$BNTX (-4.63%)
$ON (-1.16%)
$HIMS (+1.16%)
$PLTR (-0.28%)
$O (-0.73%)
$8058 (+1.15%)
$7974 (+1.81%)
$BP. (-3.89%)
$BOSS (+2.59%)
$SWK (+1.15%)
$SPOT (+0.07%)
$N1CL34
$UBER (+5.4%)
$CPRI (+1.96%)
$SHOP (+1.53%)
$RACE (+1.59%)
$HOG (+0.35%)
$HTZ (-0.66%)
$PFIZER
$UPST (+2.36%)
$ANET (+7.3%)
$PINS (-2.11%)
$TEM (+1.67%)
$AMD (+9.24%)
$SMCI (-5.75%)
$RIVN (+0.6%)
$BYND (+0.04%)
$KTOS (+0.01%)
$CPNG (-12.38%)
$BMW (+5.1%)
$NOVO B (+4.41%)
$FRE (-1.77%)
$ORSTED (-5.28%)
$AG1 (+4.1%)
$EVT (-1.53%)
$CCO (+1.89%)
$DOCN (-0.08%)
$LMND (+1.63%)
$SONO (+1.4%)
$MCD (-0.23%)
$HOOD (+0.77%)
$QCOM (+4.06%)
$FTNT (-1.26%)
$FSLY (-0.86%)
$HUBS (+0%)
$ELF (+1.63%)
$ARM (+7.33%)
$SNAP (+1.34%)
$DASH (+1.18%)
$APP (+0.43%)
$AMC (+11.33%)
$ZIP (+0.29%)
$FIG (-0.54%)
$LCID (-2.14%)
$DUOL
$UN0 (-1.13%)
$CBK (+3.85%)
$DEZ (+6.02%)
$ZAL (-3.3%)
$HEN (+1.79%)
$MAERSK A (-1.08%)
$HEI (+3.89%)
$CON (+7%)
$AZN (+1.24%)
$ALB (+2.12%)
$MRNA (+0.41%)
$QBTS (+2.2%)
$WBD (-0.61%)
$LI (-2.47%)
$RHM (-1.73%)
$DDOG (-0.64%)
$RL (+0.26%)
$OPEN (+0.87%)
$ABNB (+1.87%)
$PTON (+0.68%)
$MP (+1.03%)
$TTD (+0.05%)
$STNE (+0.9%)
$SQ (+0.49%)
$GRND (+0.43%)
$IREN (+3.48%)
$AFRM (+1.71%)
$CRISP (+2.3%)
$RUN (+0.78%)
$7011 (+2.46%)
$DTG (+1.86%)
$HAG (-2.99%)
$DKNG (+0.48%)
$LAC (+2.18%)
$KKR (+0.4%)
$PETR3 (-2.92%)
$CEG
$WEED (-0.9%)

$IREN (+3.48%)
$CIFR (+0.35%)
$BTC (+0.53%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+3.48%) and $CIFR (+0.35%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+0.35%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0.46%)
$MSFT (-0.83%)
$AMZN (-0.45%)
$ORCL (-0.21%)
$BABA (+3.27%)

Neocloud: $NBIS (+1.23%)
$IREN (+3.48%)
$CRWV (+2.67%)
$APLD (+1.09%)
$GLXY (+2.58%)
$WYFI

Memory: $SNDK
$STX (+0.45%)
$MU (+2.54%)
$WDC (+0.85%)
$PSTG (+1.8%)

Semiconductor: $NVDA (+0.9%)
$AVGO (-0.22%)
$AMD (+9.24%)
$TSM (+1.33%)
$ASML (+3.48%)
$ARM (+7.33%)
$KLAC (+1.71%)
$INTC (+0.53%)

Networking: $CIEN (+2.47%)
$CLS (-0.14%)
$CRDO
$RMBS (+5.73%)
$ANET (+7.3%)
$APH (-0.25%)
$COHR (+2.21%)

Servers: $VRT (+1.59%)
$DELL (+1.91%)
$HPE (+0.91%)

Data: $INOD (+0.64%)
$PLTR (-0.28%)
$SNOW (-0.17%)
$DDOG (-0.64%)
$MDB (-0.16%)

Energy: $LEU (+0.34%)
$CEG
$OKLO
$TLNE
$GEV (+1.38%)
$NXT (+0%)

Batteries: $EOSE (-1.11%)
$QS (+0.4%)
$TSLA (-0.23%)
$MVST (-0.06%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-0.28%)

$SMCI

$CELH

$ARM (+7.33%)

$CLF (+2.38%)

$AMC

$QCOM (+4.06%)

$DKNG (+0.48%)

$HIMS (+1.16%)

$ELF (+1.63%)

$ANET

$CLOV (-0.9%)

$SQ (+0.49%)

$APP (+0.43%)

$VST (+1.27%)

$NVO (+4.27%)

$RIVN (+0.6%)

$DVN (-4.78%)

$U (-0.31%)

$WYNN (+1.3%)

$CVS (+4.73%)

$CEG

$TTD (+0.05%)

$MRNA (+0.41%)

$$BRK.A (-0.38%) (Saturday)

$CDE (+5.96%)

$AFRM (+1.71%)

$MELI (+0.49%)

$FTNT (-1.26%)

$PINS (-2.11%)

$ABNB (+1.87%)

$ABX

$HL (+6.65%)

$MAR

$IONQ (+2.32%)

$NET (-0.24%)

$AXON (+0.29%)

$ALB (+2.12%)

$DOCS (-0.01%)

$WOLF

$BROS

$PAAS (+6.25%)

$DDOG (-0.64%)

$LCID (-2.14%)

$TOST (+0.8%)

$LUMN (-6.68%)

$MLCO (+1.53%)

$DOCN (-0.08%)

$ALAB (+6.06%)

$ACB (-0.03%)