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6In addition to $NBIS (+1,36%) —which plummeted today following a financing announcement and have since rebounded slightly—I added $WYFI (-6,07%) as a new addition to my portfolio. And as I briefly mentioned in another post, I also added $6323 .
Yeah, I know—it’s all speculative, and who knows if a bubble will burst or not? We’ll see!
I'm already up 100% on $WYFI (-6,07%) since April. It's tempting to take profits, but what's the deal again? Let winners run ;)?
Valuation vs. Growth Restraints
$NBIS (+1,36%) is nicely priced out of this world because of multi-billion-dollar hyperscaler growth. WhiteFiber is vastly cheaper at 11.3x P/S and locked in a solid $865M, 10-year co-location runway.
But WYFI also faces brutal constraints to match that explosive scale:
WYFI is a new on the block micro-cap alternative. If they execute their backlogs cleanly, the cheap entry price gives it plenty of room to multiply. But, my issues are:
It's going to be a long wayyyy to reach Nebius level.
Thoughts?
$WYFI (-6,07%) the next Arista or Nebius? Let’s see. Added small position to my portfolio.
For all those interested, here is a list of possible upcoming TEN BAGGER or half or similar or future bankruptcies 🔮 📣🔊
🔸 Hims & Hers $HIMS (-3,68%)
🔸 Palantir $PLTR (+0,42%)
🔸 ExlService Holdings $EXLS (-1,7%)
🔸 IES Holdings $IESC (-2,48%)
🔸 Jabil $JBL (+2,58%)
🔸 RadNet $RDNT (+0,24%)
🔸 Robinhood $HOOD (-1,11%)
🔸 RocketLab $RKLB (+3,19%)
🔸 Toast $TOST (-1,85%)
🔸 Whitefiber $WYFI (-6,07%)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (-0,07%)
🔸 Voyager Technologies $VYGR (-6,06%)
🔸 Perpetua Resources $PPTA (-4,55%)
🔸 Lightbridge Corp. $LTBR (+0%)
🔸 Oklo $OKLO
$IREN (-1,77%)
$CIFR (-2,87%)
$NBIS (+1,36%)
Maybe one or the other exciting value for you?
I am in $IREN (-1,77%) , $CIFR (-2,87%) but $NBIS (+1,36%) I also find it exciting in the long term. 👌
$ORCL (+1,51%) Oracle
$CRWV (-1,1%) CoreWeave
$NBIS (+1,36%) Nebius
$IREN (-1,77%) Irish
$GLXY (-3,81%) Galaxy Digital
$APLD (-2,77%) Applied Digital
$RIOT (-2%) Riot Platforms
$CIFR (-2,87%) Cipher Mining
$MARA (-2,63%) Mara
$GDS (+0,51%) GDS
$CORZ (-0,34%) Core Scientific
$CLSK (-2,62%) CleanSpark
$WULF (+1,31%) TeraWulf
$BTBT (-6,17%) Bit Digital
$HUT (-2,8%) Hat 8
$BTDR (-4,31%) Bitdeer
$BITF (-2,53%) Bitfarms
$VNET (-1,49%) VNET
$HIVE (-1,17%) Hive Digital
$WYFI (-6,07%) WhiteFiber
$DGX (-0,98%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
$IREN (-1,77%)
$CIFR (-2,87%)
$BTC (-0,47%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-1,77%) and $CIFR (-2,87%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,87%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,92%)
$MSFT (+0,62%)
$AMZN (-0,76%)
$ORCL (+1,51%)
$BABA (-1,82%)
Neocloud: $NBIS (+1,36%)
$IREN (-1,77%)
$CRWV (-1,1%)
$APLD (-2,77%)
$GLXY (-3,81%)
$WYFI (-6,07%)
Memory: $SNDK (+0,91%)
$STX (+3,48%)
$MU (+3,65%)
$WDC (+4,07%)
$PSTG (+2,58%)
Semiconductor: $NVDA (-0,41%)
$AVGO (-0,06%)
$AMD (+2,31%)
$TSM (+1,57%)
$ASML (+0,71%)
$ARM (+0,91%)
$KLAC (-0,43%)
$INTC (+2,73%)
Networking: $CIEN (-0,17%)
$CLS (-2,1%)
$CRDO
$RMBS (+0,88%)
$ANET (+1,14%)
$APH (+1,04%)
$COHR (+1,99%)
Servers: $VRT (+0,02%)
$DELL (+1,76%)
$HPE (+2,55%)
Data: $INOD (-0,19%)
$PLTR (+0,42%)
$SNOW (+4,49%)
$DDOG (+5,44%)
$MDB (+2,83%)
Energy: $LEU (-0,19%)
$CEG
$OKLO
$TLNE
$GEV (-1,14%)
$NXT
Batteries: $EOSE (+0%)
$QS (-1,9%)
$TSLA (-0,23%)
$MVST (+1,73%)
Every AI Value Chain explained:
$IREN (-1,77%)
$CIFR (-2,87%)
$BTC (-0,47%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-1,77%) and $CIFR (-2,87%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,87%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,92%)
$MSFT (+0,62%)
$AMZN (-0,76%)
$ORCL (+1,51%)
$BABA (-1,82%)
Neocloud: $NBIS (+1,36%)
$IREN (-1,77%)
$CRWV (-1,1%)
$APLD (-2,77%)
$GLXY (-3,81%)
$WYFI (-6,07%)
Memory: $SNDK (+0,91%)
$STX (+3,48%)
$MU (+3,65%)
$WDC (+4,07%)
$PSTG (+2,58%)
Semiconductor: $NVDA (-0,41%)
$AVGO (-0,06%)
$AMD (+2,31%)
$TSM (+1,57%)
$ASML (+0,71%)
$ARM (+0,91%)
$KLAC (-0,43%)
$INTC (+2,73%)
Networking: $CIEN (-0,17%)
$CLS (-2,1%)
$CRDO
$RMBS (+0,88%)
$ANET (+1,14%)
$APH (+1,04%)
$COHR (+1,99%)
Servers: $VRT (+0,02%)
$DELL (+1,76%)
$HPE (+2,55%)
Data: $INOD (-0,19%)
$PLTR (+0,42%)
$SNOW (+4,49%)
$DDOG (+5,44%)
$MDB (+2,83%)
Energy: $LEU (-0,19%)
$CEG
$OKLO
$TLNE
$GEV (-1,14%)
$NXT
Batteries: $EOSE (+0%)
$QS (-1,9%)
$TSLA (-0,23%)
$MVST (+1,73%)
Every AI Value Chain explained:
