$IREN (+1,82%)
$CIFR (+0,98%)
$BTC (+0,1%)

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 (+0,22%)
$APLD (+1,56%)
$GLXY (+3,16%)
$WYFI (+2,44%)

Memory: $SNDK (+1,62%)
$STX (+0,49%)
$MU (+1,29%)
$WDC (+0,39%)
$PSTG (+2,38%)

Semiconductor: $NVDA (-0,06%)
$AVGO (+0,35%)
$AMD (+1,18%)
$TSM (+1,19%)
$ASML (+0,77%)
$ARM (+0,8%)
$KLAC (+0,54%)
$INTC (+0,75%)

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 (+0,56%)

Energy: $LEU (+1,01%)
$CEG
$OKLO
$TLNE
$GEV (+1%)
$NXT

Batteries: $EOSE (+0,66%)
$QS (+1,69%)
$TSLA (+2,66%)
$MVST (+0,89%)

Every AI Value Chain explained: