$WYFI the next Arista or Nebius? Let’s see. Added small position to my portfolio.
WYF
WhiteFiber, Inc.
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Action
ISIN: KYG961151035
Ticker: WYFI
KYG961151035
WYFI
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Discussion sur WYFI
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4
3Mo·
A selection of possible TEN BAGGER 🚀
For all those interested, here is a list of possible upcoming TEN BAGGER or half or similar or future bankruptcies 🔮 📣🔊
🔸 Hims & Hers $HIMS (+1,16 %)
🔸 Palantir $PLTR (+2,55 %)
🔸 ExlService Holdings $EXLS (+1,76 %)
🔸 IES Holdings $IESC (+4,52 %)
🔸 Jabil $JBL (+4,05 %)
🔸 RadNet $RDNT (+0,42 %)
🔸 Robinhood $HOOD (-8,03 %)
🔸 RocketLab $RKLB (-5,17 %)
🔸 Toast $TOST (+3,3 %)
🔸 Whitefiber $WYFI
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (-2,76 %)
🔸 Voyager Technologies $VYGR (+4,15 %)
🔸 Perpetua Resources $PPTA (+3,35 %)
🔸 Lightbridge Corp. $LTBR (+0,23 %)
🔸 Oklo $OKLO
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20 Commentaires
Chris@Multibagger
3Mo
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1212
•Voir toutes les 3 autres réponses
3Mo·
List of data center operators 🫡
$IREN (+1,73 %)
$CIFR (+3,54 %)
$NBIS (+5,23 %)
Maybe one or the other exciting value for you?
I am in $IREN (+1,73 %) , $CIFR (+3,54 %) but $NBIS (+5,23 %) I also find it exciting in the long term. 👌
$ORCL (+2,71 %) Oracle
$CRWV (-1,53 %) CoreWeave
$NBIS (+5,23 %) Nebius
$IREN (+1,73 %) Irish
$GLXY (-2,51 %) Galaxy Digital
$APLD (+5,38 %) Applied Digital
$RIOT (+0,96 %) Riot Platforms
$CIFR (+3,54 %) Cipher Mining
$MARA (-0,37 %) Mara
$GDS (-4,51 %) GDS
$CORZ (+1,81 %) Core Scientific
$CLSK (-2,28 %) CleanSpark
$WULF (+3,35 %) TeraWulf
$BTBT (-1,02 %) Bit Digital
$HUT (+3,45 %) Hat 8
$BTDR (+2,95 %) Bitdeer
$BITF (-0,41 %) Bitfarms
$VNET (+7,3 %) VNET
$HIVE (-7,15 %) Hive Digital
$WYFI WhiteFiber
$DGX (-0,91 %) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
3Mo·
AI infrastructure continues to be one of the most exciting investment themes
$IREN (+1,73 %)
$CIFR (+3,54 %)
$BTC (+2,57 %)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+1,73 %) and $CIFR (+3,54 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+3,54 %) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+2,19 %)
$MSFT (-0,66 %)
$AMZN (+2,66 %)
$ORCL (+2,71 %)
$BABA (-0,14 %)
Neocloud: $NBIS (+5,23 %)
$IREN (+1,73 %)
$CRWV (-1,53 %)
$APLD (+5,38 %)
$GLXY (-2,51 %)
$WYFI
Memory: $SNDK
$STX (+6,97 %)
$MU (+7,23 %)
$WDC (+10,03 %)
$PSTG (+2,22 %)
Semiconductor: $NVDA (+0,16 %)
$AVGO (+1,46 %)
$AMD (+5,35 %)
$TSM (+4,3 %)
$ASML (+1,97 %)
$ARM (+3,1 %)
$KLAC (-0,33 %)
$INTC (+6,48 %)
Networking: $CIEN (+6,87 %)
$CLS (+4,63 %)
$CRDO
$RMBS (+11,49 %)
$ANET (-0,35 %)
$APH (+1,31 %)
$COHR (+8,89 %)
Servers: $VRT (+2,72 %)
$DELL (+4,12 %)
$HPE (+2,66 %)
Data: $INOD (+2,02 %)
$PLTR (+2,55 %)
$SNOW (+0,82 %)
$DDOG (+1,41 %)
$MDB (+1,59 %)
Energy: $LEU (-3,01 %)
$CEG
$OKLO
$TLNE
$GEV (+4 %)
$NXT (+0 %)
Batteries: $EOSE
$QS (+0 %)
$TSLA (-0,82 %)
$MVST (+0,05 %)
Every AI Value Chain explained:
2323
15 Commentaires
I also (still) find Nebius totally exciting, and I had already sold it once at 40....*eye roll*.... should perhaps have gone back in on the dip at 83 last week?!
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33
•3Mo·
AI infrastructure continues to be one of the most exciting investment themes
$IREN (+1,73 %)
$CIFR (+3,54 %)
$BTC (+2,57 %)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+1,73 %) and $CIFR (+3,54 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+3,54 %) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+2,19 %)
$MSFT (-0,66 %)
$AMZN (+2,66 %)
$ORCL (+2,71 %)
$BABA (-0,14 %)
Neocloud: $NBIS (+5,23 %)
$IREN (+1,73 %)
$CRWV (-1,53 %)
$APLD (+5,38 %)
$GLXY (-2,51 %)
$WYFI
Memory: $SNDK
$STX (+6,97 %)
$MU (+7,23 %)
$WDC (+10,03 %)
$PSTG (+2,22 %)
Semiconductor: $NVDA (+0,16 %)
$AVGO (+1,46 %)
$AMD (+5,35 %)
$TSM (+4,3 %)
$ASML (+1,97 %)
$ARM (+3,1 %)
$KLAC (-0,33 %)
$INTC (+6,48 %)
Networking: $CIEN (+6,87 %)
$CLS (+4,63 %)
$CRDO
$RMBS (+11,49 %)
$ANET (-0,35 %)
$APH (+1,31 %)
$COHR (+8,89 %)
Servers: $VRT (+2,72 %)
$DELL (+4,12 %)
$HPE (+2,66 %)
Data: $INOD (+2,02 %)
$PLTR (+2,55 %)
$SNOW (+0,82 %)
$DDOG (+1,41 %)
$MDB (+1,59 %)
Energy: $LEU (-3,01 %)
$CEG
$OKLO
$TLNE
$GEV (+4 %)
$NXT (+0 %)
Batteries: $EOSE
$QS (+0 %)
$TSLA (-0,82 %)
$MVST (+0,05 %)
Every AI Value Chain explained:
7272
34 CommentairesThanks for the overview. Despite having already sold some of $AMD, $NBIS and $APLD, I still have more in my portfolio.
In addition to $IREN and $CIFR also $GLXY, $INOD, $NVDA and $DDOG.
Plus $GOOGL, $AMZN and $BABA
So I'm pretty broadly positioned in this area when I look at it like this 😉😎
Others would say there is a cluster risk. However, the strategy of focusing on the highest possible returns means investing in the booming sectors, which at the moment are AI and commodities.
In addition to $IREN and $CIFR also $GLXY, $INOD, $NVDA and $DDOG.
Plus $GOOGL, $AMZN and $BABA
So I'm pretty broadly positioned in this area when I look at it like this 😉😎
Others would say there is a cluster risk. However, the strategy of focusing on the highest possible returns means investing in the booming sectors, which at the moment are AI and commodities.
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