$WYFI (+0%) the next Arista or Nebius? Let’s see. Added small position to my portfolio.
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4A selection of possible TEN BAGGER 🚀
For all those interested, here is a list of possible upcoming TEN BAGGER or half or similar or future bankruptcies 🔮 📣🔊
🔸 Hims & Hers $HIMS (-0,37%)
🔸 Palantir $PLTR (-0,11%)
🔸 ExlService Holdings $EXLS (-1,19%)
🔸 IES Holdings $IESC (-0,48%)
🔸 Jabil $JBL (-1,12%)
🔸 RadNet $RDNT (+0,19%)
🔸 Robinhood $HOOD (-2,06%)
🔸 RocketLab $RKLB (+0,59%)
🔸 Toast $TOST (-0,09%)
🔸 Whitefiber $WYFI (+0%)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (+9,2%)
🔸 Voyager Technologies $VYGR (+0,06%)
🔸 Perpetua Resources $PPTA (-0,35%)
🔸 Lightbridge Corp. $LTBR (+0,48%)
🔸 Oklo $OKLO

List of data center operators 🫡
$IREN (-2,52%)
$CIFR (-2,19%)
$NBIS (-3,39%)
Maybe one or the other exciting value for you?
I am in $IREN (-2,52%) , $CIFR (-2,19%) but $NBIS (-3,39%) I also find it exciting in the long term. 👌
$ORCL (-1,01%) Oracle
$CRWV (-1,82%) CoreWeave
$NBIS (-3,39%) Nebius
$IREN (-2,52%) Irish
$GLXY (-2,99%) Galaxy Digital
$APLD (-3,31%) Applied Digital
$RIOT (-2,3%) Riot Platforms
$CIFR (-2,19%) Cipher Mining
$MARA (-2,44%) Mara
$GDS (-2,24%) GDS
$CORZ (-1,28%) Core Scientific
$CLSK (-2,7%) CleanSpark
$WULF (-2,59%) TeraWulf
$BTBT (-3,93%) Bit Digital
$HUT (-0,92%) Hat 8
$BTDR (-2,35%) Bitdeer
$BITF Bitfarms
$VNET (-1,44%) VNET
$HIVE (-2,49%) Hive Digital
$WYFI (+0%) WhiteFiber
$DGX (-1,13%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
AI infrastructure continues to be one of the most exciting investment themes
$IREN (-2,52%)
$CIFR (-2,19%)
$BTC (-2%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-2,52%) and $CIFR (-2,19%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,19%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,89%)
$MSFT (+0,61%)
$AMZN (-0,49%)
$ORCL (-1,01%)
$BABA (-0,64%)
Neocloud: $NBIS (-3,39%)
$IREN (-2,52%)
$CRWV (-1,82%)
$APLD (-3,31%)
$GLXY (-2,99%)
$WYFI (+0%)
Memory: $SNDK (-2,65%)
$STX (-2,65%)
$MU (-3,65%)
$WDC (-3,77%)
$PSTG (-1,89%)
Semiconductor: $NVDA (-1,02%)
$AVGO (-1,67%)
$AMD (-2,28%)
$TSM (-2,55%)
$ASML (-3,5%)
$ARM (-4,6%)
$KLAC (-2,4%)
$INTC (-2,15%)
Networking: $CIEN (-2,3%)
$CLS (-2,6%)
$CRDO
$RMBS (-3,11%)
$ANET (-1,4%)
$APH (-1,46%)
$COHR (-2,38%)
Servers: $VRT (-2,39%)
$DELL (-2,35%)
$HPE (-1,66%)
Data: $INOD (-4,17%)
$PLTR (-0,11%)
$SNOW (+0%)
$DDOG (-1,3%)
$MDB (-0,31%)
Energy: $LEU (+0,06%)
$CEG
$OKLO
$TLNE
$GEV (-0,78%)
$NXT (+0%)
Batteries: $EOSE (-2,02%)
$QS (-1,28%)
$TSLA (+0,88%)
$MVST (-1,68%)
Every AI Value Chain explained:
AI infrastructure continues to be one of the most exciting investment themes
$IREN (-2,52%)
$CIFR (-2,19%)
$BTC (-2%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-2,52%) and $CIFR (-2,19%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,19%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,89%)
$MSFT (+0,61%)
$AMZN (-0,49%)
$ORCL (-1,01%)
$BABA (-0,64%)
Neocloud: $NBIS (-3,39%)
$IREN (-2,52%)
$CRWV (-1,82%)
$APLD (-3,31%)
$GLXY (-2,99%)
$WYFI (+0%)
Memory: $SNDK (-2,65%)
$STX (-2,65%)
$MU (-3,65%)
$WDC (-3,77%)
$PSTG (-1,89%)
Semiconductor: $NVDA (-1,02%)
$AVGO (-1,67%)
$AMD (-2,28%)
$TSM (-2,55%)
$ASML (-3,5%)
$ARM (-4,6%)
$KLAC (-2,4%)
$INTC (-2,15%)
Networking: $CIEN (-2,3%)
$CLS (-2,6%)
$CRDO
$RMBS (-3,11%)
$ANET (-1,4%)
$APH (-1,46%)
$COHR (-2,38%)
Servers: $VRT (-2,39%)
$DELL (-2,35%)
$HPE (-1,66%)
Data: $INOD (-4,17%)
$PLTR (-0,11%)
$SNOW (+0%)
$DDOG (-1,3%)
$MDB (-0,31%)
Energy: $LEU (+0,06%)
$CEG
$OKLO
$TLNE
$GEV (-0,78%)
$NXT (+0%)
Batteries: $EOSE (-2,02%)
$QS (-1,28%)
$TSLA (+0,88%)
$MVST (-1,68%)
Every AI Value Chain explained:
In addition to $IREN and $CIFR also $GLXY, $INOD, $NVDA and $DDOG.
Plus $GOOGL, $AMZN and $BABA
So I'm pretty broadly positioned in this area when I look at it like this 😉😎
Others would say there is a cluster risk. However, the strategy of focusing on the highest possible returns means investing in the booming sectors, which at the moment are AI and commodities.