I am currently only in $IREN (+2,33%) and $CIFR (+0,8%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+0,8%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,32%)
$MSFT (+0,43%)
$AMZN (-0,07%)
$ORCL (+0,83%)
$BABA (+1,78%)

Neocloud: $NBIS (+2,26%)
$IREN (+2,33%)
$CRWV (+1,17%)
$APLD (+0,58%)
$GLXY (+0,43%)
$WYFI (+1,4%)

Memory: $SNDK
$STX (+0,59%)
$MU (+0,76%)
$WDC (+1,44%)
$PSTG (-1,37%)

Semiconductor: $NVDA (+0,46%)
$AVGO (-0,03%)
$AMD (+3,11%)
$TSM (+2,44%)
$ASML (+1,45%)
$ARM (+1,96%)
$KLAC (+0,88%)
$INTC (+8,36%)

Networking: $CIEN (-0,18%)
$CLS (+0,74%)
$CRDO
$RMBS (+4,38%)
$ANET (+0,35%)
$APH (+0,65%)
$COHR (+1,21%)

Servers: $VRT (+1,5%)
$DELL (-0,39%)
$HPE (-0,27%)

Data: $INOD (+0,4%)
$PLTR (+0,73%)
$SNOW (+0,32%)
$DDOG (+0,18%)
$MDB (+0,61%)

Energy: $LEU (+2,4%)
$CEG
$OKLO
$TLNE
$GEV (+0,54%)
$NXT (+0%)

Batteries: $EOSE
$QS (+1,96%)
$TSLA (+1,04%)
$MVST (+0,06%)

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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