I am currently only in $IREN (-11,51%) and $CIFR (-11,43%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-11,43%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-2,33%)
$MSFT (-1,82%)
$AMZN (-1,93%)
$ORCL (-4,36%)
$BABA (-2,12%)

Neocloud: $NBIS (-10,55%)
$IREN (-11,51%)
$CRWV (-10,62%)
$APLD (-10,79%)
$GLXY (-11,81%)
$WYFI (-9,52%)

Memory: $SNDK (-5,71%)
$STX (-6,28%)
$MU (-5,27%)
$WDC (-6,56%)
$PSTG (-7,75%)

Semiconductor: $NVDA (-1,52%)
$AVGO (-4,04%)
$AMD (-5,46%)
$TSM (-2,13%)
$ASML (-1,11%)
$ARM (-6,21%)
$KLAC (-3,72%)
$INTC (-5,89%)

Networking: $CIEN (-6,31%)
$CLS (-4,08%)
$CRDO
$RMBS (-5,82%)
$ANET (-4,87%)
$APH (-1,91%)
$COHR (-7,25%)

Servers: $VRT (-3,68%)
$DELL (-4,44%)
$HPE (-5,68%)

Data: $INOD (-6,6%)
$PLTR (-7,51%)
$SNOW (-8,37%)
$DDOG (-7,38%)
$MDB (-8,01%)

Energy: $LEU (-9,36%)
$CEG
$OKLO
$TLNE
$GEV (-0,98%)
$NXT

Batteries: $EOSE (-16,41%)
$QS (-4,77%)
$TSLA (-2,72%)
$MVST (-7,84%)

Every AI Value Chain explained:

15 Commenti

Frank@schlimmschlimm

11Mes

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?!

•

Visualizza tutti 3 ulteriori risposte

Titoli di tendenza

I migliori creatori della settimana

Dati finanziari di FactSet