN (+1,64 %)
$CLS (-0,5 %)
$CRDO
$RMBS (-5,94 %)
$ANET (-1,53 %)
$APH (+0,38 %)
$COHR (+0 %)

Servers: $VRT (-1,84 %)
$DELL (+0,16 %)
$HPE (-1,2 %)

Data: $INOD (-0,15 %)
$PLTR (+2 %)
$SNOW (-0,53 %)
$DDOG (+2,52 %)
$MDB (+2,91 %)

Energy: $LEU (-5,01 %)
$CEG
$OKLO
$TLNE
$GEV (+1,5 %)
$NXT (+0 %)

Batteries: $EOSE
$QS
$TSLA (+2,38 %)
$MVST (-0,43 %)

Every AI Value Chain explained:

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15 Commentaires

Frank@schlimmschlimm

4J

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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Tomas Botelho

@tbotelho_

5J·

IREN TAKE-PROFIT

What’s your take-profit on $IREN (+1,17 %) ?

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10 Commentaires

Wiktor_06@Wiktor_06

5J

I simply wait until the investment thesis is no longer given.

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Aktienfox

@Aktienfox

5J·

AI: companies take off

Here's to a good week everyone! AI companies are up in the pre-market

$IREN (+1,17 %)
$CIFR (-3,82 %)
$CLSK (-1,85 %)

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4 Commentaires

Alexander L.@Qheherain

5J

I still find $BTDR Bitdeer exciting. It's not yet as overhyped as Iris Energy. Globally represented, based in Singapore. AI+BTC mining. Currently uses grid electricity and 67% green energy from hydropower.

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Aktienfox

@Aktienfox

5J·

IBM 50 list

$IREN (+1,17 %) is not on the list for the second week due to the convertible note. It has also $HIMS (+3,1 %) slipped out of the top 15. The company is exciting $CLSK (-1,85 %) 👀

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3 Commentaires

Wiktor_06@Wiktor_06

5J

What does the "convertible note" mean?

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Tomas Botelho

@tbotelho_

6J·

Opinion needed

I’m a new investor and still learning how to do it,

Firstly i was very risk averse so I decided to go just with etfs.

Now I’m thinking that I did a bad choice since I’ve lost some good opportunities. I’m 16 so the broker account is in my mom name and I didn’t want to sell the positions since they have already done some profits and we would need to fill them in the tax report. I’m thinking in only selling $RARE (-0,88 %) .

Now I’m thinking in buy some individual stocks and would like to know your opinion in my portfolio and also in my thoughts.

I’ve studied a little of these stocks but would like to know how to do a more deep analysis, how should I do it?

I was thinking in $AMD (-0,67 %) and $AMZN (-3,94 %) primary but also in $AAPL (-3,43 %)
$NVDA (-0,82 %) for long term.

Also $CIFR (-3,82 %) and $IREN (+1,17 %) for the medium term.

11Positions

6 519,33 €

2,85 %

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11 Commentaires

Sander@Danser

5J

If i can give you one advice, stay with your ETF's and dont sell them. You are 16 years old. A great age to start. Just hold them, DCA them and in 20 years you look back and be happy as a 16 year old.

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Iris Energy

Price

Discussion sur IREN

Weekend sunshine ☀️

Sample portfolio

Portfolio allocation

H.C. Wainwright Downgrades IREN Ltd. (IREN) to Sell

Microsoft x OpenAI

Portfolio allocation

List of data center operators 🫡

AI infrastructure continues to be one of the most exciting investment themes

IREN TAKE-PROFIT

AI: companies take off

IBM 50 list

Opinion needed

Titres populaires