$BNTX (-2.07%)
$ON (-2.62%)
$HIMS (-1.33%)
$PLTR (-2.82%)
$O (+0.92%)
$8058 (-0.55%)
$7974 (-0.44%)
$BP. (-1.12%)
$BOSS (+1.32%)
$SWK (-0.02%)
$SPOT (-0.53%)
$N1CL34
$UBER (-0.49%)
$CPRI (-2.58%)
$SHOP (-0.63%)
$RACE (+0.71%)
$HOG (-3.82%)
$HTZ (-0.23%)
$PFIZER
$UPST (-0.12%)
$ANET (-7.57%)
$PINS
$TEM (-5.53%)
$AMD (-4.68%)
$SMCI (-6.61%)
$RIVN (+11.53%)
$BYND (-8.82%)
$KTOS (-4.19%)
$CPNG (-1.03%)
$BMW (+0.46%)
$NOVO B (-0.2%)
$FRE (-0.97%)
$ORSTED (-0.7%)
$AG1 (+2.99%)
$EVT (-0.15%)
$CCO (-5.06%)
$DOCN (-3.33%)
$LMND (-5.25%)
$SONO (-1.01%)
$MCD (+1.12%)
$HOOD (-4.27%)
$QCOM (-2.01%)
$FTNT (-1.36%)
$FSLY (-0.11%)
$HUBS (-3.92%)
$ELF (-2.11%)
$ARM (-4.94%)
$SNAP (-4.29%)
$DASH (+0.54%)
$APP (-6.93%)
$AMC (-1.63%)
$ZIP (-1.56%)
$FIG (-6.69%)
$LCID (-1.83%)
$DUOL
$UN0 (-3.17%)
$CBK (-2.34%)
$DEZ (+0.29%)
$ZAL (-1.41%)
$HEN (-0.11%)
$MAERSK A (-1.32%)
$HEI (-1.13%)
$CON (+0.23%)
$AZN (-1.07%)
$ALB (+0.15%)
$MRNA (-0.4%)
$QBTS (-6.86%)
$WBD (+0.59%)
$LI (+0.69%)
$RHM (+0.62%)
$DDOG (-3.12%)
$RL (+0.38%)
$OPEN (-5.83%)
$ABNB (+0%)
$PTON (-5.3%)
$MP (-5.66%)
$TTD (-1.3%)
$STNE (+1.07%)
$SQ (+1.43%)
$GRND (-4.22%)
$IREN (-9.32%)
$AFRM (-2.87%)
$CRISP (-0.01%)
$RUN (-3.83%)
$7011 (-2.4%)
$DTG (-0.23%)
$HAG (+2.14%)
$DKNG (+1.89%)
$LAC (-3.75%)
$KKR (-3.94%)
$PETR3 (+0.47%)
$CEG
$WEED (+47.42%)

$IREN (-9.32%)
$CIFR (-9.74%)
$BTC (-0.32%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-9.32%) and $CIFR (-9.74%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-9.74%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-3.46%)
$MSFT (-0.32%)
$AMZN (-2.35%)
$ORCL (-4.75%)
$BABA (-0.9%)

Neocloud: $NBIS (-7.43%)
$IREN (-9.32%)
$CRWV (-10.71%)
$APLD (-10.25%)
$GLXY (-10.59%)
$WYFI

Memory: $SNDK
$STX (-7.05%)
$MU (-7.24%)
$WDC (-6.57%)
$PSTG (-6.42%)

Semiconductor: $NVDA (-3.26%)
$AVGO (-14.32%)
$AMD (-4.68%)
$TSM (-4.23%)
$ASML (-3.69%)
$ARM (-4.94%)
$KLAC (-4.84%)
$INTC (-4.8%)

Networking: $CIEN (-9.48%)
$CLS (-14.12%)
$CRDO
$RMBS (-11.79%)
$ANET (-7.57%)
$APH (-7.11%)
$COHR (-10.34%)

Servers: $VRT (-10.05%)
$DELL (-6.71%)
$HPE (-5.2%)

Data: $INOD (-3.92%)
$PLTR (-2.82%)
$SNOW (-1.63%)
$DDOG (-3.12%)
$MDB (-1.2%)

Energy: $LEU (-9.36%)
$CEG
$OKLO
$TLNE
$GEV (-5.22%)
$NXT (+0%)

Batteries: $EOSE
$QS (-2.8%)
$TSLA (+1.52%)
$MVST (-10.8%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-2.82%)

$SMCI

$CELH

$ARM (-4.94%)

$CLF (-5.68%)

$AMC

$QCOM (-2.01%)

$DKNG (+1.89%)

$HIMS (-1.33%)

$ELF (-2.11%)

$ANET

$CLOV (-1.28%)

$SQ (+1.43%)

$APP (-6.93%)

$VST (-2.91%)

$NVO (-0.12%)

$RIVN (+11.53%)

$DVN (-0.23%)

$U (-6.83%)

$WYNN (-1.2%)

$CVS (+0.07%)

$CEG

$TTD (-1.3%)

$MRNA (-0.4%)

$$BRK.A (+0.75%) (Saturday)

$CDE (-1.99%)

$AFRM (-2.87%)

$MELI (-0.2%)

$FTNT (-1.36%)

$PINS

$ABNB (+0%)

$ABX

$HL (-2.84%)

$MAR

$IONQ (-4.89%)

$NET (-3.02%)

$AXON (-2.85%)

$ALB (+0.15%)

$DOCS (+0%)

$WOLF

$BROS

$PAAS (-1.6%)

$DDOG (-3.12%)

$LCID (-1.83%)

$TOST (-1.56%)

$LUMN (+0%)

$MLCO (-2.82%)

$DOCN (-3.33%)

$ALAB (-14.77%)

$ACB (+16.41%)