$BNTX (-1,2%)
$ON (+5,7%)
$HIMS (+0,43%)
$PLTR (-1,4%)
$O (-0,06%)
$8058 (+0,52%)
$7974 (-3,81%)
$BP. (-0,06%)
$BOSS (+0,39%)
$SWK (+0,44%)
$SPOT (+0,28%)
$N1CL34
$UBER (+0,4%)
$CPRI (-0,15%)
$SHOP (-2,41%)
$RACE (+0,02%)
$HOG (-0,4%)
$HTZ (-0,65%)
$PFIZER
$UPST (-3,32%)
$ANET (+0,36%)
$PINS (+1,22%)
$TEM (+3,48%)
$AMD (+0,02%)
$SMCI (+4%)
$RIVN (+0,97%)
$BYND (-8,68%)
$KTOS (-2,41%)
$CPNG (-0,45%)
$BMW (-1,74%)
$NOVO B (+0,28%)
$FRE (+0,81%)
$ORSTED (+1,52%)
$AG1 (+0,93%)
$EVT (+0,87%)
$CCO (-0,74%)
$DOCN (-1,13%)
$LMND (-0,88%)
$SONO (+1,79%)
$MCD (-0,48%)
$HOOD (-1,63%)
$QCOM (+4,12%)
$FTNT (-2,96%)
$FSLY (-9,04%)
$HUBS (-3,47%)
$ELF (-1,42%)
$ARM (+1,02%)
$SNAP (+0,05%)
$DASH (+3,29%)
$APP (-0,48%)
$AMC (+0,79%)
$ZIP (+1,65%)
$FIG (-2,35%)
$LCID (-2,19%)
$DUOL
$UN0 (-2,03%)
$CBK (+1,69%)
$DEZ (+1,08%)
$ZAL (-0,88%)
$HEN (-0,47%)
$MAERSK A (-1,37%)
$HEI (+0,19%)
$CON (-0,07%)
$AZN (+1,16%)
$ALB (+1,15%)
$MRNA (+1,8%)
$QBTS (+0,13%)
$WBD (+0,04%)
$LI (-2,65%)
$RHM (-1%)
$DDOG (+4,79%)
$RL (+0,68%)
$OPEN (+1,3%)
$ABNB (+3,66%)
$PTON (+2,99%)
$MP (-0,87%)
$TTD (+0%)
$STNE (+1,62%)
$SQ (-0,11%)
$GRND (-0,72%)
$IREN (-4,23%)
$AFRM (-0,29%)
$CRISP (+10,92%)
$RUN (+4,23%)
$7011 (-1,01%)
$DTG (+1,38%)
$HAG (-0,14%)
$DKNG (+3,2%)
$LAC (-2,01%)
$KKR (+0,99%)
$PETR3 (-3,14%)
$CEG
$WEED (+0%)

$IREN (-4,23%)
$CIFR (-2,25%)
$BTC (+0,3%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-4,23%) and $CIFR (-2,25%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,25%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,58%)
$MSFT (+3,85%)
$AMZN (+0,13%)
$ORCL (-1,74%)
$BABA (-1,03%)

Neocloud: $NBIS (-2,38%)
$IREN (-4,23%)
$CRWV (-2,66%)
$APLD (-2,9%)
$GLXY (-4,1%)
$WYFI (-2,56%)

Memory: $SNDK (+1,3%)
$STX (+1,26%)
$MU (+0,37%)
$WDC (+1,11%)
$PSTG (+2,49%)

Semiconductor: $NVDA (+0,4%)
$AVGO (+0,76%)
$AMD (+0,02%)
$TSM (+0%)
$ASML (+0,87%)
$ARM (+1,02%)
$KLAC (+0,72%)
$INTC (-3,45%)

Networking: $CIEN (-0,43%)
$CLS (-2,13%)
$CRDO
$RMBS (+0,24%)
$ANET (+0,36%)
$APH (+1,23%)
$COHR (+1,48%)

Servers: $VRT (+2,45%)
$DELL (+4,9%)
$HPE (-1,14%)

Data: $INOD (-3,72%)
$PLTR (-1,4%)
$SNOW (+0,6%)
$DDOG (+4,79%)
$MDB (-3,19%)

Energy: $LEU (+0,23%)
$CEG
$OKLO
$TLNE
$GEV (+0,3%)
$NXT

Batteries: $EOSE (-2,09%)
$QS (+0,23%)
$TSLA (-1,57%)
$MVST (+0%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-1,4%)

$SMCI

$CELH

$ARM (+1,02%)

$CLF (-2,9%)

$AMC

$QCOM (+4,12%)

$DKNG (+3,2%)

$HIMS (+0,43%)

$ELF (-1,42%)

$ANET

$CLOV (-1,26%)

$SQ (-0,11%)

$APP (-0,48%)

$VST (-0,06%)

$NVO (+0,35%)

$RIVN (+0,97%)

$DVN (-3,51%)

$U (+0,63%)

$WYNN (+1,32%)

$CVS (+4,67%)

$CEG

$TTD (+0%)

$MRNA (+1,8%)

$$BRK.A (-0,19%) (Saturday)

$CDE (+1,75%)

$AFRM (-0,29%)

$MELI (-0,26%)

$FTNT (-2,96%)

$PINS (+1,22%)

$ABNB (+3,66%)

$ABX

$HL (+1,52%)

$MAR

$IONQ (+0,99%)

$NET (-2,43%)

$AXON (-3,34%)

$ALB (+1,15%)

$DOCS

$WOLF

$BROS

$PAAS (+0,77%)

$DDOG (+4,79%)

$LCID (-2,19%)

$TOST (+2,11%)

$LUMN (-2,33%)

$MLCO (+1,22%)

$DOCN (-1,13%)

$ALAB (+0,63%)

$ACB (-0,55%)