The question is from what level. From now on, or from the original price in the portfolio. And the second important question is over what period.
12 months, 5 years, 10 years?

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BamBamInvest

@BamBamInvest

2Mes·

List of data center operators 🫡

$IREN (-0,15%)
$CIFR (-0,64%)
$NBIS (-3,31%)

Maybe one or the other exciting value for you?

I am in $IREN (-0,15%) , $CIFR (-0,64%) but $NBIS (-3,31%) I also find it exciting in the long term. 👌

$ORCL (-4,44%) Oracle

$CRWV (+2,79%) CoreWeave

$NBIS (-3,31%) Nebius

$IREN (-0,15%) Irish

$GLXY (+5,68%) Galaxy Digital

$APLD (-1,59%) Applied Digital

$RIOT (+3,33%) Riot Platforms

$CIFR (-0,64%) Cipher Mining

$MARA (+1,17%) Mara

$GDS (+3,86%) GDS

$CORZ (+0%) Core Scientific

$CLSK (+6,31%) CleanSpark

$WULF (+0,62%) TeraWulf

$BTBT (+0,5%) Bit Digital

$HUT (-4,2%) Hat 8

$BTDR (+15,3%) Bitdeer

$BITF (-5,97%) Bitfarms

$VNET (+7,33%) VNET

$HIVE (-2,96%) Hive Digital

$WYFI WhiteFiber

$DGX (+1,84%) Digi Power X

$SLNH Soluna

$MIGI Mawson Infrastructure

BamBamInvest

@BamBamInvest

2Mes·

AI infrastructure continues to be one of the most exciting investment themes

$IREN (-0,15%)
$CIFR (-0,64%)
$BTC (+1,84%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-0,15%) and $CIFR (-0,64%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-0,64%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,38%)
$MSFT (-2,22%)
$AMZN (-2,47%)
$ORCL (-4,44%)
$BABA (+1,88%)

Neocloud: $NBIS (-3,31%)
$IREN (-0,15%)
$CRWV (+2,79%)
$APLD (-1,59%)
$GLXY (+5,68%)
$WYFI

Memory: $SNDK
$STX (-1,88%)
$MU (-2,07%)
$WDC (+0,34%)
$PSTG (-6,36%)

Semiconductor: $NVDA (-1,44%)
$AVGO (-4,49%)
$AMD (+0,9%)
$TSM (-1,23%)
$ASML (-0,51%)
$ARM (-3,4%)
$KLAC (-0,32%)
$INTC (+2,58%)

Networking: $CIEN (-3,43%)
$CLS (-6,01%)
$CRDO
$RMBS (+4,55%)
$ANET (-4,08%)
$APH (-2,28%)
$COHR (-3,36%)

Servers: $VRT (-1,66%)
$DELL (-0,67%)
$HPE (-1,25%)

Data: $INOD (-0,46%)
$PLTR (-0,53%)
$SNOW (-1,78%)
$DDOG (-2,88%)
$MDB (-6,29%)

Energy: $LEU (+2,56%)
$CEG
$OKLO
$TLNE
$GEV (-1,34%)
$NXT (+0%)

Batteries: $EOSE
$QS (+2,21%)
$TSLA (-2,01%)
$MVST (-4,23%)

Every AI Value Chain explained:

23

15 Commenti

Frank@schlimmschlimm

2Mes

I also (still) find Nebius totally exciting, and I had already sold it once at 40....*eye roll*.... should perhaps have gone back in on the dip at 83 last week?!

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BamBamInvest

@BamBamInvest

2Mes·

AI infrastructure continues to be one of the most exciting investment themes

$IREN (-0,15%)
$CIFR (-0,64%)
$BTC (+1,84%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-0,15%) and $CIFR (-0,64%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-0,64%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,38%)
$MSFT (-2,22%)
$AMZN (-2,47%)
$ORCL (-4,44%)
$BABA (+1,88%)

Neocloud: $NBIS (-3,31%)
$IREN (-0,15%)
$CRWV (+2,79%)
$APLD (-1,59%)
$GLXY (+5,68%)
$WYFI

Memory: $SNDK
$STX (-1,88%)
$MU (-2,07%)
$WDC (+0,34%)
$PSTG (-6,36%)

Semiconductor: $NVDA (-1,44%)
$AVGO (-4,49%)
$AMD (+0,9%)
$TSM (-1,23%)
$ASML (-0,51%)
$ARM (-3,4%)
$KLAC (-0,32%)
$INTC (+2,58%)

Networking: $CIEN (-3,43%)
$CLS (-6,01%)
$CRDO
$RMBS (+4,55%)
$ANET (-4,08%)
$APH (-2,28%)
$COHR (-3,36%)

Servers: $VRT (-1,66%)
$DELL (-0,67%)
$HPE (-1,25%)

Data: $INOD (-0,46%)
$PLTR (-0,53%)
$SNOW (-1,78%)
$DDOG (-2,88%)
$MDB (-6,29%)

Energy: $LEU (+2,56%)
$CEG
$OKLO
$TLNE
$GEV (-1,34%)
$NXT (+0%)

Batteries: $EOSE
$QS (+2,21%)
$TSLA (-2,01%)
$MVST (-4,23%)

Every AI Value Chain explained:

69

34 Commenti

Chris@Multibagger

2Mes

Thanks for the overview. Despite having already sold some of $AMD, $NBIS and $APLD, I still have more in my portfolio.
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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WhiteFiber, Inc.

Price

Discussione su WYFI

A selection of possible TEN BAGGER 🚀

List of data center operators 🫡

AI infrastructure continues to be one of the most exciting investment themes

AI infrastructure continues to be one of the most exciting investment themes

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