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

2Settimana·

List of data center operators 🫡

$IREN (-2,56%)
$CIFR (+2,14%)
$NBIS (-3,64%)

Maybe one or the other exciting value for you?

I am in $IREN (-2,56%) , $CIFR (+2,14%) but $NBIS (-3,64%) I also find it exciting in the long term. 👌

$ORCL (+4,82%) Oracle

$CRWV (+0%) CoreWeave

$NBIS (-3,64%) Nebius

$IREN (-2,56%) Irish

$GLXY (-0,86%) Galaxy Digital

$APLD (+10,91%) Applied Digital

$RIOT (+3,76%) Riot Platforms

$CIFR (+2,14%) Cipher Mining

$MARA (-4,57%) Mara

$GDS (-3,8%) GDS

$CORZ (+2,5%) Core Scientific

$CLSK (-5,78%) CleanSpark

$WULF (-0,75%) TeraWulf

$BTBT (-2,55%) Bit Digital

$HUT (+6,08%) Hat 8

$BTDR (-4,99%) Bitdeer

$BITF (+3,23%) Bitfarms

$VNET (-0,66%) VNET

$HIVE (-7,51%) Hive Digital

$WYFI WhiteFiber

$DGX (-5,08%) Digi Power X

$SLNH Soluna

$MIGI Mawson Infrastructure

BamBamInvest

@BamBamInvest

2Settimana·

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

$IREN (-2,56%)
$CIFR (+2,14%)
$BTC (-3,94%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-2,56%) and $CIFR (+2,14%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+2,14%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,27%)
$MSFT (+1,52%)
$AMZN (-0,53%)
$ORCL (+4,82%)
$BABA (-4,15%)

Neocloud: $NBIS (-3,64%)
$IREN (-2,56%)
$CRWV (+0%)
$APLD (+10,91%)
$GLXY (-0,86%)
$WYFI

Memory: $SNDK
$STX (-1,13%)
$MU (+5,44%)
$WDC (+1,39%)
$PSTG (+2,73%)

Semiconductor: $NVDA (+1,63%)
$AVGO (+1,41%)
$AMD (+0,47%)
$TSM (+1,34%)
$ASML (-0,85%)
$ARM (+0,5%)
$KLAC (-0,59%)
$INTC (-0,81%)

Networking: $CIEN (-0,91%)
$CLS (+4,93%)
$CRDO
$RMBS (+3,09%)
$ANET (+2,68%)
$APH (+0,07%)
$COHR (+0,21%)

Servers: $VRT (+5,71%)
$DELL (+0,86%)
$HPE (+1,24%)

Data: $INOD (+2,41%)
$PLTR (+2,49%)
$SNOW (+0,86%)
$DDOG (+0,08%)
$MDB (+0,34%)

Energy: $LEU (-0,46%)
$CEG
$OKLO
$TLNE
$GEV (+5,52%)
$NXT (+0%)

Batteries: $EOSE
$QS
$TSLA (+2,21%)
$MVST (-0,9%)

Every AI Value Chain explained:

22

15 Commenti

Frank@schlimmschlimm

2Settimana

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

2Settimana·

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

$IREN (-2,56%)
$CIFR (+2,14%)
$BTC (-3,94%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-2,56%) and $CIFR (+2,14%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+2,14%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,27%)
$MSFT (+1,52%)
$AMZN (-0,53%)
$ORCL (+4,82%)
$BABA (-4,15%)

Neocloud: $NBIS (-3,64%)
$IREN (-2,56%)
$CRWV (+0%)
$APLD (+10,91%)
$GLXY (-0,86%)
$WYFI

Memory: $SNDK
$STX (-1,13%)
$MU (+5,44%)
$WDC (+1,39%)
$PSTG (+2,73%)

Semiconductor: $NVDA (+1,63%)
$AVGO (+1,41%)
$AMD (+0,47%)
$TSM (+1,34%)
$ASML (-0,85%)
$ARM (+0,5%)
$KLAC (-0,59%)
$INTC (-0,81%)

Networking: $CIEN (-0,91%)
$CLS (+4,93%)
$CRDO
$RMBS (+3,09%)
$ANET (+2,68%)
$APH (+0,07%)
$COHR (+0,21%)

Servers: $VRT (+5,71%)
$DELL (+0,86%)
$HPE (+1,24%)

Data: $INOD (+2,41%)
$PLTR (+2,49%)
$SNOW (+0,86%)
$DDOG (+0,08%)
$MDB (+0,34%)

Energy: $LEU (-0,46%)
$CEG
$OKLO
$TLNE
$GEV (+5,52%)
$NXT (+0%)

Batteries: $EOSE
$QS
$TSLA (+2,21%)
$MVST (-0,9%)

Every AI Value Chain explained:

67

34 Commenti

Chris@Multibagger

2Settimana

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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