$IREN (+11,25 %)
$CIFR (+17,08 %)
$BTC (+0,41 %)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+11,25 %) and $CIFR (+17,08 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+17,08 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+1,8 %)
$MSFT (+0,63 %)
$AMZN (+1,56 %)
$ORCL (+1,12 %)
$BABA (+1,49 %)

Neocloud: $NBIS (+9,49 %)
$IREN (+11,25 %)
$CRWV (+6,79 %)
$APLD (-1,37 %)
$GLXY (+3 %)
$WYFI

Memory: $SNDK
$STX (+4,07 %)
$MU (+5,61 %)
$WDC (+3,12 %)
$PSTG (+0,71 %)

Semiconductor: $NVDA (+2,31 %)
$AVGO (+1,78 %)
$AMD (+6,32 %)
$TSM (+1,4 %)
$ASML (-0,02 %)
$ARM (+1,87 %)
$KLAC (+1,14 %)
$INTC (-7,3 %)

Networking: $CIEN (+4,21 %)
$CLS (+1,59 %)
$CRDO
$RMBS (+3,57 %)
$ANET (-0,02 %)
$APH (-0,89 %)
$COHR (+6,21 %)

Servers: $VRT (+1,24 %)
$DELL (+2,26 %)
$HPE (+0,85 %)

Data: $INOD (+2,8 %)
$PLTR (+2,29 %)
$SNOW (+2,02 %)
$DDOG (-0,63 %)
$MDB (+1,25 %)

Energy: $LEU (+11,22 %)
$CEG
$OKLO
$TLNE
$GEV (-1,56 %)
$NXT (+0 %)

Batteries: $EOSE
$QS
$TSLA (-3,07 %)
$MVST (+2,85 %)

Every AI Value Chain explained:

$NDAQ (-0,14 %)
$RTX (+0,1 %)
$KO (-0,37 %)
$MMM (-1,74 %)
$NOC (-0,1 %)
$LMTB34
$OR (-0,56 %)
$TXN (-1,56 %)
$NFLX (-1,61 %)
$HEIA (-2,16 %)
$SAAB B (+5,28 %)
$UCG (-2 %)
$BARC (+0,23 %)
$GEV (-1,56 %)
$TMO (+0,74 %)
$T (+2,17 %)
$MCO (+2,02 %)
$IBM (+8,06 %)
$SAP (-3,22 %)
$TSLA (-3,07 %)
$AAL (+8,03 %)
$FCX (+0,06 %)
$HON (-2,23 %)
$DOW (+1,43 %)
$NOKIA (+1,13 %)
$TMUS (-1,05 %)
$INTC (-7,3 %)
$NEM (-4,95 %)
$F (+6,36 %)
$PG (-0,4 %)
$GD (+2,31 %)

In the new Security of Supply Report of the Federal Network Agency states that Germany needs many new gas-fired power plants very quickly so that the lights do not go out.

A total of 71 new large gas-fired power plants will be needed in the next ten years. Previously, the security of supply reports stated that around 40 power plants were needed. Now the new German government has apparently recalculated and come to the conclusion that an additional 35.5 gigawatts are needed to be on the safe side. As a gas-fired power plant of the larger type can supply around 500 megawatts, more is now needed.

A single one of these power plants costs between 600 and 800 million euros. So in total, we are talking about 50 billion euros. When it comes to such investment sums, it also becomes interesting for investors, as companies have to build the new power plants and connect others to the grid.

In the gas turbine business in particular, there are not so many players at the forefront. One of them is the German stock market star Siemens Energy $ENR (+4,35 %). Together with its competitors GE Vernova
$GEV (-1,56 %) and Mitsubishi Power
$7011 (-0,66 %) the Germans share around two thirds of the global market for gas turbines.

The power plants also have to be operated and there are not many companies vying for the job. The main reason for this is that gas-fired power plants are only supposed to step in when there is not enough renewable energy available. With state support/subsidies, this will still be a good business for energy companies such as RWE $RWE (+0,25 %) , EnBW
$EBK (+0,3 %) and E.on $EOAN (+0,22 %).

Source text (excerpt): Welt, 05.09.25 | Graphic: Wikipedia

$GEV (-1,56 %) #Holidaychallenge

Been there today as a "small" shareholder:

Who recognizes where?

