Postos
6In addition to $NBIS (-1,58%) —which plummeted today following a financing announcement and have since rebounded slightly—I added $WYFI (-1,51%) 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 (-1,51%) since April. It's tempting to take profits, but what's the deal again? Let winners run ;)?
Valuation vs. Growth Restraints
$NBIS (-1,58%) 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 (-1,51%) 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 (-3,6%)
🔸 Palantir $PLTR (-0,63%)
🔸 ExlService Holdings $EXLS (+0,85%)
🔸 IES Holdings $IESC (-3,06%)
🔸 Jabil $JBL (+2,18%)
🔸 RadNet $RDNT (-0,37%)
🔸 Robinhood $HOOD (+1,04%)
🔸 RocketLab $RKLB (-2,71%)
🔸 Toast $TOST (-1,54%)
🔸 Whitefiber $WYFI (-1,51%)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (+1,81%)
🔸 Voyager Technologies $VYGR (-5,42%)
🔸 Perpetua Resources $PPTA (-4,14%)
🔸 Lightbridge Corp. $LTBR (-1,92%)
🔸 Oklo $OKLO
$IREN (-1,08%)
$CIFR (-13,62%)
$NBIS (-1,58%)
Maybe one or the other exciting value for you?
I am in $IREN (-1,08%) , $CIFR (-13,62%) but $NBIS (-1,58%) I also find it exciting in the long term. 👌
$ORCL (+3,69%) Oracle
$CRWV (-3,11%) CoreWeave
$NBIS (-1,58%) Nebius
$IREN (-1,08%) Irish
$GLXY (-1,77%) Galaxy Digital
$APLD (-3,77%) Applied Digital
$RIOT (+0,95%) Riot Platforms
$CIFR (-13,62%) Cipher Mining
$MARA (-3,66%) Mara
$GDS (-2,93%) GDS
$CORZ (+2,16%) Core Scientific
$CLSK (-2,27%) CleanSpark
$WULF (-1,82%) TeraWulf
$BTBT (-3,18%) Bit Digital
$HUT (-2,62%) Hat 8
$BTDR (-0,96%) Bitdeer
$BITF (-2,98%) Bitfarms
$VNET (-1,16%) VNET
$HIVE (-1,39%) Hive Digital
$WYFI (-1,51%) WhiteFiber
$DGX (-2,56%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
$IREN (-1,08%)
$CIFR (-13,62%)
$BTC (-0,14%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-1,08%) and $CIFR (-13,62%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-13,62%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,14%)
$MSFT (+0,04%)
$AMZN (-0,83%)
$ORCL (+3,69%)
$BABA (-0,2%)
Neocloud: $NBIS (-1,58%)
$IREN (-1,08%)
$CRWV (-3,11%)
$APLD (-3,77%)
$GLXY (-1,77%)
$WYFI (-1,51%)
Memory: $SNDK (-0,75%)
$STX (-1,19%)
$MU (-3,78%)
$WDC (-2,34%)
$PSTG (+0,61%)
Semiconductor: $NVDA (+0,94%)
$AVGO (+0,36%)
$AMD (+1,98%)
$TSM (-0,5%)
$ASML (-2,64%)
$ARM (+0,22%)
$KLAC (-3,55%)
$INTC (+1,16%)
Networking: $CIEN (-1,38%)
$CLS (+1,76%)
$CRDO
$RMBS (-3,07%)
$ANET (-3,39%)
$APH (-0,94%)
$COHR (+0,37%)
Servers: $VRT (-0,89%)
$DELL (-1,06%)
$HPE (-2,35%)
Data: $INOD (-1,67%)
$PLTR (-0,63%)
$SNOW (-1,24%)
$DDOG (-1,94%)
$MDB (-2,23%)
Energy: $LEU (-2,05%)
$CEG
$OKLO
$TLNE
$GEV (+0,45%)
$NXT
Batteries: $EOSE (-1,88%)
$QS (-3,91%)
$TSLA (-1,27%)
$MVST (+0%)
Every AI Value Chain explained:
$IREN (-1,08%)
$CIFR (-13,62%)
$BTC (-0,14%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-1,08%) and $CIFR (-13,62%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-13,62%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,14%)
$MSFT (+0,04%)
$AMZN (-0,83%)
$ORCL (+3,69%)
$BABA (-0,2%)
Neocloud: $NBIS (-1,58%)
$IREN (-1,08%)
$CRWV (-3,11%)
$APLD (-3,77%)
$GLXY (-1,77%)
$WYFI (-1,51%)
Memory: $SNDK (-0,75%)
$STX (-1,19%)
$MU (-3,78%)
$WDC (-2,34%)
$PSTG (+0,61%)
Semiconductor: $NVDA (+0,94%)
$AVGO (+0,36%)
$AMD (+1,98%)
$TSM (-0,5%)
$ASML (-2,64%)
$ARM (+0,22%)
$KLAC (-3,55%)
$INTC (+1,16%)
Networking: $CIEN (-1,38%)
$CLS (+1,76%)
$CRDO
$RMBS (-3,07%)
$ANET (-3,39%)
$APH (-0,94%)
$COHR (+0,37%)
Servers: $VRT (-0,89%)
$DELL (-1,06%)
$HPE (-2,35%)
Data: $INOD (-1,67%)
$PLTR (-0,63%)
$SNOW (-1,24%)
$DDOG (-1,94%)
$MDB (-2,23%)
Energy: $LEU (-2,05%)
$CEG
$OKLO
$TLNE
$GEV (+0,45%)
$NXT
Batteries: $EOSE (-1,88%)
$QS (-3,91%)
$TSLA (-1,27%)
$MVST (+0%)
Every AI Value Chain explained:
Principais criadores desta semana
