$IREN (+2,16%)
$CIFR (+4,07%)
$BTC (+0,83%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+2,16%) and $CIFR (+4,07%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+4,07%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,06%)
$MSFT (-0,27%)
$AMZN (+0,82%)
$ORCL (+1,36%)
$BABA (+1,16%)

Neocloud: $NBIS (+1,97%)
$IREN (+2,16%)
$CRWV (+2,6%)
$APLD (+2,55%)
$GLXY (+3,49%)
$WYFI (+4,49%)

Memory: $SNDK (+3,34%)
$STX (+2,81%)
$MU (+3,06%)
$WDC (+3,18%)
$PSTG (+3,1%)

Semiconductor: $NVDA (+2,41%)
$AVGO (+2,67%)
$AMD (+3,6%)
$TSM (+1,33%)
$ASML (+3,34%)
$ARM (+3,28%)
$KLAC (+3,74%)
$INTC (+3,59%)

Networking: $CIEN (+2%)
$CLS (+3,13%)
$CRDO
$RMBS (+3,89%)
$ANET (+1,96%)
$APH (+1,35%)
$COHR (+2,52%)

Servers: $VRT (+3,04%)
$DELL (+2,39%)
$HPE (+1,76%)

Data: $INOD (+2,44%)
$PLTR (-6,98%)
$SNOW (-0,87%)
$DDOG (-2,66%)
$MDB (+0,04%)

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

Batteries: $EOSE (+3,01%)
$QS (+1,11%)
$TSLA (+0,85%)
$MVST (-0,09%)

Every AI Value Chain explained: