$BNTX (+0.42%)
$ON (+0.75%)
$HIMS (+5.95%)
$PLTR (+1.64%)
$O (+0.23%)
$8058 (+0.99%)
$7974 (+1.39%)
$BP. (+0.26%)
$BOSS (+0.46%)
$SWK (+0.21%)
$SPOT (+0.39%)
$N1CL34
$UBER (+1.43%)
$CPRI (+0.25%)
$SHOP (+1.85%)
$RACE (+1.33%)
$HOG (-0.39%)
$HTZ (+0.27%)
$PFIZER
$UPST (+1.81%)
$ANET (+0.36%)
$PINS (+0.58%)
$TEM (+2.54%)
$AMD (+0.4%)
$SMCI (+0.65%)
$RIVN (+0.82%)
$BYND (+0.97%)
$KTOS (+1.53%)
$CPNG (+0.87%)
$BMW (-1.11%)
$NOVO B (+0.7%)
$FRE (-0.17%)
$ORSTED (-0.87%)
$AG1 (+3.37%)
$EVT (+1.58%)
$CCO (+0.64%)
$DOCN (+0.7%)
$LMND (+1.4%)
$SONO (+0.17%)
$MCD (+0.21%)
$HOOD (+1.22%)
$QCOM (-1.14%)
$FTNT (+1.17%)
$FSLY (-0.2%)
$HUBS (+2.31%)
$ELF (+0.54%)
$ARM (+0.3%)
$SNAP (+1.66%)
$DASH (+1%)
$APP (+2.29%)
$AMC (+3.83%)
$ZIP (+0%)
$FIG (+4.12%)
$LCID (+0.57%)
$DUOL
$UN0 (-0.61%)
$CBK (+0.11%)
$DEZ (+0.87%)
$ZAL (+4.29%)
$HEN (-0.45%)
$MAERSK A (-1.48%)
$HEI (+1.5%)
$CON (+0.09%)
$AZN (-0.37%)
$ALB (+3.39%)
$MRNA (+0.5%)
$QBTS (+4.05%)
$WBD (+0.11%)
$LI (+0.32%)
$RHM (+0.91%)
$DDOG (+3.12%)
$RL (+0.16%)
$OPEN (+1.9%)
$ABNB (+0.29%)
$PTON (+0.61%)
$MP (+1.09%)
$TTD (+0.97%)
$STNE (+0.59%)
$SQ (+0.61%)
$GRND (+1.37%)
$IREN (+1.6%)
$AFRM (+1.27%)
$CRISP (-0.06%)
$RUN (+0.87%)
$7011 (-1.03%)
$DTG (-1.42%)
$HAG (+3.78%)
$DKNG (+2.88%)
$LAC (+1.55%)
$KKR (+0.5%)
$PETR3 (-0.1%)
$CEG
$WEED (-2.47%)

$IREN (+1.6%)
$CIFR (+0.64%)
$BTC (-0.56%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+1.6%) and $CIFR (+0.64%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+0.64%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0.13%)
$MSFT (+1.33%)
$AMZN (+0.42%)
$ORCL (+2.24%)
$BABA (+3.28%)

Neocloud: $NBIS (+0.86%)
$IREN (+1.6%)
$CRWV (+1.91%)
$APLD (+1.62%)
$GLXY (+0.7%)
$WYFI (+1.48%)

Memory: $SNDK
$STX (-0.57%)
$MU (-1.36%)
$WDC (-0.23%)
$PSTG (+0.47%)

Semiconductor: $NVDA (+0.08%)
$AVGO (-0.04%)
$AMD (+0.4%)
$TSM (-2.35%)
$ASML (-1.04%)
$ARM (+0.3%)
$KLAC (+0.13%)
$INTC (+0.92%)

Networking: $CIEN (+0.56%)
$CLS (+0.15%)
$CRDO
$RMBS (+0.17%)
$ANET (+0.36%)
$APH (-0.24%)
$COHR (+0.75%)

Servers: $VRT (+0.04%)
$DELL (+0.9%)
$HPE (+0.22%)

Data: $INOD (+3.31%)
$PLTR (+1.64%)
$SNOW (+1.96%)
$DDOG (+3.12%)
$MDB (+1.05%)

Energy: $LEU (+4.6%)
$CEG
$OKLO
$TLNE
$GEV (-0.19%)
$NXT (+0%)

Batteries: $EOSE
$QS (+4.9%)
$TSLA (+0.63%)
$MVST (+2.33%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+1.64%)

$SMCI

$CELH

$ARM (+0.3%)

$CLF (+0.75%)

$AMC

$QCOM (-1.14%)

$DKNG (+2.88%)

$HIMS (+5.95%)

$ELF (+0.54%)

$ANET

$CLOV (+1.38%)

$SQ (+0.61%)

$APP (+2.29%)

$VST (+1.26%)

$NVO (+0.64%)

$RIVN (+0.82%)

$DVN (+0.18%)

$U (+1.7%)

$WYNN (+0.89%)

$CVS (+0.08%)

$CEG

$TTD (+0.97%)

$MRNA (+0.5%)

$$BRK.A (+0.21%) (Saturday)

$CDE (+1.09%)

$AFRM (+1.27%)

$MELI (+0.25%)

$FTNT (+1.17%)

$PINS (+0.58%)

$ABNB (+0.29%)

$ABX

$HL (+1.16%)

$MAR

$IONQ (+3.17%)

$NET (+1.23%)

$AXON (+1.65%)

$ALB (+3.39%)

$DOCS (-0.01%)

$WOLF

$BROS

$PAAS (+0.91%)

$DDOG (+3.12%)

$LCID (+0.57%)

$TOST (+0.63%)

$LUMN (-2.72%)

$MLCO (+0.5%)

$DOCN (+0.7%)

$ALAB (-0.86%)

$ACB (-0.38%)