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6In addition to $NBIS (-3,83%) —which plummeted today following a financing announcement and have since rebounded slightly—I added $WYFI (+0,56%) as a new addition to my portfolio. And as I briefly mentioned in another post, I also added $6323 .
Yeah, I know—it’s all speculative, and who knows if a bubble will burst or not? We’ll see!
I'm already up 100% on $WYFI (+0,56%) since April. It's tempting to take profits, but what's the deal again? Let winners run ;)?
Valuation vs. Growth Restraints
$NBIS (-3,83%) is nicely priced out of this world because of multi-billion-dollar hyperscaler growth. WhiteFiber is vastly cheaper at 11.3x P/S and locked in a solid $865M, 10-year co-location runway.
But WYFI also faces brutal constraints to match that explosive scale:
WYFI is a new on the block micro-cap alternative. If they execute their backlogs cleanly, the cheap entry price gives it plenty of room to multiply. But, my issues are:
It's going to be a long wayyyy to reach Nebius level.
Thoughts?
$WYFI (+0,56%) the next Arista or Nebius? Let’s see. Added small position to my portfolio.
For all those interested, here is a list of possible upcoming TEN BAGGER or half or similar or future bankruptcies 🔮 📣🔊
🔸 Hims & Hers $HIMS (-7,66%)
🔸 Palantir $PLTR (-1,7%)
🔸 ExlService Holdings $EXLS (+0,47%)
🔸 IES Holdings $IESC (-5,81%)
🔸 Jabil $JBL (-1,86%)
🔸 RadNet $RDNT (-2,68%)
🔸 Robinhood $HOOD (-4,06%)
🔸 RocketLab $RKLB (-6,16%)
🔸 Toast $TOST (+0,83%)
🔸 Whitefiber $WYFI (+0,56%)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (-1,79%)
🔸 Voyager Technologies $VYGR (+1,72%)
🔸 Perpetua Resources $PPTA (+1,25%)
🔸 Lightbridge Corp. $LTBR (-5,38%)
🔸 Oklo $OKLO
$IREN (-4,87%)
$CIFR (-3,25%)
$NBIS (-3,83%)
Maybe one or the other exciting value for you?
I am in $IREN (-4,87%) , $CIFR (-3,25%) but $NBIS (-3,83%) I also find it exciting in the long term. 👌
$ORCL (-2,64%) Oracle
$CRWV (-1,76%) CoreWeave
$NBIS (-3,83%) Nebius
$IREN (-4,87%) Irish
$GLXY (-2,83%) Galaxy Digital
$APLD (-1,2%) Applied Digital
$RIOT (+1,12%) Riot Platforms
$CIFR (-3,25%) Cipher Mining
$MARA (-0,72%) Mara
$GDS (-3,2%) GDS
$CORZ (-2,87%) Core Scientific
$CLSK (-0,39%) CleanSpark
$WULF (-0,89%) TeraWulf
$BTBT (-0,73%) Bit Digital
$HUT (-1,49%) Hat 8
$BTDR (-3,39%) Bitdeer
$BITF (-1,75%) Bitfarms
$VNET (-3,83%) VNET
$HIVE (-5,04%) Hive Digital
$WYFI (+0,56%) WhiteFiber
$DGX (-0,86%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
$IREN (-4,87%)
$CIFR (-3,25%)
$BTC (+1,7%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-4,87%) and $CIFR (-3,25%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-3,25%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+1,05%)
$MSFT (+1,19%)
$AMZN (+1,24%)
$ORCL (-2,64%)
$BABA (-0,39%)
Neocloud: $NBIS (-3,83%)
$IREN (-4,87%)
$CRWV (-1,76%)
$APLD (-1,2%)
$GLXY (-2,83%)
$WYFI (+0,56%)
Memory: $SNDK (-6,55%)
$STX (-6,29%)
$MU (-5,61%)
$WDC (-4,98%)
$PSTG (-7,7%)
Semiconductor: $NVDA (-2,86%)
$AVGO (-2,26%)
$AMD (-3,04%)
$TSM (-1,81%)
$ASML (-1,15%)
$ARM (-1,91%)
$KLAC (-1,31%)
$INTC (-3,25%)
Networking: $CIEN (-6,58%)
$CLS (-0,79%)
$CRDO
$RMBS (-4,17%)
$ANET (-0,31%)
$APH (-0,76%)
$COHR (-4,53%)
Servers: $VRT (-2,56%)
$DELL (-1,81%)
$HPE (-2,1%)
Data: $INOD (-11,07%)
$PLTR (-1,7%)
$SNOW (-2,89%)
$DDOG (-3,35%)
$MDB (-6,36%)
Energy: $LEU (-4,36%)
$CEG
$OKLO
$TLNE
$GEV (-1,49%)
$NXT
Batteries: $EOSE (-9,3%)
$QS (-4%)
$TSLA (-3,91%)
$MVST (-2,9%)
Every AI Value Chain explained:
$IREN (-4,87%)
$CIFR (-3,25%)
$BTC (+1,7%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-4,87%) and $CIFR (-3,25%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-3,25%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+1,05%)
$MSFT (+1,19%)
$AMZN (+1,24%)
$ORCL (-2,64%)
$BABA (-0,39%)
Neocloud: $NBIS (-3,83%)
$IREN (-4,87%)
$CRWV (-1,76%)
$APLD (-1,2%)
$GLXY (-2,83%)
$WYFI (+0,56%)
Memory: $SNDK (-6,55%)
$STX (-6,29%)
$MU (-5,61%)
$WDC (-4,98%)
$PSTG (-7,7%)
Semiconductor: $NVDA (-2,86%)
$AVGO (-2,26%)
$AMD (-3,04%)
$TSM (-1,81%)
$ASML (-1,15%)
$ARM (-1,91%)
$KLAC (-1,31%)
$INTC (-3,25%)
Networking: $CIEN (-6,58%)
$CLS (-0,79%)
$CRDO
$RMBS (-4,17%)
$ANET (-0,31%)
$APH (-0,76%)
$COHR (-4,53%)
Servers: $VRT (-2,56%)
$DELL (-1,81%)
$HPE (-2,1%)
Data: $INOD (-11,07%)
$PLTR (-1,7%)
$SNOW (-2,89%)
$DDOG (-3,35%)
$MDB (-6,36%)
Energy: $LEU (-4,36%)
$CEG
$OKLO
$TLNE
$GEV (-1,49%)
$NXT
Batteries: $EOSE (-9,3%)
$QS (-4%)
$TSLA (-3,91%)
$MVST (-2,9%)
Every AI Value Chain explained:
