$BNTX (+1,35%)
$ON (+0,94%)
$HIMS (+3,03%)
$PLTR (+2,45%)
$O (+0,69%)
$8058 (+5,31%)
$7974 (-0,21%)
$BP. (+1,2%)
$BOSS (+0,8%)
$SWK (+2,62%)
$SPOT (+0,46%)
$N1CL34
$UBER (+0,14%)
$CPRI (+0,6%)
$SHOP (+1,21%)
$RACE (+2,66%)
$HOG (+0,74%)
$HTZ (+12,22%)
$PFIZER
$UPST (+3,35%)
$ANET (+1,71%)
$PINS (-0,59%)
$TEM (+10,66%)
$AMD (+5,54%)
$SMCI (+3,98%)
$RIVN (-0,88%)
$BYND (+23,19%)
$KTOS (+5,63%)
$CPNG (-2,01%)
$BMW (+0,7%)
$NOVO B (+4,52%)
$FRE (-0,01%)
$ORSTED (+3,36%)
$AG1 (-0,41%)
$EVT (+3,32%)
$CCO (+7,23%)
$DOCN (-0,49%)
$LMND (+1,02%)
$SONO (+0,56%)
$MCD (+0,74%)
$HOOD (+2,48%)
$QCOM (+1,77%)
$FTNT (-0,67%)
$FSLY (-4,02%)
$HUBS (+1,67%)
$ELF (+3,48%)
$ARM (+3,99%)
$SNAP (+1,47%)
$DASH (-0,21%)
$APP (+2,53%)
$AMC (-2,27%)
$ZIP (+1,63%)
$FIG (+8,46%)
$LCID (+8,72%)
$DUOL
$UN0 (+0,91%)
$CBK (+0,07%)
$DEZ (+6,44%)
$ZAL (+0,64%)
$HEN (-0,13%)
$MAERSK A (+2,1%)
$HEI (+1,5%)
$CON (+1,72%)
$AZN (+1,12%)
$ALB (+2,91%)
$MRNA (+0,46%)
$QBTS (+9,72%)
$WBD (+0,04%)
$LI (+0,16%)
$RHM (+1,28%)
$DDOG (+1,95%)
$RL (-1,23%)
$OPEN (-3,39%)
$ABNB (+0,3%)
$PTON (-2,32%)
$MP (+6,66%)
$TTD (-2,56%)
$STNE (+0,95%)
$SQ (+1,01%)
$GRND (+0%)
$IREN (+5,67%)
$AFRM (+2,61%)
$CRISP (-0,03%)
$RUN (+6,27%)
$7011 (-0,48%)
$DTG (+3,26%)
$HAG (+2,93%)
$DKNG (+0,13%)
$LAC (+15,33%)
$KKR (+4,55%)
$PETR3 (-0,27%)
$CEG
$WEED (+2,15%)

$IREN (+5,67%)
$CIFR (+4,99%)
$BTC (-0,11%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+5,67%) and $CIFR (+4,99%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+4,99%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+3,67%)
$MSFT (-1,09%)
$AMZN (+3,75%)
$ORCL (+0,12%)
$BABA (+0,72%)

Neocloud: $NBIS (-0,89%)
$IREN (+5,67%)
$CRWV (-1,48%)
$APLD (+5,68%)
$GLXY (+7,24%)
$WYFI

Memory: $SNDK
$STX (+2,93%)
$MU (-2,19%)
$WDC (-2,02%)
$PSTG (+1,11%)

Semiconductor: $NVDA (-4,24%)
$AVGO (+0,49%)
$AMD (+5,54%)
$TSM (+0,83%)
$ASML (+2,98%)
$ARM (+3,99%)
$KLAC (+5,68%)
$INTC (-0,27%)

Networking: $CIEN (+10,3%)
$CLS (+3,3%)
$CRDO
$RMBS (+1,77%)
$ANET (+1,71%)
$APH (-0,92%)
$COHR (+3,3%)

Servers: $VRT (+7,17%)
$DELL (+1,34%)
$HPE (+1,62%)

Data: $INOD (+4,8%)
$PLTR (+2,45%)
$SNOW (-1,58%)
$DDOG (+1,95%)
$MDB (-1,87%)

Energy: $LEU (+8,88%)
$CEG
$OKLO
$TLNE
$GEV (+1,79%)
$NXT (+0%)

Batteries: $EOSE (+4,81%)
$QS (+6,87%)
$TSLA (+2,04%)
$MVST (+5,81%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+2,45%)

$SMCI

$CELH

$ARM (+3,99%)

$CLF (-1,7%)

$AMC

$QCOM (+1,77%)

$DKNG (+0,13%)

$HIMS (+3,03%)

$ELF (+3,48%)

$ANET

$CLOV (+4,98%)

$SQ (+1,01%)

$APP (+2,53%)

$VST (+1,95%)

$NVO (+4,29%)

$RIVN (-0,88%)

$DVN (-0,21%)

$U (+1,94%)

$WYNN (+1,5%)

$CVS (-0,98%)

$CEG

$TTD (-2,56%)

$MRNA (+0,46%)

$$BRK.A (-0,53%) (Saturday)

$CDE (+2,21%)

$AFRM (+2,61%)

$MELI (+0,92%)

$FTNT (-0,67%)

$PINS (-0,59%)

$ABNB (+0,3%)

$ABX

$HL (+2,28%)

$MAR

$IONQ (+6,78%)

$NET (-2,44%)

$AXON (+0,17%)

$ALB (+2,91%)

$DOCS (-0,01%)

$WOLF

$BROS

$PAAS (+1,53%)

$DDOG (+1,95%)

$LCID (+8,72%)

$TOST (-1,1%)

$LUMN (+0,94%)

$MLCO (+4,75%)

$DOCN (-0,49%)

$ALAB (-0,3%)

$ACB (+3,95%)