$IREN (-1,5%)
$CIFR (-1,66%)
$BTC (-0,5%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-1,5%) and $CIFR (-1,66%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1,66%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,77%)
$MSFT (+0,03%)
$AMZN (+1,74%)
$ORCL (-0,49%)
$BABA (-0,48%)

Neocloud: $NBIS (+1,11%)
$IREN (-1,5%)
$CRWV (+1,96%)
$APLD (+1,54%)
$GLXY (+0,39%)
$WYFI (+1,17%)

Memory: $SNDK (+2,51%)
$STX (-0,66%)
$MU (+1,46%)
$WDC (+0,83%)
$PSTG (+1,34%)

Semiconductor: $NVDA (-3,18%)
$AVGO (+4,1%)
$AMD (+5,32%)
$TSM (+3,1%)
$ASML (+1,87%)
$ARM (-1,08%)
$KLAC (+1,44%)
$INTC (+1,42%)

Networking: $CIEN (+3,03%)
$CLS (+3,97%)
$CRDO
$RMBS (+0,86%)
$ANET (+2,16%)
$APH (+0,67%)
$COHR (-0,39%)

Servers: $VRT (-1,48%)
$DELL (-1,35%)
$HPE (+0,87%)

Data: $INOD (-1,97%)
$PLTR (-0,56%)
$SNOW (+1,92%)
$DDOG (+0,06%)
$MDB (+2,13%)

Energy: $LEU (-2,1%)
$CEG
$OKLO
$TLNE
$GEV (-6,21%)
$NXT

Batteries: $EOSE (-0,6%)
$QS (-2,21%)
$TSLA (-0,34%)
$MVST (-63,55%)

Every AI Value Chain explained: