5H·

AI infrastructure continues to be one of the most exciting investment themes

BamBamInvest · 2025-10-25T06:06:17.665598Z

$IREN $CIFR $BTC Maybe some exciting companies for you ✌️ I am currently only in $IREN and $CIFR which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR probably add a little more and perhaps pick up one or two other companies. AI stocks, sorted by YTD performance: Hyperscalers: $GOOGL $MSFT $AMZN $ORCL $BABA Neocloud: $NBIS $IREN $CRWV $APLD $GLXY $WYFI Memory: $SNDK $STX $MU $WDC $PSTG Semiconductor: $NVDA $AVGO $AMD $TSM $ASML $ARM $KLAC $INTC Networking: $CIEN $CLS $CRDO $RMBS $ANET $APH $COHR Servers: $VRT $DELL $HPE Data: $INOD $PLTR $SNOW $DDOG $MDB Energy: $LEU $CEG $OKLO $TLNE $GEV $NXT Batteries: $EOSE $QS $TSLA $MVST Every AI Value Chain explained:

$IREN (+11,25 %)
$CIFR (+17,08 %)
$BTC (+0,42 %)

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:

18 Commentaires

Chris@Multibagger

Thanks 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.

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BamBamInvest@BamBamInvest

@Multibagger I would have held on tighter if I wanted to be more diversified and not remain focused. Some strong companies, but at the moment it's like this anyway: if one company announces a deal, they all benefit, if one runs, they all run. Each one more than the other in terms of size and potential. In my opinion, this will not change until the end of the year. You have to endure the volatility, but you can also profit from it. In the long term, we will probably see another company joining the MAG 7, probably even faster than the Mag 7 themselves have managed. It remains exciting. ✌️

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Tenbagger2024@Tenbagger2024

Thank you, nice contribution
I am invested in infrastructure at $VRT and $IESC.
$FIX I also think it's great

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BamBamInvest@BamBamInvest

@Tenbagger2024 I believe that all of them will invest in the long term. The demand is enormous, even if some companies are running ahead of their potential, I am firmly convinced that this will even out at some point. The infrastructure will benefit greatly from the demand, which can of course also lead to higher prices for certain commodities and materials. Land will become more valuable. Energy diversification important ✌️

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Frank@schlimmschlimm

Top overview!

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BamBamInvest@BamBamInvest

@schlimmschlimm I collected the pictures from the Internet, the graphics are not my own, but I think they offer great added value 👌

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Frank@schlimmschlimm

@BamBamInvest Sure, that's what I thought. Still...you have to do it first ;-)

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BamBamInvest@BamBamInvest

@schlimmschlimm anyway, it's also work and not every person here is represented on different platforms or wants to put in too much research, so I try to take over this part if I find that there is something valuable to post or add. 😁

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Frank@schlimmschlimm

@BamBamInvest This platform has brought me the most nutritional value so far. I've been working on investing, stocks, crypto, charting, etc. since June. Almost every day for 5-6 hours. As a former self-employed person, I naturally know the balance sheets of my own company. But familiarizing myself with other companies, understanding them and evaluating the concept is always a lot of work. Then making an investment decision, for me as a former "don't invest in shares, far too dangerous, call money account is enough and crypto doesn't work at all" (the usual nonsense) ... a completely new world. A 180-degree turnaround, so to speak, or 360 degrees according to Bärbock ;-) Sorry, I don't want to get political here. Nevertheless, after the loss of my good income from my business in May of this year, the question suddenly arose as to what my money is still worth and how long or how I can continue to increase it. Increasing it is no longer possible. What can I do? My assets are getting smaller even though I'm doing nothing. Oh yes, do nothing, it's because I do nothing! You can laugh at that now, but of course I've known for years what's happening around us. I've also heard about inflation ;-) Of course I also understand our fiat money system. I also bought physical gold, but that's not a solution. Nevertheless, I ignored it and yes, the lack of time also played a role of course. Long story short, this forum here and people like you, for example, opened the door for me. I don't have a Bachelor of Finance or anything like that, which is why your contributions are so valuable. <3

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BamBamInvest@BamBamInvest

@schlimmschlimm all legitimate questions and better late than never! With the topic of investing also comes security, I myself have been intensively involved in it for almost 5 years, have read a number of books, educated myself in the field and gained experience with all kinds of investment vehicles. I have made mistakes, experienced the feeling of being 50-60% down with individual stocks, buy high sell low. Had no real strategy, didn't even think about taking profits etc. But you know what? All this has made me a better investor, most important lesson, make my mistake twice and try to learn from the mistakes. Don't chase after hype and don't buy chip shops or fundamentally unjustified companies that shoot up 100-500%. Wait for setbacks in companies that you like, because they will come at some point.

Some of the most important lessons for me, I have to trust my instincts and my thesis. All the companies I bought, maybe way too high because of Fomo, ended up performing, even if it took 3-4 years, I kept buying into the falling prices and was rewarded. I could have done better, of course, but if you invest, especially in growth companies and have an investment horizon of 5-10 years plus, 50-60% doesn't matter, as long as you are convinced of it and keep adding to it.

The psychological battle is the biggest challenge here, it will never completely disappear and you will be tested again and again, but it gets easier over time, especially with the capital you don't need in the short term.

