$WYFI (-5,15%) 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 (+2,98%)
🔸 Palantir $PLTR (-0,22%)
🔸 ExlService Holdings $EXLS (-0,06%)
🔸 IES Holdings $IESC (+2,51%)
🔸 Jabil $JBL (-0,29%)
🔸 RadNet $RDNT (+4,83%)
🔸 Robinhood $HOOD (-1,97%)
🔸 RocketLab $RKLB (+0%)
🔸 Toast $TOST (+0,41%)
🔸 Whitefiber $WYFI (-5,15%)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (+3,38%)
🔸 Voyager Technologies $VYGR (-8,66%)
🔸 Perpetua Resources $PPTA (-3,87%)
🔸 Lightbridge Corp. $LTBR (-2,63%)
🔸 Oklo $OKLO

List of data center operators 🫡
$IREN (+1,51%)
$CIFR (+3,81%)
$NBIS (+5,33%)
Maybe one or the other exciting value for you?
I am in $IREN (+1,51%) , $CIFR (+3,81%) but $NBIS (+5,33%) I also find it exciting in the long term. 👌
$ORCL (-1,6%) Oracle
$CRWV (+2,6%) CoreWeave
$NBIS (+5,33%) Nebius
$IREN (+1,51%) Irish
$GLXY (+8,64%) Galaxy Digital
$APLD (-0,42%) Applied Digital
$RIOT (-2%) Riot Platforms
$CIFR (+3,81%) Cipher Mining
$MARA (+7,65%) Mara
$GDS (+1,35%) GDS
$CORZ (+2,48%) Core Scientific
$CLSK (+3,14%) CleanSpark
$WULF (+1,57%) TeraWulf
$BTBT (+2,14%) Bit Digital
$HUT (+0,36%) Hat 8
$BTDR (+3,12%) Bitdeer
$BITF (+2,62%) Bitfarms
$VNET (+0,54%) VNET
$HIVE (+3,31%) Hive Digital
$WYFI (-5,15%) WhiteFiber
$DGX (-21,37%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
AI infrastructure continues to be one of the most exciting investment themes
$IREN (+1,51%)
$CIFR (+3,81%)
$BTC (+1,3%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+1,51%) and $CIFR (+3,81%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+3,81%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,11%)
$MSFT (-1,06%)
$AMZN (-0,33%)
$ORCL (-1,6%)
$BABA (+1,54%)
Neocloud: $NBIS (+5,33%)
$IREN (+1,51%)
$CRWV (+2,6%)
$APLD (-0,42%)
$GLXY (+8,64%)
$WYFI (-5,15%)
Memory: $SNDK
$STX (+3,19%)
$MU (+5,84%)
$WDC (+5,25%)
$PSTG (+1,64%)
Semiconductor: $NVDA (-0,69%)
$AVGO (-3,3%)
$AMD (-1,64%)
$TSM (+1,02%)
$ASML (+0,72%)
$ARM (+1,4%)
$KLAC (+1,3%)
$INTC (+1,68%)
Networking: $CIEN (+0,44%)
$CLS (+0,65%)
$CRDO
$RMBS (+5,8%)
$ANET (-0,03%)
$APH (+2,9%)
$COHR (+0,95%)
Servers: $VRT (-1,67%)
$DELL (+1,87%)
$HPE (+0,64%)
Data: $INOD (-0,08%)
$PLTR (-0,22%)
$SNOW (+1,66%)
$DDOG (-1,65%)
$MDB (+0,41%)
Energy: $LEU (-1,18%)
$CEG
$OKLO
$TLNE
$GEV (-2,49%)
$NXT (+0%)
Batteries: $EOSE
$QS (-2,49%)
$TSLA (-0,31%)
$MVST (+5,24%)
Every AI Value Chain explained:
AI infrastructure continues to be one of the most exciting investment themes
$IREN (+1,51%)
$CIFR (+3,81%)
$BTC (+1,3%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+1,51%) and $CIFR (+3,81%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+3,81%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,11%)
$MSFT (-1,06%)
$AMZN (-0,33%)
$ORCL (-1,6%)
$BABA (+1,54%)
Neocloud: $NBIS (+5,33%)
$IREN (+1,51%)
$CRWV (+2,6%)
$APLD (-0,42%)
$GLXY (+8,64%)
$WYFI (-5,15%)
Memory: $SNDK
$STX (+3,19%)
$MU (+5,84%)
$WDC (+5,25%)
$PSTG (+1,64%)
Semiconductor: $NVDA (-0,69%)
$AVGO (-3,3%)
$AMD (-1,64%)
$TSM (+1,02%)
$ASML (+0,72%)
$ARM (+1,4%)
$KLAC (+1,3%)
$INTC (+1,68%)
Networking: $CIEN (+0,44%)
$CLS (+0,65%)
$CRDO
$RMBS (+5,8%)
$ANET (-0,03%)
$APH (+2,9%)
$COHR (+0,95%)
Servers: $VRT (-1,67%)
$DELL (+1,87%)
$HPE (+0,64%)
Data: $INOD (-0,08%)
$PLTR (-0,22%)
$SNOW (+1,66%)
$DDOG (-1,65%)
$MDB (+0,41%)
Energy: $LEU (-1,18%)
$CEG
$OKLO
$TLNE
$GEV (-2,49%)
$NXT (+0%)
Batteries: $EOSE
$QS (-2,49%)
$TSLA (-0,31%)
$MVST (+5,24%)
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.
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