$IREN (+2,21%)
$CIFR (+4,22%)
$BTC (+0,81%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+2,21%) and $CIFR (+4,22%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+4,22%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,21%)
$MSFT (-0,2%)
$AMZN (+0,83%)
$ORCL (+1,14%)
$BABA (+1,27%)

Neocloud: $NBIS (+2,19%)
$IREN (+2,21%)
$CRWV (+2,89%)
$APLD (+2,79%)
$GLXY (+3,47%)
$WYFI (+4,79%)

Memory: $SNDK (+4,37%)
$STX (+3,19%)
$MU (+3,39%)
$WDC (+3,3%)
$PSTG (+3,07%)

Semiconductor: $NVDA (+2,46%)
$AVGO (+2,75%)
$AMD (+3,72%)
$TSM (+1,47%)
$ASML (+3,33%)
$ARM (+3,39%)
$KLAC (+4%)
$INTC (+3,74%)

Networking: $CIEN (+1,9%)
$CLS (+3,13%)
$CRDO
$RMBS (+4,09%)
$ANET (+2,02%)
$APH (+1,29%)
$COHR (+2,61%)

Servers: $VRT (+3,24%)
$DELL (+2,6%)
$HPE (+1,75%)

Data: $INOD (+2,44%)
$PLTR (-7,02%)
$SNOW (-1,06%)
$DDOG (-2,56%)
$MDB (+0%)

Energy: $LEU (+1,98%)
$CEG
$OKLO
$TLNE
$GEV (+2,05%)
$NXT

Batteries: $EOSE (+3,01%)
$QS (+1,66%)
$TSLA (+0,88%)
$MVST (-0,09%)

Every AI Value Chain explained: