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6In addition to $NBIS (-1,31%) —which plummeted today following a financing announcement and have since rebounded slightly—I added $WYFI (+1,13%) 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 (+1,13%) since April. It's tempting to take profits, but what's the deal again? Let winners run ;)?
Valuation vs. Growth Restraints
$NBIS (-1,31%) 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 (+1,13%) 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 (-7,25%)
🔸 Palantir $PLTR (-1,79%)
🔸 ExlService Holdings $EXLS (+0,76%)
🔸 IES Holdings $IESC (-5,71%)
🔸 Jabil $JBL (-2,49%)
🔸 RadNet $RDNT (-2,58%)
🔸 Robinhood $HOOD (-2,18%)
🔸 RocketLab $RKLB (-5,12%)
🔸 Toast $TOST (+0,34%)
🔸 Whitefiber $WYFI (+1,13%)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (-1,79%)
🔸 Voyager Technologies $VYGR (+1,76%)
🔸 Perpetua Resources $PPTA (+3,08%)
🔸 Lightbridge Corp. $LTBR (-4,39%)
🔸 Oklo $OKLO
$IREN (-3,8%)
$CIFR (-1,41%)
$NBIS (-1,31%)
Maybe one or the other exciting value for you?
I am in $IREN (-3,8%) , $CIFR (-1,41%) but $NBIS (-1,31%) I also find it exciting in the long term. 👌
$ORCL (-2,45%) Oracle
$CRWV (-0,24%) CoreWeave
$NBIS (-1,31%) Nebius
$IREN (-3,8%) Irish
$GLXY (-2,97%) Galaxy Digital
$APLD (+0,21%) Applied Digital
$RIOT (+3,2%) Riot Platforms
$CIFR (-1,41%) Cipher Mining
$MARA (+1,81%) Mara
$GDS (-2,85%) GDS
$CORZ (-2,39%) Core Scientific
$CLSK (+1,46%) CleanSpark
$WULF (+0,41%) TeraWulf
$BTBT (-0,88%) Bit Digital
$HUT (-0,33%) Hat 8
$BTDR (-2,31%) Bitdeer
$BITF (-0,53%) Bitfarms
$VNET (-3,3%) VNET
$HIVE (-3,1%) Hive Digital
$WYFI (+1,13%) WhiteFiber
$DGX (-1,15%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
$IREN (-3,8%)
$CIFR (-1,41%)
$BTC (+2,03%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-3,8%) and $CIFR (-1,41%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1,41%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+1,02%)
$MSFT (+1,11%)
$AMZN (+1,55%)
$ORCL (-2,45%)
$BABA (-2,2%)
Neocloud: $NBIS (-1,31%)
$IREN (-3,8%)
$CRWV (-0,24%)
$APLD (+0,21%)
$GLXY (-2,97%)
$WYFI (+1,13%)
Memory: $SNDK (-5,82%)
$STX (-5,06%)
$MU (-4,39%)
$WDC (-3,73%)
$PSTG (-6,78%)
Semiconductor: $NVDA (-2,49%)
$AVGO (-2,1%)
$AMD (-2,59%)
$TSM (-1,26%)
$ASML (-0,66%)
$ARM (-0,72%)
$KLAC (+0,06%)
$INTC (-1,39%)
Networking: $CIEN (-5,03%)
$CLS (+0,79%)
$CRDO
$RMBS (-3,61%)
$ANET (+0,12%)
$APH (-0,3%)
$COHR (-2,59%)
Servers: $VRT (-1,33%)
$DELL (-0,98%)
$HPE (-0,98%)
Data: $INOD (-10,3%)
$PLTR (-1,79%)
$SNOW (-2,8%)
$DDOG (-3,54%)
$MDB (-5,26%)
Energy: $LEU (-3,13%)
$CEG
$OKLO
$TLNE
$GEV (-0,89%)
$NXT
Batteries: $EOSE (-9,3%)
$QS (-3,61%)
$TSLA (-2,92%)
$MVST (-2,17%)
Every AI Value Chain explained:
$IREN (-3,8%)
$CIFR (-1,41%)
$BTC (+2,03%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-3,8%) and $CIFR (-1,41%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1,41%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+1,02%)
$MSFT (+1,11%)
$AMZN (+1,55%)
$ORCL (-2,45%)
$BABA (-2,2%)
Neocloud: $NBIS (-1,31%)
$IREN (-3,8%)
$CRWV (-0,24%)
$APLD (+0,21%)
$GLXY (-2,97%)
$WYFI (+1,13%)
Memory: $SNDK (-5,82%)
$STX (-5,06%)
$MU (-4,39%)
$WDC (-3,73%)
$PSTG (-6,78%)
Semiconductor: $NVDA (-2,49%)
$AVGO (-2,1%)
$AMD (-2,59%)
$TSM (-1,26%)
$ASML (-0,66%)
$ARM (-0,72%)
$KLAC (+0,06%)
$INTC (-1,39%)
Networking: $CIEN (-5,03%)
$CLS (+0,79%)
$CRDO
$RMBS (-3,61%)
$ANET (+0,12%)
$APH (-0,3%)
$COHR (-2,59%)
Servers: $VRT (-1,33%)
$DELL (-0,98%)
$HPE (-0,98%)
Data: $INOD (-10,3%)
$PLTR (-1,79%)
$SNOW (-2,8%)
$DDOG (-3,54%)
$MDB (-5,26%)
Energy: $LEU (-3,13%)
$CEG
$OKLO
$TLNE
$GEV (-0,89%)
$NXT
Batteries: $EOSE (-9,3%)
$QS (-3,61%)
$TSLA (-2,92%)
$MVST (-2,17%)
Every AI Value Chain explained:
