$IREN (-2,97%)
$CIFR (-3,56%)
$BTC (-2,93%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-2,97%) and $CIFR (-3,56%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-3,56%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-1,53%)
$MSFT (-1,11%)
$AMZN (-0,88%)
$ORCL (-2,11%)
$BABA (-1,65%)

Neocloud: $NBIS (-3,5%)
$IREN (-2,97%)
$CRWV (-1,86%)
$APLD (-3,1%)
$GLXY (-3,54%)
$WYFI (-4,19%)

Memory: $SNDK
$STX (-2,33%)
$MU (-0,85%)
$WDC (-2,01%)
$PSTG (-1,7%)

Semiconductor: $NVDA (-1,22%)
$AVGO (-1,38%)
$AMD (-1,71%)
$TSM (-1,4%)
$ASML (-2,35%)
$ARM (-2,74%)
$KLAC (-2,36%)
$INTC (-1,4%)

Networking: $CIEN (-2,67%)
$CLS (-3,13%)
$CRDO
$RMBS (-1,54%)
$ANET (-2,76%)
$APH (-2,06%)
$COHR (-2,34%)

Servers: $VRT (-2,56%)
$DELL (-1,92%)
$HPE (-1,62%)

Data: $INOD (-2,53%)
$PLTR (-2,32%)
$SNOW (-2,79%)
$DDOG (-3,15%)
$MDB (-2,44%)

Energy: $LEU (-1,82%)
$CEG
$OKLO
$TLNE
$GEV (-1,57%)
$NXT (+0%)

Batteries: $EOSE
$QS (-1,76%)
$TSLA (-1,2%)
$MVST (-3,29%)

Every AI Value Chain explained: