$IREN (+10,98 %)
$CIFR (+19,17 %)
$BTC (-1,58 %)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+10,98 %) and $CIFR (+19,17 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+19,17 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,02 %)
$MSFT (+2,32 %)
$AMZN (+1,36 %)
$ORCL (+6,69 %)
$BABA (-0,99 %)

Neocloud: $NBIS (+8,33 %)
$IREN (+10,98 %)
$CRWV (+8,05 %)
$APLD (+10,32 %)
$GLXY (+15,4 %)
$WYFI (+13,77 %)

Memory: $SNDK (+4,37 %)
$STX (+2,63 %)
$MU (+3,2 %)
$WDC (+3,08 %)
$PSTG (+6,22 %)

Semiconductor: $NVDA (+3,59 %)
$AVGO (+4,35 %)
$AMD (+11,43 %)
$TSM (+3,01 %)
$ASML (+2,21 %)
$ARM (+6,89 %)
$KLAC (+2,07 %)
$INTC (+2,9 %)

Networking: $CIEN (+6,49 %)
$CLS (+6,26 %)
$CRDO
$RMBS (+6,7 %)
$ANET (+17,51 %)
$APH (+4,99 %)
$COHR (+5,72 %)

Servers: $VRT (+6,61 %)
$DELL (+6,96 %)
$HPE (+6,93 %)

Data: $INOD (+2,03 %)
$PLTR (-2,77 %)
$SNOW (+0,38 %)
$DDOG (+2,63 %)
$MDB (+1,05 %)

Energy: $LEU (+0,15 %)
$CEG
$OKLO
$TLNE
$GEV (+6,86 %)
$NXT

Batteries: $EOSE (+8,23 %)
$QS (+1,66 %)
$TSLA (-1,63 %)
$MVST (+1,89 %)

Every AI Value Chain explained: