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6In addition to $NBIS (+4,81 %) —which plummeted today following a financing announcement and have since rebounded slightly—I added $WYFI (+3,12 %) 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 (+3,12 %) since April. It's tempting to take profits, but what's the deal again? Let winners run ;)?
Valuation vs. Growth Restraints
$NBIS (+4,81 %) 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 (+3,12 %) 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 (-0,67 %)
🔸 Palantir $PLTR (-4,26 %)
🔸 ExlService Holdings $EXLS (-2,04 %)
🔸 IES Holdings $IESC (+2,2 %)
🔸 Jabil $JBL (+0,98 %)
🔸 RadNet $RDNT (+0,08 %)
🔸 Robinhood $HOOD (-0,77 %)
🔸 RocketLab $RKLB (+0,82 %)
🔸 Toast $TOST (-0,09 %)
🔸 Whitefiber $WYFI (+3,12 %)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (-21,01 %)
🔸 Voyager Technologies $VYGR (+1,39 %)
🔸 Perpetua Resources $PPTA (+0,7 %)
🔸 Lightbridge Corp. $LTBR (+0,06 %)
🔸 Oklo $OKLO
$IREN (+6,36 %)
$CIFR (+2,45 %)
$NBIS (+4,81 %)
Maybe one or the other exciting value for you?
I am in $IREN (+6,36 %) , $CIFR (+2,45 %) but $NBIS (+4,81 %) I also find it exciting in the long term. 👌
$ORCL (+2,48 %) Oracle
$CRWV (+4,66 %) CoreWeave
$NBIS (+4,81 %) Nebius
$IREN (+6,36 %) Irish
$GLXY (-1,63 %) Galaxy Digital
$APLD (+0,99 %) Applied Digital
$RIOT (+2,33 %) Riot Platforms
$CIFR (+2,45 %) Cipher Mining
$MARA (-1,42 %) Mara
$GDS (+1,12 %) GDS
$CORZ (-0,1 %) Core Scientific
$CLSK (+1,49 %) CleanSpark
$WULF (+1,65 %) TeraWulf
$BTBT (+1,41 %) Bit Digital
$HUT (+3,45 %) Hat 8
$BTDR (+3,61 %) Bitdeer
$BITF (+2,2 %) Bitfarms
$VNET (+2,84 %) VNET
$HIVE (+0,82 %) Hive Digital
$WYFI (+3,12 %) WhiteFiber
$DGX (+0,66 %) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
$IREN (+6,36 %)
$CIFR (+2,45 %)
$BTC (-2,4 %)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+6,36 %) and $CIFR (+2,45 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+2,45 %) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,96 %)
$MSFT (-1,7 %)
$AMZN (-0,37 %)
$ORCL (+2,48 %)
$BABA (+1,3 %)
Neocloud: $NBIS (+4,81 %)
$IREN (+6,36 %)
$CRWV (+4,66 %)
$APLD (+0,99 %)
$GLXY (-1,63 %)
$WYFI (+3,12 %)
Memory: $SNDK (+11,32 %)
$STX (+4,96 %)
$MU (+5,18 %)
$WDC (+4,54 %)
$PSTG (+0,63 %)
Semiconductor: $NVDA (+0,86 %)
$AVGO (+0,16 %)
$AMD (+3,78 %)
$TSM (+2,72 %)
$ASML (+3,72 %)
$ARM (+3,84 %)
$KLAC (+7,49 %)
$INTC (+3,88 %)
Networking: $CIEN (+1,32 %)
$CLS (+0,19 %)
$CRDO
$RMBS (+0,96 %)
$ANET (+0,7 %)
$APH (+0,61 %)
$COHR (+5,91 %)
Servers: $VRT (+3 %)
$DELL (+1,72 %)
$HPE (-3,37 %)
Data: $INOD (+0,11 %)
$PLTR (-4,26 %)
$SNOW (-4,56 %)
$DDOG (+0,16 %)
$MDB (-2,65 %)
Energy: $LEU (+0 %)
$CEG
$OKLO
$TLNE
$GEV (-0,04 %)
$NXT
Batteries: $EOSE (+3,8 %)
$QS (+0,43 %)
$TSLA (-6,27 %)
$MVST (-1,08 %)
Every AI Value Chain explained:
$IREN (+6,36 %)
$CIFR (+2,45 %)
$BTC (-2,4 %)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+6,36 %) and $CIFR (+2,45 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+2,45 %) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,96 %)
$MSFT (-1,7 %)
$AMZN (-0,37 %)
$ORCL (+2,48 %)
$BABA (+1,3 %)
Neocloud: $NBIS (+4,81 %)
$IREN (+6,36 %)
$CRWV (+4,66 %)
$APLD (+0,99 %)
$GLXY (-1,63 %)
$WYFI (+3,12 %)
Memory: $SNDK (+11,32 %)
$STX (+4,96 %)
$MU (+5,18 %)
$WDC (+4,54 %)
$PSTG (+0,63 %)
Semiconductor: $NVDA (+0,86 %)
$AVGO (+0,16 %)
$AMD (+3,78 %)
$TSM (+2,72 %)
$ASML (+3,72 %)
$ARM (+3,84 %)
$KLAC (+7,49 %)
$INTC (+3,88 %)
Networking: $CIEN (+1,32 %)
$CLS (+0,19 %)
$CRDO
$RMBS (+0,96 %)
$ANET (+0,7 %)
$APH (+0,61 %)
$COHR (+5,91 %)
Servers: $VRT (+3 %)
$DELL (+1,72 %)
$HPE (-3,37 %)
Data: $INOD (+0,11 %)
$PLTR (-4,26 %)
$SNOW (-4,56 %)
$DDOG (+0,16 %)
$MDB (-2,65 %)
Energy: $LEU (+0 %)
$CEG
$OKLO
$TLNE
$GEV (-0,04 %)
$NXT
Batteries: $EOSE (+3,8 %)
$QS (+0,43 %)
$TSLA (-6,27 %)
$MVST (-1,08 %)
Every AI Value Chain explained:
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