$BNTX (+0.09%)
$ON (+7.74%)
$HIMS (-2.47%)
$PLTR (-0.77%)
$O (-0.42%)
$8058 (-2.35%)
$7974 (-0.6%)
$BP. (-2.25%)
$BOSS (-0.6%)
$SWK (+1.76%)
$SPOT (+1.44%)
$N1CL34
$UBER (-3.86%)
$CPRI (+0.53%)
$SHOP (-0.65%)
$RACE (-8.21%)
$HOG (-2.26%)
$HTZ (+0.05%)
$PFIZER
$UPST (+1.69%)
$ANET (-1.14%)
$PINS (+0.6%)
$TEM (-1.27%)
$AMD (+4.59%)
$SMCI (+2.97%)
$RIVN (+2.04%)
$BYND (-2.46%)
$KTOS (-1.7%)
$CPNG (-5.03%)
$BMW (-0.3%)
$NOVO B (-1.56%)
$FRE (-1.97%)
$ORSTED (+1.32%)
$AG1 (-2.16%)
$EVT (-0.64%)
$CCO (+1.11%)
$DOCN (-0.72%)
$LMND (+2.18%)
$SONO (+2.71%)
$MCD (-1.39%)
$HOOD (-1.45%)
$QCOM (+1.8%)
$FTNT (-0.24%)
$FSLY (+3.36%)
$HUBS (-1.58%)
$ELF (+1.98%)
$ARM (+0.09%)
$SNAP (-4.05%)
$DASH (-3.55%)
$APP (+4.53%)
$AMC (-2.26%)
$ZIP (-0.66%)
$FIG (-4.99%)
$LCID (+3.74%)
$DUOL
$UN0 (-0.41%)
$CBK (-1.74%)
$DEZ (+0.15%)
$ZAL (+2.86%)
$HEN (-0.84%)
$MAERSK A (-2.51%)
$HEI (+0.08%)
$CON (+0.63%)
$AZN (-0.84%)
$ALB (+3.16%)
$MRNA (-0.55%)
$QBTS (-7.75%)
$WBD (-0.86%)
$LI (-0.18%)
$RHM (-0.25%)
$DDOG (+1.47%)
$RL (+1.01%)
$OPEN (+1.51%)
$ABNB (-0.17%)
$PTON (-2.02%)
$MP (+0.18%)
$TTD (-2.11%)
$STNE (-0.69%)
$SQ (+1.85%)
$GRND (-1.78%)
$IREN (-0.78%)
$AFRM (+6.39%)
$CRISP (-1.13%)
$RUN (-0.47%)
$7011 (+0.78%)
$DTG (-0.28%)
$HAG (-3.49%)
$DKNG (-5.61%)
$LAC (-0.4%)
$KKR (+0.3%)
$PETR3 (+0.28%)
$CEG
$WEED (-2.06%)

$IREN (-0.78%)
$CIFR (+0.03%)
$BTC (-0.97%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-0.78%) and $CIFR (+0.03%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+0.03%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-1.55%)
$MSFT (-2.28%)
$AMZN (-2.19%)
$ORCL (-1.58%)
$BABA (-1.68%)

Neocloud: $NBIS (-6.47%)
$IREN (-0.78%)
$CRWV (-2.05%)
$APLD (-2.47%)
$GLXY (+5.15%)
$WYFI (+5.38%)

Memory: $SNDK
$STX (+2.52%)
$MU (+12.57%)
$WDC (+5.2%)
$PSTG (-3.76%)

Semiconductor: $NVDA (-2.76%)
$AVGO (+0.87%)
$AMD (+4.59%)
$TSM (-0.7%)
$ASML (-1.51%)
$ARM (+0.09%)
$KLAC (+2.16%)
$INTC (-1.37%)

Networking: $CIEN (+0.31%)
$CLS (-1.84%)
$CRDO
$RMBS (+6.87%)
$ANET (-1.14%)
$APH (+4.04%)
$COHR (-2.1%)

Servers: $VRT (-4.42%)
$DELL (-0.24%)
$HPE (-1.29%)

Data: $INOD (+1.09%)
$PLTR (-0.77%)
$SNOW (+0.2%)
$DDOG (+1.47%)
$MDB (-7.14%)

Energy: $LEU (+2.17%)
$CEG
$OKLO
$TLNE
$GEV (+0.31%)
$NXT (+0%)

Batteries: $EOSE (+2.19%)
$QS (-0.33%)
$TSLA (+0.11%)
$MVST (+0.47%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-0.77%)

$SMCI

$CELH

$ARM (+0.09%)

$CLF (+2.73%)

$AMC

$QCOM (+1.8%)

$DKNG (-5.61%)

$HIMS (-2.47%)

$ELF (+1.98%)

$ANET

$CLOV (-0.81%)

$SQ (+1.85%)

$APP (+4.53%)

$VST (+2.52%)

$NVO (-1.85%)

$RIVN (+2.04%)

$DVN (+0.03%)

$U (+5.1%)

$WYNN (+0%)

$CVS (-2.12%)

$CEG

$TTD (-2.11%)

$MRNA (-0.55%)

$$BRK.A (-0.56%) (Saturday)

$CDE (-2.41%)

$AFRM (+6.39%)

$MELI (-2.05%)

$FTNT (-0.24%)

$PINS (+0.6%)

$ABNB (-0.17%)

$ABX

$HL (-1.7%)

$MAR

$IONQ (-5.38%)

$NET (+1.03%)

$AXON (-1.17%)

$ALB (+3.16%)

$DOCS (-3.68%)

$WOLF

$BROS

$PAAS (-1.38%)

$DDOG (+1.47%)

$LCID (+3.74%)

$TOST (+0.79%)

$LUMN (+2.8%)

$MLCO (+1.5%)

$DOCN (-0.72%)

$ALAB (-0.36%)

$ACB (-1.81%)