$CRWV (+0,2%) | $NBIS (+1,43%) | $IREN (+1,82%) | $MARA (+2%) | $HUT (+3,22%) | $CIFR (+0,98%) | $WULF (+1,33%) | $SLNH | $HIVE (+0,78%) | $BITF (+1,66%) | $GPUS
SLN
Soluna Holdings
Azione
Azione
Ticker: SLNH
SLNH
Price
Discussione su SLNH
Messaggi
3
11Mes·
List of data center operators 🫡
$IREN (+1,82%)
$CIFR (+0,98%)
$NBIS (+1,43%)
Maybe one or the other exciting value for you?
I am in $IREN (+1,82%) , $CIFR (+0,98%) but $NBIS (+1,43%) I also find it exciting in the long term. 👌
$ORCL (+1,35%) Oracle
$CRWV (+0,2%) CoreWeave
$NBIS (+1,43%) Nebius
$IREN (+1,82%) Irish
$GLXY (+3,16%) Galaxy Digital
$APLD (+1,56%) Applied Digital
$RIOT (+1,8%) Riot Platforms
$CIFR (+0,98%) Cipher Mining
$MARA (+2%) Mara
$GDS (+0%) GDS
$CORZ (+1,77%) Core Scientific
$CLSK (+0,65%) CleanSpark
$WULF (+1,33%) TeraWulf
$BTBT (+5,06%) Bit Digital
$HUT (+3,22%) Hat 8
$BTDR (+1,55%) Bitdeer
$BITF (+1,66%) Bitfarms
$VNET (+1,51%) VNET
$HIVE (+0,78%) Hive Digital
$WYFI (+2,44%) WhiteFiber
$DGX (+1,57%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
11Mes·
AI infrastructure continues to be one of the most exciting investment themes
$IREN (+1,82%)
$CIFR (+0,98%)
$BTC (+0,11%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+1,82%) and $CIFR (+0,98%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+0,98%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+0,19%)
$MSFT (-0,58%)
$AMZN (+0,02%)
$ORCL (+1,35%)
$BABA (-2,38%)
Neocloud: $NBIS (+1,43%)
$IREN (+1,82%)
$CRWV (+0,2%)
$APLD (+1,56%)
$GLXY (+3,16%)
$WYFI (+2,44%)
Memory: $SNDK (+1,62%)
$STX (+0,49%)
$MU (+1,37%)
$WDC (+0,39%)
$PSTG (+2,38%)
Semiconductor: $NVDA (-0,04%)
$AVGO (+0,38%)
$AMD (+1,18%)
$TSM (+1,19%)
$ASML (+0,77%)
$ARM (+0,8%)
$KLAC (+0,54%)
$INTC (+0,78%)
Networking: $CIEN (+1,65%)
$CLS (+1,29%)
$CRDO
$RMBS (+1,49%)
$ANET (+1,01%)
$APH (+1,29%)
$COHR (+1,56%)
Servers: $VRT (+1,26%)
$DELL (-0,4%)
$HPE (-0,59%)
Data: $INOD (+2,03%)
$PLTR (+0,4%)
$SNOW (+0,44%)
$DDOG (-0,33%)
$MDB (+0,57%)
Energy: $LEU (+1,01%)
$CEG
$OKLO
$TLNE
$GEV (+1%)
$NXT
Batteries: $EOSE (+0,66%)
$QS (+1,69%)
$TSLA (+2,68%)
$MVST (+0,89%)
Every AI Value Chain explained:
2323
15 Commenti
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?!
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1Anno·
KULR Technology (KULR) & Soluna: Partnership for sustainable Bitcoin mining
KULR Technology Group (NYSE:KULR) and Soluna Holdings (NASDAQ:SLNH) start cooperation for 3.3 MW Bitcoin mining at Soluna's "Project Sophie" facility in Kentucky, launched in Q4 2025. KULR puts up to 90% excess cash reserves into Bitcoin, uses Soluna's green energy (wind, solar, water) for efficient mining. 💡 KULR's market cap: USD 205.84m, revenue growth: +35.81% (TTM), strong liquidity (current ratio 8.29). Q2 2025: First quarterly profit (EPS +0.22 USD vs. -0.02 USD expected), sales +14.29 % above forecast. New products: kBMS and CubeSat batteries for space/defense. 📈 Share price: ~ USD 5.08 (+1.49% today), analyst target: USD 11. Risks: BTC volatility, dilution. Bullish for investors willing to take risks! 🪙
$KULR (+0,68%) A company that I came across through @Multibagger I came across. Let's see what else comes along.
66
5 Commenti
Okay, now I'm getting out🫣. In any case, this ensures that there will probably be no scaling for the core business, which is why I personally bought them into my portfolio. If a large part of the cash flows into BTC mining, there will be nothing left for the core business... I already have enough BTC miners (albeit with different transformation approaches regarding HPC/Cloud/KI) in Portfolio🤷🏼♂️. Well, so what, there will surely be an investment that fits better into the overall structure.
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