Postos
6In addition to $NBIS (-3,52%) —which plummeted today following a financing announcement and have since rebounded slightly—I added $WYFI (-6,77%) 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 (-6,77%) since April. It's tempting to take profits, but what's the deal again? Let winners run ;)?
Valuation vs. Growth Restraints
$NBIS (-3,52%) 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 (-6,77%) 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 (-3,57%)
🔸 Palantir $PLTR (-3,39%)
🔸 ExlService Holdings $EXLS (-1,53%)
🔸 IES Holdings $IESC (-0,58%)
🔸 Jabil $JBL (-1,86%)
🔸 RadNet $RDNT (-0,18%)
🔸 Robinhood $HOOD (-0,81%)
🔸 RocketLab $RKLB (-2,17%)
🔸 Toast $TOST (-1,6%)
🔸 Whitefiber $WYFI (-6,77%)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (-3,42%)
🔸 Voyager Technologies $VYGR (-0,34%)
🔸 Perpetua Resources $PPTA (-3,18%)
🔸 Lightbridge Corp. $LTBR (-1,08%)
🔸 Oklo $OKLO
$IREN (-1,59%)
$CIFR (-5,61%)
$NBIS (-3,52%)
Maybe one or the other exciting value for you?
I am in $IREN (-1,59%) , $CIFR (-5,61%) but $NBIS (-3,52%) I also find it exciting in the long term. 👌
$ORCL (-5,06%) Oracle
$CRWV (-3,85%) CoreWeave
$NBIS (-3,52%) Nebius
$IREN (-1,59%) Irish
$GLXY (-1,93%) Galaxy Digital
$APLD (-4,16%) Applied Digital
$RIOT (-5,36%) Riot Platforms
$CIFR (-5,61%) Cipher Mining
$MARA (-4,64%) Mara
$GDS (-2,18%) GDS
$CORZ (-0,57%) Core Scientific
$CLSK (-4,59%) CleanSpark
$WULF (-3,68%) TeraWulf
$BTBT (-5,65%) Bit Digital
$HUT (-1,83%) Hat 8
$BTDR (-4,5%) Bitdeer
$BITF (-2,18%) Bitfarms
$VNET (+1,72%) VNET
$HIVE (-3,78%) Hive Digital
$WYFI (-6,77%) WhiteFiber
$DGX (-4,85%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
$IREN (-1,59%)
$CIFR (-5,61%)
$BTC (-0,07%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-1,59%) and $CIFR (-5,61%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-5,61%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-1,15%)
$MSFT (-1,06%)
$AMZN (-1,76%)
$ORCL (-5,06%)
$BABA (-1,12%)
Neocloud: $NBIS (-3,52%)
$IREN (-1,59%)
$CRWV (-3,85%)
$APLD (-4,16%)
$GLXY (-1,93%)
$WYFI (-6,77%)
Memory: $SNDK (-0,75%)
$STX (-1,12%)
$MU (-2,06%)
$WDC (-0,06%)
$PSTG (+1,2%)
Semiconductor: $NVDA (-1,2%)
$AVGO (+0,33%)
$AMD (-1,93%)
$TSM (-0,14%)
$ASML (-1,83%)
$ARM (-3,12%)
$KLAC (-2,39%)
$INTC (-0,32%)
Networking: $CIEN (-4,89%)
$CLS (-1,94%)
$CRDO
$RMBS (-2,43%)
$ANET (-2,88%)
$APH (+3,11%)
$COHR (-2,42%)
Servers: $VRT (-0,74%)
$DELL (+0,57%)
$HPE (+2,05%)
Data: $INOD (-3,18%)
$PLTR (-3,39%)
$SNOW (-3,58%)
$DDOG (-5,7%)
$MDB (-15,73%)
Energy: $LEU (-1,15%)
$CEG
$OKLO
$TLNE
$GEV (+0,05%)
$NXT
Batteries: $EOSE (-5,71%)
$QS (-1,67%)
$TSLA (-3,07%)
$MVST (-4,76%)
Every AI Value Chain explained:
$IREN (-1,59%)
$CIFR (-5,61%)
$BTC (-0,07%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-1,59%) and $CIFR (-5,61%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-5,61%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-1,15%)
$MSFT (-1,06%)
$AMZN (-1,76%)
$ORCL (-5,06%)
$BABA (-1,12%)
Neocloud: $NBIS (-3,52%)
$IREN (-1,59%)
$CRWV (-3,85%)
$APLD (-4,16%)
$GLXY (-1,93%)
$WYFI (-6,77%)
Memory: $SNDK (-0,75%)
$STX (-1,12%)
$MU (-2,06%)
$WDC (-0,06%)
$PSTG (+1,2%)
Semiconductor: $NVDA (-1,2%)
$AVGO (+0,33%)
$AMD (-1,93%)
$TSM (-0,14%)
$ASML (-1,83%)
$ARM (-3,12%)
$KLAC (-2,39%)
$INTC (-0,32%)
Networking: $CIEN (-4,89%)
$CLS (-1,94%)
$CRDO
$RMBS (-2,43%)
$ANET (-2,88%)
$APH (+3,11%)
$COHR (-2,42%)
Servers: $VRT (-0,74%)
$DELL (+0,57%)
$HPE (+2,05%)
Data: $INOD (-3,18%)
$PLTR (-3,39%)
$SNOW (-3,58%)
$DDOG (-5,7%)
$MDB (-15,73%)
Energy: $LEU (-1,15%)
$CEG
$OKLO
$TLNE
$GEV (+0,05%)
$NXT
Batteries: $EOSE (-5,71%)
$QS (-1,67%)
$TSLA (-3,07%)
$MVST (-4,76%)
Every AI Value Chain explained:
Principais criadores desta semana
