$BNTX (-1.2%)
$ON (+5.7%)
$HIMS (+0.43%)
$PLTR (-1.4%)
$O (-0.06%)
$8058 (+0.52%)
$7974 (-3.81%)
$BP. (-0.06%)
$BOSS (+0.39%)
$SWK (+0.44%)
$SPOT (+0.28%)
$N1CL34
$UBER (+0.4%)
$CPRI (-0.15%)
$SHOP (-2.41%)
$RACE (+0.02%)
$HOG (-0.4%)
$HTZ (-0.65%)
$PFIZER
$UPST (-3.32%)
$ANET (+0.36%)
$PINS (+1.22%)
$TEM (+3.48%)
$AMD (+0.02%)
$SMCI (+4%)
$RIVN (+0.97%)
$BYND (-8.68%)
$KTOS (-2.41%)
$CPNG (-0.45%)
$BMW (-1.74%)
$NOVO B (+0.28%)
$FRE (+0.81%)
$ORSTED (+1.52%)
$AG1 (+0.93%)
$EVT (+0.87%)
$CCO (-0.74%)
$DOCN (-1.13%)
$LMND (-0.88%)
$SONO (+1.79%)
$MCD (-0.48%)
$HOOD (-1.63%)
$QCOM (+4.12%)
$FTNT (-2.96%)
$FSLY (-9.04%)
$HUBS (-3.47%)
$ELF (-1.42%)
$ARM (+1.02%)
$SNAP (+0.05%)
$DASH (+3.29%)
$APP (-0.48%)
$AMC (+0.79%)
$ZIP (+1.65%)
$FIG (-2.35%)
$LCID (-2.19%)
$DUOL
$UN0 (-2.03%)
$CBK (+1.69%)
$DEZ (+1.08%)
$ZAL (-0.88%)
$HEN (-0.47%)
$MAERSK A (-1.37%)
$HEI (+0.19%)
$CON (-0.07%)
$AZN (+1.16%)
$ALB (+1.15%)
$MRNA (+1.8%)
$QBTS (+0.13%)
$WBD (+0.04%)
$LI (-2.65%)
$RHM (-1%)
$DDOG (+4.79%)
$RL (+0.68%)
$OPEN (+1.3%)
$ABNB (+3.66%)
$PTON (+2.99%)
$MP (-0.87%)
$TTD (+0%)
$STNE (+1.62%)
$SQ (-0.11%)
$GRND (-0.72%)
$IREN (-4.23%)
$AFRM (-0.29%)
$CRISP (+10.92%)
$RUN (+4.23%)
$7011 (-1.01%)
$DTG (+1.38%)
$HAG (-0.14%)
$DKNG (+3.2%)
$LAC (-2.01%)
$KKR (+0.99%)
$PETR3 (-3.14%)
$CEG
$WEED (+0%)

$IREN (-4.23%)
$CIFR (-2.25%)
$BTC (+0.3%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-4.23%) and $CIFR (-2.25%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2.25%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0.58%)
$MSFT (+3.85%)
$AMZN (+0.13%)
$ORCL (-1.74%)
$BABA (-1.03%)

Neocloud: $NBIS (-2.38%)
$IREN (-4.23%)
$CRWV (-2.66%)
$APLD (-2.9%)
$GLXY (-4.1%)
$WYFI (-2.56%)

Memory: $SNDK (+1.3%)
$STX (+1.26%)
$MU (+0.37%)
$WDC (+1.11%)
$PSTG (+2.49%)

Semiconductor: $NVDA (+0.4%)
$AVGO (+0.76%)
$AMD (+0.02%)
$TSM (+0%)
$ASML (+0.87%)
$ARM (+1.02%)
$KLAC (+0.72%)
$INTC (-3.45%)

Networking: $CIEN (-0.43%)
$CLS (-2.13%)
$CRDO
$RMBS (+0.24%)
$ANET (+0.36%)
$APH (+1.23%)
$COHR (+1.48%)

Servers: $VRT (+2.45%)
$DELL (+4.9%)
$HPE (-1.14%)

Data: $INOD (-3.72%)
$PLTR (-1.4%)
$SNOW (+0.6%)
$DDOG (+4.79%)
$MDB (-3.19%)

Energy: $LEU (+0.23%)
$CEG
$OKLO
$TLNE
$GEV (+0.3%)
$NXT

Batteries: $EOSE (-2.09%)
$QS (+0.23%)
$TSLA (-1.57%)
$MVST (+0%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-1.4%)

$SMCI

$CELH

$ARM (+1.02%)

$CLF (-2.9%)

$AMC

$QCOM (+4.12%)

$DKNG (+3.2%)

$HIMS (+0.43%)

$ELF (-1.42%)

$ANET

$CLOV (-1.26%)

$SQ (-0.11%)

$APP (-0.48%)

$VST (-0.06%)

$NVO (+0.35%)

$RIVN (+0.97%)

$DVN (-3.51%)

$U (+0.63%)

$WYNN (+1.32%)

$CVS (+4.67%)

$CEG

$TTD (+0%)

$MRNA (+1.8%)

$$BRK.A (-0.19%) (Saturday)

$CDE (+1.75%)

$AFRM (-0.29%)

$MELI (-0.26%)

$FTNT (-2.96%)

$PINS (+1.22%)

$ABNB (+3.66%)

$ABX

$HL (+1.52%)

$MAR

$IONQ (+0.99%)

$NET (-2.43%)

$AXON (-3.34%)

$ALB (+1.15%)

$DOCS

$WOLF

$BROS

$PAAS (+0.77%)

$DDOG (+4.79%)

$LCID (-2.19%)

$TOST (+2.11%)

$LUMN (-2.33%)

$MLCO (+1.22%)

$DOCN (-1.13%)

$ALAB (+0.63%)

$ACB (-0.55%)