$BNTX (+2.61%)
$ON (+1.01%)
$HIMS (+9.93%)
$PLTR (+5.57%)
$O (+1.14%)
$8058 (-1.3%)
$7974 (-1.84%)
$BP. (+0.55%)
$BOSS (-0.92%)
$SWK (+1.13%)
$SPOT (-0.55%)
$N1CL34
$UBER (+1.68%)
$CPRI (-2.07%)
$SHOP (+5.49%)
$RACE (-0.8%)
$HOG (+0.26%)
$HTZ (-2.17%)
$PFIZER
$UPST (+1.03%)
$ANET (+8.23%)
$PINS (-3.4%)
$TEM (+10.99%)
$AMD (+9.62%)
$SMCI (+7.83%)
$RIVN (+4.45%)
$BYND (-1.3%)
$KTOS (+10.85%)
$CPNG (-0.38%)
$BMW (-2.3%)
$NOVO B (+0.94%)
$FRE (+1.17%)
$ORSTED (+2.15%)
$AG1 (-4.56%)
$EVT (+4.53%)
$CCO (+5.5%)
$DOCN (+3.21%)
$LMND (-3.96%)
$SONO (+1.17%)
$MCD (+1.08%)
$HOOD (+4.98%)
$QCOM (+6.6%)
$FTNT (-2.36%)
$FSLY (+5.05%)
$HUBS (-2.06%)
$ELF (+7.53%)
$ARM (+5.1%)
$SNAP (-1.33%)
$DASH (+2.56%)
$APP (+12.74%)
$AMC (+2.92%)
$ZIP (+1.51%)
$FIG (+3.24%)
$LCID (+8.86%)
$DUOL
$UN0 (+1.8%)
$CBK (-0.44%)
$DEZ (-1.12%)
$ZAL (-1.81%)
$HEN (-0.9%)
$MAERSK A (-2.42%)
$HEI (+0.13%)
$CON (-0.24%)
$AZN (+0.83%)
$ALB (+1.74%)
$MRNA (+9.49%)
$QBTS (+21.07%)
$WBD
$LI (+5.65%)
$RHM (-1.82%)
$DDOG (+4.3%)
$RL (+0.48%)
$OPEN (-20.15%)
$ABNB (+1.32%)
$PTON (+1.81%)
$MP (+3%)
$TTD (+2.42%)
$STNE (+0.88%)
$SQ (+3.55%)
$GRND (+0%)
$IREN (+17.11%)
$AFRM (+10.53%)
$CRISP
$RUN (+4.18%)
$7011 (+3.33%)
$DTG (-2.92%)
$HAG (-3.46%)
$DKNG (+1.22%)
$LAC (+6.77%)
$KKR (-1.16%)
$PETR3 (-1.41%)
$CEG
$WEED (-0.14%)

$IREN (+17.11%)
$CIFR (+18.11%)
$BTC (+0.19%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+17.11%) and $CIFR (+18.11%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+18.11%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+2.52%)
$MSFT (+1.13%)
$AMZN (+1.98%)
$ORCL (+2.21%)
$BABA (+2.29%)

Neocloud: $NBIS (+7.72%)
$IREN (+17.11%)
$CRWV (+6.9%)
$APLD (+11.02%)
$GLXY (+5.46%)
$WYFI (+15.52%)

Memory: $SNDK (+2.03%)
$STX (-0.72%)
$MU (+4.29%)
$WDC (-0.8%)
$PSTG (+4.97%)

Semiconductor: $NVDA (+3.8%)
$AVGO (+1.41%)
$AMD (+9.62%)
$TSM (+6.69%)
$ASML (+5.23%)
$ARM (+5.1%)
$KLAC (+7.52%)
$INTC (+9.91%)

Networking: $CIEN (+6.2%)
$CLS (+1.91%)
$CRDO
$RMBS (+7.71%)
$ANET (+8.23%)
$APH (+4.95%)
$COHR (+15.73%)

Servers: $VRT (+4.29%)
$DELL (+4.22%)
$HPE (+2.1%)

Data: $INOD (-12.19%)
$PLTR (+5.57%)
$SNOW (+2.9%)
$DDOG (+4.3%)
$MDB (+4.49%)

Energy: $LEU (+18.15%)
$CEG
$OKLO
$TLNE
$GEV (+1.64%)
$NXT

Batteries: $EOSE (-3.07%)
$QS (+5.51%)
$TSLA (+6.12%)
$MVST (+5.77%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+5.57%)

$SMCI

$CELH

$ARM (+5.1%)

$CLF (+2.28%)

$AMC

$QCOM (+6.6%)

$DKNG (+1.22%)

$HIMS (+9.93%)

$ELF (+7.53%)

$ANET

$CLOV (+8.29%)

$SQ (+3.55%)

$APP (+12.74%)

$VST (+12%)

$NVO (+1.03%)

$RIVN (+4.45%)

$DVN (+1.54%)

$U (+8.84%)

$WYNN (+7.15%)

$CVS (+4.29%)

$CEG

$TTD (+2.42%)

$MRNA (+9.49%)

$$BRK.A (+1.25%) (Saturday)

$CDE (+6.83%)

$AFRM (+10.53%)

$MELI (-0.32%)

$FTNT (-2.36%)

$PINS (-3.4%)

$ABNB (+1.32%)

$ABX

$HL (+3.28%)

$MAR

$IONQ (+19.98%)

$NET (-3.49%)

$AXON (-6.46%)

$ALB (+1.74%)

$DOCS

$WOLF

$BROS

$PAAS (+2.5%)

$DDOG (+4.3%)

$LCID (+8.86%)

$TOST (-0.72%)

$LUMN (+0.56%)

$MLCO (+0.49%)

$DOCN (+3.21%)

$ALAB (+7.82%)

$ACB (+2.42%)