$IREN (+0,18%)
$CIFR (-0,38%)
$BTC (+0,65%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+0,18%) and $CIFR (-0,38%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-0,38%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,14%)
$MSFT (-0,73%)
$AMZN (-0,21%)
$ORCL (+0,85%)
$BABA (-2,48%)

Neocloud: $NBIS (+0,19%)
$IREN (+0,18%)
$CRWV (-0,51%)
$APLD (+0,62%)
$GLXY (+2,52%)
$WYFI (+2,44%)

Memory: $SNDK (+0,81%)
$STX (+0,33%)
$MU (+0,6%)
$WDC (-0,02%)
$PSTG (+1,01%)

Semiconductor: $NVDA (-0,46%)
$AVGO (+0,05%)
$AMD (+0,34%)
$TSM (+0,99%)
$ASML (+0,72%)
$ARM (+0,68%)
$KLAC (-0,18%)
$INTC (-0,13%)

Networking: $CIEN (+0,57%)
$CLS (-0,18%)
$CRDO
$RMBS (+0,79%)
$ANET (+0,51%)
$APH (+1,22%)
$COHR (+0,64%)

Servers: $VRT (+0,96%)
$DELL (-1,03%)
$HPE (-1,01%)

Data: $INOD (+1,07%)
$PLTR (-0,04%)
$SNOW (+0,44%)
$DDOG (-0,44%)
$MDB (+0,5%)

Energy: $LEU (+1,39%)
$CEG
$OKLO
$TLNE
$GEV (+0,42%)
$NXT

Batteries: $EOSE (-0,5%)
$QS (+1,69%)
$TSLA (+1,67%)
$MVST (+1%)

Every AI Value Chain explained: