$WYFI (+0%) 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 (-2,87%)
🔸 Palantir $PLTR (+1,5%)
🔸 ExlService Holdings $EXLS (+2,02%)
🔸 IES Holdings $IESC (+0,24%)
🔸 Jabil $JBL (-0,77%)
🔸 RadNet $RDNT (-0,42%)
🔸 Robinhood $HOOD (-1,24%)
🔸 RocketLab $RKLB (+3,52%)
🔸 Toast $TOST (+1,24%)
🔸 Whitefiber $WYFI (+0%)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (-5,45%)
🔸 Voyager Technologies $VYGR (+0%)
🔸 Perpetua Resources $PPTA (-0,98%)
🔸 Lightbridge Corp. $LTBR (+4,12%)
🔸 Oklo $OKLO

List of data center operators 🫡
$IREN (+2,38%)
$CIFR (+2,29%)
$NBIS (+6,23%)
Maybe one or the other exciting value for you?
I am in $IREN (+2,38%) , $CIFR (+2,29%) but $NBIS (+6,23%) I also find it exciting in the long term. 👌
$ORCL (+1%) Oracle
$CRWV (+5,18%) CoreWeave
$NBIS (+6,23%) Nebius
$IREN (+2,38%) Irish
$GLXY (+1,67%) Galaxy Digital
$APLD (+0,71%) Applied Digital
$RIOT (+4,12%) Riot Platforms
$CIFR (+2,29%) Cipher Mining
$MARA (+7,61%) Mara
$GDS (+0%) GDS
$CORZ (+7,03%) Core Scientific
$CLSK (+2,15%) CleanSpark
$WULF (+3,21%) TeraWulf
$BTBT (+0,84%) Bit Digital
$HUT (+1,65%) Hat 8
$BTDR (+0,37%) Bitdeer
$BITF (+0,56%) Bitfarms
$VNET (-3,4%) VNET
$HIVE (+2,45%) Hive Digital
$WYFI (+0%) WhiteFiber
$DGX (+4,32%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
AI infrastructure continues to be one of the most exciting investment themes
$IREN (+2,38%)
$CIFR (+2,29%)
$BTC (+0,01%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+2,38%) and $CIFR (+2,29%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+2,29%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+0,18%)
$MSFT (+1,54%)
$AMZN (+0,11%)
$ORCL (+1%)
$BABA (-0,94%)
Neocloud: $NBIS (+6,23%)
$IREN (+2,38%)
$CRWV (+5,18%)
$APLD (+0,71%)
$GLXY (+1,67%)
$WYFI (+0%)
Memory: $SNDK
$STX (+1,51%)
$MU (-0,97%)
$WDC (-1,17%)
$PSTG (+2,04%)
Semiconductor: $NVDA (+1,17%)
$AVGO (+1,14%)
$AMD (+3,99%)
$TSM (-0,51%)
$ASML (-2,43%)
$ARM (-3%)
$KLAC (+0,29%)
$INTC (+4,89%)
Networking: $CIEN (+8,81%)
$CLS (+2,82%)
$CRDO
$RMBS (+3,91%)
$ANET (+1,99%)
$APH (+0,57%)
$COHR (+4,68%)
Servers: $VRT (+1,1%)
$DELL (+3,64%)
$HPE (+3,64%)
Data: $INOD (-2,69%)
$PLTR (+1,5%)
$SNOW (-0,45%)
$DDOG (+1,71%)
$MDB (+1,28%)
Energy: $LEU (+0,86%)
$CEG
$OKLO
$TLNE
$GEV (+0,84%)
$NXT (+0%)
Batteries: $EOSE
$QS (+2,79%)
$TSLA (-4,75%)
$MVST (-2,33%)
Every AI Value Chain explained:
AI infrastructure continues to be one of the most exciting investment themes
$IREN (+2,38%)
$CIFR (+2,29%)
$BTC (+0,01%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+2,38%) and $CIFR (+2,29%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+2,29%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+0,18%)
$MSFT (+1,54%)
$AMZN (+0,11%)
$ORCL (+1%)
$BABA (-0,94%)
Neocloud: $NBIS (+6,23%)
$IREN (+2,38%)
$CRWV (+5,18%)
$APLD (+0,71%)
$GLXY (+1,67%)
$WYFI (+0%)
Memory: $SNDK
$STX (+1,51%)
$MU (-0,97%)
$WDC (-1,17%)
$PSTG (+2,04%)
Semiconductor: $NVDA (+1,17%)
$AVGO (+1,14%)
$AMD (+3,99%)
$TSM (-0,51%)
$ASML (-2,43%)
$ARM (-3%)
$KLAC (+0,29%)
$INTC (+4,89%)
Networking: $CIEN (+8,81%)
$CLS (+2,82%)
$CRDO
$RMBS (+3,91%)
$ANET (+1,99%)
$APH (+0,57%)
$COHR (+4,68%)
Servers: $VRT (+1,1%)
$DELL (+3,64%)
$HPE (+3,64%)
Data: $INOD (-2,69%)
$PLTR (+1,5%)
$SNOW (-0,45%)
$DDOG (+1,71%)
$MDB (+1,28%)
Energy: $LEU (+0,86%)
$CEG
$OKLO
$TLNE
$GEV (+0,84%)
$NXT (+0%)
Batteries: $EOSE
$QS (+2,79%)
$TSLA (-4,75%)
$MVST (-2,33%)
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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