NXT

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Ticker: NXT

NXT

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BamBamInvest

@BamBamInvest

10Mes·

AI infrastructure continues to be one of the most exciting investment themes

$IREN (+6,79%)
$CIFR (+1,81%)
$BTC (-2,35%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+6,79%) and $CIFR (+1,81%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+1,81%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,87%)
$MSFT (-1,6%)
$AMZN (-0,33%)
$ORCL (+2,5%)
$BABA (+1,3%)

Neocloud: $NBIS (+5,47%)
$IREN (+6,79%)
$CRWV (+4,81%)
$APLD (+0,81%)
$GLXY (-1,89%)
$WYFI (+3,12%)

Memory: $SNDK (+12,08%)
$STX (+4,96%)
$MU (+5,4%)
$WDC (+4,66%)
$PSTG (+0,75%)

Semiconductor: $NVDA (+0,99%)
$AVGO (+0,32%)
$AMD (+3,71%)
$TSM (+2,93%)
$ASML (+3,68%)
$ARM (+3,6%)
$KLAC (+7,31%)
$INTC (+3,59%)

Networking: $CIEN (+1,12%)
$CLS (+0,38%)
$CRDO
$RMBS (+1,02%)
$ANET (+0,68%)
$APH (+0,42%)
$COHR (+5,89%)

Servers: $VRT (+3,08%)
$DELL (+1,24%)
$HPE (-3,29%)

Data: $INOD (+0,37%)
$PLTR (-4,26%)
$SNOW (-4,89%)
$DDOG (+0,27%)
$MDB (-2,51%)

Energy: $LEU (+0,48%)
$CEG
$OKLO
$TLNE
$GEV (+0%)
$NXT

Batteries: $EOSE (+4,96%)
$QS (+0,43%)
$TSLA (-6,22%)
$MVST (-1,08%)

Every AI Value Chain explained:

34 Commenti

Chris@Multibagger

10Mes

Thanks for the overview. Despite having already sold some of $AMD, $NBIS and $APLD, I still have more in my portfolio.
In addition to $IREN and $CIFR also $GLXY, $INOD, $NVDA and $DDOG.
Plus $GOOGL, $AMZN and $BABA
So I'm pretty broadly positioned in this area when I look at it like this 😉😎
Others would say there is a cluster risk. However, the strategy of focusing on the highest possible returns means investing in the booming sectors, which at the moment are AI and commodities.

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