$IREN (-2,07%)
$CIFR (-1,95%)
$BTC (-0,55%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-2,07%) and $CIFR (-1,95%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1,95%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,37%)
$MSFT (-0,04%)
$AMZN (+1,83%)
$ORCL (-0,79%)
$BABA (-0,53%)

Neocloud: $NBIS (+0,58%)
$IREN (-2,07%)
$CRWV (+1,43%)
$APLD (+0,9%)
$GLXY (+0,12%)
$WYFI (+0,29%)

Memory: $SNDK (+1,88%)
$STX (-1,1%)
$MU (+0,9%)
$WDC (+0,43%)
$PSTG (+1,03%)

Semiconductor: $NVDA (-3,2%)
$AVGO (+3,52%)
$AMD (+5%)
$TSM (+2,95%)
$ASML (+1,69%)
$ARM (-1,61%)
$KLAC (+1,14%)
$INTC (+1,27%)

Networking: $CIEN (+2,58%)
$CLS (+3,47%)
$CRDO
$RMBS (+0,28%)
$ANET (+1,78%)
$APH (+0,56%)
$COHR (-0,81%)

Servers: $VRT (-1,59%)
$DELL (-1,88%)
$HPE (+0,71%)

Data: $INOD (-2,27%)
$PLTR (-0,83%)
$SNOW (+1,82%)
$DDOG (+0%)
$MDB (+1,91%)

Energy: $LEU (-2,25%)
$CEG
$OKLO
$TLNE
$GEV (-6,2%)
$NXT

Batteries: $EOSE (-0,89%)
$QS (-2,21%)
$TSLA (-0,39%)
$MVST (-63,45%)

Every AI Value Chain explained: