I am currently only in $IREN (-2,82%) and $CIFR (+6,71%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+6,71%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,51%)
$MSFT (+0,77%)
$AMZN (+1,23%)
$ORCL (-0,56%)
$BABA (+1,42%)

Neocloud: $NBIS (-0,61%)
$IREN (-2,82%)
$CRWV (-4,39%)
$APLD (+7,53%)
$GLXY (+0,88%)
$WYFI

Memory: $SNDK
$STX (+1,12%)
$MU (+2,48%)
$WDC (+2,87%)
$PSTG (+3,88%)

Semiconductor: $NVDA (-1,41%)
$AVGO (+1,26%)
$AMD (+1,94%)
$TSM (+0,1%)
$ASML (+1,14%)
$ARM (+2,18%)
$KLAC (+1,74%)
$INTC (+11,17%)

Networking: $CIEN (+2,4%)
$CLS (+2,41%)
$CRDO
$RMBS (+2,3%)
$ANET (+2,08%)
$APH (+1,26%)
$COHR (+6,17%)

Servers: $VRT (+4,84%)
$DELL (-0,75%)
$HPE (+1,5%)

Data: $INOD (-1,21%)
$PLTR (+2,61%)
$SNOW (-1,13%)
$DDOG (+1,05%)
$MDB (+1,82%)

Energy: $LEU (+2,74%)
$CEG
$OKLO
$TLNE
$GEV (+1,88%)
$NXT (+0%)

Batteries: $EOSE
$QS (+0%)
$TSLA (+1,28%)
$MVST (+2,36%)

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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