$BNTX (-2.58%)
$ON (-2.56%)
$HIMS (-3.47%)
$PLTR (+1.58%)
$O (-0.89%)
$8058 (-1.21%)
$7974 (+5.72%)
$BP. (+2.83%)
$BOSS (-0.23%)
$SWK (-2.09%)
$SPOT (+0.35%)
$N1CL34
$UBER (-1.3%)
$CPRI (-2.7%)
$SHOP (-0.61%)
$RACE (-0.9%)
$HOG (-2.94%)
$HTZ (-3.7%)
$PFIZER
$UPST (-3.05%)
$ANET (-1.86%)
$PINS
$TEM (-4.74%)
$AMD (+2.33%)
$SMCI (-4.01%)
$RIVN (-3.09%)
$BYND (-2.5%)
$KTOS (-3.47%)
$CPNG (-0.65%)
$BMW (-0.56%)
$NOVO B (-0.19%)
$FRE (-0.07%)
$ORSTED (+0.72%)
$AG1 (+1.99%)
$EVT (-0.34%)
$CCO (+0.99%)
$DOCN (-2.06%)
$LMND (-4.12%)
$SONO (-4.4%)
$MCD (+0.67%)
$HOOD (-0.27%)
$QCOM (-2.11%)
$FTNT (+4.34%)
$FSLY (-1.75%)
$HUBS (+1.28%)
$ELF (+0.25%)
$ARM (-3.54%)
$SNAP (-1.09%)
$DASH (-1.34%)
$APP (-0.45%)
$AMC (-5.67%)
$ZIP (-6.97%)
$FIG (+0.82%)
$LCID (-3.59%)
$DUOL
$UN0 (+1%)
$CBK (-1.37%)
$DEZ (+0.27%)
$ZAL (-3.67%)
$HEN (-0.66%)
$MAERSK A (-2.62%)
$HEI (-0.67%)
$CON (+2.07%)
$AZN (+0.35%)
$ALB (+0.35%)
$MRNA (-4.89%)
$QBTS (-6.88%)
$WBD (-0.5%)
$LI (-1.05%)
$RHM (+3.54%)
$DDOG (-2.29%)
$RL (+0.59%)
$OPEN (-6.93%)
$ABNB (-2.31%)
$PTON (-1.01%)
$MP (+0.34%)
$TTD (-1.03%)
$STNE (-1.17%)
$SQ (+1.51%)
$GRND (+0%)
$IREN (+6.84%)
$AFRM (-2.46%)
$CRISP (-0.62%)
$RUN (+3.25%)
$7011 (-3.69%)
$DTG (-0.96%)
$HAG (+5.41%)
$DKNG (-5.72%)
$LAC (+4.39%)
$KKR (-2.78%)
$PETR3 (+1.8%)
$CEG
$WEED (+2.02%)

$IREN (+6.84%)
$CIFR (+1.19%)
$BTC (-0.63%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+6.84%) and $CIFR (+1.19%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+1.19%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-1.46%)
$MSFT (+2.62%)
$AMZN (+1.27%)
$ORCL (-1.21%)
$BABA (-2.91%)

Neocloud: $NBIS (-2.74%)
$IREN (+6.84%)
$CRWV (+1.28%)
$APLD (+7.46%)
$GLXY (+2.66%)
$WYFI

Memory: $SNDK
$STX (-0.7%)
$MU (+0.4%)
$WDC (-3%)
$PSTG (-3.39%)

Semiconductor: $NVDA (+1.14%)
$AVGO (-2.4%)
$AMD (+2.33%)
$TSM (+1.53%)
$ASML (-0.78%)
$ARM (-3.54%)
$KLAC (+0.11%)
$INTC (-12.36%)

Networking: $CIEN (-0.98%)
$CLS (+3.23%)
$CRDO
$RMBS (-7.32%)
$ANET (-1.86%)
$APH (-0.95%)
$COHR (-3.91%)

Servers: $VRT (-0.22%)
$DELL (-1.82%)
$HPE (-1.98%)

Data: $INOD (-2.61%)
$PLTR (+1.58%)
$SNOW (-1.54%)
$DDOG (-2.29%)
$MDB (-2.12%)

Energy: $LEU (-2.74%)
$CEG
$OKLO
$TLNE
$GEV (-1.24%)
$NXT (+0%)

Batteries: $EOSE
$QS (-4.89%)
$TSLA (-0.84%)
$MVST (-1.92%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+1.58%)

$SMCI

$CELH

$ARM (-3.54%)

$CLF (+3.76%)

$AMC

$QCOM (-2.11%)

$DKNG (-5.72%)

$HIMS (-3.47%)

$ELF (+0.25%)

$ANET

$CLOV (-4.39%)

$SQ (+1.51%)

$APP (-0.45%)

$VST (-1.01%)

$NVO (-0.57%)

$RIVN (-3.09%)

$DVN (+1.7%)

$U (+0.22%)

$WYNN (-2.02%)

$CVS (-0.3%)

$CEG

$TTD (-1.03%)

$MRNA (-4.89%)

$$BRK.A (-1.66%) (Saturday)

$CDE (+0.59%)

$AFRM (-2.46%)

$MELI (-0.55%)

$FTNT (+4.34%)

$PINS

$ABNB (-2.31%)

$ABX

$HL (+0.97%)

$MAR

$IONQ (-3.95%)

$NET (-0.51%)

$AXON (+0.76%)

$ALB (+0.35%)

$DOCS (-0.65%)

$WOLF

$BROS

$PAAS (+4.11%)

$DDOG (-2.29%)

$LCID (-3.59%)

$TOST (-2.06%)

$LUMN (-4.35%)

$MLCO (-2.28%)

$DOCN (-2.06%)

$ALAB (-4.98%)

$ACB (+1.9%)