$BNTX (-0.4%)
$ON (-6.58%)
$HIMS (-1.1%)
$PLTR (+2.91%)
$O (+0.36%)
$8058 (-1.8%)
$7974 (-0.89%)
$BP. (+2.63%)
$BOSS (-0.67%)
$SWK (-2.78%)
$SPOT (+2.85%)
$N1CL34
$UBER (-0.62%)
$CPRI (-4.04%)
$SHOP (-3.23%)
$RACE (-1.86%)
$HOG (+0.61%)
$HTZ (-3.52%)
$PFIZER
$UPST (-3.13%)
$ANET (-4.24%)
$PINS (+1.78%)
$TEM (-1.1%)
$AMD (-3.16%)
$SMCI (-2.7%)
$RIVN (+2.15%)
$BYND (+0%)
$KTOS (+2.28%)
$CPNG (-1.78%)
$BMW (-2.17%)
$NOVO B (-0.55%)
$FRE (+0.25%)
$ORSTED (-2.5%)
$AG1 (-1.73%)
$EVT (-1.25%)
$CCO (-4.28%)
$DOCN (+0.26%)
$LMND (-0.17%)
$SONO (-6.11%)
$MCD (+0.3%)
$HOOD (-4.81%)
$QCOM (-1.01%)
$FTNT (-1.14%)
$FSLY (-1.93%)
$HUBS (+1.76%)
$ELF (+0.2%)
$ARM (-4.91%)
$SNAP (-3.26%)
$DASH (-2.74%)
$APP (-1.53%)
$AMC (-7.04%)
$ZIP (+10.7%)
$FIG (-4.6%)
$LCID (-0.59%)
$DUOL
$UN0 (-0.29%)
$CBK (-2.79%)
$DEZ (-4.01%)
$ZAL (-0.42%)
$HEN (-0.96%)
$MAERSK A (+1.35%)
$HEI (-3.17%)
$CON (-4.4%)
$AZN (-2.23%)
$ALB (-1.84%)
$MRNA (-2.04%)
$QBTS (-0.78%)
$WBD (-0.21%)
$LI (+1.2%)
$RHM (+1.13%)
$DDOG (+2.85%)
$RL (-4.22%)
$OPEN (-3.38%)
$ABNB (-1.55%)
$PTON (-0.62%)
$MP (-5.64%)
$TTD (-2.17%)
$STNE (-0.59%)
$SQ (-1.74%)
$GRND (+0.5%)
$IREN (-7.48%)
$AFRM (-1.48%)
$CRISP (-7.37%)
$RUN (-3.45%)
$7011 (-1.52%)
$DTG (-1.94%)
$HAG (+0.71%)
$DKNG (-1.05%)
$LAC (-1.26%)
$KKR (-4.41%)
$PETR3 (+4.2%)
$CEG
$WEED (+0.38%)

$IREN (-7.48%)
$CIFR (-8.85%)
$BTC (-4.29%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-7.48%) and $CIFR (-8.85%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-8.85%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0.59%)
$MSFT (-0.48%)
$AMZN (-2.34%)
$ORCL (-2.6%)
$BABA (+0.72%)

Neocloud: $NBIS (-5.5%)
$IREN (-7.48%)
$CRWV (-1.87%)
$APLD (-8.73%)
$GLXY (-9.44%)
$WYFI (-2.92%)

Memory: $SNDK
$STX (-2.84%)
$MU (-5.88%)
$WDC (-4.99%)
$PSTG (+0.6%)

Semiconductor: $NVDA (-2.56%)
$AVGO (+0.15%)
$AMD (-3.16%)
$TSM (-4.34%)
$ASML (-5.28%)
$ARM (-4.91%)
$KLAC (-4.77%)
$INTC (-5.24%)

Networking: $CIEN (-1.46%)
$CLS (-6.1%)
$CRDO
$RMBS (-5.45%)
$ANET (-4.24%)
$APH (-2.62%)
$COHR (-6.9%)

Servers: $VRT (-2.48%)
$DELL (+0.16%)
$HPE (-1.25%)

Data: $INOD (-0.68%)
$PLTR (+2.91%)
$SNOW (+1.78%)
$DDOG (+2.85%)
$MDB (+2.84%)

Energy: $LEU (-2.23%)
$CEG
$OKLO
$TLNE
$GEV (-3.56%)
$NXT (+0%)

Batteries: $EOSE
$QS (-4.18%)
$TSLA (-2.04%)
$MVST (-2.19%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+2.91%)

$SMCI

$CELH

$ARM (-4.91%)

$CLF (-8.48%)

$AMC

$QCOM (-1.01%)

$DKNG (-1.05%)

$HIMS (-1.1%)

$ELF (+0.2%)

$ANET

$CLOV (-3.93%)

$SQ (-1.74%)

$APP (-1.53%)

$VST (-5.18%)

$NVO (-1.12%)

$RIVN (+2.15%)

$DVN (+0.63%)

$U (-4.49%)

$WYNN (-3.59%)

$CVS (-0.97%)

$CEG

$TTD (-2.17%)

$MRNA (-2.04%)

$$BRK.A (-0.39%) (Saturday)

$CDE (+0.05%)

$AFRM (-1.48%)

$MELI (+0.44%)

$FTNT (-1.14%)

$PINS (+1.78%)

$ABNB (-1.55%)

$ABX

$HL (-1.79%)

$MAR

$IONQ (+0%)

$NET (+2.21%)

$AXON (+1%)

$ALB (-1.84%)

$DOCS (+0.01%)

$WOLF

$BROS

$PAAS (-0.04%)

$DDOG (+2.85%)

$LCID (-0.59%)

$TOST (-0.69%)

$LUMN (-2.89%)

$MLCO (-1.63%)

$DOCN (+0.26%)

$ALAB (-0.97%)

$ACB (-0.33%)