$WYFI (-0,7%) 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 (+8,01%)
🔸 Palantir $PLTR (+0,13%)
🔸 ExlService Holdings $EXLS (-0,92%)
🔸 IES Holdings $IESC (+2,15%)
🔸 Jabil $JBL (+0,59%)
🔸 RadNet $RDNT (+1,81%)
🔸 Robinhood $HOOD (+0,68%)
🔸 RocketLab $RKLB (-6,5%)
🔸 Toast $TOST (+2,91%)
🔸 Whitefiber $WYFI (-0,7%)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (-3,22%)
🔸 Voyager Technologies $VYGR (-6,94%)
🔸 Perpetua Resources $PPTA (-1,19%)
🔸 Lightbridge Corp. $LTBR (-3,32%)
🔸 Oklo $OKLO

List of data center operators 🫡
$IREN (-2,19%)
$CIFR (-3,17%)
$NBIS (-6,29%)
Maybe one or the other exciting value for you?
I am in $IREN (-2,19%) , $CIFR (-3,17%) but $NBIS (-6,29%) I also find it exciting in the long term. 👌
$ORCL (-3,27%) Oracle
$CRWV (-6,74%) CoreWeave
$NBIS (-6,29%) Nebius
$IREN (-2,19%) Irish
$GLXY (-1,06%) Galaxy Digital
$APLD (-3,72%) Applied Digital
$RIOT (+1,79%) Riot Platforms
$CIFR (-3,17%) Cipher Mining
$MARA (-1,68%) Mara
$GDS (+3,77%) GDS
$CORZ (-0,22%) Core Scientific
$CLSK (+4,49%) CleanSpark
$WULF (-2,34%) TeraWulf
$BTBT (+0,74%) Bit Digital
$HUT (-2,99%) Hat 8
$BTDR (-0,29%) Bitdeer
$BITF Bitfarms
$VNET (+4,23%) VNET
$HIVE (-0,92%) Hive Digital
$WYFI (-0,7%) WhiteFiber
$DGX (-1,12%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
AI infrastructure continues to be one of the most exciting investment themes
$IREN (-2,19%)
$CIFR (-3,17%)
$BTC (+0,15%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-2,19%) and $CIFR (-3,17%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-3,17%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+1,36%)
$MSFT (+1,38%)
$AMZN (+3,03%)
$ORCL (-3,27%)
$BABA (+3,02%)
Neocloud: $NBIS (-6,29%)
$IREN (-2,19%)
$CRWV (-6,74%)
$APLD (-3,72%)
$GLXY (-1,06%)
$WYFI (-0,7%)
Memory: $SNDK
$STX (-1,18%)
$MU (+2,38%)
$WDC (-0,1%)
$PSTG (+1,79%)
Semiconductor: $NVDA (+4,29%)
$AVGO (+0,03%)
$AMD (+9,4%)
$TSM (+4,89%)
$ASML (+2,14%)
$ARM (+9,34%)
$KLAC (+6,29%)
$INTC (+7,11%)
Networking: $CIEN (+0,03%)
$CLS (+4,46%)
$CRDO
$RMBS (+10,14%)
$ANET (+2,13%)
$APH (-0,47%)
$COHR (-1,42%)
Servers: $VRT (+0,73%)
$DELL (+1,06%)
$HPE (+0,29%)
Data: $INOD (-3,14%)
$PLTR (+0,13%)
$SNOW (-5,76%)
$DDOG (+0,45%)
$MDB (-2,35%)
Energy: $LEU (-6,32%)
$CEG
$OKLO
$TLNE
$GEV (-1,07%)
$NXT (+0%)
Batteries: $EOSE
$QS (-3,14%)
$TSLA (+0,55%)
$MVST (-4,76%)
Every AI Value Chain explained:
AI infrastructure continues to be one of the most exciting investment themes
$IREN (-2,19%)
$CIFR (-3,17%)
$BTC (+0,15%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-2,19%) and $CIFR (-3,17%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-3,17%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+1,36%)
$MSFT (+1,38%)
$AMZN (+3,03%)
$ORCL (-3,27%)
$BABA (+3,02%)
Neocloud: $NBIS (-6,29%)
$IREN (-2,19%)
$CRWV (-6,74%)
$APLD (-3,72%)
$GLXY (-1,06%)
$WYFI (-0,7%)
Memory: $SNDK
$STX (-1,18%)
$MU (+2,38%)
$WDC (-0,1%)
$PSTG (+1,79%)
Semiconductor: $NVDA (+4,29%)
$AVGO (+0,03%)
$AMD (+9,4%)
$TSM (+4,89%)
$ASML (+2,14%)
$ARM (+9,34%)
$KLAC (+6,29%)
$INTC (+7,11%)
Networking: $CIEN (+0,03%)
$CLS (+4,46%)
$CRDO
$RMBS (+10,14%)
$ANET (+2,13%)
$APH (-0,47%)
$COHR (-1,42%)
Servers: $VRT (+0,73%)
$DELL (+1,06%)
$HPE (+0,29%)
Data: $INOD (-3,14%)
$PLTR (+0,13%)
$SNOW (-5,76%)
$DDOG (+0,45%)
$MDB (-2,35%)
Energy: $LEU (-6,32%)
$CEG
$OKLO
$TLNE
$GEV (-1,07%)
$NXT (+0%)
Batteries: $EOSE
$QS (-3,14%)
$TSLA (+0,55%)
$MVST (-4,76%)
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.