$CRWV (+0%) | $NBIS (+2,73%) | $IREN (+1,17%) | $MARA (+0,9%) | $HUT (+1,51%) | $CIFR (-3,82%) | $WULF (+1,71%) | $SLNH | $HIVE (-3,43%) | $BITF (-3,94%) | $GPUS (-0%)

$IREN (+1,17%) and $SOFI (+0,59%) in the boat now it's time for a little $CIFR (-3,82%)

Inspired by yesterday's post @AxoWallStreet

see post below. I have placed the following positions for purchase:

$IREN (+1,17%) Limit 50 EUR

$RKLB (+0,93%) Limit 50 EUR

$TTI (+0%) is Tetra meant here? Limit 6,3 EUR

$WM (-0,78%) actually boring and no performer Limit 170 EUR

$INT (+4,79%) Limit 7.6 EUR

$SOFI (+0,59%) Limit 25 EUR

$NU (+0,43%) 13,5 EUR

$DRO (-6,28%) Limit 2,4 EUR

after the successful entry I will report partially.

Background: expiry of fixed-term deposits and deduction from call money.

Purchase is partly highly speculative and not

@Nemesis1990

@BamBamInvest

@Pete_Mitchell

@Derspekulant1

@Tenbagger2024

@Aktienfox

@Klein-Anleger1

$MSFT (-2,2%) receives an investment of $250 billion from OpenAI. The investment goes mainly into Azure and thus boosts data centers. This benefits from a deal $NBIS (+2,73%) but also shows that there is real demand for $IREN (+1,17%)
$CIPHER (+6,26%) and the shovel manufacturer $NVDA (-0,82%)

Thus, MSFT's current stack in OpenAI is 27%.

This will be my future portfolio allocation and is almost already like this, only small changes need to be made.

ETFs (75%)

$VWCE (-0,16%) (85%)

$TDIV (-0,07%) (10%)

$EIMI (-0,36%) (5%)

Crypto (20%)

$BTC (+0,49%)

Commodities (5%)

$EWG2 (-0,35%)

$SSLN (-2%)

________________________________________

I will also pick out a few individual stocks. But I'll only track them separately and see how they perform in a few years. I will probably opt for the following, which are already very popular in the community. $IREN (+1,17%) , $RKLB (+0,93%) , $TTI (+0%) , $WM (-0,78%) , $INT (+4,79%) , $SOFI (+0,59%) , $NU (+0,43%) and $DRO (-6,28%) . I will invest a total of around €5K in these shares.

What do you think of the portfolio?

$IREN (+1,17%)
$CIFR (-3,82%)
$NBIS (+2,73%)

Maybe one or the other exciting value for you?

I am in $IREN (+1,17%) , $CIFR (-3,82%) but $NBIS (+2,73%) I also find it exciting in the long term. 👌

$ORCL (-0,12%) Oracle

$CRWV (+0%) CoreWeave

$NBIS (+2,73%) Nebius

$IREN (+1,17%) Irish

$GLXY (+0,66%) Galaxy Digital

$APLD (+0,67%) Applied Digital

$RIOT (-8%) Riot Platforms

$CIFR (-3,82%) Cipher Mining

$MARA (+0,9%) Mara

$GDS (+0,65%) GDS

$CORZ (+0%) Core Scientific

$CLSK (-1,85%) CleanSpark

$WULF (+1,71%) TeraWulf

$BTBT (+1,29%) Bit Digital

$HUT (+1,51%) Hat 8

$BTDR (-3,02%) Bitdeer

$BITF (-3,94%) Bitfarms

$VNET (-0,55%) VNET

$HIVE (-3,43%) Hive Digital

$WYFI WhiteFiber

$DGX (+11,98%) Digi Power X

$SLNH Soluna

$MIGI Mawson Infrastructure

Here's to a good week everyone! AI companies are up in the pre-market

$IREN (+1,17%)
$CIFR (-3,82%)
$CLSK (-1,85%)

$IREN (+1,17%) is not on the list for the second week due to the convertible note. It has also $HIMS (+3,1%) slipped out of the top 15. The company is exciting $CLSK (-1,85%) 👀