I am currently only in $IREN (+2,07%) and $CIFR (+3,88%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+3,88%) 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 (-0,25%)
$AMZN (+0,74%)
$ORCL (+1,29%)
$BABA (+1,16%)

Neocloud: $NBIS (+2,02%)
$IREN (+2,07%)
$CRWV (+2,67%)
$APLD (+2,52%)
$GLXY (+3,39%)
$WYFI (+4,79%)

Memory: $SNDK (+3,34%)
$STX (+3,19%)
$MU (+3,16%)
$WDC (+3,18%)
$PSTG (+3,1%)

Semiconductor: $NVDA (+2,38%)
$AVGO (+2,65%)
$AMD (+3,59%)
$TSM (+1,33%)
$ASML (+3,28%)
$ARM (+3,28%)
$KLAC (+3,82%)
$INTC (+3,58%)

Networking: $CIEN (+1,76%)
$CLS (+3,13%)
$CRDO
$RMBS (+3,9%)
$ANET (+1,99%)
$APH (+1,34%)
$COHR (+2,47%)

Servers: $VRT (+3,07%)
$DELL (+2,42%)
$HPE (+1,74%)

Data: $INOD (+2,37%)
$PLTR (-6,96%)
$SNOW (-0,87%)
$DDOG (-2,66%)
$MDB (+0%)

Energy: $LEU (+1,95%)
$CEG
$OKLO
$TLNE
$GEV (+2,02%)
$NXT

Batteries: $EOSE (+3,01%)
$QS (+1,66%)
$TSLA (+0,82%)
$MVST (-0,09%)

Every AI Value Chain explained:

15 Comentários

Frank@schlimmschlimm

1Ano

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?!

•

Ver todas as 3 restantes respostas

Títulos em alta

Principais criadores desta semana

Dados financeiros e EOD da FactSet