I am currently only in $IREN (+11,91%) and $CIFR (+7,51%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+7,51%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+1,98%)
$MSFT (+0,38%)
$AMZN (+0,55%)
$ORCL (+7,54%)
$BABA (+1,67%)

Neocloud: $NBIS (+14,98%)
$IREN (+11,91%)
$CRWV (+23,01%)
$APLD (+16,83%)
$GLXY (+6,77%)
$WYFI

Memory: $SNDK
$STX (+2,77%)
$MU (+8,09%)
$WDC (+4,13%)
$PSTG (+3,75%)

Semiconductor: $NVDA (+4,07%)
$AVGO (+3,4%)
$AMD (+7,17%)
$TSM (+1,02%)
$ASML (+1,84%)
$ARM (+0,93%)
$KLAC (+2,26%)
$INTC (+2,36%)

Networking: $CIEN (+9,98%)
$CLS (+8,66%)
$CRDO
$RMBS (+4,46%)
$ANET (+5,38%)
$APH (+5,81%)
$COHR (+6,32%)

Servers: $VRT (+3,84%)
$DELL (+3,59%)
$HPE (+3,31%)

Data: $INOD (+11,25%)
$PLTR (+4,8%)
$SNOW (+1,2%)
$DDOG (+1,95%)
$MDB (+1,38%)

Energy: $LEU (+14,96%)
$CEG
$OKLO
$TLNE
$GEV (+2,93%)
$NXT (+0%)

Batteries: $EOSE
$QS (-1,58%)
$TSLA (+0,1%)
$MVST (+1,62%)

Every AI Value Chain explained:

15 Comentários

Frank@schlimmschlimm

1Mês

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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