GEVernova Inc (NYSE:GEV), a manufacturer of energy equipment, has suffered from concerns about the sustainability of its investments in AI and semiconductors, as well as the sustainability of the energy needs of its AI supply chain.

GEVernova has outperformed market expectations since its spin-off from General Electric in April 2024. As a global leader in the gas turbine market, the company is expected to benefit from increasing energy demand, decarbonization and grid modernization.

The experienced management team has successfully implemented its goals and positioned the company for a multi-year turnaround through organizational simplification, focused product offerings and cost reduction measures.

$META (+0,46 %)

Hello folks,

AI is not just a pipe dream, AI is a reality.

And the DeepSeek narrative from a year ago has also disappeared.

I hope you are well invested in the shovel manufacturers who are building the infrastructure for the big 7. And supply them with electricity.

Meta secures nuclear power for data centers

$CEG (+6,44 %)
$VST (+5,19 %)

https://www.tagesschau.de/wirtschaft/energie/meta-atomstrom-100.html

$TLNE

Talen Energy - Power producer signs long-term contract with Amazon Web Services.

https://aktienmagazin.de/blog/analystenempfehlungen/talen-energy-stromproduzent-schliest-langfristigen-vertrag-mit-amazon--152080.html

$EQT (+0,11 %)

EQT becomes energy supplier of the next AI era - Pennsylvania relies on gas instead of wind or solar.

$GEV (-1,56 %)

GE Vernova is supplying seven @Simpson Homer City with seven high-performance turbines, while Kiewit Power is responsible for construction. This infrastructure lays the foundation for Pennsylvania to serve as a reliable supply location for hyperscalers and AI providers.

https://aktienmagazin.de/nachrichten/hot-news/eqt-wird-energielieferant-der-nachsten-ki-ara-pennsylvania-setzt-auf-g-149150.html

HOCHTIEF subsidiary builds mega data center for Meta in the USA

$HOT (+1,97 %)

https://www.hochtief.de/aktuelles-medien/pressemitteilungen/pressemitteilung/hochtief-tochter-baut-in-den-usa-mega-rechenzentrum-fuer-meta

data centers

$NVDA (+2,31 %)

NVIDIA Corp ('US67066G1040')

A dominant player: Hardly any AI data center runs without Nvidia

$TLNE

Talen Energy Corp ('US87422Q1094')

Talen Energy - Power producer signs long-term contract with Amazon Web Services.

$APLD (-1,37 %)

Applied Digital Corp ('US0381692070')

Applied Digital: AI data centers as growth driver

$LITE (+6,78 %)

Lumentum Holdings Inc ('US55024U1097')

Lumentum Holdings is a beneficiary of demand for data center infrastructure

$BTDR (+6,78 %)

Bitdeer Technologies Group ('KYG114481008')

Bitdeer grows rapidly: hashrate doubled, but losses still rise significantly

$ALAB (+9,16 %)

Astera Labs Inc ('US04626A1034')

Astera Labs goes from insider tip to profit rocket! The AI connectivity star conquers billion-dollar markets!

$IFX (-0,02 %)

Infineon Technologies AG ('DE0006231004')

Infineon convinces with green technology in a difficult environment

$TTR1 (+2,51 %)

technotrans SE ('DE000A0XYGA7')

Technotrans: Ice cold back on the road to success

$HOT (+1,97 %)

Hochtief AG ('DE0006070006')

Hochtief - Infrastructure investments worth billions are growth drivers.

$FLEX (+0,29 %)

Flex Ltd ('SG9999000020')

Flex: Contract manufacturer with power - Data center boom drives share to new heights.

$ORCL (+1,12 %)

Oracle Corp ('US68389X1054')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$PRIM (+4,7 %)

Primoris Services Corp ('US74164F1030')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$VST (+5,19 %)

Vistra Energy Corp ('US92840M1027')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$EQT (+0,11 %)

EQT Corp ('US26884L1098')

EQT becomes energy provider of the next AI era - Pennsylvania turns to gas instead of wind or solar

$AMZN (+1,56 %)

Amazon.com Inc ('US0231351067')

Strategy on multiple fronts! Amazon cools GPUs, invests in Anthropic and fills shopping carts during Prime Days!

$STX (+4,07 %)

Seagate Technology Holdings PLC ('IE00BKVD2N49')

Seagate - Irish to significantly improve margins and sales again in H2 with new technology.

