$WYFI (-1,27%) the next Arista or Nebius? Let’s see. Added small position to my portfolio.
WhiteFiber, Inc.
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4A selection of possible TEN BAGGER 🚀
For all those interested, here is a list of possible upcoming TEN BAGGER or half or similar or future bankruptcies 🔮 📣🔊
🔸 Hims & Hers $HIMS (-0,29%)
🔸 Palantir $PLTR (-0,2%)
🔸 ExlService Holdings $EXLS (-1,42%)
🔸 IES Holdings $IESC (-0,61%)
🔸 Jabil $JBL (-1,8%)
🔸 RadNet $RDNT (-0,08%)
🔸 Robinhood $HOOD (-1,89%)
🔸 RocketLab $RKLB (+1,17%)
🔸 Toast $TOST (-0,28%)
🔸 Whitefiber $WYFI (-1,27%)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (+10,69%)
🔸 Voyager Technologies $VYGR (-0,22%)
🔸 Perpetua Resources $PPTA (-0,69%)
🔸 Lightbridge Corp. $LTBR (+0,21%)
🔸 Oklo $OKLO

List of data center operators 🫡
$IREN (-2,83%)
$CIFR (-2,32%)
$NBIS (-3,59%)
Maybe one or the other exciting value for you?
I am in $IREN (-2,83%) , $CIFR (-2,32%) but $NBIS (-3,59%) I also find it exciting in the long term. 👌
$ORCL (-1,04%) Oracle
$CRWV (-2,04%) CoreWeave
$NBIS (-3,59%) Nebius
$IREN (-2,83%) Irish
$GLXY (-2,12%) Galaxy Digital
$APLD (-2,57%) Applied Digital
$RIOT (-2,26%) Riot Platforms
$CIFR (-2,32%) Cipher Mining
$MARA (-2,43%) Mara
$GDS (-2,24%) GDS
$CORZ (-0,69%) Core Scientific
$CLSK (-2,49%) CleanSpark
$WULF (-2,53%) TeraWulf
$BTBT (-3,46%) Bit Digital
$HUT (-0,42%) Hat 8
$BTDR (-1,8%) Bitdeer
$BITF Bitfarms
$VNET (-1,68%) VNET
$HIVE (-2,33%) Hive Digital
$WYFI (-1,27%) WhiteFiber
$DGX (-1,98%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
AI infrastructure continues to be one of the most exciting investment themes
$IREN (-2,83%)
$CIFR (-2,32%)
$BTC (-2,11%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-2,83%) and $CIFR (-2,32%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,32%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,93%)
$MSFT (+0,3%)
$AMZN (-0,81%)
$ORCL (-1,04%)
$BABA (-0,64%)
Neocloud: $NBIS (-3,59%)
$IREN (-2,83%)
$CRWV (-2,04%)
$APLD (-2,57%)
$GLXY (-2,12%)
$WYFI (-1,27%)
Memory: $SNDK (-1,99%)
$STX (-2,65%)
$MU (-3,94%)
$WDC (-3,38%)
$PSTG (-1,58%)
Semiconductor: $NVDA (-1,2%)
$AVGO (-2,23%)
$AMD (-2,54%)
$TSM (-2,48%)
$ASML (-3,91%)
$ARM (-5,35%)
$KLAC (-2,73%)
$INTC (-2,11%)
Networking: $CIEN (-2,8%)
$CLS (-2,33%)
$CRDO
$RMBS (-2,78%)
$ANET (-1,78%)
$APH (-1,2%)
$COHR (-2,98%)
Servers: $VRT (-2,28%)
$DELL (-2,77%)
$HPE (-2,23%)
Data: $INOD (-3,7%)
$PLTR (-0,2%)
$SNOW (-0,36%)
$DDOG (-1,19%)
$MDB (-0,11%)
Energy: $LEU (-0,96%)
$CEG
$OKLO
$TLNE
$GEV (-1,59%)
$NXT (+0%)
Batteries: $EOSE (-1,73%)
$QS (-0,64%)
$TSLA (+0,15%)
$MVST (-1,34%)
Every AI Value Chain explained:
AI infrastructure continues to be one of the most exciting investment themes
$IREN (-2,83%)
$CIFR (-2,32%)
$BTC (-2,11%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-2,83%) and $CIFR (-2,32%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,32%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,93%)
$MSFT (+0,3%)
$AMZN (-0,81%)
$ORCL (-1,04%)
$BABA (-0,64%)
Neocloud: $NBIS (-3,59%)
$IREN (-2,83%)
$CRWV (-2,04%)
$APLD (-2,57%)
$GLXY (-2,12%)
$WYFI (-1,27%)
Memory: $SNDK (-1,99%)
$STX (-2,65%)
$MU (-3,94%)
$WDC (-3,38%)
$PSTG (-1,58%)
Semiconductor: $NVDA (-1,2%)
$AVGO (-2,23%)
$AMD (-2,54%)
$TSM (-2,48%)
$ASML (-3,91%)
$ARM (-5,35%)
$KLAC (-2,73%)
$INTC (-2,11%)
Networking: $CIEN (-2,8%)
$CLS (-2,33%)
$CRDO
$RMBS (-2,78%)
$ANET (-1,78%)
$APH (-1,2%)
$COHR (-2,98%)
Servers: $VRT (-2,28%)
$DELL (-2,77%)
$HPE (-2,23%)
Data: $INOD (-3,7%)
$PLTR (-0,2%)
$SNOW (-0,36%)
$DDOG (-1,19%)
$MDB (-0,11%)
Energy: $LEU (-0,96%)
$CEG
$OKLO
$TLNE
$GEV (-1,59%)
$NXT (+0%)
Batteries: $EOSE (-1,73%)
$QS (-0,64%)
$TSLA (+0,15%)
$MVST (-1,34%)
Every AI Value Chain explained:
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.