$BNTX (+0,71%)
$ON (+1,44%)
$HIMS (+0,52%)
$PLTR (-0,09%)
$O (+0,23%)
$8058 (+0,84%)
$7974 (+0,81%)
$BP. (-0,33%)
$BOSS (-0,19%)
$SWK (-0,16%)
$SPOT (+0,25%)
$N1CL34
$UBER (-0,1%)
$CPRI (+0,14%)
$SHOP (+0,6%)
$RACE (-0,56%)
$HOG (+0,2%)
$HTZ (+0,23%)
$PFIZER
$UPST (+0,32%)
$ANET (+0,93%)
$PINS (+0,55%)
$TEM (+0,03%)
$AMD (+3,21%)
$SMCI (+1,46%)
$RIVN (-0,09%)
$BYND (+1,92%)
$KTOS (+0,98%)
$CPNG (+0,37%)
$BMW (-0,47%)
$NOVO B (+2,2%)
$FRE (-0,27%)
$ORSTED (-0,56%)
$AG1 (+8,17%)
$EVT (-2,03%)
$CCO (+1,05%)
$DOCN (-0,51%)
$LMND (-0,38%)
$SONO (+0,04%)
$MCD (-0,02%)
$HOOD (+0,42%)
$QCOM (+1,23%)
$FTNT (-0,24%)
$FSLY (+0,92%)
$HUBS (+0,16%)
$ELF (+1,89%)
$ARM (+3,08%)
$SNAP (+0,39%)
$DASH (-0,29%)
$APP (+0,44%)
$AMC (+0,14%)
$ZIP (+0,14%)
$FIG (+0%)
$LCID (-0,46%)
$DUOL
$UN0 (+0,65%)
$CBK (+2,29%)
$DEZ (+0,71%)
$ZAL (+4,03%)
$HEN (+0,92%)
$MAERSK A (+0,05%)
$HEI (+2,65%)
$CON (+1,05%)
$AZN (+0,1%)
$ALB (+0,98%)
$MRNA (+0,13%)
$QBTS (+0,72%)
$WBD (+0,22%)
$LI (-2,47%)
$RHM (+1,1%)
$DDOG (+0,35%)
$RL (+0,71%)
$OPEN (+0,9%)
$ABNB (+0,46%)
$PTON (-0,61%)
$MP (+0,51%)
$TTD (+0,95%)
$STNE (+0,16%)
$SQ (+0,58%)
$GRND (+0%)
$IREN (+1,51%)
$AFRM (-0,32%)
$CRISP (+0,02%)
$RUN (+0,37%)
$7011 (+1,41%)
$DTG (-0,08%)
$HAG (+0,52%)
$DKNG (+0%)
$LAC (+0,65%)
$KKR (+0,22%)
$PETR3 (+0,1%)
$CEG
$WEED (+0,06%)

$IREN (+1,51%)
$CIFR (+0,65%)
$BTC (-1,06%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+1,51%) and $CIFR (+0,65%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+0,65%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,07%)
$MSFT (-0,05%)
$AMZN (+0,2%)
$ORCL (+0,06%)
$BABA (-1,1%)

Neocloud: $NBIS (+2,18%)
$IREN (+1,51%)
$CRWV (+0,94%)
$APLD (+1,43%)
$GLXY (+0,41%)
$WYFI (+0,96%)

Memory: $SNDK (+1,73%)
$STX (+2,59%)
$MU (+2,88%)
$WDC (+1,4%)
$PSTG (+1,09%)

Semiconductor: $NVDA (+0,37%)
$AVGO (+1,83%)
$AMD (+3,21%)
$TSM (+1,49%)
$ASML (+4,55%)
$ARM (+3,08%)
$KLAC (+3,16%)
$INTC (+4,43%)

Networking: $CIEN (+1,15%)
$CLS (+1,36%)
$CRDO
$RMBS (+2,03%)
$ANET (+0,93%)
$APH (+0,66%)
$COHR (+2,69%)

Servers: $VRT (+0,49%)
$DELL (+0,81%)
$HPE (+0,38%)

Data: $INOD (+1,03%)
$PLTR (-0,09%)
$SNOW (-0,12%)
$DDOG (+0,35%)
$MDB (+0,04%)

Energy: $LEU (+0%)
$CEG
$OKLO
$TLNE
$GEV (+0,52%)
$NXT (+0%)

Batteries: $EOSE (+2,75%)
$QS (+0%)
$TSLA (+0,12%)
$MVST (+0,46%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-0,09%)

$SMCI

$CELH

$ARM (+3,08%)

$CLF (-0,85%)

$AMC

$QCOM (+1,23%)

$DKNG (+0%)

$HIMS (+0,52%)

$ELF (+1,89%)

$ANET

$CLOV (+0,71%)

$SQ (+0,58%)

$APP (+0,44%)

$VST (+0,75%)

$NVO (+1,97%)

$RIVN (-0,09%)

$DVN (-0,04%)

$U (+0,05%)

$WYNN (+0,13%)

$CVS (+0,06%)

$CEG

$TTD (+0,95%)

$MRNA (+0,13%)

$$BRK.A (+0,04%) (Saturday)

$CDE (-0,57%)

$AFRM (-0,32%)

$MELI (+0,16%)

$FTNT (-0,24%)

$PINS (+0,55%)

$ABNB (+0,46%)

$ABX

$HL (-0,54%)

$MAR

$IONQ (+0,89%)

$NET (-0,06%)

$AXON (+0,39%)

$ALB (+0,98%)

$DOCS (+0,01%)

$WOLF

$BROS

$PAAS (-0,11%)

$DDOG (+0,35%)

$LCID (-0,46%)

$TOST (-0,48%)

$LUMN (-0,07%)

$MLCO (+0%)

$DOCN (-0,51%)

$ALAB (+2,57%)

$ACB (-0,42%)