I am currently only in $IREN (-2,34%) and $CIFR (-1,37%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1,37%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-1,64%)
$MSFT (-0,03%)
$AMZN (-1,27%)
$ORCL (-3,87%)
$BABA (-1,51%)

Neocloud: $NBIS (-10%)
$IREN (-2,34%)
$CRWV (-8,41%)
$APLD (-5,42%)
$GLXY (-10,23%)
$WYFI

Memory: $SNDK
$STX (-6,1%)
$MU (-6,67%)
$WDC (-5,61%)
$PSTG (-3,26%)

Semiconductor: $NVDA (-4,16%)
$AVGO (-3,05%)
$AMD (-5,12%)
$TSM (-3,58%)
$ASML (-3,11%)
$ARM (-4,58%)
$KLAC (-2,19%)
$INTC (-6,65%)

Networking: $CIEN (-4,41%)
$CLS (-3,32%)
$CRDO
$RMBS (-4,53%)
$ANET (-13,46%)
$APH (-2,48%)
$COHR (-0,21%)

Servers: $VRT (-6,44%)
$DELL (-6,04%)
$HPE (-3,03%)

Data: $INOD (-7,83%)
$PLTR (-9,73%)
$SNOW (-4,03%)
$DDOG (-3,08%)
$MDB (-3,21%)

Energy: $LEU (-4,37%)
$CEG
$OKLO
$TLNE
$GEV (-5,44%)
$NXT (+0%)

Batteries: $EOSE
$QS
$TSLA (-4,89%)
$MVST (-7,69%)

Every AI Value Chain explained:

15 Comentários

Frank@schlimmschlimm

1Semana

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?!

•

Ver todas as 3 restantes respostas

Títulos em alta

Principais criadores desta semana

Dados tempo real da LSX · Dados financeiros e EOD da FactSet