This may sound stupid, but if you gain experience, even if you lose money, it's definitely worth it. You should only do it to the right extent / diversified and not put all your eggs in one basket, unless you don't care about the capital or you have so much that you are happy to take this risk. ✌️

We are all here to learn 🫡

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Frank@schlimmschlimm

@BamBamInvest Thank you for the interesting overview of your experiences. And yes, it's clear that what you do is based on experience and knowledge. Of course, I already suspected that you were not spared the "usual" mistakes.
I've already made one or two, fortunately without any major financial losses. So far, I have not had to sell any assets at a loss. But I have to say that this is also largely due to this forum. I always try to keep the tactics you describe and how to deal with certain situations in mind and so far this has probably saved me from making painful decisions.
Sure, I've also sunk the odd penny stock, but that was only a three-digit figure. I got in before earnings and then the share price plummeted 15%, see $MUX or $NOVO B. Could this have been avoided? In hindsight, clearly yes. I was not well enough informed and did not want to gamble on earnings. So I shouldn't have got in. I simply overlooked the fact that earnings were due.
And, of course, I've already taken a fall, but I was able to limit the damage by buying more and the share is now back in the black. I have not yet succeeded with two others. But here, too, the level of investment is not very high. I think I'm quite well diversified so far.
I only want to hold many positions as long as the hype makes it possible. Others (dividends/ETFs) are of course buy and hold. I'm happy to take a gamble from time to time, but with a manageable level of risk and capital investment because, no, I'm not indifferent to capital. After 3 months I can clearly say that starting to work on this topic was the second best idea after my self-employment. And of course I hope that I will be spared a real crash for the time being (e.g. 2021 Corona). And that of course raises the question of how to hedge the portfolio properly! So far the return is not yet very high, but even then this is an important measure. Setting SL has thrown me out of two important stocks $PLTR and $CRWD, which I had bought during the last setbacks (end of September) and then sold at a profit. However, they are now 15% higher again. It's just the usual story when SLs go wrong. Well....I'll stay on the ball, of course I could have done a lot better but I haven't really screwed up yet. 😊

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BamBamInvest@BamBamInvest

@schlimmschlimm just carry on as before and try to learn from your mistakes. In a bull market it is always easier, almost everyone is successful as long as they stick to certain principles, but wait until we get into a bear market, then your convictions will be tested and it is not so easy to buy when the price continues to fall. Buying when the price falls by 30-50% is more difficult in practice than it sounds in theory, as your convictions will be tested. Just try to find the right investment approach for you 👍

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BamBamInvest@BamBamInvest

@schlimmschlimm I personally try to find companies that have been punished by the market in the short term and are undervalued in my opinion, companies where the market does not yet see the potential or the investment thesis or misjudges it and then leads to a revaluation. Companies that are still unprofitable, are growing strongly and are about to become profitable, but the market does not yet trust them or believes that profitability will take longer. This was the case with $HIMS, $SOFI and $IREN. Unfortunately, due to the risk situation, I always halved the position too early or took out more, partly due to my family commitments; if I were single, the returns and willingness to take risks would probably be higher. But yes, it could have gone the other way and you shouldn't regret anything or mourn decisions afterwards.

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Frank@schlimmschlimm

40Min

@BamBamInvest Yes, of course, I understand. I have tried to put myself in the shoes of such cenarios. Especially in such an extreme bear market. Many people were so unsettled in April that they simply didn't dare to buy. Absolutely understandable, especially when you are already so underwater and perhaps have hardly any reserves left. Your approach is exactly what I would imagine. Just buy the Meg7 and hang on to it...well of course, but I would like to let my investments grow from the bottom, then you can also sit out a market setback. You might just have to get rid of risk positions in good time, especially those that are unlikely to come back. That's why I like your investment suggestions and can usually understand them. If not, then it's probably more down to me ;-) My private situation is pretty similar, which is why this also fits in here. I prefer to forego one or two percent in returns for the sake of security. The good thing about the stock market is that new palantirs and crowdstrikes keep coming ;-) albeit in a different form.

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BamBamInvest@BamBamInvest

24Min

@schlimmschlimm 💪 I have also tried to put myself in these scenarios, but unfortunately in reality it doesn't help at all 🤣, knowing that it can happen and then when it really happens are two different things 😁. You should also stick strictly to your goals, if you say you want to take out 1/3 at price x, then please do that and not just wait a little longer and then a little more and then the house of cards collapses 😄 or take out the deposit at price x. That also gives you a feeling of satisfaction, at least in my personal perception and experience, then you can also withstand increased vola more easily. ✌️

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Johannes@Johannes1993

Regardless of the great overview (thanks for that) - I have to get used to the new profile picture first - but I feel the same way with many users here 🤣

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Tigawutz@Tigawutz

also take a look at $WULF. $GOOGL has recently secured resources here. i also find $PATH exciting when it comes to automation/ robotics. and $FLNC when it comes to storage.

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Franziska@matsaz

9Min

Thanks for the overview! Has anyone here ever taken a closer look at $CRDO? I had recently come across the stock elsewhere and was surprised that there was nothing more to be found on getquin, despite its strong performance in recent months

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