Quick summary
Coinjuice compares Bitcoin purchasing power against 51 AI related tech, power and software stocks
Over one month, Vicor, HPE, Forgent Power, AMD and Marvell beat Bitcoin most strongly
Over six months, Dell, HPE, FuelCell Energy, AMD and Micron outperformed Bitcoin, BWX lagged most
Bitcoin led most stocks over one and three months, but lagged over six months and one year
The AI industry reaches far beyond Nvidia. It draws on chipmakers, memory suppliers, cloud operators, electricity producers and software companies. This Coinjuice tracker brings 51 selected stocks into one place and shows how Bitcoin performs against them.
Each company is grouped by its role, with comparisons over one week, one month, three months, six months and one year. Positive means BTC gained purchasing power against the stock; negative means the stock outperformed BTC. A reading of +20% means one Bitcoin buys 20% more shares than it did at that period’s starting point.
Snapshot: October 8, 2026 US market close.
Power and Nuclear
Company | Ticker | What it does | 1W | 1M | 3M | 6M | 1Y |
Bloom Energy | BE | Fuel-cell power systems | −1.8% | +5.9% | +22.4% | −38.4% | −78.8% |
GE Vernova | GEV | Power generation and grids | −4.6% | +1.3% | +40.7% | +7.3% | −58.6% |
Quanta Services | PWR | Grid and utility construction | −6.7% | −2.9% | +27.7% | −3.7% | −57.2% |
Forgent Power Solutions | FPS | Electrical distribution equipment | −9.5% | −15.4% | +49.4% | −9.7% | — |
FuelCell Energy | FCEL | Stationary fuel-cell power | −7.3% | +7.3% | +71.6% | −57.4% | −60.8% |
Vicor | VICR | Power-conversion modules | +13.6% | −23.2% | +31.7% | −21.4% | −87.0% |
Vistra | VST | Electricity generation and retail | −13.6% | +1.2% | +30.2% | +14.4% | −12.5% |
Navitas Semiconductor | NVTS | Power semiconductor chips | +7.0% | +14.4% | +60.5% | +0.1% | −53.1% |
BWX Technologies | BWXT | Nuclear components and services | −7.2% | +17.5% | +70.0% | +86.7% | −8.3% |
Constellation Energy | CEG | Electricity generation | −12.3% | +9.3% | +12.6% | +14.2% | −13.9% |
Uranium Energy | UEC | Uranium mining and processing | −1.1% | +35.5% | +42.7% | +75.0% | +1.4% |
Cameco | CCJ | Uranium and nuclear fuel | −5.1% | +21.9% | +42.8% | +52.4% | −34.5% |
Chips, Memory and Optics
Company | Ticker | What it does | 1W | 1M | 3M | 6M | 1Y |
Nvidia | NVDA | GPUs and AI computing | −3.3% | +2.0% | +16.3% | −9.5% | −45.7% |
Western Digital | WDC | Hard-drive data storage | +13.5% | +26.4% | +83.7% | −1.3% | −79.6% |
TSMC | TSM | Contract chip manufacturing | −3.2% | −0.1% | +25.3% | −8.5% | −56.0% |
Intel | INTC | Processors and chip manufacturing | +8.2% | +1.6% | +35.2% | −36.9% | −76.9% |
Broadcom | AVGO | Custom chips and networking | −7.9% | +6.6% | +41.7% | +11.5% | −36.5% |
AMD | AMD | Processors and AI accelerators | −4.2% | −15.1% | +9.5% | −57.2% | −74.9% |
Corning | GLW | Optical fibre and specialty glass | +1.3% | +13.1% | +58.1% | +23.7% | −62.3% |
ASML | ASML | Chip lithography equipment | −1.4% | +3.9% | +31.2% | −8.0% | −63.1% |
Arm | ARM | Processor architecture licensing | +2.5% | −1.0% | +43.2% | −38.0% | −59.9% |
Marvell | MRVL | Data-infrastructure chips | −5.8% | −14.5% | +10.8% | −52.3% | −77.7% |
Applied Optoelectronics | AAOI | Optical networking components | −2.2% | +9.7% | +41.9% | +43.5% | −79.9% |
AXT | AXTI | Semiconductor substrate materials | +10.2% | +1.1% | +10.2% | −15.0% | −95.1% |
Sandisk | SNDK | Flash memory and SSDs | +7.2% | +12.5% | +40.9% | −44.4% | −94.6% |
Micron | MU | DRAM and flash memory | +2.3% | +0.6% | +20.3% | −55.0% | −87.4% |
