Umsatzwachstum über 2 Jahre vs. Aktienperformance.

Neoclouds
$NBIS +2,218% | −53%
$IREN +936% | −70%
$WULF +428% | −59%
$CRWV +415% | −65%
$CIFR +273% | −77%

Optik / InP
$AXTI +478% | −70%
$COHR +119% | −49%
$LITE +247% | −48%

Netzwerk
$ALAB +293% | −57%
$CRDO +191% | −57%

Speicher
$SNDK +203% | −62%
$WDC +132% | −64%

Stromversorgung / Rechenzentrumsinfrastruktur
$BE +250% | −45%
$VICR +108% | −57%

Hyperscaler
$MSFT +44% | −2%
$AMZN +34% | −7%