$CRWV (+2,81%) | $NBIS (+1,93%) | $IREN (+2,22%) | $MARA (+2,26%) | $HUT (+3,44%) | $CIFR (+4,23%) | $WULF (+2,63%) | $SLNH | $HIVE (+1,64%) | $BITF (+3,25%) | $GPUS
Dados financeiros e EOD da FactSet
Postos
3$IREN (+2,22%)
$CIFR (+4,23%)
$NBIS (+1,93%)
Maybe one or the other exciting value for you?
I am in $IREN (+2,22%) , $CIFR (+4,23%) but $NBIS (+1,93%) I also find it exciting in the long term. 👌
$ORCL (+1,16%) Oracle
$CRWV (+2,81%) CoreWeave
$NBIS (+1,93%) Nebius
$IREN (+2,22%) Irish
$GLXY (+3,48%) Galaxy Digital
$APLD (+2,69%) Applied Digital
$RIOT (+3,4%) Riot Platforms
$CIFR (+4,23%) Cipher Mining
$MARA (+2,26%) Mara
$GDS (+0,26%) GDS
$CORZ (+3,25%) Core Scientific
$CLSK (+2,25%) CleanSpark
$WULF (+2,63%) TeraWulf
$BTBT (+1,71%) Bit Digital
$HUT (+3,44%) Hat 8
$BTDR (+2,61%) Bitdeer
$BITF (+3,25%) Bitfarms
$VNET (+0,92%) VNET
$HIVE (+1,64%) Hive Digital
$WYFI (+4,79%) WhiteFiber
$DGX (+2,39%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
$IREN (+2,22%)
$CIFR (+4,23%)
$BTC (+0,78%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+2,22%) and $CIFR (+4,23%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+4,23%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0,2%)
$MSFT (-0,2%)
$AMZN (+0,86%)
$ORCL (+1,16%)
$BABA (+1,27%)
Neocloud: $NBIS (+1,93%)
$IREN (+2,22%)
$CRWV (+2,81%)
$APLD (+2,69%)
$GLXY (+3,48%)
$WYFI (+4,79%)
Memory: $SNDK (+4,37%)
$STX (+3,19%)
$MU (+3,3%)
$WDC (+3,27%)
$PSTG (+3,07%)
Semiconductor: $NVDA (+2,45%)
$AVGO (+2,71%)
$AMD (+3,67%)
$TSM (+1,33%)
$ASML (+3,2%)
$ARM (+3,33%)
$KLAC (+3,85%)
$INTC (+3,59%)
Networking: $CIEN (+2%)
$CLS (+3,13%)
$CRDO
$RMBS (+4,04%)
$ANET (+2,02%)
$APH (+1,32%)
$COHR (+2,63%)
Servers: $VRT (+3,23%)
$DELL (+2,6%)
$HPE (+1,75%)
Data: $INOD (+2,37%)
$PLTR (-6,99%)
$SNOW (-0,87%)
$DDOG (-2,66%)
$MDB (+0,03%)
Energy: $LEU (+1,98%)
$CEG
$OKLO
$TLNE
$GEV (+2,05%)
$NXT
Batteries: $EOSE (+3,01%)
$QS (+1,66%)
$TSLA (+0,87%)
$MVST (-0,09%)
Every AI Value Chain explained:
KULR Technology Group (NYSE:KULR) and Soluna Holdings (NASDAQ:SLNH) start cooperation for 3.3 MW Bitcoin mining at Soluna's "Project Sophie" facility in Kentucky, launched in Q4 2025. KULR puts up to 90% excess cash reserves into Bitcoin, uses Soluna's green energy (wind, solar, water) for efficient mining. 💡 KULR's market cap: USD 205.84m, revenue growth: +35.81% (TTM), strong liquidity (current ratio 8.29). Q2 2025: First quarterly profit (EPS +0.22 USD vs. -0.02 USD expected), sales +14.29 % above forecast. New products: kBMS and CubeSat batteries for space/defense. 📈 Share price: ~ USD 5.08 (+1.49% today), analyst target: USD 11. Risks: BTC volatility, dilution. Bullish for investors willing to take risks! 🪙
$KULR (+1,02%) A company that I came across through @Multibagger I came across. Let's see what else comes along.
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