Postos
6In addition to $NBIS (+1,94%) —which plummeted today following a financing announcement and have since rebounded slightly—I added $WYFI (+4,49%) 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 (+4,49%) since April. It's tempting to take profits, but what's the deal again? Let winners run ;)?
Valuation vs. Growth Restraints
$NBIS (+1,94%) 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 (+4,49%) 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 (+2%)
🔸 Palantir $PLTR (-7,04%)
🔸 ExlService Holdings $EXLS (+0,11%)
🔸 IES Holdings $IESC (+0,39%)
🔸 Jabil $JBL (+1,48%)
🔸 RadNet $RDNT (-0,12%)
🔸 Robinhood $HOOD (+1,98%)
🔸 RocketLab $RKLB (+1,92%)
🔸 Toast $TOST (-1%)
🔸 Whitefiber $WYFI (+4,49%)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (+0,07%)
🔸 Voyager Technologies $VYGR (-0,25%)
🔸 Perpetua Resources $PPTA (-2,08%)
🔸 Lightbridge Corp. $LTBR (-0,7%)
🔸 Oklo $OKLO
$IREN (+2,03%)
$CIFR (+3,89%)
$NBIS (+1,94%)
Maybe one or the other exciting value for you?
I am in $IREN (+2,03%) , $CIFR (+3,89%) but $NBIS (+1,94%) I also find it exciting in the long term. 👌
$ORCL (+1,29%) Oracle
$CRWV (+2,67%) CoreWeave
$NBIS (+1,94%) Nebius
$IREN (+2,03%) Irish
$GLXY (+3,49%) Galaxy Digital
$APLD (+2,52%) Applied Digital
$RIOT (+3,39%) Riot Platforms
$CIFR (+3,89%) Cipher Mining
$MARA (+2,24%) Mara
$GDS (+0,26%) GDS
$CORZ (+3,18%) Core Scientific
$CLSK (+2,09%) CleanSpark
$WULF (+2,64%) TeraWulf
$BTBT (+2,01%) Bit Digital
$HUT (+3,72%) Hat 8
$BTDR (+2,61%) Bitdeer
$BITF (+3,04%) Bitfarms
$VNET (+0,92%) VNET
$HIVE (+1,64%) Hive Digital
$WYFI (+4,49%) WhiteFiber
$DGX (+2,39%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
$IREN (+2,03%)
$CIFR (+3,89%)
$BTC (+0,79%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+2,03%) and $CIFR (+3,89%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+3,89%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,15%)
$MSFT (-0,26%)
$AMZN (+0,74%)
$ORCL (+1,29%)
$BABA (+1,16%)
Neocloud: $NBIS (+1,94%)
$IREN (+2,03%)
$CRWV (+2,67%)
$APLD (+2,52%)
$GLXY (+3,49%)
$WYFI (+4,49%)
Memory: $SNDK (+3,34%)
$STX (+2,81%)
$MU (+3,12%)
$WDC (+3,18%)
$PSTG (+3,1%)
Semiconductor: $NVDA (+2,42%)
$AVGO (+2,63%)
$AMD (+3,59%)
$TSM (+1,33%)
$ASML (+3,28%)
$ARM (+3,28%)
$KLAC (+3,87%)
$INTC (+3,57%)
Networking: $CIEN (+1,8%)
$CLS (+3,13%)
$CRDO
$RMBS (+3,9%)
$ANET (+1,99%)
$APH (+1,33%)
$COHR (+2,5%)
Servers: $VRT (+3,07%)
$DELL (+2,42%)
$HPE (+1,74%)
Data: $INOD (+2,37%)
$PLTR (-7,04%)
$SNOW (-0,87%)
$DDOG (-2,66%)
$MDB (-0,18%)
Energy: $LEU (+1,95%)
$CEG
$OKLO
$TLNE
$GEV (+2,02%)
$NXT
Batteries: $EOSE (+3,01%)
$QS (+1,66%)
$TSLA (+0,85%)
$MVST (-0,09%)
Every AI Value Chain explained:
$IREN (+2,03%)
$CIFR (+3,89%)
$BTC (+0,79%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+2,03%) and $CIFR (+3,89%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+3,89%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,15%)
$MSFT (-0,26%)
$AMZN (+0,74%)
$ORCL (+1,29%)
$BABA (+1,16%)
Neocloud: $NBIS (+1,94%)
$IREN (+2,03%)
$CRWV (+2,67%)
$APLD (+2,52%)
$GLXY (+3,49%)
$WYFI (+4,49%)
Memory: $SNDK (+3,34%)
$STX (+2,81%)
$MU (+3,12%)
$WDC (+3,18%)
$PSTG (+3,1%)
Semiconductor: $NVDA (+2,42%)
$AVGO (+2,63%)
$AMD (+3,59%)
$TSM (+1,33%)
$ASML (+3,28%)
$ARM (+3,28%)
$KLAC (+3,87%)
$INTC (+3,57%)
Networking: $CIEN (+1,8%)
$CLS (+3,13%)
$CRDO
$RMBS (+3,9%)
$ANET (+1,99%)
$APH (+1,33%)
$COHR (+2,5%)
Servers: $VRT (+3,07%)
$DELL (+2,42%)
$HPE (+1,74%)
Data: $INOD (+2,37%)
$PLTR (-7,04%)
$SNOW (-0,87%)
$DDOG (-2,66%)
$MDB (-0,18%)
Energy: $LEU (+1,95%)
$CEG
$OKLO
$TLNE
$GEV (+2,02%)
$NXT
Batteries: $EOSE (+3,01%)
$QS (+1,66%)
$TSLA (+0,85%)
$MVST (-0,09%)
Every AI Value Chain explained:
Principais criadores desta semana
