I am currently only in $IREN (-5,61%) and $CIFR (-0,8%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-0,8%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+3,7%)
$MSFT (-1,26%)
$AMZN (-0,24%)
$ORCL (+3,13%)
$BABA (-0,22%)

Neocloud: $NBIS (+3,88%)
$IREN (-5,61%)
$CRWV (-0,47%)
$APLD (+0,38%)
$GLXY (-0,45%)
$WYFI

Memory: $SNDK
$STX (+2,63%)
$MU (-1,47%)
$WDC (+0,27%)
$PSTG (+2,01%)

Semiconductor: $NVDA (+2,37%)
$AVGO (+3,9%)
$AMD (-3,33%)
$TSM (+1,14%)
$ASML (+2,35%)
$ARM (+0,34%)
$KLAC (+3,84%)
$INTC (+2,03%)

Networking: $CIEN (+0,85%)
$CLS (+3,67%)
$CRDO
$RMBS (+2,69%)
$ANET (+1,66%)
$APH (+2,68%)
$COHR (+2,93%)

Servers: $VRT (+3,64%)
$DELL (-1,61%)
$HPE (-0,85%)

Data: $INOD (-0,13%)
$PLTR (-1,35%)
$SNOW (+0,35%)
$DDOG (+0,93%)
$MDB (-0,04%)

Energy: $LEU (+7,15%)
$CEG
$OKLO
$TLNE
$GEV (+6,16%)
$NXT (+0%)

Batteries: $EOSE
$QS (+1,82%)
$TSLA (+0,59%)
$MVST (-2,64%)

Every AI Value Chain explained:

15 Commenti

Frank@schlimmschlimm

3Settimana

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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