I am currently only in $IREN (-12,32 %) and $CIFR (-14,45 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-14,45 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-3,2 %)
$MSFT (-1,84 %)
$AMZN (-2,95 %)
$ORCL
$BABA (+0,88 %)

Neocloud: $NBIS (-7,08 %)
$IREN (-12,32 %)
$CRWV (-8,51 %)
$APLD (-14,44 %)
$GLXY (-14,02 %)
$WYFI

Memory: $SNDK
$STX (-7,87 %)
$MU (-3,38 %)
$WDC (-5,88 %)
$PSTG (-6,3 %)

Semiconductor: $NVDA (-3,55 %)
$AVGO (-4,91 %)
$AMD (-4,33 %)
$TSM (-3,68 %)
$ASML (-1,99 %)
$ARM (-5,4 %)
$KLAC (-3,9 %)
$INTC (-4,94 %)

Networking: $CIEN (-7,54 %)
$CLS (-11,98 %)
$CRDO
$RMBS (-9,95 %)
$ANET (-3,9 %)
$APH (-4,83 %)
$COHR (-10,17 %)

Servers: $VRT (-6,11 %)
$DELL (-5,1 %)
$HPE (-3,25 %)

Data: $INOD (-8,77 %)
$PLTR (-6,59 %)
$SNOW (-4,64 %)
$DDOG (-2,92 %)
$MDB (-4,21 %)

Energy: $LEU (-9,35 %)
$CEG
$OKLO
$TLNE
$GEV (-5,04 %)
$NXT (+0 %)

Batteries: $EOSE
$QS
$TSLA (-7,16 %)
$MVST (-3,75 %)

Every AI Value Chain explained:

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15 Commentaires

Frank@schlimmschlimm

2Sem.

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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sdp_oxigen

@sdp_oxigen

3Sem.·

any logical explanation for these today?

$IREN (-12,32 %) (

$HIVE (-11,27 %) (

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7 Commentaires

jkb92@jkb92

3Sem.

Taking a break

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Angelo von Finanzen Anders

@Finanzen_Anders

1Mo·

Did I actually tell you that last week I...

exciting stocks that are continuing to run hot? No? Take a look at my video and my Steady blog.

Have fun ;) Oh yes, unfortunately I only got into $IREN (-12,32 %) my buy order for $CIFR (-14,45 %) and $HIVE (-11,27 %) are still open...

Kind regards,

Angelo

https://youtu.be/sSxH9joHcdQ?si=AskZGvH-OdiHCNyl

https://steady.page/de/finanzen-anders/posts/0212260c-300b-482b-a26b-fc5926101110

www.youtube.comVergiss Meta & Nvidia – diese 3 KI-Aktien haben MEHR Potenzial! 💡

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13 Commentaires

All-in-or-nothing@All-in-or-nothing

1Mo

All 3 already eingesammelt🤷🏼‍♂️👍🏻.

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Tigawutz

@Tigawutz

1Mo·

just before the outbreak...?!

$HIVE (-11,27 %) is on the verge of breaking out. Target price $20 ++ Blackrock recently increased its position by 40%. Market capitalization below 1 bn. According to the latest reports, 9 BTC are mined daily. Will double my position. Opinions ?

https://www.newsfilecorp.com/release/269179

www.newsfilecorp.comHIVE Digital Technologies September Bitcoin Production at 267 BTC, Climbs 8% MoM and 138% YoY, Surpassing 21 EH/s and Now Producing 9 BTC Per Day

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18 Commentaires

All-in-or-nothing@All-in-or-nothing

1Mo

Of course already busy with😌. The topic of how they generate energy for their mining infrastructure is particularly exciting (mainly hydropower Canada and Sweden already operational, Paraguay under construction with ~300 MW to my knowledge exclusively hydropower). Of course, the question of how they will continue to position themselves. Currently mining is the main operation and Paraguay will continue to be associated with it. If they switch to HPC/colocation, then things will of course get interesting here too😅🤷🏼‍♂️.

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lookingforinformation

@lookingforinformation

5Mo·

Bitcoin Miner

What a day for $IREN (-12,32 %)
$HUT (-13,73 %)
$3350 (-8,46 %)
$HIVE (-11,27 %)

Unusually, miners have made up a lot of ground in the past week. $BTC (+0,59 %) The price of IREN is relatively low and yet the miners are on the rise.

I have held my position in IREN and am curious to see what will happen over the long weekend. Ideally, BTC will rise to €95,000 and the miners will rise by over 15% again on Tuesday... we'll see, but as always it could go exactly the other way...

I wish you all a relaxing weekend. 🤘🏼😊

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7 Commentaires

All-in-or-nothing@All-in-or-nothing

5Mo

$BTC in euros, however, is completely irrelevant for miners irrelevant🤷🏼‍♂️ What is relevant is the exchange rate in dollars, which is of course completely different in euros due to exchange rate fluctuations kann🤷🏼‍♂️

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BamBamInvest

@BamBamInvest

7Mo·

Actual All-in Cost Miners

$IREN (-12,32 %)
$HUT
$HUT (-13,73 %)
$CLSK (-12,16 %)
$CORZ (-8,47 %)
$BITF (-18,95 %)
$HIVE (-11,27 %)
$WULF (-7,75 %)
$RIOT (-11,04 %)
$MARA (-11,48 %)
$BTDR (-4,28 %)
$BTC (+0,59 %)

$IREN (-12,32 %) 🚀

Revenue growth in AI cloud services could be a harbinger of much larger AI data center deals.

