$IREN (-3,59%)
$CIFR (-3,69%)
$BTC (-0,51%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-3,59%) and $CIFR (-3,69%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-3,69%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,07%)
$MSFT (+2,09%)
$AMZN (+0,87%)
$ORCL (+4,51%)
$BABA (+4,87%)

Neocloud: $NBIS (-1,6%)
$IREN (-3,59%)
$CRWV (+0,61%)
$APLD (-2,19%)
$GLXY (+0,49%)
$WYFI (-1,85%)

Memory: $SNDK
$STX (+1,37%)
$MU (+1,18%)
$WDC (-1,13%)
$PSTG (+3,25%)

Semiconductor: $NVDA (+0,24%)
$AVGO (+1,31%)
$AMD (+7,2%)
$TSM (-3,14%)
$ASML (-3,23%)
$ARM (+3,04%)
$KLAC (-1,01%)
$INTC (+4,72%)

Networking: $CIEN (+2,81%)
$CLS (-0,15%)
$CRDO
$RMBS (+0,44%)
$ANET (+3,47%)
$APH (+0,49%)
$COHR (+5,57%)

Servers: $VRT (-2,03%)
$DELL (+8,08%)
$HPE (+4%)

Data: $INOD (+0,74%)
$PLTR (+0,67%)
$SNOW (+0,33%)
$DDOG (+3,41%)
$MDB (+2,33%)

Energy: $LEU (+1,36%)
$CEG
$OKLO
$TLNE
$GEV (-0,85%)
$NXT (+0%)

Batteries: $EOSE
$QS (-3,27%)
$TSLA (-1,14%)
$MVST (-3,37%)

Every AI Value Chain explained: