I am currently only in $IREN (-6,41%) and $CIFR (-6,57%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-6,57%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+3,81%)
$MSFT (-0,3%)
$AMZN (+2,51%)
$ORCL (-5,5%)
$BABA (+0%)

Neocloud: $NBIS (-9,32%)
$IREN (-6,41%)
$CRWV (-9,31%)
$APLD (-7,5%)
$GLXY (-2,18%)
$WYFI

Memory: $SNDK
$STX (+0,37%)
$MU (+2,55%)
$WDC (-0,04%)
$PSTG (+0,82%)

Semiconductor: $NVDA (+1%)
$AVGO (-0,41%)
$AMD (-1,53%)
$TSM (+2,62%)
$ASML (+0,76%)
$ARM (-0,93%)
$KLAC (+1,83%)
$INTC (-1,11%)

Networking: $CIEN (+5,02%)
$CLS (+0,4%)
$CRDO
$RMBS (-1,39%)
$ANET (-3,29%)
$APH (+0%)
$COHR (+7,63%)

Servers: $VRT (+0,21%)
$DELL (+2,6%)
$HPE (-0,22%)

Data: $INOD (-1,3%)
$PLTR (+0,16%)
$SNOW (-3,7%)
$DDOG (-4,15%)
$MDB (-3,21%)

Energy: $LEU (-2,75%)
$CEG
$OKLO
$TLNE
$GEV (-0,49%)
$NXT (+0%)

Batteries: $EOSE
$QS (-3,72%)
$TSLA (-0,19%)
$MVST (-5%)

Every AI Value Chain explained:

15 Comentários

Frank@schlimmschlimm

3Mês

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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