Postos
6In addition to $NBIS (+4,13%) —which plummeted today following a financing announcement and have since rebounded slightly—I added $WYFI (+7,49%) as a new addition to my portfolio. And as I briefly mentioned in another post, I also added $6323 .
Yeah, I know—it’s all speculative, and who knows if a bubble will burst or not? We’ll see!
I'm already up 100% on $WYFI (+7,49%) since April. It's tempting to take profits, but what's the deal again? Let winners run ;)?
Valuation vs. Growth Restraints
$NBIS (+4,13%) is nicely priced out of this world because of multi-billion-dollar hyperscaler growth. WhiteFiber is vastly cheaper at 11.3x P/S and locked in a solid $865M, 10-year co-location runway.
But WYFI also faces brutal constraints to match that explosive scale:
WYFI is a new on the block micro-cap alternative. If they execute their backlogs cleanly, the cheap entry price gives it plenty of room to multiply. But, my issues are:
It's going to be a long wayyyy to reach Nebius level.
Thoughts?
$WYFI (+7,49%) the next Arista or Nebius? Let’s see. Added small position to my portfolio.
For all those interested, here is a list of possible upcoming TEN BAGGER or half or similar or future bankruptcies 🔮 📣🔊
🔸 Hims & Hers $HIMS (+3,95%)
🔸 Palantir $PLTR (-5,38%)
🔸 ExlService Holdings $EXLS (-1,1%)
🔸 IES Holdings $IESC (+5,59%)
🔸 Jabil $JBL (+3,55%)
🔸 RadNet $RDNT (+0,8%)
🔸 Robinhood $HOOD (+1,21%)
🔸 RocketLab $RKLB (+2,72%)
🔸 Toast $TOST (-0,05%)
🔸 Whitefiber $WYFI (+7,49%)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (+0,07%)
🔸 Voyager Technologies $VYGR (+3,05%)
🔸 Perpetua Resources $PPTA (-0,28%)
🔸 Lightbridge Corp. $LTBR (+4,53%)
🔸 Oklo $OKLO
$IREN (+6,23%)
$CIFR (+10,2%)
$NBIS (+4,13%)
Maybe one or the other exciting value for you?
I am in $IREN (+6,23%) , $CIFR (+10,2%) but $NBIS (+4,13%) I also find it exciting in the long term. 👌
$ORCL (+3,98%) Oracle
$CRWV (+3,99%) CoreWeave
$NBIS (+4,13%) Nebius
$IREN (+6,23%) Irish
$GLXY (+8,96%) Galaxy Digital
$APLD (+4,87%) Applied Digital
$RIOT (+6,7%) Riot Platforms
$CIFR (+10,2%) Cipher Mining
$MARA (+4,49%) Mara
$GDS (+0,52%) GDS
$CORZ (+4,99%) Core Scientific
$CLSK (+5,9%) CleanSpark
$WULF (+6,94%) TeraWulf
$BTBT (+6,86%) Bit Digital
$HUT (+8,85%) Hat 8
$BTDR (+6,08%) Bitdeer
$BITF (+8,57%) Bitfarms
$VNET (-0,55%) VNET
$HIVE (+3,96%) Hive Digital
$WYFI (+7,49%) WhiteFiber
$DGX (+3,21%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
$IREN (+6,23%)
$CIFR (+10,2%)
$BTC (+0,42%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+6,23%) and $CIFR (+10,2%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+10,2%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,39%)
$MSFT (+0,81%)
$AMZN (+0,03%)
$ORCL (+3,98%)
$BABA (-0,55%)
Neocloud: $NBIS (+4,13%)
$IREN (+6,23%)
$CRWV (+3,99%)
$APLD (+4,87%)
$GLXY (+8,96%)
$WYFI (+7,49%)
Memory: $SNDK (+6,43%)
$STX (+4,13%)
$MU (+3,12%)
$WDC (+5,08%)
$PSTG (+6%)
Semiconductor: $NVDA (+2,87%)
$AVGO (+3,74%)
$AMD (+5,41%)
$TSM (+1,89%)
$ASML (+2,71%)
$ARM (+4,01%)
$KLAC (+1,85%)
$INTC (+3,66%)
Networking: $CIEN (+5,74%)
$CLS (+4,47%)
$CRDO
$RMBS (+4,75%)
$ANET (+4,04%)
$APH (+5,23%)
$COHR (+4,91%)
Servers: $VRT (+5,14%)
$DELL (+5,29%)
$HPE (+5,92%)
Data: $INOD (+2,17%)
$PLTR (-5,38%)
$SNOW (+0,77%)
$DDOG (+0,92%)
$MDB (+0,27%)
Energy: $LEU (+3,23%)
$CEG
$OKLO
$TLNE
$GEV (+4,45%)
$NXT
Batteries: $EOSE (+7,75%)
$QS (+3,88%)
$TSLA (-0,47%)
$MVST (+1,6%)
Every AI Value Chain explained:
$IREN (+6,23%)
$CIFR (+10,2%)
$BTC (+0,42%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+6,23%) and $CIFR (+10,2%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+10,2%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,39%)
$MSFT (+0,81%)
$AMZN (+0,03%)
$ORCL (+3,98%)
$BABA (-0,55%)
Neocloud: $NBIS (+4,13%)
$IREN (+6,23%)
$CRWV (+3,99%)
$APLD (+4,87%)
$GLXY (+8,96%)
$WYFI (+7,49%)
Memory: $SNDK (+6,43%)
$STX (+4,13%)
$MU (+3,12%)
$WDC (+5,08%)
$PSTG (+6%)
Semiconductor: $NVDA (+2,87%)
$AVGO (+3,74%)
$AMD (+5,41%)
$TSM (+1,89%)
$ASML (+2,71%)
$ARM (+4,01%)
$KLAC (+1,85%)
$INTC (+3,66%)
Networking: $CIEN (+5,74%)
$CLS (+4,47%)
$CRDO
$RMBS (+4,75%)
$ANET (+4,04%)
$APH (+5,23%)
$COHR (+4,91%)
Servers: $VRT (+5,14%)
$DELL (+5,29%)
$HPE (+5,92%)
Data: $INOD (+2,17%)
$PLTR (-5,38%)
$SNOW (+0,77%)
$DDOG (+0,92%)
$MDB (+0,27%)
Energy: $LEU (+3,23%)
$CEG
$OKLO
$TLNE
$GEV (+4,45%)
$NXT
Batteries: $EOSE (+7,75%)
$QS (+3,88%)
$TSLA (-0,47%)
$MVST (+1,6%)
Every AI Value Chain explained:
Principais criadores desta semana
