I am currently only in $IREN (+2,38%) and $CIFR (+2,29%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+2,29%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,18%)
$MSFT (+1,54%)
$AMZN (+0,11%)
$ORCL (+1%)
$BABA (-0,94%)

Neocloud: $NBIS (+6,23%)
$IREN (+2,38%)
$CRWV (+5,18%)
$APLD (+0,71%)
$GLXY (+1,67%)
$WYFI (+0%)

Memory: $SNDK
$STX (+1,51%)
$MU (-0,97%)
$WDC (-1,17%)
$PSTG (+2,04%)

Semiconductor: $NVDA (+1,17%)
$AVGO (+1,14%)
$AMD (+3,99%)
$TSM (-0,51%)
$ASML (-2,43%)
$ARM (-3%)
$KLAC (+0,29%)
$INTC (+4,89%)

Networking: $CIEN (+8,81%)
$CLS (+2,82%)
$CRDO
$RMBS (+3,91%)
$ANET (+1,99%)
$APH (+0,57%)
$COHR (+4,68%)

Servers: $VRT (+1,1%)
$DELL (+3,64%)
$HPE (+3,64%)

Data: $INOD (-2,69%)
$PLTR (+1,5%)
$SNOW (-0,45%)
$DDOG (+1,71%)
$MDB (+1,28%)

Energy: $LEU (+0,86%)
$CEG
$OKLO
$TLNE
$GEV (+0,84%)
$NXT (+0%)

Batteries: $EOSE
$QS (+2,79%)
$TSLA (-4,75%)
$MVST (-2,33%)

Every AI Value Chain explained:

15 Comentários

Frank@schlimmschlimm

5Mês

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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