I am currently only in $IREN (+0,53%) and $CIFR (+2,05%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+2,05%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,61%)
$MSFT (-0,18%)
$AMZN (-0,36%)
$ORCL (-4,46%)
$BABA (-1,76%)

Neocloud: $NBIS (+1,57%)
$IREN (+0,53%)
$CRWV (+0,4%)
$APLD (+0%)
$GLXY (+0,79%)
$WYFI

Memory: $SNDK
$STX (+2,95%)
$MU (-1,18%)
$WDC (+3,89%)
$PSTG (+2,04%)

Semiconductor: $NVDA (-0,98%)
$AVGO (+1,5%)
$AMD (-0,49%)
$TSM (-2,26%)
$ASML (-0,12%)
$ARM (-3,3%)
$KLAC (+1,28%)
$INTC (-2,82%)

Networking: $CIEN (+6,95%)
$CLS (+2,01%)
$CRDO
$RMBS (-0,77%)
$ANET (+1,67%)
$APH (+0,29%)
$COHR (+3,99%)

Servers: $VRT (-1,23%)
$DELL (-1,07%)
$HPE (-0,37%)

Data: $INOD (-1,32%)
$PLTR (-0,27%)
$SNOW (+2,06%)
$DDOG (-0,78%)
$MDB (-0,96%)

Energy: $LEU (+2,83%)
$CEG
$OKLO
$TLNE
$GEV (-2,27%)
$NXT (+0%)

Batteries: $EOSE
$QS (-1,83%)
$TSLA (-0,36%)
$MVST (-1,37%)

Every AI Value Chain explained:

15 Commenti

Frank@schlimmschlimm

1Mes

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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