$IREN (-4,24%)
$CIFR (-4,29%)
$BTC (+0,43%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-4,24%) and $CIFR (-4,29%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-4,29%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,95%)
$MSFT (-0,7%)
$AMZN (-0,93%)
$ORCL (-2,24%)
$BABA (-1,11%)

Neocloud: $NBIS (-1,39%)
$IREN (-4,24%)
$CRWV (-3,31%)
$APLD (-2,78%)
$GLXY (-5,86%)
$WYFI

Memory: $SNDK
$STX (-1,39%)
$MU (-1,5%)
$WDC (-1,6%)
$PSTG (-1,66%)

Semiconductor: $NVDA (-1,62%)
$AVGO (-1,66%)
$AMD (-2,44%)
$TSM (-0,99%)
$ASML (-1,69%)
$ARM (-1,69%)
$KLAC (-1,02%)
$INTC (-1,34%)

Networking: $CIEN (-2,63%)
$CLS (-1,47%)
$CRDO
$RMBS (-1,85%)
$ANET (-2,22%)
$APH (-1,32%)
$COHR (-0,14%)

Servers: $VRT (-2,31%)
$DELL (-0,93%)
$HPE (-1,23%)

Data: $INOD (-2,51%)
$PLTR (-1,08%)
$SNOW (-1,18%)
$DDOG (-1,31%)
$MDB (-1,36%)

Energy: $LEU (-1,78%)
$CEG
$OKLO
$TLNE
$GEV (-1,14%)
$NXT (+0%)

Batteries: $EOSE
$QS (-1,66%)
$TSLA (-2,22%)
$MVST (-1,14%)

Every AI Value Chain explained: