$IREN (-7,48%)
$CIFR (-8,85%)
$BTC (-0,33%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-7,48%) and $CIFR (-8,85%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-8,85%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,59%)
$MSFT (-0,48%)
$AMZN (-2,34%)
$ORCL (-2,6%)
$BABA (+0,72%)

Neocloud: $NBIS (-5,5%)
$IREN (-7,48%)
$CRWV (-1,87%)
$APLD (-8,73%)
$GLXY (-9,44%)
$WYFI (-2,92%)

Memory: $SNDK
$STX (-2,84%)
$MU (-5,88%)
$WDC (-4,99%)
$PSTG (+0,6%)

Semiconductor: $NVDA (-2,56%)
$AVGO (+0,15%)
$AMD (-3,16%)
$TSM (-4,34%)
$ASML (-5,28%)
$ARM (-4,91%)
$KLAC (-4,77%)
$INTC (-5,24%)

Networking: $CIEN (-1,46%)
$CLS (-6,1%)
$CRDO
$RMBS (-5,45%)
$ANET (-4,24%)
$APH (-2,62%)
$COHR (-6,9%)

Servers: $VRT (-2,48%)
$DELL (+0,16%)
$HPE (-1,25%)

Data: $INOD (-0,68%)
$PLTR (+2,91%)
$SNOW (+1,78%)
$DDOG (+2,85%)
$MDB (+2,84%)

Energy: $LEU (-2,23%)
$CEG
$OKLO
$TLNE
$GEV (-3,56%)
$NXT (+0%)

Batteries: $EOSE
$QS (-4,18%)
$TSLA (-2,04%)
$MVST (-2,19%)

Every AI Value Chain explained: