$WYFI (+1,4%) the next Arista or Nebius? Let’s see. Added small position to my portfolio.
WhiteFiber, Inc.
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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 (-6,11%)
🔸 Palantir $PLTR (-0,02%)
🔸 ExlService Holdings $EXLS (+0,48%)
🔸 IES Holdings $IESC (+0,35%)
🔸 Jabil $JBL (+0,11%)
🔸 RadNet $RDNT (+0%)
🔸 Robinhood $HOOD (-0,54%)
🔸 RocketLab $RKLB (+0,42%)
🔸 Toast $TOST (+0,06%)
🔸 Whitefiber $WYFI (+1,4%)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (-0,13%)
🔸 Voyager Technologies $VYGR (+0,13%)
🔸 Perpetua Resources $PPTA (+0%)
🔸 Lightbridge Corp. $LTBR (+2,92%)
🔸 Oklo $OKLO

List of data center operators 🫡
$IREN (-0,97%)
$CIFR (-2,13%)
$NBIS (+0,59%)
Maybe one or the other exciting value for you?
I am in $IREN (-0,97%) , $CIFR (-2,13%) but $NBIS (+0,59%) I also find it exciting in the long term. 👌
$ORCL (+0,48%) Oracle
$CRWV (+0,39%) CoreWeave
$NBIS (+0,59%) Nebius
$IREN (-0,97%) Irish
$GLXY (-0,58%) Galaxy Digital
$APLD (+1,37%) Applied Digital
$RIOT (-1,1%) Riot Platforms
$CIFR (-2,13%) Cipher Mining
$MARA (-1,39%) Mara
$GDS (+2,74%) GDS
$CORZ (-1,92%) Core Scientific
$CLSK (-1,77%) CleanSpark
$WULF (+0%) TeraWulf
$BTBT (-0,53%) Bit Digital
$HUT (+0,38%) Hat 8
$BTDR (-1,62%) Bitdeer
$BITF (-2,33%) Bitfarms
$VNET (+1,05%) VNET
$HIVE (-0,95%) Hive Digital
$WYFI (+1,4%) WhiteFiber
$DGX (+0%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
AI infrastructure continues to be one of the most exciting investment themes
$IREN (-0,97%)
$CIFR (-2,13%)
$BTC (-2,49%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-0,97%) and $CIFR (-2,13%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,13%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+0,21%)
$MSFT (+0,49%)
$AMZN (+0,51%)
$ORCL (+0,48%)
$BABA (-0,85%)
Neocloud: $NBIS (+0,59%)
$IREN (-0,97%)
$CRWV (+0,39%)
$APLD (+1,37%)
$GLXY (-0,58%)
$WYFI (+1,4%)
Memory: $SNDK
$STX (+0,82%)
$MU (+1,09%)
$WDC (+0,66%)
$PSTG (+0,78%)
Semiconductor: $NVDA (+0,71%)
$AVGO (+0,63%)
$AMD (+0,33%)
$TSM (+1,43%)
$ASML (+0,59%)
$ARM (+0%)
$KLAC (+0,62%)
$INTC (+0,53%)
Networking: $CIEN (+0,2%)
$CLS (+0%)
$CRDO
$RMBS (+1,45%)
$ANET (+1,18%)
$APH (+0,71%)
$COHR (-0,24%)
Servers: $VRT (+1,08%)
$DELL (+0,23%)
$HPE (+0,15%)
Data: $INOD (-0,13%)
$PLTR (-0,02%)
$SNOW (+1,12%)
$DDOG (+0,86%)
$MDB (+0,6%)
Energy: $LEU (-0,15%)
$CEG
$OKLO
$TLNE
$GEV (+0,42%)
$NXT (+0%)
Batteries: $EOSE
$QS (+0,86%)
$TSLA (+0,3%)
$MVST (+1,28%)
Every AI Value Chain explained:
AI infrastructure continues to be one of the most exciting investment themes
$IREN (-0,97%)
$CIFR (-2,13%)
$BTC (-2,49%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-0,97%) and $CIFR (-2,13%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,13%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+0,21%)
$MSFT (+0,49%)
$AMZN (+0,51%)
$ORCL (+0,48%)
$BABA (-0,85%)
Neocloud: $NBIS (+0,59%)
$IREN (-0,97%)
$CRWV (+0,39%)
$APLD (+1,37%)
$GLXY (-0,58%)
$WYFI (+1,4%)
Memory: $SNDK
$STX (+0,82%)
$MU (+1,09%)
$WDC (+0,66%)
$PSTG (+0,78%)
Semiconductor: $NVDA (+0,71%)
$AVGO (+0,63%)
$AMD (+0,33%)
$TSM (+1,43%)
$ASML (+0,59%)
$ARM (+0%)
$KLAC (+0,62%)
$INTC (+0,53%)
Networking: $CIEN (+0,2%)
$CLS (+0%)
$CRDO
$RMBS (+1,45%)
$ANET (+1,18%)
$APH (+0,71%)
$COHR (-0,24%)
Servers: $VRT (+1,08%)
$DELL (+0,23%)
$HPE (+0,15%)
Data: $INOD (-0,13%)
$PLTR (-0,02%)
$SNOW (+1,12%)
$DDOG (+0,86%)
$MDB (+0,6%)
Energy: $LEU (-0,15%)
$CEG
$OKLO
$TLNE
$GEV (+0,42%)
$NXT (+0%)
Batteries: $EOSE
$QS (+0,86%)
$TSLA (+0,3%)
$MVST (+1,28%)
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.
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