$IREN (+1,19%)
$CIFR (+10,84%)
$BTC (-1,24%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+1,19%) and $CIFR (+10,84%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+10,84%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+1,57%)
$MSFT (+0,76%)
$AMZN (+0,78%)
$ORCL (-2,42%)
$BABA (+1,7%)

Neocloud: $NBIS (-4,4%)
$IREN (+1,19%)
$CRWV (-1,45%)
$APLD (+4,9%)
$GLXY (+5,79%)
$WYFI (+3,69%)

Memory: $SNDK
$STX (+3,34%)
$MU (+0,19%)
$WDC (+3,43%)
$PSTG (-0,78%)

Semiconductor: $NVDA (+1,9%)
$AVGO (+2,2%)
$AMD (+0,32%)
$TSM (+2,02%)
$ASML (+3,15%)
$ARM (+2,83%)
$KLAC (+3,67%)
$INTC (+0,22%)

Networking: $CIEN (+2,27%)
$CLS (+3,69%)
$CRDO
$RMBS (+6,05%)
$ANET (+1,95%)
$APH (+1,77%)
$COHR (+6,55%)

Servers: $VRT (+3,84%)
$DELL (+1,84%)
$HPE (+3,09%)

Data: $INOD (+7,38%)
$PLTR (+2,66%)
$SNOW (+0,33%)
$DDOG (+1,9%)
$MDB (+5,87%)

Energy: $LEU (+0,76%)
$CEG
$OKLO
$TLNE
$GEV (+2,61%)
$NXT (+0%)

Batteries: $EOSE
$QS (+0,84%)
$TSLA (+3,27%)
$MVST (+5,03%)

Every AI Value Chain explained: