$IREN (+1,82 %)
$CIFR (+0,94 %)
$BTC (+0,1 %)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+1,82 %) and $CIFR (+0,94 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+0,94 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,19 %)
$MSFT (-0,57 %)
$AMZN (+0,01 %)
$ORCL (+1,38 %)
$BABA (-2,38 %)

Neocloud: $NBIS (+1,41 %)
$IREN (+1,82 %)
$CRWV (+0,22 %)
$APLD (+1,53 %)
$GLXY (+3,16 %)
$WYFI (+2,44 %)

Memory: $SNDK (+1,62 %)
$STX (+0,49 %)
$MU (+1,31 %)
$WDC (+0,39 %)
$PSTG (+2,4 %)

Semiconductor: $NVDA (-0,05 %)
$AVGO (+0,32 %)
$AMD (+1,12 %)
$TSM (+1,19 %)
$ASML (+0,77 %)
$ARM (+0,8 %)
$KLAC (+0,54 %)
$INTC (+0,72 %)

Networking: $CIEN (+1,65 %)
$CLS (+1,29 %)
$CRDO
$RMBS (+1,48 %)
$ANET (+0,97 %)
$APH (+1,33 %)
$COHR (+1,49 %)

Servers: $VRT (+0,92 %)
$DELL (-0,6 %)
$HPE (-0,59 %)

Data: $INOD (+2,03 %)
$PLTR (+0,41 %)
$SNOW (+0,44 %)
$DDOG (-0,33 %)
$MDB (+0,56 %)

Energy: $LEU (+1,01 %)
$CEG
$OKLO
$TLNE
$GEV (+1 %)
$NXT

Batteries: $EOSE (+0,66 %)
$QS (+1,69 %)
$TSLA (+2,68 %)
$MVST (+0,89 %)

Every AI Value Chain explained: