$BNTX (-3.2%)
$ON (-2.29%)
$HIMS (-8.17%)
$PLTR (-6.59%)
$O (-1.03%)
$8058 (-1.97%)
$7974 (-3.15%)
$BP. (-2.57%)
$BOSS (-0.09%)
$SWK (-1.61%)
$SPOT (-0.66%)
$N1CL34
$UBER (-1.98%)
$CPRI (-2.41%)
$SHOP (-6.97%)
$RACE (-0.33%)
$HOG (-1.84%)
$HTZ (-3.65%)
$PFIZER
$UPST (-6.02%)
$ANET (-3.9%)
$PINS
$TEM (-4.49%)
$AMD (-4.33%)
$SMCI (-7.8%)
$RIVN (-6.07%)
$BYND (-10.31%)
$KTOS (-6.92%)
$CPNG (-1.33%)
$BMW (-0.44%)
$NOVO B (-2.03%)
$FRE (-1.44%)
$ORSTED (-2.04%)
$AG1 (-3.44%)
$EVT (-1.39%)
$CCO (-6.86%)
$DOCN (-6.33%)
$LMND (-9.12%)
$SONO (-3.39%)
$MCD (-0.43%)
$HOOD (-8.42%)
$QCOM (-1.11%)
$FTNT (-1.48%)
$FSLY (-4.28%)
$HUBS (-1.84%)
$ELF (-4.39%)
$ARM (-5.4%)
$SNAP (-5.98%)
$DASH (-1%)
$APP (-5.29%)
$AMC (-5.17%)
$ZIP (-3.38%)
$FIG (-7.39%)
$LCID (-9.06%)
$DUOL
$UN0 (+1.4%)
$CBK (-0.22%)
$DEZ (-0.16%)
$ZAL (+0.3%)
$HEN (-0.41%)
$MAERSK A (-2.11%)
$HEI (-0.88%)
$CON (-1.4%)
$AZN (+0.35%)
$ALB (+3.75%)
$MRNA (-7.39%)
$QBTS (-12.9%)
$WBD (+2.58%)
$LI (-1.16%)
$RHM (+0.46%)
$DDOG (-2.92%)
$RL (-2.55%)
$OPEN (-10.02%)
$ABNB (-0.57%)
$PTON (-1.87%)
$MP (-4.64%)
$TTD (-2.51%)
$STNE (-4.06%)
$SQ (-5.32%)
$GRND (-3.14%)
$IREN (-12.32%)
$AFRM (-7.35%)
$CRISP (+0%)
$RUN (-2.39%)
$7011 (-1.58%)
$DTG (-0.39%)
$HAG (+1.66%)
$DKNG (-6.21%)
$LAC (-6.64%)
$KKR (-2.19%)
$PETR3 (+0.74%)
$CEG
$WEED (-8.74%)

$IREN (-12.32%)
$CIFR (-14.45%)
$BTC (-0%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-12.32%) and $CIFR (-14.45%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-14.45%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-3.2%)
$MSFT (-1.84%)
$AMZN (-2.95%)
$ORCL (-4.56%)
$BABA (+0.88%)

Neocloud: $NBIS (-7.08%)
$IREN (-12.32%)
$CRWV (-8.51%)
$APLD (-14.44%)
$GLXY (-14.02%)
$WYFI

Memory: $SNDK
$STX (-7.87%)
$MU (-3.38%)
$WDC (-5.88%)
$PSTG (-6.3%)

Semiconductor: $NVDA (-3.55%)
$AVGO (-4.91%)
$AMD (-4.33%)
$TSM (-3.68%)
$ASML (-1.99%)
$ARM (-5.4%)
$KLAC (-3.9%)
$INTC (-4.94%)

Networking: $CIEN (-7.54%)
$CLS (-11.98%)
$CRDO
$RMBS (-9.95%)
$ANET (-3.9%)
$APH (-4.83%)
$COHR (-10.17%)

Servers: $VRT (-6.11%)
$DELL (-5.1%)
$HPE (-3.25%)

Data: $INOD (-8.77%)
$PLTR (-6.59%)
$SNOW (-4.64%)
$DDOG (-2.92%)
$MDB (-4.21%)

Energy: $LEU (-9.35%)
$CEG
$OKLO
$TLNE
$GEV (-5.04%)
$NXT (+0%)

Batteries: $EOSE
$QS
$TSLA (-7.16%)
$MVST (-3.75%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-6.59%)

$SMCI

$CELH

$ARM (-5.4%)

$CLF (-4.53%)

$AMC

$QCOM (-1.11%)

$DKNG (-6.21%)

$HIMS (-8.17%)

$ELF (-4.39%)

$ANET

$CLOV (-2.73%)

$SQ (-5.32%)

$APP (-5.29%)

$VST (-3.34%)

$NVO (-2.59%)

$RIVN (-6.07%)

$DVN (-0.1%)

$U (-7.39%)

$WYNN (-2.23%)

$CVS (-1.89%)

$CEG

$TTD (-2.51%)

$MRNA (-7.39%)

$$BRK.A (+1.49%) (Saturday)

$CDE (-4.49%)

$AFRM (-7.35%)

$MELI (-3.69%)

$FTNT (-1.48%)

$PINS

$ABNB (-0.57%)

$ABX

$HL (-4.76%)

$MAR

$IONQ (-11.96%)

$NET (-5.58%)

$AXON (-2.25%)

$ALB (+3.75%)

$DOCS (+0%)

$WOLF

$BROS

$PAAS (+0.81%)

$DDOG (-2.92%)

$LCID (-9.06%)

$TOST (-4.54%)

$LUMN (-5.42%)

$MLCO (-1.59%)

$DOCN (-6.33%)

$ALAB (-15.86%)

$ACB (-2.8%)