$BNTX (-0.55%)
$ON (+1.95%)
$HIMS (+3.34%)
$PLTR (+1.89%)
$O (+1.33%)
$8058 (-0.58%)
$7974 (-1.33%)
$BP. (+0.14%)
$BOSS (+0.6%)
$SWK (+1%)
$SPOT (+2.56%)
$N1CL34
$UBER (-1.86%)
$CPRI (+1.24%)
$SHOP (+2.08%)
$RACE (-3.08%)
$HOG (+4.22%)
$HTZ (-1.62%)
$PFIZER
$UPST (+1.18%)
$ANET (-8.83%)
$PINS (-2.62%)
$TEM (+1.4%)
$AMD (+0.05%)
$SMCI (+0.16%)
$RIVN (+10.27%)
$BYND (+2.56%)
$KTOS (+2.58%)
$CPNG (-0.72%)
$BMW (+0.96%)
$NOVO B (+1.22%)
$FRE (+0.23%)
$ORSTED (+1.73%)
$AG1 (-2.35%)
$EVT (+5.19%)
$CCO (-2.97%)
$DOCN (+8.31%)
$LMND (+4.57%)
$SONO (-4.81%)
$MCD (-1.32%)
$HOOD (+6%)
$QCOM (+1.44%)
$FTNT (+1.07%)
$FSLY (+12.22%)
$HUBS (+7.41%)
$ELF (+8.89%)
$ARM (+2.53%)
$SNAP (+0.37%)
$DASH (-0.57%)
$APP (+6.06%)
$AMC (+0.96%)
$ZIP (+3.57%)
$FIG (+1.07%)
$LCID (+3.26%)
$DUOL
$UN0 (-0.07%)
$CBK (-6.04%)
$DEZ (-0.09%)
$ZAL (-0.77%)
$HEN (-0.13%)
$MAERSK A (+3.99%)
$HEI (-2.57%)
$CON (+0.67%)
$AZN (+1.08%)
$ALB (+3.39%)
$MRNA (+6.61%)
$QBTS (+3.06%)
$WBD (+0.02%)
$LI (-2.21%)
$RHM (+1.66%)
$DDOG (-0.91%)
$RL (+1.63%)
$OPEN (+1.35%)
$ABNB (+0.9%)
$PTON (+0.84%)
$MP (+1.14%)
$TTD (-1.32%)
$STNE (+1.5%)
$SQ (+1.59%)
$GRND (+2.42%)
$IREN (+4.22%)
$AFRM (-0.05%)
$CRISP (-0.02%)
$RUN (+5.03%)
$7011 (+3.58%)
$DTG (-0.36%)
$HAG (+2.56%)
$DKNG (+2.38%)
$LAC (+2.89%)
$KKR (+0.63%)
$PETR3 (+0.58%)
$CEG
$WEED (+3.41%)

$IREN (+4.22%)
$CIFR (+2.21%)
$BTC (+1.16%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+4.22%) and $CIFR (+2.21%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+2.21%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-1.03%)
$MSFT (-0.18%)
$AMZN (-0.41%)
$ORCL (+2.41%)
$BABA (-1.94%)

Neocloud: $NBIS (+8.97%)
$IREN (+4.22%)
$CRWV (-1.23%)
$APLD (-2.63%)
$GLXY (+7.67%)
$WYFI

Memory: $SNDK
$STX (-1.96%)
$MU (-1.52%)
$WDC (-1.96%)
$PSTG (+3.27%)

Semiconductor: $NVDA (-2.7%)
$AVGO (-2.08%)
$AMD (+0.05%)
$TSM (-1.36%)
$ASML (-1.17%)
$ARM (+2.53%)
$KLAC (-0.97%)
$INTC (+0.64%)

Networking: $CIEN (+1.46%)
$CLS (+1.28%)
$CRDO
$RMBS (+4.61%)
$ANET (-8.83%)
$APH (+0.74%)
$COHR (-0.55%)

Servers: $VRT (-1.2%)
$DELL (+3.68%)
$HPE (+2.25%)

Data: $INOD (+1.63%)
$PLTR (+1.89%)
$SNOW (+4.41%)
$DDOG (-0.91%)
$MDB (+4.12%)

Energy: $LEU (+6.36%)
$CEG
$OKLO
$TLNE
$GEV (-2.38%)
$NXT (+0%)

Batteries: $EOSE
$QS (-0.76%)
$TSLA (+0.19%)
$MVST (+1.02%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+1.89%)

$SMCI

$CELH

$ARM (+2.53%)

$CLF (-3.74%)

$AMC

$QCOM (+1.44%)

$DKNG (+2.38%)

$HIMS (+3.34%)

$ELF (+8.89%)

$ANET

$CLOV (+1.18%)

$SQ (+1.59%)

$APP (+6.06%)

$VST (+4.62%)

$NVO (+1.34%)

$RIVN (+10.27%)

$DVN (+1.62%)

$U (-4.41%)

$WYNN (+9.91%)

$CVS (+0.91%)

$CEG

$TTD (-1.32%)

$MRNA (+6.61%)

$$BRK.A (-1.18%) (Saturday)

$CDE (+5.86%)

$AFRM (-0.05%)

$MELI (-1.07%)

$FTNT (+1.07%)

$PINS (-2.62%)

$ABNB (+0.9%)

$ABX

$HL (+6.69%)

$MAR

$IONQ (+8.49%)

$NET (+5.04%)

$AXON (-2.15%)

$ALB (+3.39%)

$DOCS (-0%)

$WOLF

$BROS

$PAAS (+5.22%)

$DDOG (-0.91%)

$LCID (+3.26%)

$TOST (+11.76%)

$LUMN (+4.62%)

$MLCO (+3.1%)

$DOCN (+8.31%)

$ALAB (+1.4%)

$ACB (+5.63%)