SK hynix | SKHY | Memory chips | +9.6% | +13.4% | — | — | — |
Coherent | COHR | Lasers and optical components | +1.9% | +4.0% | +37.7% | +6.8% | −74.5% |
Lumentum | LITE | Optical networking and lasers | −3.7% | −2.8% | −11.4% | −2.1% | −89.7% |
Aehr Test Systems | AEHR | Semiconductor testing equipment | +12.5% | +8.5% | +2.2% | −17.0% | −80.4% |
Cloud and Data Centres
Company | Ticker | What it does | 1W | 1M | 3M | 6M | 1Y |
Nebius | NBIS | AI cloud computing | +2.1% | +15.6% | +29.4% | −34.8% | −63.3% |
IREN | IREN | AI cloud and Bitcoin mining | +9.9% | +36.9% | +58.1% | +18.1% | +11.4% |
CoreWeave | CRWV | GPU cloud computing | +4.8% | +27.5% | +44.9% | +24.8% | +13.6% |
Applied Digital | APLD | Data-centre development | −2.2% | +23.7% | +73.1% | +33.5% | −22.5% |
Vertiv | VRT | Data-centre power and cooling | −2.5% | +24.3% | +71.2% | +32.1% | −54.6% |
Dell Technologies | DELL | Servers, storage and PCs | −9.0% | −3.2% | −1.3% | −63.0% | −81.0% |
Hewlett Packard Enterprise | HPE | Servers and enterprise networking | −12.2% | −17.8% | −17.4% | −59.7% | −75.7% |
Oracle | ORCL | Cloud services and databases | −1.8% | +24.8% | +36.0% | +21.3% | +40.8% |
Nokia | NOK | Telecom and data networking | −1.3% | +9.4% | +54.8% | +6.6% | −66.3% |
AI Platforms
Company | Ticker | What it does | 1W | 1M | 3M | 6M | 1Y |
Alphabet | GOOGL | Search, Gemini and cloud | −6.3% | +1.2% | +36.5% | +4.4% | −53.5% |
Meta | META | Social platforms and AI models | −2.8% | −11.3% | +9.9% | −2.7% | −34.1% |
Amazon | AMZN | AWS cloud and commerce | −5.7% | +5.4% | +25.9% | −0.2% | −41.3% |
SpaceX | SPCX | Space, connectivity and AI | −11.0% | −0.4% | +21.3% | — | — |
Software and Automation
Company | Ticker | What it does | 1W | 1M | 3M | 6M | 1Y |
ServiceNow | NOW | Enterprise workflow software | −4.8% | +0.0% | +1.3% | −20.1% | −13.4% |
Palantir | PLTR | Data analytics and AI software | −7.7% | −10.7% | −12.7% | −18.9% | −38.9% |
DigitalOcean | DOCN | Developer cloud services | +8.9% | +6.5% | +48.9% | −17.4% | −79.8% |
Snowflake | SNOW | Cloud data platform | −3.9% | +1.8% | −0.1% | −50.0% | −51.8% |
Cloudflare | NET | Internet security and edge cloud | −0.9% | −13.4% | +5.0% | −29.2% | −57.4% |
Fastly | FSLY | Content delivery and edge cloud | +0.7% | −11.5% | +2.5% | +48.3% | −77.5% |
GitLab | GTLB | Software development platform | −10.0% | −8.3% | −22.2% | −54.4% | −41.5% |
Tesla | TSLA | EVs, autonomy and robotics | −8.8% | +2.3% | +38.0% | +4.9% | −22.6% |
Five Strongest Stocks Against BTC Over One Month
These five stocks gained the most ground against Bitcoin over the past month, so one BTC now buys fewer of their shares:
Vicor (VICR): Makes power-conversion modules; BTC buys 23.2% fewer shares than one month ago.
Hewlett Packard Enterprise (HPE): Supplies servers and enterprise networking; BTC buys 17.8% fewer shares.
Forgent Power Solutions (FPS): Makes electrical distribution equipment; BTC buys 15.4% fewer shares.
AMD (AMD): Designs processors and AI accelerators; BTC buys 15.1% fewer shares.
Marvell (MRVL): Designs data-infrastructure chips; BTC buys 14.5% fewer shares.
Five Weakest Stocks Against BTC Over One Month
These five stocks lost the most ground against Bitcoin over the past month, so one BTC now buys more of their shares:
IREN (IREN): Operates AI cloud services and Bitcoin mining; BTC buys 36.9% more shares than one month ago.
Uranium Energy (UEC): Mines and processes uranium; BTC buys 35.5% more shares.
CoreWeave (CRWV): Provides GPU cloud computing; BTC buys 27.5% more shares.