$IREN (-12,32 %) is fast becoming a force to be reckoned with in the data center industry. There are only a handful of developers with > 1 GW of secured power - let alone close to 3 GW!

Very exciting company and KBV Friday ≤ 1

BamBamInvest

@BamBamInvest

7Mo·

IREN Update (for those who are interested) :

$IREN (-12,32 %)

The output of the operated data centers was increased from 510 MW to 660 MW
Installed capacity increased from 31 EH/s to 35 EH/s
Bitcoin mining expansion paused at 52 EH/s
Focus on AI cloud and AI data center business
Progressive workflows for debt financing

https://irisenergy.gcs-web.com/static-files/3ad81dcd-5043-433c-b68a-4d8e237b0f37

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17 Commentaires

Tenbagger2024@Tenbagger2024

5Mo

The share is slowly moving upwards

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Techaktien

@Techaktien

1Année·

Monthly performance of crypto stocks in September

+27% MicroStrategy

+27% Bitdeer Technologies

+24% Advanced Blockchain

+22% Hut 8 Corp

+18% Cipher Mining

+17% VanEck Crypto & Blockchain ETF

+16% Global X Blockchain ETF

+14% Terawulf

+13% Galaxy Digital

+12% Iris Energy

+10% Bitcoin for comparison

+7% Riot Platforms

+2% Bitcoin Group

+1% Hive Digital

+1% CleanSpark

+1% Coinbase (Coinzi)

+0% Bit Mining

+0% Northern Data

-3% Argo Blockchain

-4% Marathon Digital

-15% Coinshares International

>> Which ones are you invested in?

#bitcoin
$BTC (+0,59 %)
$IREN (-12,32 %)
$CIFR (-14,45 %)
$HUT (-13,73 %)
$MSTR
$GLXY
$BTDR (-4,28 %)
$COIN
$WBKN
$ARB
$ABX
$RIOT (-11,04 %)
$HIVE (-11,27 %)
$MARA (-11,48 %)
$CLSK (-12,16 %)
$ADE
$WULF (-7,75 %)
$NB2
#krypto
#crypto

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4 Commentaires

Kate🦋@Iwamoto

1Année

I sold Microsoft Strategy yesterday after a short holding period with over 28% 🥹

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Techaktien

@Techaktien

1Année·

Weekly performance of crypto stocks (28.09.)

+40% Cipher Mining

+25% Iris Energy

+21% MicroStrategy

+19% Hut 8 Corp

+17% Galaxy Digital

+16% Bitdeer Technologies

+14% Global X Blockchain ETF

+12% Coinbase (Coinzi)

+12% CleanSpark

+12% VanEck Crypto & Blockchain ETF

+11% Argo Blockchain

+10% Marathon Digital

+8% Riot Platforms

+6% Hive Digital

+6% Bitcoin Group

+5% Bit Mining

+4% Terawulf

+4% Bitcoin for comparison

+4% Northern Data

+2% Advanced Blockchain

-7% Coinshares International

#bitcoin
$BTC (+0,59 %)
$IREN (-12,32 %)
$CIFR (-14,45 %)
$HUT (-13,73 %)
$MSTR
$GLXY
$BTDR (-4,28 %)
$COIN
$WBKN
$ARB
$ABX
$RIOT (-11,04 %)
$HIVE (-11,27 %)
$MARA (-11,48 %)
$CLSK (-12,16 %)
$ADE
$WULF (-7,75 %)
$NB2
#krypto
#crypto

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Techaktien

@Techaktien

1Année·

Bitcoin cycles in the year of the halving. If September was green for Bitcoin, the following three months were all green. Bitcoin is up 11.5% this September and there are only four trading days (including today) left this month. Where do you see the Bitcoin price at the end of the year? My guess is $100,000 (currently $65,000).

$BTC (+0,59 %)
#bitcoin
$ETH (+1,11 %)
$SOL (-1,58 %)
$BNB (+0,95 %)
$DOGE (+0,85 %)
$XRP (+0,77 %)
$SUI (+0,92 %)
$ADA (+0,91 %)
$USDT (+0,12 %)
$AAVE
$BONK (+3,07 %)
$SHIB (+0,65 %)
$BEST (+0 %)
$COIN
$MSTR
$GLXY
$IBIT
$BCH (+1,55 %)
$21BC (-3,49 %)$HIVE (-11,27 %)
$MARA (-11,48 %)
$RIOT (-11,04 %)
$ETHE
$BCHS (-5,97 %)
$ARB

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19 Commentaires

SemiGrowth@SemiGrowth

1Année

75K$, I think that BTC is now behaving like gold and is no longer showing great volatility, but is rising slowly but steadily. Due to acceptance and scarcity, which are also rising steadily and slowly. It has become an accepted asset and more and more people are buying it out of conviction and for the long term. When interest rates fall, more money will flow into BTC.
Due to the low volatility in recent times, significantly fewer speculators are interested in BTC because it has become too 'boring'.

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HIVE Digital

Price

Discussion sur HIVE

Graphic of data center operators

List of data center operators 🫡

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

any logical explanation for these today?

Did I actually tell you that last week I...

just before the outbreak...?!

Bitcoin Miner

Actual All-in Cost Miners

IREN Update (for those who are interested) :

Titres populaires