$IREN (-1,46 %)
$CIFR (-1,36 %)
$BTC (-0,41 %)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-1,46 %) and $CIFR (-1,36 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1,36 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,76 %)
$MSFT (+0,03 %)
$AMZN (+1,78 %)
$ORCL (-0,39 %)
$BABA (-0,48 %)

Neocloud: $NBIS (+1,03 %)
$IREN (-1,46 %)
$CRWV (+1,2 %)
$APLD (+1,3 %)
$GLXY (+0,74 %)
$WYFI (+1,17 %)

Memory: $SNDK (+1,88 %)
$STX (-0,66 %)
$MU (+1,17 %)
$WDC (+0,96 %)
$PSTG (+1,69 %)

Semiconductor: $NVDA (-3,21 %)
$AVGO (+4,1 %)
$AMD (+5,18 %)
$TSM (+3,17 %)
$ASML (+1,83 %)
$ARM (-0,9 %)
$KLAC (+1,65 %)
$INTC (+1,52 %)

Networking: $CIEN (+3,06 %)
$CLS (+3,97 %)
$CRDO
$RMBS (+0,91 %)
$ANET (+2,26 %)
$APH (+0,65 %)
$COHR (-0,3 %)

Servers: $VRT (-1,53 %)
$DELL (-1,34 %)
$HPE (+0,8 %)

Data: $INOD (-1,89 %)
$PLTR (-0,44 %)
$SNOW (+1,92 %)
$DDOG (+0,25 %)
$MDB (+2,27 %)

Energy: $LEU (-2,2 %)
$CEG
$OKLO
$TLNE
$GEV (-6,07 %)
$NXT

Batteries: $EOSE (-0,6 %)
$QS (-2,7 %)
$TSLA (-0,27 %)
$MVST (-63,18 %)

Every AI Value Chain explained: