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6In addition to $NBIS (-9,96 %) —which plummeted today following a financing announcement and have since rebounded slightly—I added $WYFI (-12,26 %) 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 (-12,26 %) since April. It's tempting to take profits, but what's the deal again? Let winners run ;)?
Valuation vs. Growth Restraints
$NBIS (-9,96 %) 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 (-12,26 %) 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 (-6,3 %)
🔸 Palantir $PLTR (-3,62 %)
🔸 ExlService Holdings $EXLS (+0,81 %)
🔸 IES Holdings $IESC (-4,52 %)
🔸 Jabil $JBL (-7,01 %)
🔸 RadNet $RDNT (-2,91 %)
🔸 Robinhood $HOOD (-8,61 %)
🔸 RocketLab $RKLB (-14,14 %)
🔸 Toast $TOST (-3,09 %)
🔸 Whitefiber $WYFI (-12,26 %)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (-1,29 %)
🔸 Voyager Technologies $VYGR (-6,25 %)
🔸 Perpetua Resources $PPTA (-11,11 %)
🔸 Lightbridge Corp. $LTBR (-10,12 %)
🔸 Oklo $OKLO
$IREN (-12,75 %)
$CIFR (-12,19 %)
$NBIS (-9,96 %)
Maybe one or the other exciting value for you?
I am in $IREN (-12,75 %) , $CIFR (-12,19 %) but $NBIS (-9,96 %) I also find it exciting in the long term. 👌
$ORCL (-8,36 %) Oracle
$CRWV (-15,57 %) CoreWeave
$NBIS (-9,96 %) Nebius
$IREN (-12,75 %) Irish
$GLXY (-7,47 %) Galaxy Digital
$APLD (-9,31 %) Applied Digital
$RIOT (-9,39 %) Riot Platforms
$CIFR (-12,19 %) Cipher Mining
$MARA (-9,79 %) Mara
$GDS (-12,83 %) GDS
$CORZ (-11,71 %) Core Scientific
$CLSK (-8,62 %) CleanSpark
$WULF (-12,71 %) TeraWulf
$BTBT (-11,11 %) Bit Digital
$HUT (-10,9 %) Hat 8
$BTDR (-11,26 %) Bitdeer
$BITF (-11,71 %) Bitfarms
$VNET (-14,77 %) VNET
$HIVE (-6,57 %) Hive Digital
$WYFI (-12,26 %) WhiteFiber
$DGX (-8,03 %) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
$IREN (-12,75 %)
$CIFR (-12,19 %)
$BTC (-0,27 %)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-12,75 %) and $CIFR (-12,19 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-12,19 %) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-1,46 %)
$MSFT (-1,43 %)
$AMZN (-1,44 %)
$ORCL (-8,36 %)
$BABA (+0,45 %)
Neocloud: $NBIS (-9,96 %)
$IREN (-12,75 %)
$CRWV (-15,57 %)
$APLD (-9,31 %)
$GLXY (-7,47 %)
$WYFI (-12,26 %)
Memory: $SNDK (-5,32 %)
$STX (-4,8 %)
$MU (-4,43 %)
$WDC (-4,15 %)
$PSTG (-9,7 %)
Semiconductor: $NVDA (-3,04 %)
$AVGO (-2,94 %)
$AMD (-6,18 %)
$TSM (-2,83 %)
$ASML (-3,24 %)
$ARM (-7,21 %)
$KLAC (-2,46 %)
$INTC (-4,85 %)
Networking: $CIEN (-10,19 %)
$CLS (-8,82 %)
$CRDO
$RMBS (-5,93 %)
$ANET (-4,31 %)
$APH (-3,07 %)
$COHR (-8,73 %)
Servers: $VRT (-6,34 %)
$DELL (-11,53 %)
$HPE (-8,44 %)
Data: $INOD (-9,89 %)
$PLTR (-3,62 %)
$SNOW (-6,12 %)
$DDOG (-4,95 %)
$MDB (-4,51 %)
Energy: $LEU (-10,33 %)
$CEG
$OKLO
$TLNE
$GEV (-6,11 %)
$NXT
Batteries: $EOSE (-16,75 %)
$QS (-4,61 %)
$TSLA (-1,7 %)
$MVST (-4 %)
Every AI Value Chain explained:
$IREN (-12,75 %)
$CIFR (-12,19 %)
$BTC (-0,27 %)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-12,75 %) and $CIFR (-12,19 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-12,19 %) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-1,46 %)
$MSFT (-1,43 %)
$AMZN (-1,44 %)
$ORCL (-8,36 %)
$BABA (+0,45 %)
Neocloud: $NBIS (-9,96 %)
$IREN (-12,75 %)
$CRWV (-15,57 %)
$APLD (-9,31 %)
$GLXY (-7,47 %)
$WYFI (-12,26 %)
Memory: $SNDK (-5,32 %)
$STX (-4,8 %)
$MU (-4,43 %)
$WDC (-4,15 %)
$PSTG (-9,7 %)
Semiconductor: $NVDA (-3,04 %)
$AVGO (-2,94 %)
$AMD (-6,18 %)
$TSM (-2,83 %)
$ASML (-3,24 %)
$ARM (-7,21 %)
$KLAC (-2,46 %)
$INTC (-4,85 %)
Networking: $CIEN (-10,19 %)
$CLS (-8,82 %)
$CRDO
$RMBS (-5,93 %)
$ANET (-4,31 %)
$APH (-3,07 %)
$COHR (-8,73 %)
Servers: $VRT (-6,34 %)
$DELL (-11,53 %)
$HPE (-8,44 %)
Data: $INOD (-9,89 %)
$PLTR (-3,62 %)
$SNOW (-6,12 %)
$DDOG (-4,95 %)
$MDB (-4,51 %)
Energy: $LEU (-10,33 %)
$CEG
$OKLO
$TLNE
$GEV (-6,11 %)
$NXT
Batteries: $EOSE (-16,75 %)
$QS (-4,61 %)
$TSLA (-1,7 %)
$MVST (-4 %)
Every AI Value Chain explained:
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