$BNTX (-0.1%)
$ON (+7.7%)
$HIMS (+12.42%)
$PLTR (+4.9%)
$O (-0.88%)
$8058 (+0.11%)
$7974 (-1.9%)
$BP. (-2.9%)
$BOSS (-0.59%)
$SWK (+0.94%)
$SPOT (-0.24%)
$N1CL34
$UBER (+5.72%)
$CPRI (-1.48%)
$SHOP (+3.5%)
$RACE (+3.87%)
$HOG (+1.6%)
$HTZ (+0.51%)
$PFIZER
$UPST (+6.15%)
$ANET (+3.35%)
$PINS (+4.56%)
$TEM (+9.13%)
$AMD (+6.76%)
$SMCI (+0.76%)
$RIVN (-0.19%)
$BYND (+2.88%)
$KTOS (-1.88%)
$CPNG (+1.4%)
$BMW (+1.83%)
$NOVO B (-0.42%)
$FRE (+2.55%)
$ORSTED (-1.29%)
$AG1 (+6.57%)
$EVT (+1.58%)
$CCO (+6.14%)
$DOCN (+4.85%)
$LMND (+5.37%)
$SONO (-2.79%)
$MCD (+0.22%)
$HOOD (+5.47%)
$QCOM (+4.11%)
$FTNT (+1.87%)
$FSLY (-0.11%)
$HUBS (-1.53%)
$ELF (+4.67%)
$ARM (+7.39%)
$SNAP (+8.57%)
$DASH (+11.6%)
$APP (+4.69%)
$AMC (-2.31%)
$ZIP (+0.54%)
$FIG (-0.31%)
$LCID (+0.89%)
$DUOL
$UN0 (+2.62%)
$CBK (-2.02%)
$DEZ (+6.66%)
$ZAL (-2.26%)
$HEN (+0.62%)
$MAERSK A (-6.18%)
$HEI (+1.42%)
$CON (+0.8%)
$AZN (-1.08%)
$ALB (-1.37%)
$MRNA (+4.22%)
$QBTS (+12.66%)
$WBD (-0.66%)
$LI (+0.4%)
$RHM (-4.76%)
$DDOG (+0.98%)
$RL (+1.83%)
$OPEN (+2.77%)
$ABNB (+4.82%)
$PTON (+3.73%)
$MP (+1.1%)
$TTD (-0.39%)
$STNE (-2.38%)
$SQ (+6.66%)
$GRND (+7.96%)
$IREN (+1.25%)
$AFRM (+8.55%)
$CRISP (-0.06%)
$RUN (-3.06%)
$7011 (+3.79%)
$DTG (+2.26%)
$HAG (-4.66%)
$DKNG (-0.8%)
$LAC (+1.21%)
$KKR (+1.57%)
$PETR3 (-5.85%)
$CEG
$WEED (-2.76%)

$IREN (+1.25%)
$CIFR (+5.64%)
$BTC (+2.42%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+1.25%) and $CIFR (+5.64%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+5.64%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+2.32%)
$MSFT (+2.16%)
$AMZN (+3.04%)
$ORCL (+4.31%)
$BABA (-0.1%)

Neocloud: $NBIS (+10.93%)
$IREN (+1.25%)
$CRWV (+5.08%)
$APLD (+8.22%)
$GLXY (+1.98%)
$WYFI (+21.6%)

Memory: $SNDK (+5.83%)
$STX (+9.19%)
$MU (+9.99%)
$WDC (+15.11%)
$PSTG (+2.68%)

Semiconductor: $NVDA (+3.16%)
$AVGO (+2.94%)
$AMD (+6.76%)
$TSM (+4.04%)
$ASML (+1.05%)
$ARM (+7.39%)
$KLAC (+1.03%)
$INTC (+2.2%)

Networking: $CIEN (+3.48%)
$CLS (+1.76%)
$CRDO
$RMBS (-2.39%)
$ANET (+3.35%)
$APH (+3.1%)
$COHR (+7.15%)

Servers: $VRT (+2.84%)
$DELL (+2.99%)
$HPE (+0.85%)

Data: $INOD (-2.18%)
$PLTR (+4.9%)
$SNOW (+3.11%)
$DDOG (+0.98%)
$MDB (+3.11%)

Energy: $LEU (+8.47%)
$CEG
$OKLO
$TLNE
$GEV (+4.05%)
$NXT (+0%)

Batteries: $EOSE (+4.17%)
$QS (+0.81%)
$TSLA (+1.11%)
$MVST (+12.02%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+4.9%)

$SMCI

$CELH

$ARM (+7.39%)

$CLF (-0.93%)

$AMC

$QCOM (+4.11%)

$DKNG (-0.8%)

$HIMS (+12.42%)

$ELF (+4.67%)

$ANET

$CLOV (+1.23%)

$SQ (+6.66%)

$APP (+4.69%)

$VST (+2.97%)

$NVO (-0.42%)

$RIVN (-0.19%)

$DVN (-4.1%)

$U (+3.96%)

$WYNN (-1.54%)

$CVS (-1.37%)

$CEG

$TTD (-0.39%)

$MRNA (+4.22%)

$$BRK.A (+1.11%) (Saturday)

$CDE (+7.74%)

$AFRM (+8.55%)

$MELI (+3.36%)

$FTNT (+1.87%)

$PINS (+4.56%)

$ABNB (+4.82%)

$ABX

$HL (+8.25%)

$MAR

$IONQ (+5.9%)

$NET (+2.63%)

$AXON (+0.12%)

$ALB (-1.37%)

$DOCS (+0.01%)

$WOLF

$BROS

$PAAS (+5.18%)

$DDOG (+0.98%)

$LCID (+0.89%)

$TOST (+0.72%)

$LUMN (+0.48%)

$MLCO (-1.67%)

$DOCN (+4.85%)

$ALAB (+5.65%)

$ACB (-2.99%)