$BNTX (+0,05%)
$ON (+0,25%)
$HIMS (+0%)
$PLTR (-0,36%)
$O (+0,21%)
$8058 (-1,29%)
$7974 (-3,73%)
$BP. (-0,63%)
$BOSS (-0,01%)
$SWK (+0,55%)
$SPOT (+0,82%)
$N1CL34
$UBER (-0,05%)
$CPRI (+0,36%)
$SHOP (+0,89%)
$RACE (+0,7%)
$HOG (+0,32%)
$HTZ (+1,32%)
$PFIZER
$UPST (+1,22%)
$ANET (-0,03%)
$PINS (+0,62%)
$TEM (+0,22%)
$AMD (+0,71%)
$SMCI (+0,61%)
$RIVN (+0,64%)
$BYND (+0,83%)
$KTOS (+0,3%)
$CPNG (+0,25%)
$BMW (-2,86%)
$NOVO B (+0,05%)
$FRE (-0,06%)
$ORSTED (+0,22%)
$AG1 (+1,16%)
$EVT (+0,38%)
$CCO (+0,35%)
$DOCN (+0,32%)
$LMND (+0,36%)
$SONO (+0,23%)
$MCD (-0,24%)
$HOOD (+0,58%)
$QCOM (+0,3%)
$FTNT (+0,37%)
$FSLY (+3,93%)
$HUBS (+7,85%)
$ELF (+0,09%)
$ARM (+0,66%)
$SNAP (+0,8%)
$DASH (+0,4%)
$APP (-5,56%)
$AMC (+0,19%)
$ZIP (-11,21%)
$FIG (+0,26%)
$LCID (+0%)
$DUOL
$UN0 (+0,43%)
$CBK (+0,57%)
$DEZ (-0,04%)
$ZAL (+1,98%)
$HEN (+0,13%)
$MAERSK A (-0,49%)
$HEI (+0%)
$CON (-0,06%)
$AZN (-0,26%)
$ALB (+0,29%)
$MRNA (-0,26%)
$QBTS (+0,18%)
$WBD (+0,71%)
$LI (-1,39%)
$RHM (+0,11%)
$DDOG (+0,69%)
$RL (+0,12%)
$OPEN (+0,31%)
$ABNB (+0,49%)
$PTON (+0,15%)
$MP (-0,98%)
$TTD (+0,17%)
$STNE (+0,4%)
$SQ (-0,52%)
$GRND (+2,87%)
$IREN (-0,34%)
$AFRM (+0,43%)
$CRISP (-0,02%)
$RUN (+0,55%)
$7011 (-3,25%)
$DTG (+0,05%)
$HAG (-0,69%)
$DKNG (+1,04%)
$LAC (-0,78%)
$KKR (+0,87%)
$PETR3 (+0,39%)
$CEG
$WEED (+0,38%)

$IREN (-0,34%)
$CIFR (-1,28%)
$BTC (-0,39%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-0,34%) and $CIFR (-1,28%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1,28%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,47%)
$MSFT (+0,44%)
$AMZN (+0,35%)
$ORCL (+0,53%)
$BABA (-1,3%)

Neocloud: $NBIS (-0,66%)
$IREN (-0,34%)
$CRWV (+0,63%)
$APLD (+1,13%)
$GLXY (+0,29%)
$WYFI

Memory: $SNDK
$STX (+2,12%)
$MU (+2,7%)
$WDC (+1,79%)
$PSTG (+0,7%)

Semiconductor: $NVDA (+0,24%)
$AVGO (+0,62%)
$AMD (+0,71%)
$TSM (+1,43%)
$ASML (+0,55%)
$ARM (+0,66%)
$KLAC (+0,26%)
$INTC (+0,8%)

Networking: $CIEN (+0,16%)
$CLS (+0,8%)
$CRDO
$RMBS (+0,61%)
$ANET (-0,03%)
$APH (+0,87%)
$COHR (+0,93%)

Servers: $VRT (-1,14%)
$DELL (-0,18%)
$HPE (-0,24%)

Data: $INOD (-0,08%)
$PLTR (-0,36%)
$SNOW (+0,77%)
$DDOG (+0,69%)
$MDB (+0,24%)

Energy: $LEU (-0,06%)
$CEG
$OKLO
$TLNE
$GEV (+1,37%)
$NXT (+0%)

Batteries: $EOSE
$QS (-4,24%)
$TSLA (+0,04%)
$MVST (+0,22%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-0,36%)

$SMCI

$CELH

$ARM (+0,66%)

$CLF (+0,4%)

$AMC

$QCOM (+0,3%)

$DKNG (+1,04%)

$HIMS (+0%)

$ELF (+0,09%)

$ANET

$CLOV (+0,29%)

$SQ (-0,52%)

$APP (-5,56%)

$VST (+0,94%)

$NVO (+0,36%)

$RIVN (+0,64%)

$DVN (-0,03%)

$U (-0,84%)

$WYNN (-0,56%)

$CVS (+0,32%)

$CEG

$TTD (+0,17%)

$MRNA (-0,26%)

$$BRK.A (+0,32%) (Saturday)

$CDE (-0,47%)

$AFRM (+0,43%)

$MELI (+2,59%)

$FTNT (+0,37%)

$PINS (+0,62%)

$ABNB (+0,49%)

$ABX

$HL (-1,21%)

$MAR

$IONQ (+0,18%)

$NET (+0,8%)

$AXON (+0,46%)

$ALB (+0,29%)

$DOCS (-0%)

$WOLF

$BROS

$PAAS (-0,98%)

$DDOG (+0,69%)

$LCID (+0%)

$TOST (+0,24%)

$LUMN (+1,46%)

$MLCO (-3,21%)

$DOCN (+0,32%)

$ALAB (+1,23%)

$ACB (-0,09%)