$IREN (+6,04%)
$CIFR (+10,2%)
$BTC (+0,39%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+6,04%) 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 (-0,4%)
$MSFT (+0,88%)
$AMZN (+0,07%)
$ORCL (+4,05%)
$BABA (-0,55%)

Neocloud: $NBIS (+4,02%)
$IREN (+6,04%)
$CRWV (+4,08%)
$APLD (+5,14%)
$GLXY (+8,88%)
$WYFI (+7,19%)

Memory: $SNDK (+6,43%)
$STX (+4,13%)
$MU (+2,91%)
$WDC (+4,82%)
$PSTG (+5,63%)

Semiconductor: $NVDA (+2,84%)
$AVGO (+3,54%)
$AMD (+5,3%)
$TSM (+1,75%)
$ASML (+2,7%)
$ARM (+3,62%)
$KLAC (+1,62%)
$INTC (+3,5%)

Networking: $CIEN (+5,43%)
$CLS (+4,03%)
$CRDO
$RMBS (+4,73%)
$ANET (+3,64%)
$APH (+4,85%)
$COHR (+4,45%)

Servers: $VRT (+5,01%)
$DELL (+4,92%)
$HPE (+5,72%)

Data: $INOD (+2,1%)
$PLTR (-5,76%)
$SNOW (+0,58%)
$DDOG (+0,72%)
$MDB (+0,15%)

Energy: $LEU (+2,94%)
$CEG
$OKLO
$TLNE
$GEV (+4,58%)
$NXT

Batteries: $EOSE (+7,75%)
$QS (+3,88%)
$TSLA (-0,56%)
$MVST (+1,7%)

Every AI Value Chain explained: