$BNTX (+0.82%)
$ON (+1.91%)
$HIMS (-0.29%)
$PLTR (-4.37%)
$O (-0.47%)
$8058 (-3.78%)
$7974 (-0.69%)
$BP. (+0.7%)
$BOSS (+0.58%)
$SWK (+0.52%)
$SPOT (-2.5%)
$N1CL34
$UBER (+0.02%)
$CPRI (+3.09%)
$SHOP (-0.3%)
$RACE (-1.82%)
$HOG (+2.39%)
$HTZ (+0.51%)
$PFIZER
$UPST (-1.71%)
$ANET (+1.36%)
$PINS (-1.96%)
$TEM (-0.07%)
$AMD (+4.6%)
$SMCI (+4.61%)
$RIVN (-0.81%)
$BYND (+3.7%)
$KTOS (-0.63%)
$CPNG (-1.59%)
$BMW (+1.5%)
$NOVO B (-1.84%)
$FRE (-1.53%)
$ORSTED (+1.49%)
$AG1 (+0.32%)
$EVT (-0.71%)
$CCO (-0.01%)
$DOCN (+2.91%)
$LMND (-3.93%)
$SONO (-4.6%)
$MCD (-1.36%)
$HOOD (-1.61%)
$QCOM (+0.12%)
$FTNT (-0.21%)
$FSLY (-2.37%)
$HUBS (-3.61%)
$ELF (+2.15%)
$ARM (+4.08%)
$SNAP (-4.27%)
$DASH (-4.35%)
$APP (+2.38%)
$AMC (+4.54%)
$ZIP (+0.83%)
$FIG (-4.26%)
$LCID (+0.5%)
$DUOL
$UN0 (-0.11%)
$CBK (+0.82%)
$DEZ (+2.12%)
$ZAL (+2.67%)
$HEN (+0.97%)
$MAERSK A (+3.59%)
$HEI (+1.95%)
$CON (+0.89%)
$AZN (-1.06%)
$ALB (-4.36%)
$MRNA (-1.87%)
$QBTS (-1.24%)
$WBD (-0.37%)
$LI (+2.64%)
$RHM (-3.34%)
$DDOG (-0.22%)
$RL (+2.06%)
$OPEN (+0.37%)
$ABNB (-2.17%)
$PTON (+0.43%)
$MP (+1.68%)
$TTD (-4.24%)
$STNE (-0.58%)
$SQ (-0.28%)
$GRND (-2.23%)
$IREN (+7.67%)
$AFRM (-2.89%)
$CRISP
$RUN (-0.78%)
$7011 (-1.18%)
$DTG (-0.22%)
$HAG (-1.92%)
$DKNG (-0.24%)
$LAC (+0.39%)
$KKR (-0.94%)
$PETR3 (-1.38%)
$CEG
$WEED (+0%)

$IREN (+7.67%)
$CIFR (+3.05%)
$BTC (+0.56%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+7.67%) and $CIFR (+3.05%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+3.05%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0.89%)
$MSFT (-1.84%)
$AMZN (-0.15%)
$ORCL (+3.36%)
$BABA (+1.51%)

Neocloud: $NBIS (+7.2%)
$IREN (+7.67%)
$CRWV (+5.85%)
$APLD (+1.93%)
$GLXY (-1.13%)
$WYFI (+4.36%)

Memory: $SNDK (+12.08%)
$STX (+6.42%)
$MU (+6.12%)
$WDC (+5.93%)
$PSTG (+1.5%)

Semiconductor: $NVDA (+0.74%)
$AVGO (+0.33%)
$AMD (+4.6%)
$TSM (+2.86%)
$ASML (+4.23%)
$ARM (+4.08%)
$KLAC (+7.79%)
$INTC (+4.59%)

Networking: $CIEN (+1.66%)
$CLS (+0.75%)
$CRDO
$RMBS (+0.87%)
$ANET (+1.36%)
$APH (+0.15%)
$COHR (+6.33%)

Servers: $VRT (+4.2%)
$DELL (+1.58%)
$HPE (-3.3%)

Data: $INOD (+1.05%)
$PLTR (-4.37%)
$SNOW (-5.05%)
$DDOG (-0.22%)
$MDB (-3.58%)

Energy: $LEU (+2.15%)
$CEG
$OKLO
$TLNE
$GEV (+0.14%)
$NXT

Batteries: $EOSE (+10.41%)
$QS (+0.64%)
$TSLA (-6.25%)
$MVST (+0%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-4.37%)

$SMCI

$CELH

$ARM (+4.08%)

$CLF (+1.8%)

$AMC

$QCOM (+0.12%)

$DKNG (-0.24%)

$HIMS (-0.29%)

$ELF (+2.15%)

$ANET

$CLOV (-0.54%)

$SQ (-0.28%)

$APP (+2.38%)

$VST (+3.23%)

$NVO (-1.84%)

$RIVN (-0.81%)

$DVN (-0.64%)

$U (-0.55%)

$WYNN (+0.43%)

$CVS (-0.23%)

$CEG

$TTD (-4.24%)

$MRNA (-1.87%)

$$BRK.A (-0.46%) (Saturday)

$CDE (-1.5%)

$AFRM (-2.89%)

$MELI (-0.43%)

$FTNT (-0.21%)

$PINS (-1.96%)

$ABNB (-2.17%)

$ABX

$HL (-2.52%)

$MAR

$IONQ (+1.51%)

$NET (-2.44%)

$AXON (-4.09%)

$ALB (-4.36%)

$DOCS

$WOLF

$BROS

$PAAS (-2.5%)

$DDOG (-0.22%)

$LCID (+0.5%)

$TOST (+0.07%)

$LUMN (-1.85%)

$MLCO (+0.22%)

$DOCN (+2.91%)

$ALAB (+10.77%)

$ACB (+1.78%)