$IREN (-5,01%)
$CIFR (-3,58%)
$BTC (-1,41%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-5,01%) and $CIFR (-3,58%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-3,58%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+9,21%)
$MSFT (-3,97%)
$AMZN (-0,38%)
$ORCL (-2,65%)
$BABA (+2,45%)

Neocloud: $NBIS (+0,47%)
$IREN (-5,01%)
$CRWV (+0,43%)
$APLD (-0,34%)
$GLXY (-2,18%)
$WYFI

Memory: $SNDK
$STX (+15,4%)
$MU (+2,26%)
$WDC (+9,19%)
$PSTG (+2,59%)

Semiconductor: $NVDA (+0,87%)
$AVGO (+3,91%)
$AMD (+1,48%)
$TSM (+1,35%)
$ASML (+1,82%)
$ARM (-1,34%)
$KLAC (+2,44%)
$INTC (-0,76%)

Networking: $CIEN (+3,85%)
$CLS (+2,3%)
$CRDO
$RMBS (+7,4%)
$ANET (+4,63%)
$APH (+3%)
$COHR (+2,8%)

Servers: $VRT (+4,13%)
$DELL (-1,33%)
$HPE (+0,82%)

Data: $INOD (+1,62%)
$PLTR (+4,3%)
$SNOW (+0,57%)
$DDOG (-1,28%)
$MDB (+1,23%)

Energy: $LEU (+6,63%)
$CEG
$OKLO
$TLNE
$GEV (+1,22%)
$NXT (+0%)

Batteries: $EOSE
$QS
$TSLA (+0,2%)
$MVST (+0,88%)

Every AI Value Chain explained: