Postos
6In addition to $NBIS (-4,03%) —which plummeted today following a financing announcement and have since rebounded slightly—I added $WYFI (+2,82%) as a new addition to my portfolio. And as I briefly mentioned in another post, I also added $6323 .
Yeah, I know—it’s all speculative, and who knows if a bubble will burst or not? We’ll see!
I'm already up 100% on $WYFI (+2,82%) since April. It's tempting to take profits, but what's the deal again? Let winners run ;)?
Valuation vs. Growth Restraints
$NBIS (-4,03%) is nicely priced out of this world because of multi-billion-dollar hyperscaler growth. WhiteFiber is vastly cheaper at 11.3x P/S and locked in a solid $865M, 10-year co-location runway.
But WYFI also faces brutal constraints to match that explosive scale:
WYFI is a new on the block micro-cap alternative. If they execute their backlogs cleanly, the cheap entry price gives it plenty of room to multiply. But, my issues are:
It's going to be a long wayyyy to reach Nebius level.
Thoughts?
$WYFI (+2,82%) the next Arista or Nebius? Let’s see. Added small position to my portfolio.
For all those interested, here is a list of possible upcoming TEN BAGGER or half or similar or future bankruptcies 🔮 📣🔊
🔸 Hims & Hers $HIMS (-8,5%)
🔸 Palantir $PLTR (-0,69%)
🔸 ExlService Holdings $EXLS (+0,79%)
🔸 IES Holdings $IESC (-4,9%)
🔸 Jabil $JBL (-2,92%)
🔸 RadNet $RDNT (-1,95%)
🔸 Robinhood $HOOD (-1,21%)
🔸 RocketLab $RKLB (-4,56%)
🔸 Toast $TOST (+0,87%)
🔸 Whitefiber $WYFI (+2,82%)
🔸 Figure Technology $FIGR
🔸 Circus SE $CA1 (+0%)
🔸 Voyager Technologies $VYGR (+0,41%)
🔸 Perpetua Resources $PPTA (+0,46%)
🔸 Lightbridge Corp. $LTBR (-4,62%)
🔸 Oklo $OKLO
$IREN (-2,42%)
$CIFR (-1,98%)
$NBIS (-4,03%)
Maybe one or the other exciting value for you?
I am in $IREN (-2,42%) , $CIFR (-1,98%) but $NBIS (-4,03%) I also find it exciting in the long term. 👌
$ORCL (-2,29%) Oracle
$CRWV (-1,64%) CoreWeave
$NBIS (-4,03%) Nebius
$IREN (-2,42%) Irish
$GLXY (-1,91%) Galaxy Digital
$APLD (-0,47%) Applied Digital
$RIOT (+2,81%) Riot Platforms
$CIFR (-1,98%) Cipher Mining
$MARA (+2,35%) Mara
$GDS (-3,56%) GDS
$CORZ (-1,27%) Core Scientific
$CLSK (+2,04%) CleanSpark
$WULF (+0,89%) TeraWulf
$BTBT (+1,83%) Bit Digital
$HUT (-0,7%) Hat 8
$BTDR (-1,57%) Bitdeer
$BITF (+0,14%) Bitfarms
$VNET (-4,17%) VNET
$HIVE (-2,27%) Hive Digital
$WYFI (+2,82%) WhiteFiber
$DGX (+0,66%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
$IREN (-2,42%)
$CIFR (-1,98%)
$BTC (+1,43%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-2,42%) and $CIFR (-1,98%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1,98%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+1,46%)
$MSFT (+1,48%)
$AMZN (+1,18%)
$ORCL (-2,29%)
$BABA (-0,1%)
Neocloud: $NBIS (-4,03%)
$IREN (-2,42%)
$CRWV (-1,64%)
$APLD (-0,47%)
$GLXY (-1,91%)
$WYFI (+2,82%)
Memory: $SNDK (-7,27%)
$STX (-6,84%)
$MU (-5,56%)
$WDC (-5,37%)
$PSTG (-7%)
Semiconductor: $NVDA (-2,83%)
$AVGO (-2,04%)
$AMD (-2,94%)
$TSM (-2,16%)
$ASML (-0,83%)
$ARM (-2,39%)
$KLAC (-2,04%)
$INTC (-3,4%)
Networking: $CIEN (-5,26%)
$CLS (+0,39%)
$CRDO
$RMBS (-4,36%)
$ANET (-0,57%)
$APH (-1,22%)
$COHR (-4,16%)
Servers: $VRT (-3,12%)
$DELL (-1,64%)
$HPE (-2,04%)
Data: $INOD (-9,85%)
$PLTR (-0,69%)
$SNOW (-2,27%)
$DDOG (-2,8%)
$MDB (-5,89%)
Energy: $LEU (-5,47%)
$CEG
$OKLO
$TLNE
$GEV (-1,77%)
$NXT
Batteries: $EOSE (-10,67%)
$QS (-3,8%)
$TSLA (-1,54%)
$MVST (-3,99%)
Every AI Value Chain explained:
$IREN (-2,42%)
$CIFR (-1,98%)
$BTC (+1,43%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-2,42%) and $CIFR (-1,98%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1,98%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+1,46%)
$MSFT (+1,48%)
$AMZN (+1,18%)
$ORCL (-2,29%)
$BABA (-0,1%)
Neocloud: $NBIS (-4,03%)
$IREN (-2,42%)
$CRWV (-1,64%)
$APLD (-0,47%)
$GLXY (-1,91%)
$WYFI (+2,82%)
Memory: $SNDK (-7,27%)
$STX (-6,84%)
$MU (-5,56%)
$WDC (-5,37%)
$PSTG (-7%)
Semiconductor: $NVDA (-2,83%)
$AVGO (-2,04%)
$AMD (-2,94%)
$TSM (-2,16%)
$ASML (-0,83%)
$ARM (-2,39%)
$KLAC (-2,04%)
$INTC (-3,4%)
Networking: $CIEN (-5,26%)
$CLS (+0,39%)
$CRDO
$RMBS (-4,36%)
$ANET (-0,57%)
$APH (-1,22%)
$COHR (-4,16%)
Servers: $VRT (-3,12%)
$DELL (-1,64%)
$HPE (-2,04%)
Data: $INOD (-9,85%)
$PLTR (-0,69%)
$SNOW (-2,27%)
$DDOG (-2,8%)
$MDB (-5,89%)
Energy: $LEU (-5,47%)
$CEG
$OKLO
$TLNE
$GEV (-1,77%)
$NXT
Batteries: $EOSE (-10,67%)
$QS (-3,8%)
$TSLA (-1,54%)
$MVST (-3,99%)
Every AI Value Chain explained:
Principais criadores desta semana
