$BNTX (-2.89%)
$ON (-1.69%)
$HIMS (-4.04%)
$PLTR (-7.51%)
$O (+0.65%)
$8058 (+0.06%)
$7974 (+2.03%)
$BP. (+3.12%)
$BOSS (-0.29%)
$SWK (-0.35%)
$SPOT (+0%)
$N1CL34
$UBER (-1.65%)
$CPRI (+0.42%)
$SHOP (-4.93%)
$RACE (-0.39%)
$HOG (-3.17%)
$HTZ (-5.43%)
$PFIZER
$UPST (-3.75%)
$ANET (-4.87%)
$PINS (-2.24%)
$TEM (-9.52%)
$AMD (-5.46%)
$SMCI (-10.16%)
$RIVN (-4.57%)
$BYND (-3.95%)
$KTOS (-0.93%)
$CPNG (-3.98%)
$BMW (+2.37%)
$NOVO B (-1.65%)
$FRE (+1.7%)
$ORSTED (+2.82%)
$AG1 (+2.89%)
$EVT (+0.12%)
$CCO (-2.21%)
$DOCN (-10.63%)
$LMND (-2.77%)
$SONO (-2.16%)
$MCD (+0.02%)
$HOOD (-4.18%)
$QCOM (-2.78%)
$FTNT (-7.17%)
$FSLY (-10.62%)
$HUBS (-2.82%)
$ELF (-2.4%)
$ARM (-6.21%)
$SNAP (-4.37%)
$DASH (-1.76%)
$APP (-4.57%)
$AMC (-4.48%)
$ZIP (-9.26%)
$FIG (-6.57%)
$LCID (-9.65%)
$DUOL
$UN0 (-0.11%)
$CBK (-0.67%)
$DEZ (+1.45%)
$ZAL (+0.54%)
$HEN (+0.84%)
$MAERSK A (+0.03%)
$HEI (+0.77%)
$CON (-1.42%)
$AZN (-0.98%)
$ALB (-3.02%)
$MRNA (-8.11%)
$QBTS (-7.37%)
$WBD
$LI (-1.47%)
$RHM (+5.29%)
$DDOG (-7.38%)
$RL (-0.67%)
$OPEN (-9.66%)
$ABNB (-0.38%)
$PTON (-1.07%)
$MP (-3.31%)
$TTD (-6.39%)
$STNE (-0.69%)
$SQ (-2.82%)
$GRND (-6.69%)
$IREN (-11.51%)
$AFRM (-2.48%)
$CRISP
$RUN (-4.86%)
$7011 (+2.95%)
$DTG (+0.57%)
$HAG (+5.8%)
$DKNG (-2.47%)
$LAC (-1.98%)
$KKR (-1.77%)
$PETR3 (+2.67%)
$CEG
$WEED (-3.03%)

$IREN (-11.51%)
$CIFR (-11.43%)
$BTC (-0.58%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-11.51%) and $CIFR (-11.43%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-11.43%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-2.33%)
$MSFT (-1.82%)
$AMZN (-1.93%)
$ORCL (-4.36%)
$BABA (-2.12%)

Neocloud: $NBIS (-10.55%)
$IREN (-11.51%)
$CRWV (-10.62%)
$APLD (-10.79%)
$GLXY (-11.81%)
$WYFI (-9.52%)

Memory: $SNDK (-5.71%)
$STX (-6.28%)
$MU (-5.27%)
$WDC (-6.56%)
$PSTG (-7.75%)

Semiconductor: $NVDA (-1.52%)
$AVGO (-4.04%)
$AMD (-5.46%)
$TSM (-2.13%)
$ASML (-1.11%)
$ARM (-6.21%)
$KLAC (-3.72%)
$INTC (-5.89%)

Networking: $CIEN (-6.31%)
$CLS (-4.08%)
$CRDO
$RMBS (-5.82%)
$ANET (-4.87%)
$APH (-1.91%)
$COHR (-7.25%)

Servers: $VRT (-3.68%)
$DELL (-4.44%)
$HPE (-5.68%)

Data: $INOD (-6.6%)
$PLTR (-7.51%)
$SNOW (-8.37%)
$DDOG (-7.38%)
$MDB (-8.01%)

Energy: $LEU (-9.36%)
$CEG
$OKLO
$TLNE
$GEV (-0.98%)
$NXT

Batteries: $EOSE (-16.41%)
$QS (-4.77%)
$TSLA (-2.72%)
$MVST (-7.84%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-7.51%)

$SMCI

$CELH

$ARM (-6.21%)

$CLF (-0.09%)

$AMC

$QCOM (-2.78%)

$DKNG (-2.47%)

$HIMS (-4.04%)

$ELF (-2.4%)

$ANET

$CLOV (-3.96%)

$SQ (-2.82%)

$APP (-4.57%)

$VST (-1.71%)

$NVO (-1.26%)

$RIVN (-4.57%)

$DVN (+3.05%)

$U (-6.09%)

$WYNN (-1.57%)

$CVS (-0.19%)

$CEG

$TTD (-6.39%)

$MRNA (-8.11%)

$$BRK.A (+1%) (Saturday)

$CDE (+0.59%)

$AFRM (-2.48%)

$MELI (-1.45%)

$FTNT (-7.17%)

$PINS (-2.24%)

$ABNB (-0.38%)

$ABX

$HL (-1.52%)

$MAR

$IONQ (-6.47%)

$NET (-6.71%)

$AXON (-6.46%)

$ALB (-3.02%)

$DOCS

$WOLF

$BROS

$PAAS (+0.36%)

$DDOG (-7.38%)

$LCID (-9.65%)

$TOST (-2.39%)

$LUMN (-3.94%)

$MLCO (-1.82%)

$DOCN (-10.63%)

$ALAB (-5.91%)

$ACB (-3.51%)