$ECL (+0,74 %)

Ecolab Inc ('US2788651006')

With 3D TRASAR Technology against water waste: How Ecolab is making data centers smarter.

$AAOI (+7,33 %)

Applied Optoelectronics Inc ('US03823U1025')

Applied Optoelectronics reports production milestone and growth in the data center sector

$IESC (+14,81 %)

Data centers as growth engine: IES Holdings continues to grow strongly and shines with increasing margins!

$VRT (+1,24 %)

WHERE KI CALCULATES, VERTIV COOLS: LIQUID COOLING SYSTEMS FUEL RECORD RESULTS AND A FORECAST INCREASE FOR 2025!

$EME (+7,32 %)

ENERGY INFRASTRUCTURE PROVIDER EMCOR BENEFITS FROM US INFRASTRUCTURE PROGRAM AND DATA CENTER MAINTENANCE

$FIX (+0,84 %)

COMFORT SYSTEMS BENEFITS FROM THE CONSTRUCTION OF NEW DATA CENTERS AND CHIP FACTORIES - EARNINGS RECORD IN THE SEASONALLY WEAKEST PERIOD!

In a small town in Louisiana, Mark Zuckerberg is having the largest artificial intelligence data center ever built for Meta on agricultural land. It is the size of 70 soccer pitches and cost 10 billion dollars.

Rayville is a town in north-eastern Louisiana in the USA that is experiencing a declining population. In the 2020 census, the population was 3347, down almost 21 percent from 4234 in 2000.

However, this is now likely to change. The state regulatory authorities approved a controversial plan to supply power to the largest artificial intelligence data center to date, which is being built by technology company Meta. This clears the way for the construction of three gas-fired power plants. This was reported by the portal "Nola".

The project is being built on a former agricultural area of around 70 soccer pitches. It is expected to cost around 10 billion dollars (approx. 8.6 billion euros). Meta CEO Mark Zuckerberg has announced plans to further expand the area so that it would be comparable to the size of Manhattan. The company is plunging headlong into the high-risk race for supremacy in the emerging AI sector.

"We chose Louisiana as the location for our largest data center to date for a variety of reasons, including excellent infrastructure connectivity, a strong labor base and a reliable power grid," said a Meta spokeswoman.

Criticism of Meta plans

However, the project in Richland Parish has met with criticism due to its enormous energy requirements, among other things. Davante Lewis was the only person to vote against the plan. He said the agreement leaves fundamental questions unanswered that are "too bitter to swallow", "Nola" quotes him as saying.

https://www.focus.de/finanzen/in-ort-mit-3347-einwohnern-entsteht-fuer-10-milliarden-dollar-groesstes-ki-rechenzentrum_e9ff4911-4348-48b8-9903-9038e11fcefa.html

$GEV (-1,56 %)

GEV has performed remarkably well since the beginning of the year, gaining 67.1%, although current valuation metrics suggest that the stock could be trading above its fair value

GE Vernova as one of the top three players in gas, onshore wind and transmission and distribution assets and services. These are sectors that are expected to deliver above-average sales growth until the end of the decade.

Although losses in the offshore business and challenging price-cost dynamics in the onshore and grid divisions have weighed on margins, the company has a path to a significant margin improvement. Strong pricing, volume increases, selective project selection and cost reduction initiatives could drive EBITDA margins into the high tens to low twenties by the end of the decade.

GE Vernova's solid net cash position, which is expected to build further as free cash flow generation expands. This could support future dividend growth and "significant share buyback programs"

In other recent news, GE Vernova reported strong results for the second quarter of 2025, with both revenue and earnings per share (EPS) beating expectations. The company reported EPS of $1.86, which was above the forecast of $1.50 and a positive surprise of 24%. Sales reached $12.4 billion, significantly higher than the expected $8.8 billion. This development is a positive reflection of the company's strategic direction and financial health.

I have been focusing my portfolio for weeks now. So the question arose: what will be the result? Of course, the companies that overlap have to go first. Now the problem arises as to which share is better. With $GEHC (+1,55 %) vs. $SHL (+0,23 %) After much deliberation, I opted for $SHL (+0,23 %) after much deliberation. Now only $GEV (-1,56 %) vs. $ENR (+4,35 %) . Here the decision is just as difficult for me. One is cheaper than the other, the other is fundamentally better and... Both have pros and cons, so I'm wondering if any of you have any ideas.

.