I am currently only in $IREN (-1,01%) and $CIFR (+0,78%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+0,78%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+1,39%)
$MSFT (+0,19%)
$AMZN (+0,82%)
$ORCL (+1,44%)
$BABA (+2,84%)

Neocloud: $NBIS (+0%)
$IREN (-1,01%)
$CRWV (-1,88%)
$APLD (+0,46%)
$GLXY (-1,76%)
$WYFI

Memory: $SNDK
$STX (+0,33%)
$MU (-0,74%)
$WDC (-1,85%)
$PSTG (+0,34%)

Semiconductor: $NVDA (+0,71%)
$AVGO (+0,73%)
$AMD (+1,02%)
$TSM (+3,8%)
$ASML (+4,69%)
$ARM (+1,59%)
$KLAC (-0,8%)
$INTC (+2,13%)

Networking: $CIEN (+2,19%)
$CLS (+0,97%)
$CRDO
$RMBS (+0,59%)
$ANET (-0,25%)
$APH (+0,12%)
$COHR (-1,68%)

Servers: $VRT (+2,32%)
$DELL (+0,65%)
$HPE (-0,08%)

Data: $INOD (+0,9%)
$PLTR (-1,4%)
$SNOW (-0,26%)
$DDOG (+0,14%)
$MDB (-0,38%)

Energy: $LEU (+0,05%)
$CEG
$OKLO
$TLNE
$GEV (+0,53%)
$NXT (+0%)

Batteries: $EOSE
$QS
$TSLA (-0,78%)
$MVST (+1,9%)

Every AI Value Chain explained:

15 Commenti

Frank@schlimmschlimm

2Mes

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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