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6In addition to $NBIS (-3,14%) —which plummeted today following a financing announcement and have since rebounded slightly—I added $WYFI (-2,82%) 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 (-2,82%) since April. It's tempting to take profits, but what's the deal again? Let winners run ;)?
Valuation vs. Growth Restraints
$NBIS (-3,14%) 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 (-2,82%) 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 (+2,72%)
🔸 Palantir $PLTR (+0,54%)
🔸 ExlService Holdings $EXLS (+0,2%)
🔸 IES Holdings $IESC (+0,02%)
🔸 Jabil $JBL (+0,17%)
🔸 RadNet $RDNT (+0,87%)
🔸 Robinhood $HOOD (+0,9%)
🔸 RocketLab $RKLB (-1,52%)
🔸 Toast $TOST (+0,47%)
🔸 Whitefiber $WYFI (-2,82%)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (+4,88%)
🔸 Voyager Technologies $VYGR (-0,14%)
🔸 Perpetua Resources $PPTA (+0,77%)
🔸 Lightbridge Corp. $LTBR (-0,47%)
🔸 Oklo $OKLO
$IREN (-3,14%)
$CIFR (-2,02%)
$NBIS (-3,14%)
Maybe one or the other exciting value for you?
I am in $IREN (-3,14%) , $CIFR (-2,02%) but $NBIS (-3,14%) I also find it exciting in the long term. 👌
$ORCL (+1,59%) Oracle
$CRWV (-1,24%) CoreWeave
$NBIS (-3,14%) Nebius
$IREN (-3,14%) Irish
$GLXY (-0,58%) Galaxy Digital
$APLD (-3,46%) Applied Digital
$RIOT (-2,49%) Riot Platforms
$CIFR (-2,02%) Cipher Mining
$MARA (-2,12%) Mara
$GDS (+5,98%) GDS
$CORZ (-0,48%) Core Scientific
$CLSK (-3,18%) CleanSpark
$WULF (-5,13%) TeraWulf
$BTBT (-4,62%) Bit Digital
$HUT (-0,23%) Hat 8
$BTDR (-2,41%) Bitdeer
$BITF (-5,12%) Bitfarms
$VNET (+6,55%) VNET
$HIVE (-3,19%) Hive Digital
$WYFI (-2,82%) WhiteFiber
$DGX (-4,07%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
$IREN (-3,14%)
$CIFR (-2,02%)
$BTC (-0,1%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-3,14%) and $CIFR (-2,02%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,02%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+1,55%)
$MSFT (+1,84%)
$AMZN (+1,58%)
$ORCL (+1,59%)
$BABA (+4,99%)
Neocloud: $NBIS (-3,14%)
$IREN (-3,14%)
$CRWV (-1,24%)
$APLD (-3,46%)
$GLXY (-0,58%)
$WYFI (-2,82%)
Memory: $SNDK (+0,66%)
$STX (+6,11%)
$MU (-0,6%)
$WDC (+6,52%)
$PSTG (+1,34%)
Semiconductor: $NVDA (+1,98%)
$AVGO (+2,67%)
$AMD (+0,12%)
$TSM (+2,97%)
$ASML (+0,3%)
$ARM (-2,01%)
$KLAC (-0,26%)
$INTC (-1,61%)
Networking: $CIEN (+0,86%)
$CLS (-0,15%)
$CRDO
$RMBS (-1,02%)
$ANET (+0,72%)
$APH (-0,1%)
$COHR (-0,22%)
Servers: $VRT (+2,15%)
$DELL (-1,84%)
$HPE (-1,05%)
Data: $INOD (-2,47%)
$PLTR (+0,54%)
$SNOW (+0,08%)
$DDOG (+1,42%)
$MDB (+0,97%)
Energy: $LEU (+1,85%)
$CEG
$OKLO
$TLNE
$GEV (+1,23%)
$NXT
Batteries: $EOSE (-3,16%)
$QS (+0%)
$TSLA (+2,87%)
$MVST (-7,46%)
Every AI Value Chain explained:
$IREN (-3,14%)
$CIFR (-2,02%)
$BTC (-0,1%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-3,14%) and $CIFR (-2,02%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,02%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+1,55%)
$MSFT (+1,84%)
$AMZN (+1,58%)
$ORCL (+1,59%)
$BABA (+4,99%)
Neocloud: $NBIS (-3,14%)
$IREN (-3,14%)
$CRWV (-1,24%)
$APLD (-3,46%)
$GLXY (-0,58%)
$WYFI (-2,82%)
Memory: $SNDK (+0,66%)
$STX (+6,11%)
$MU (-0,6%)
$WDC (+6,52%)
$PSTG (+1,34%)
Semiconductor: $NVDA (+1,98%)
$AVGO (+2,67%)
$AMD (+0,12%)
$TSM (+2,97%)
$ASML (+0,3%)
$ARM (-2,01%)
$KLAC (-0,26%)
$INTC (-1,61%)
Networking: $CIEN (+0,86%)
$CLS (-0,15%)
$CRDO
$RMBS (-1,02%)
$ANET (+0,72%)
$APH (-0,1%)
$COHR (-0,22%)
Servers: $VRT (+2,15%)
$DELL (-1,84%)
$HPE (-1,05%)
Data: $INOD (-2,47%)
$PLTR (+0,54%)
$SNOW (+0,08%)
$DDOG (+1,42%)
$MDB (+0,97%)
Energy: $LEU (+1,85%)
$CEG
$OKLO
$TLNE
$GEV (+1,23%)
$NXT
Batteries: $EOSE (-3,16%)
$QS (+0%)
$TSLA (+2,87%)
$MVST (-7,46%)
Every AI Value Chain explained:
