$IREN (+17,11%)
$CIFR (+18,11%)
$BTC (+0,06%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+17,11%) and $CIFR (+18,11%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+18,11%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+2,52%)
$MSFT (+1,13%)
$AMZN (+1,98%)
$ORCL (+2,21%)
$BABA (+2,29%)

Neocloud: $NBIS (+7,72%)
$IREN (+17,11%)
$CRWV (+6,9%)
$APLD (+11,02%)
$GLXY (+5,46%)
$WYFI (+15,52%)

Memory: $SNDK (+2,03%)
$STX (-0,72%)
$MU (+4,29%)
$WDC (-0,8%)
$PSTG (+4,97%)

Semiconductor: $NVDA (+3,8%)
$AVGO (+1,41%)
$AMD (+9,62%)
$TSM (+6,69%)
$ASML (+5,23%)
$ARM (+5,1%)
$KLAC (+7,52%)
$INTC (+9,91%)

Networking: $CIEN (+6,2%)
$CLS (+1,91%)
$CRDO
$RMBS (+7,71%)
$ANET (+8,23%)
$APH (+4,95%)
$COHR (+15,73%)

Servers: $VRT (+4,29%)
$DELL (+4,22%)
$HPE (+2,1%)

Data: $INOD (-12,19%)
$PLTR (+5,57%)
$SNOW (+2,9%)
$DDOG (+4,3%)
$MDB (+4,49%)

Energy: $LEU (+18,15%)
$CEG
$OKLO
$TLNE
$GEV (+1,64%)
$NXT

Batteries: $EOSE (-3,07%)
$QS (+5,51%)
$TSLA (+6,12%)
$MVST (+5,77%)

Every AI Value Chain explained: