$BNTX (+1.26%)
$ON (+5.48%)
$HIMS (-1.79%)
$PLTR (-8.17%)
$O (+0.6%)
$8058 (+0.81%)
$7974 (+0.42%)
$BP. (+3.13%)
$BOSS (+0.37%)
$SWK (+2.1%)
$SPOT (-0.53%)
$N1CL34
$UBER (+1.61%)
$CPRI (-0.44%)
$SHOP (-5.64%)
$RACE (-1.19%)
$HOG (-0.35%)
$HTZ (-0.91%)
$PFIZER
$UPST (-0.49%)
$ANET (-0.77%)
$PINS
$TEM (+0.94%)
$AMD (+3.82%)
$SMCI (+2.45%)
$RIVN (-5.69%)
$BYND (-0.79%)
$KTOS (+3.66%)
$CPNG (-4.59%)
$BMW (+2.73%)
$NOVO B (+1.14%)
$FRE (-2.05%)
$ORSTED (+5.44%)
$AG1 (+2.59%)
$EVT (+1.3%)
$CCO (+6.26%)
$DOCN (-0.18%)
$LMND (+6.41%)
$SONO (+0.66%)
$MCD (-1.16%)
$HOOD (-1.58%)
$QCOM (-0.4%)
$FTNT (-2.71%)
$FSLY (+0.24%)
$HUBS (-3.46%)
$ELF (-3.15%)
$ARM (+4.2%)
$SNAP (+3.57%)
$DASH (-4.09%)
$APP (-11%)
$AMC (-0.98%)
$ZIP (-3.82%)
$FIG (+0%)
$LCID (+0.53%)
$DUOL
$UN0 (+3.94%)
$CBK (+1.32%)
$DEZ (+1.89%)
$ZAL (-1.98%)
$HEN (+0.5%)
$MAERSK A (+1.31%)
$HEI (-0.43%)
$CON (+0.82%)
$AZN (-0.73%)
$ALB (-0.35%)
$MRNA (-0.69%)
$QBTS (+6.2%)
$WBD (-0.45%)
$LI (+1.9%)
$RHM (+3.09%)
$DDOG (-2.42%)
$RL (+2.22%)
$OPEN (+4.98%)
$ABNB (-2.28%)
$PTON (-2.31%)
$MP (+6.33%)
$TTD (-1.12%)
$STNE (+0.34%)
$SQ (-0.85%)
$GRND (+0%)
$IREN (+8.25%)
$AFRM (-1.07%)
$CRISP (+8.04%)
$RUN (-0.83%)
$7011 (-0.71%)
$DTG (+1.05%)
$HAG (+4.05%)
$DKNG (+4.12%)
$LAC (+5.71%)
$KKR (-0.5%)
$PETR3 (+3.58%)
$CEG
$WEED (-1.85%)

$IREN (+8.25%)
$CIFR (+7.57%)
$BTC (+0.98%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+8.25%) and $CIFR (+7.57%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+7.57%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0.93%)
$MSFT (-2.41%)
$AMZN (-1.83%)
$ORCL (+0.39%)
$BABA (+4.98%)

Neocloud: $NBIS (+4.76%)
$IREN (+8.25%)
$CRWV (+5.94%)
$APLD (+11.34%)
$GLXY (+6.3%)
$WYFI

Memory: $SNDK
$STX (+2.71%)
$MU (+7.62%)
$WDC (+4.25%)
$PSTG (+1.44%)

Semiconductor: $NVDA (+0.47%)
$AVGO (-0.35%)
$AMD (+3.82%)
$TSM (+5.94%)
$ASML (+7.43%)
$ARM (+4.2%)
$KLAC (+1.25%)
$INTC (+7.35%)

Networking: $CIEN (+4.9%)
$CLS (-0.39%)
$CRDO
$RMBS (+7.45%)
$ANET (-0.77%)
$APH (+1.34%)
$COHR (+1.07%)

Servers: $VRT (+6.91%)
$DELL (+0.99%)
$HPE (+0.01%)

Data: $INOD (+2.71%)
$PLTR (-8.17%)
$SNOW (-2.34%)
$DDOG (-2.42%)
$MDB (-6.03%)

Energy: $LEU (+8.94%)
$CEG
$OKLO
$TLNE
$GEV (+2.75%)
$NXT (+0%)

Batteries: $EOSE
$QS
$TSLA (-4.52%)
$MVST (+0.72%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-8.17%)

$SMCI

$CELH

$ARM (+4.2%)

$CLF (+0.12%)

$AMC

$QCOM (-0.4%)

$DKNG (+4.12%)

$HIMS (-1.79%)

$ELF (-3.15%)

$ANET

$CLOV (-1.97%)

$SQ (-0.85%)

$APP (-11%)

$VST (+2.49%)

$NVO (+1.48%)

$RIVN (-5.69%)

$DVN (+4.73%)

$U (-1.31%)

$WYNN (+0.32%)

$CVS (+0.77%)

$CEG

$TTD (-1.12%)

$MRNA (-0.69%)

$$BRK.A (-0.24%) (Saturday)

$CDE (-6.94%)

$AFRM (-1.07%)

$MELI (-1.86%)

$FTNT (-2.71%)

$PINS

$ABNB (-2.28%)

$ABX

$HL (-4.56%)

$MAR

$IONQ (-0.25%)

$NET (-0.9%)

$AXON (-2.4%)

$ALB (-0.35%)

$DOCS (+0%)

$WOLF

$BROS

$PAAS (-4.97%)

$DDOG (-2.42%)

$LCID (+0.53%)

$TOST (-6.57%)

$LUMN (+4.16%)

$MLCO (-4.48%)

$DOCN (-0.18%)

$ALAB (+4.78%)

$ACB (+0.14%)