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.
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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@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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