Western Digital (WDC): Makes hard-drive storage; BTC buys 26.4% more shares.
Oracle (ORCL): Provides cloud services and databases; BTC buys 24.8% more shares.
Five Strongest Stocks Against BTC Over Six Months
These five stocks gained the most ground against Bitcoin over the past six months, so one BTC now buys fewer of their shares:
Dell Technologies (DELL): Supplies servers, storage and PCs; BTC buys 63.0% fewer shares than six months ago.
Hewlett Packard Enterprise (HPE): Supplies servers and enterprise networking; BTC buys 59.7% fewer shares.
FuelCell Energy (FCEL): Makes stationary fuel-cell power systems; BTC buys 57.4% fewer shares.
AMD (AMD): Designs processors and AI accelerators; BTC buys 57.2% fewer shares.
Micron (MU): Makes DRAM and flash memory; BTC buys 55.0% fewer shares.
Five Weakest Stocks Against BTC Over Six Months
These five stocks lost the most ground against Bitcoin over the past six months, so one BTC now buys more of their shares:
BWX Technologies (BWXT): Supplies nuclear components and services; BTC buys 86.7% more shares than six months ago.
Uranium Energy (UEC): Mines and processes uranium; BTC buys 75.0% more shares.
Cameco (CCJ): Supplies uranium and nuclear fuel; BTC buys 52.4% more shares.
Fastly (FSLY): Provides content delivery and edge cloud services; BTC buys 48.3% more shares.
Applied Optoelectronics (AAOI): Makes optical networking components; BTC buys 43.5% more shares.
How the Timeframe Changes the Picture
Bitcoin can outperform a stock over one period and fall behind over another, so the answer changes depending on how far back you look.
Period | BTC outperformed | Stocks outperformed | Eligible stocks |
One week | 17 | 34 | 51 |
One month | 35 | 16 | 51 |
Three months | 44 | 6 | 50 |
Six months | 20 | 29 | 49 |
One year | 4 | 44 | 48 |
Bitcoin’s strongest showing is over three months, when it gained purchasing power against 44 of 50 comparable stocks. The one-month comparison also favours BTC, while most stocks lead over one week, six months and one year.
HPE and AMD rank among the strongest stocks over both one and six months. Uranium Energy appears among the weakest over both periods, showing that companies grouped within the broader AI investment theme can deliver very different results.
The one-year starting point is useful: Bitcoin was approximately $123,468 at the October 2025 observation, compared with $81,711 at this snapshot. That decline contributes to BTC’s weak annual comparison, alongside each stock’s own performance.
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Source and methodology: Yahoo Finance stock prices and Coinbase BTC/USD are compared at the October 8, 2026 US market close, using October 1, September 8, July 8, April 8 and October 8, 2025 as the respective starting dates. Figures measure the percentage change in shares purchasable with one BTC, using split-adjusted stock prices excluding dividends and BTC’s one-minute candle ending at 4 p.m. New York time; missing history is left blank, near-zero results are rounded, and this selected watchlist is not an exhaustive AI index.
FAQ
What does this comparison between Bitcoin and AI-related stocks measure?
It measures how many shares of each of 51 selected AI-related and power infrastructure stocks can be bought with one Bitcoin over different timeframes, showing whether Bitcoin gained or lost purchasing power relative to each stock.
How is a gain or loss in Bitcoin’s purchasing power against a stock defined?
A positive result means one Bitcoin buys more shares than before, so Bitcoin gained purchasing power against that stock. A negative result means one Bitcoin buys fewer shares, so the stock outperformed Bitcoin.
Which companies were strongest and weakest against Bitcoin over one month?
Over one month, Vicor, HPE, Forgent Power Solutions, AMD and Marvell gained the most ground against Bitcoin, with one Bitcoin buying about 23% fewer Vicor shares. IREN, Uranium Energy, CoreWeave, Western Digital and Oracle were weakest, with Bitcoin buying about 37% more IREN shares.
How did Bitcoin’s performance compare with these stocks over different timeframes?
Bitcoin outperformed most stocks over one month and almost all over three months, but most stocks outperformed Bitcoin over six months and one year, and stocks also led in the latest weekly comparison.
Disclaimer
The information provided in this article is for informational purposes only. It is not intended to be, nor should it be construed as, financial advice. We do not make any warranties regarding the completeness, reliability, or accuracy of this information. All investments involve risk, and past performance does not guarantee future results. We recommend consulting a financial advisor before making any investment decisions.
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Written by
Andrew Kamsky
Andrew Kamsky is a Bitcoin analyst. He spent a decade in traditional finance across a Big Four firm and a listed fintech bank before going deep on Bitcoin full-time.
