$BNTX (-0.28%)
$ON (-6.58%)
$HIMS (-1.21%)
$PLTR (+3.02%)
$O (+0%)
$8058 (-1.8%)
$7974 (-0.89%)
$BP. (+2.63%)
$BOSS (-0.73%)
$SWK (-2.51%)
$SPOT (+2.4%)
$N1CL34
$UBER (-0.49%)
$CPRI (-4.1%)
$SHOP (-3.61%)
$RACE (-1.86%)
$HOG (+0.79%)
$HTZ (-3.79%)
$PFIZER
$UPST (-3.13%)
$ANET (-4.22%)
$PINS (+2.08%)
$TEM (-1.54%)
$AMD (-3.2%)
$SMCI (-2.92%)
$RIVN (+1.77%)
$BYND (+0.75%)
$KTOS (+1.93%)
$CPNG (-1.78%)
$BMW (-2.22%)
$NOVO B (-0.6%)
$FRE (+0.2%)
$ORSTED (-2.55%)
$AG1 (-1.85%)
$EVT (-1.34%)
$CCO (-4.34%)
$DOCN (+0.31%)
$LMND (-0.75%)
$SONO (-6.11%)
$MCD (+0.47%)
$HOOD (-4.78%)
$QCOM (-0.98%)
$FTNT (-1.11%)
$FSLY (-1.62%)
$HUBS (+1.78%)
$ELF (+0.08%)
$ARM (-5.39%)
$SNAP (-3.59%)
$DASH (-3.07%)
$APP (-1.63%)
$AMC (-7.04%)
$ZIP (+10.7%)
$FIG (-3.83%)
$LCID (-0.88%)
$DUOL
$UN0 (-0.29%)
$CBK (-2.87%)
$DEZ (-4.05%)
$ZAL (-0.49%)
$HEN (-0.99%)
$MAERSK A (+1.3%)
$HEI (-3.25%)
$CON (-4.43%)
$AZN (-2.23%)
$ALB (-1.76%)
$MRNA (-2.79%)
$QBTS (-0.75%)
$WBD (-0.21%)
$LI (+1.2%)
$RHM (+1.03%)
$DDOG (+3.08%)
$RL (-4.22%)
$OPEN (-3.49%)
$ABNB (-1.38%)
$PTON (-0.77%)
$MP (-5.45%)
$TTD (-2.35%)
$STNE (-0.51%)
$SQ (-1.63%)
$GRND (+1.26%)
$IREN (-7.65%)
$AFRM (-1.39%)
$CRISP (-7.24%)
$RUN (-3.89%)
$7011 (-1.52%)
$DTG (-2.03%)
$HAG (+0.61%)
$DKNG (-1.49%)
$LAC (-1.26%)
$KKR (-4.17%)
$PETR3 (+4.2%)
$CEG
$WEED (-0.7%)
Discussion about CEG
Posts
3Quartalszahlen 03.11.25-07.11.15
AI infrastructure continues to be one of the most exciting investment themes
$IREN (-7.65%)
$CIFR (-9.62%)
$BTC (-4.6%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (-7.65%) and $CIFR (-9.62%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-9.62%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (-0.59%)
$MSFT (-0.49%)
$AMZN (-2.6%)
$ORCL (-2.72%)
$BABA (+0.72%)
Neocloud: $NBIS (-6.12%)
$IREN (-7.65%)
$CRWV (-2.03%)
$APLD (-9.36%)
$GLXY (-9.44%)
$WYFI (-2.92%)
Memory: $SNDK
$STX (-3.22%)
$MU (-6.26%)
$WDC (-4.74%)
$PSTG (+0.1%)
Semiconductor: $NVDA (-2.71%)
$AVGO (-0.3%)
$AMD (-3.2%)
$TSM (-4.34%)
$ASML (-5.32%)
$ARM (-5.39%)
$KLAC (-5.89%)
$INTC (-5.38%)
Networking: $CIEN (-1.54%)
$CLS (-6.54%)
$CRDO
$RMBS (-5.36%)
$ANET (-4.22%)
$APH (-2.66%)
$COHR (-6.67%)
Servers: $VRT (-2.45%)
$DELL (+0%)
$HPE (-1.79%)
Data: $INOD (+1.04%)
$PLTR (+3.02%)
$SNOW (+1.71%)
$DDOG (+3.08%)
$MDB (+3.04%)
Energy: $LEU (-2.05%)
$CEG
$OKLO
$TLNE
$GEV (-3.7%)
$NXT (+0%)
Batteries: $EOSE
$QS (-3.35%)
$TSLA (-1.97%)
$MVST (-2.19%)
Every AI Value Chain explained:

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