I am currently only in $IREN (-2,82%) and $CIFR (+6,71%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+6,71%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,51%)
$MSFT (+0,77%)
$AMZN (+1,23%)
$ORCL (-0,56%)
$BABA (+1,42%)

Neocloud: $NBIS (-0,61%)
$IREN (-2,82%)
$CRWV (-4,39%)
$APLD (+7,53%)
$GLXY (+0,88%)
$WYFI

Memory: $SNDK
$STX (+1,12%)
$MU (+2,48%)
$WDC (+2,87%)
$PSTG (+3,88%)

Semiconductor: $NVDA (-1,41%)
$AVGO (+1,26%)
$AMD (+1,94%)
$TSM (+0,1%)
$ASML (+1,14%)
$ARM (+2,18%)
$KLAC (+1,74%)
$INTC (+11,17%)

Networking: $CIEN (+2,4%)
$CLS (+2,41%)
$CRDO
$RMBS (+2,3%)
$ANET (+2,08%)
$APH (+1,26%)
$COHR (+6,17%)

Servers: $VRT (+4,84%)
$DELL (-0,75%)
$HPE (+1,5%)

Data: $INOD (-1,21%)
$PLTR (+2,61%)
$SNOW (-1,13%)
$DDOG (+1,05%)
$MDB (+1,82%)

Energy: $LEU (+2,74%)
$CEG
$OKLO
$TLNE
$GEV (+1,88%)
$NXT (+0%)

Batteries: $EOSE
$QS (+0%)
$TSLA (+1,28%)
$MVST (+2,36%)

Every AI Value Chain explained:

15 Comentários

Frank@schlimmschlimm

1Mês

I also (still) find Nebius totally exciting, and I had already sold it once at 40....*eye roll*.... should perhaps have gone back in on the dip at 83 last week?!

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Ver todas as 3 restantes respostas

Muro@Muro

1Mês

@BamBamInvest Which tool do you use to create the tables?

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BamBamInvest@BamBamInvest

1Mês

@Muro I got the table from the internet/social media, in this case from x ✌️

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Max@Schubidu3000

1Mês

Buy more irises now or wait 😣🤔

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BamBamInvest@BamBamInvest

1Mês

@Schubidu3000 I can't take this decision away from you, but I think we will also be higher due to the expansion at the end of 2026. My position is full. I will rather increase $CIFR because of its size or add $NBIS in the event of a setback, assuming it comes soon enough 😄

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Max@Schubidu3000

1Mês

@BamBamInvest Of course you're right, I realize that 😂. Thanks for the answer $CIFR I already have it in my depot.

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BamBamInvest@BamBamInvest

1Mês

@Schubidu3000 🫡💪

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BamBamInvest@BamBamInvest

1Mês

@Schubidu3000 not sure what will happen today with the interest rate decision, maybe wait if you are already in anyway, maybe there will be a surprise and a setback that you can buy 👍

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Novius@Novius

1Mês

And what is your opinion on investors in RZ real estate? For example CapitaLand $9CI

https://www.capitaland.com/en/about-capitaland/newsroom/news-releases/international/2025/february/capitaland-investment-expands-global-data-centre-portfolio-with-.html

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Stephan K.@StrahlemannLP

4Semana

Hm. The list is very incomplete at first glance. Microsoft operates its own DC, which they have to if they want to offer Availability Zones on Azure. Amazon and therefore AWS are missing, as is Google.

Or are we talking purely about providers who want to compute AI workloads, which basically any data center can handle for the time being, as long as the right plates are in the racks?

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Lae_Joa_966@Lae_Joa_966

4Semana

Can you post the link to these data sources here? Thank you

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BamBamInvest@BamBamInvest

4Semana

@Lae_Joa_966 I can't find that now 😂 just search on x and co, I try to collect and bundle the data. I'll then delete it again. ✌️

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