I still owe you my top & flops.

In 1st place by a wide margin $DGX (+10,65 %) with + 84% in only 8 days! After that I sold it again. It was also part of my Wiki Challenge.

$BB (+5,53 %) with + 56% also from the challenge depot follows in 2nd place

$CORT (+2,25 %) with + 48% followed by the 3rd value from the challenge portfolio

$ENPH (+0,43 %) with + 45%.

After that comes

$IREN (+17,11 %) with + 41%

And what I generally find quite surprising is that $JEDI (+7,17 %) has made it into the top list as an ETF with + 39%. If there hadn't been a serious setback on Friday, it would even have been in the top 3.

Yes, there were also losers, although the word doesn't really fit.

$FTC (-8,6 %) with - 6.5%

$NRXS with - 5.9%

$KYTX with - 2.5%

These are normal fluctuations for these values.

The top 3 have accumulated in the portfolio:

$PPTA (+17,01 %) with + 130%

$CORT (+2,25 %) with + 110%

$2GB (+0,9 %) with + 81%

Flop 3:

$KVHI with - 13 %

$KYTX with - 7,25%

$FTC (-8,6 %) with - 6.5%

This shows that the most important thing in such a high risk strategy is to limit losses. Shares that do not perform are eliminated at - 20% at the latest.

I have also reduced the number of positions from over 80 to around 50.

The performance in May according to TTWROR was + 20.5%.

On a YTD basis, I am also at 20.7% due to the disastrous March.

The internal rate of return, because that was also important here recently, is at 55% YTD.

By way of comparison, the TTWROR for the whole of last year was

TTWROR was 91.6%

and the interest rate

was 82.6%.

Of course, it will be difficult to repeat that. But there's no such thing as impossible!

Have a nice weekend!🌞

Your Multibagger

Chris

Week 2! How did it go?

@Krush82 has made up ground after the unfortunate start and is now almost back to buyin at - 0.13%.

@Epi has extended its good performance and increased its plus to + 5.38%.

What does the belly have to counter this?

Well, after the sale of $DGX (+10,65 %) , $MGN (-0,32 %) and $SPIR (+12,73 %) , and the entry into $RIOT (+15,7 %) and with a cash reserve of €386, the multibagger is up 25.4%.

Here again the investment sums to date at the start.

@Epi = 880,--€

@Krush82 = 943,--€

Multibagger= 840,-

Start. Status Change € %

879,36. 926,71. 47,35. 5,38%

942,60. 941,36. - 1,24. -0,13%

840,00. 1053,10 +213,10 25,4%

Off to another exciting week. The next stocks I would invest in have been identified. But of course they will not be revealed yet.

Your Multibagger wishes you a nice Sunday.

Yesterday and today there were the first shifts in my shareholding.

Sold because stopped out yesterday

$DGX (+10,65 %) with + 80%

Today followed

$MGN (-0,32 %) with + 30%

and

$SPIR (+12,73 %) with +/-0

Initially, only the following new purchase would be made. I have chosen $RIOT (+15,7 %) a highly speculative but, in my view, very promising stock.

$DGX (+10,65 %)

$DGXX is in focus ahead of the Cerebras IPO on Thursday because Digi Power X has a direct infrastructure deal with Cerebras.

At the heart of the story: a long-term colocation agreement for a 40 MW AI data center campus in Alabama. The deal has an initial value of around $1.1 billion over ten years and could rise to around $2.5 billion including extensions.

This allows $DGXX to trade as a Cerebras proxy in the short term: If the $CBRS IPO goes strongly, the market is also likely to look for related infrastructure partners.

Important: $DGXX is not a known Cerebras shareholder. So it is not a true equity proxy, but rather an AI data center/colocation play on Cerebras' infrastructure needs.

The bull case lies in validation through a strong IPO, more visibility for the large order and possible re-rating as an AI infrastructure stock.

However, the risk remains high: execution, financing, construction progress and dilution from the expanded ATM program are clear overhangs.

Conclusion: The connection is real, but the trade remains speculative. $DGXX can work as a momentum proxy on Cerebras, but is fundamentally not a clean Cerebras pure play.

The first week of brain vs belly is over!

And how!

It was very exciting!

Until Wednesday was @Krush82 in the front. Then yesterday it tore him apart a bit. As a result, his week in my portfolio ended with - 5%!

The 1st week of @Epi . After slight fluctuations, the result at the end of the 1st week

a result of +2 %

What did the multibagger achieve? Well, thanks to a top pick of $DGX (+10,65 %) with a crazy +70% and smaller gains in the other stocks, I was able to end the week in this challenge with +22%.

But that means nothing after one week! It continues on Monday. The stock market is a marathon 😉😎

Have a nice weekend!