$IREN (+6,08%)
$CIFR (+10,2%)
$BTC (+0,43%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+6,08%) 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 (-0,25%)
$MSFT (+0,95%)
$AMZN (+0,19%)
$ORCL (+3,85%)
$BABA (-0,61%)

Neocloud: $NBIS (+4%)
$IREN (+6,08%)
$CRWV (+3,92%)
$APLD (+4,6%)
$GLXY (+8,27%)
$WYFI (+7,19%)

Memory: $SNDK (+6,43%)
$STX (+4,5%)
$MU (+3,09%)
$WDC (+5,46%)
$PSTG (+6,24%)

Semiconductor: $NVDA (+2,94%)
$AVGO (+3,75%)
$AMD (+5,54%)
$TSM (+1,96%)
$ASML (+3,06%)
$ARM (+4,18%)
$KLAC (+1,85%)
$INTC (+3,48%)

Networking: $CIEN (+5,93%)
$CLS (+4,92%)
$CRDO
$RMBS (+4,98%)
$ANET (+4,11%)
$APH (+5,03%)
$COHR (+5%)

Servers: $VRT (+5,35%)
$DELL (+5,5%)
$HPE (+6,11%)

Data: $INOD (+2,1%)
$PLTR (-5,11%)
$SNOW (+0,38%)
$DDOG (+0,87%)
$MDB (+0,45%)

Energy: $LEU (+3,26%)
$CEG
$OKLO
$TLNE
$GEV (+4,51%)
$NXT

Batteries: $EOSE (+8,23%)
$QS (+3,88%)
$TSLA (-0,3%)
$MVST (+1,6%)

Every AI Value Chain explained: