$WYFI 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 (-4,22%)
🔸 Palantir $PLTR (-1,6%)
🔸 ExlService Holdings $EXLS (-18,9%)
🔸 IES Holdings $IESC (+4,71%)
🔸 Jabil $JBL (+0,56%)
🔸 RadNet $RDNT (-0,83%)
🔸 Robinhood $HOOD (-3,73%)
🔸 RocketLab $RKLB (+6,69%)
🔸 Toast $TOST (-10,13%)
🔸 Whitefiber $WYFI
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (+0,86%)
🔸 Voyager Technologies $VYGR (-2,65%)
🔸 Perpetua Resources $PPTA (+6,88%)
🔸 Lightbridge Corp. $LTBR (+11,79%)
🔸 Oklo $OKLO

List of data center operators 🫡
$IREN (-0,52%)
$CIFR (-0,37%)
$NBIS (+1%)
Maybe one or the other exciting value for you?
I am in $IREN (-0,52%) , $CIFR (-0,37%) but $NBIS (+1%) I also find it exciting in the long term. 👌
$ORCL (-3,89%) Oracle
$CRWV (+1,06%) CoreWeave
$NBIS (+1%) Nebius
$IREN (-0,52%) Irish
$GLXY (-16,52%) Galaxy Digital
$APLD (+2,84%) Applied Digital
$RIOT (-1,22%) Riot Platforms
$CIFR (-0,37%) Cipher Mining
$MARA (-2,18%) Mara
$GDS (+4,17%) GDS
$CORZ (-0,49%) Core Scientific
$CLSK (+1,17%) CleanSpark
$WULF (-0,99%) TeraWulf
$BTBT (-1,81%) Bit Digital
$HUT (+4,5%) Hat 8
$BTDR (-1,57%) Bitdeer
$BITF (+1,04%) Bitfarms
$VNET (-0,54%) VNET
$HIVE (+0,48%) Hive Digital
$WYFI WhiteFiber
$DGX (+8,88%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
AI infrastructure continues to be one of the most exciting investment themes
$IREN (-0,52%)
$CIFR (-0,37%)
$BTC (+0,73%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-0,52%) and $CIFR (-0,37%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-0,37%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,93%)
$MSFT (-3,1%)
$AMZN (-1,97%)
$ORCL (-3,89%)
$BABA (-3,01%)
Neocloud: $NBIS (+1%)
$IREN (-0,52%)
$CRWV (+1,06%)
$APLD (+2,84%)
$GLXY (-16,52%)
$WYFI
Memory: $SNDK
$STX (+1,38%)
$MU (-5,16%)
$WDC (+5,9%)
$PSTG (-2,52%)
Semiconductor: $NVDA (-3,08%)
$AVGO (-5,2%)
$AMD (-9,2%)
$TSM (-1,82%)
$ASML (-3,05%)
$ARM (-3,41%)
$KLAC (-5,04%)
$INTC (+0,63%)
Networking: $CIEN (+6,37%)
$CLS (+3,73%)
$CRDO
$RMBS (+4,68%)
$ANET (+0,47%)
$APH (+0,76%)
$COHR (+10,23%)
Servers: $VRT (-0,88%)
$DELL (-0,75%)
$HPE (-1,33%)
Data: $INOD (-4,61%)
$PLTR (-1,6%)
$SNOW (-10,03%)
$DDOG (-7,43%)
$MDB (-7,59%)
Energy: $LEU (+4,55%)
$CEG
$OKLO
$TLNE
$GEV (+2,33%)
$NXT (+0%)
Batteries: $EOSE
$QS (+1,01%)
$TSLA (-0,52%)
$MVST (-0,91%)
Every AI Value Chain explained:
AI infrastructure continues to be one of the most exciting investment themes
$IREN (-0,52%)
$CIFR (-0,37%)
$BTC (+0,73%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-0,52%) and $CIFR (-0,37%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-0,37%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,93%)
$MSFT (-3,1%)
$AMZN (-1,97%)
$ORCL (-3,89%)
$BABA (-3,01%)
Neocloud: $NBIS (+1%)
$IREN (-0,52%)
$CRWV (+1,06%)
$APLD (+2,84%)
$GLXY (-16,52%)
$WYFI
Memory: $SNDK
$STX (+1,38%)
$MU (-5,16%)
$WDC (+5,9%)
$PSTG (-2,52%)
Semiconductor: $NVDA (-3,08%)
$AVGO (-5,2%)
$AMD (-9,2%)
$TSM (-1,82%)
$ASML (-3,05%)
$ARM (-3,41%)
$KLAC (-5,04%)
$INTC (+0,63%)
Networking: $CIEN (+6,37%)
$CLS (+3,73%)
$CRDO
$RMBS (+4,68%)
$ANET (+0,47%)
$APH (+0,76%)
$COHR (+10,23%)
Servers: $VRT (-0,88%)
$DELL (-0,75%)
$HPE (-1,33%)
Data: $INOD (-4,61%)
$PLTR (-1,6%)
$SNOW (-10,03%)
$DDOG (-7,43%)
$MDB (-7,59%)
Energy: $LEU (+4,55%)
$CEG
$OKLO
$TLNE
$GEV (+2,33%)
$NXT (+0%)
Batteries: $EOSE
$QS (+1,01%)
$TSLA (-0,52%)
$MVST (-0,91%)
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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