I am currently only in $IREN (+7,75%) and $CIFR (+6,5%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+6,5%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,69%)
$MSFT (-0,79%)
$AMZN (-0,8%)
$ORCL (+2,87%)
$BABA (+10,18%)

Neocloud: $NBIS (+7,96%)
$IREN (+7,75%)
$CRWV (+11,05%)
$APLD (+0,93%)
$GLXY (+1,4%)
$WYFI

Memory: $SNDK
$STX (+5,19%)
$MU (-0,1%)
$WDC (+4,89%)
$PSTG (+8,18%)

Semiconductor: $NVDA (-0,38%)
$AVGO (+1,86%)
$AMD (+1,84%)
$TSM (+2,25%)
$ASML (+0,56%)
$ARM (-1,04%)
$KLAC (+1,9%)
$INTC (-3,27%)

Networking: $CIEN (+1,41%)
$CLS (+3,46%)
$CRDO
$RMBS (-0,61%)
$ANET (-0,52%)
$APH (+3,21%)
$COHR (+3,26%)

Servers: $VRT (+3,04%)
$DELL (+0,16%)
$HPE (-0,31%)

Data: $INOD (-6,41%)
$PLTR (+0,7%)
$SNOW (+0,33%)
$DDOG (+0,64%)
$MDB (+2,03%)

Energy: $LEU (+1,29%)
$CEG
$OKLO
$TLNE
$GEV (+2,61%)
$NXT (+0%)

Batteries: $EOSE
$QS (+1,1%)
$TSLA (+0,46%)
$MVST (-3,63%)

Every AI Value Chain explained:

15 Comentários

Frank@schlimmschlimm

2Mês

I also (still) find Nebius totally exciting, and I had already sold it once at 40....*eye roll*.... should perhaps have gone back in on the dip at 83 last week?!

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