$BNTX (+0.69%)
$ON (+0.56%)
$HIMS (-2.4%)
$PLTR (-2.6%)
$O (-0.69%)
$8058 (-1.89%)
$7974 (+6.33%)
$BP. (+0.37%)
$BOSS (-0.43%)
$SWK (-0.96%)
$SPOT (+3.19%)
$N1CL34
$UBER (-0.36%)
$CPRI (-2%)
$SHOP (-2.91%)
$RACE (+0.43%)
$HOG (-0.54%)
$HTZ (-1.99%)
$PFIZER
$UPST (-1.43%)
$ANET (-3.87%)
$PINS (+2.99%)
$TEM (-4.42%)
$AMD (+5.67%)
$SMCI (+2.46%)
$RIVN (-3.49%)
$BYND
$KTOS (+2.39%)
$CPNG (-1.25%)
$BMW (+0.81%)
$NOVO B (-2.65%)
$FRE (-21.8%)
$ORSTED (-2.51%)
$AG1 (-0.33%)
$EVT (-2.39%)
$CCO (-0.15%)
$DOCN (-2.46%)
$LMND (-0.35%)
$SONO (-1.56%)
$MCD (-0.19%)
$HOOD (-4.52%)
$QCOM (-0.64%)
$FTNT (-3.19%)
$FSLY (-0.23%)
$HUBS (-5.13%)
$ELF (-0.06%)
$ARM (-1.12%)
$SNAP (+2.22%)
$DASH (-0.35%)
$APP (+0.42%)
$AMC (-4.8%)
$ZIP (-0.76%)
$FIG (-3.41%)
$LCID (-3.41%)
$DUOL
$UN0 (-3%)
$CBK (-0.36%)
$DEZ (-1.5%)
$ZAL (-1.06%)
$HEN (-0.9%)
$MAERSK A (+9.54%)
$HEI (-0.48%)
$CON (-1.08%)
$AZN (-0.9%)
$ALB (+3.45%)
$MRNA (-0.34%)
$QBTS (+0.28%)
$WBD (-0.05%)
$LI (-0.47%)
$RHM (+2.7%)
$DDOG (+1.25%)
$RL (+0.46%)
$OPEN (-2.79%)
$ABNB (-0.6%)
$PTON (+1.24%)
$MP (+5.6%)
$TTD (-2.62%)
$STNE (-4.29%)
$SQ (-0.03%)
$GRND (+1.47%)
$IREN (-2.93%)
$AFRM
$CRISP (-0.59%)
$RUN (+2.63%)
$7011 (+0.41%)
$DTG (+0.07%)
$HAG (+3.31%)
$DKNG (+2.5%)
$LAC (-1.68%)
$KKR (-1.05%)
$PETR3 (+0%)
$CEG
$WEED (-1.14%)

$IREN (-2.93%)
$CIFR (+6.79%)
$BTC (-0.17%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-2.93%) and $CIFR (+6.79%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+6.79%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0.22%)
$MSFT (-0.54%)
$AMZN (-1.28%)
$ORCL (-3.88%)
$BABA (+0.94%)

Neocloud: $NBIS (+7.36%)
$IREN (-2.93%)
$CRWV (-1.56%)
$APLD (+1.35%)
$GLXY (+1.53%)
$WYFI (+4.9%)

Memory: $SNDK (+5.95%)
$STX (+4.19%)
$MU (+0.63%)
$WDC (+2.44%)
$PSTG (+0.25%)

Semiconductor: $NVDA (-0.51%)
$AVGO (-6.51%)
$AMD (+5.67%)
$TSM (-1.4%)
$ASML (-0.98%)
$ARM (-1.12%)
$KLAC (-3.56%)
$INTC (-2.39%)

Networking: $CIEN (-3.56%)
$CLS (-4.61%)
$CRDO
$RMBS (+0.35%)
$ANET (-3.87%)
$APH (+0.58%)
$COHR (-1.5%)

Servers: $VRT (+1.77%)
$DELL (-0.87%)
$HPE (-2.4%)

Data: $INOD (+2.88%)
$PLTR (-2.6%)
$SNOW (-3.22%)
$DDOG (+1.25%)
$MDB (-3.07%)

Energy: $LEU (-0.72%)
$CEG
$OKLO
$TLNE
$GEV (+0.82%)
$NXT

Batteries: $EOSE (-3.6%)
$QS (+0%)
$TSLA (-0.77%)
$MVST (-7.56%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-2.6%)

$SMCI

$CELH

$ARM (-1.12%)

$CLF (-2.19%)

$AMC

$QCOM (-0.64%)

$DKNG (+2.5%)

$HIMS (-2.4%)

$ELF (-0.06%)

$ANET

$CLOV (+2.07%)

$SQ (-0.03%)

$APP (+0.42%)

$VST (+0.77%)

$NVO (-2.14%)

$RIVN (-3.49%)

$DVN (+2.69%)

$U (+0.53%)

$WYNN (-0.19%)

$CVS (+1.96%)

$CEG

$TTD (-2.62%)

$MRNA (-0.34%)

$$BRK.A (-1.21%) (Saturday)

$CDE (+1.62%)

$AFRM

$MELI (+0.13%)

$FTNT (-3.19%)

$PINS (+2.99%)

$ABNB (-0.6%)

$ABX

$HL (+2.85%)

$MAR

$IONQ (+2.76%)

$NET (-4.84%)

$AXON (-0.84%)

$ALB (+3.45%)

$DOCS (-0.17%)

$WOLF

$BROS

$PAAS (-0.26%)

$DDOG (+1.25%)

$LCID (-3.41%)

$TOST (-0.82%)

$LUMN (+4.16%)

$MLCO (+1.47%)

$DOCN (-2.46%)

$ALAB (-1.77%)

$ACB (-3.05%)