$BNTX (+2,02%)
$ON (+5,92%)
$HIMS (-1,35%)
$PLTR (-0,35%)
$O (+0,33%)
$8058 (-0,97%)
$7974 (-1,53%)
$BP. (-1,36%)
$BOSS (-1,25%)
$SWK (+1,46%)
$SPOT (+5,92%)
$N1CL34
$UBER (-2,38%)
$CPRI (+0,95%)
$SHOP (-1,77%)
$RACE (+0,17%)
$HOG (+2,65%)
$HTZ (+4,82%)
$PFIZER
$UPST (-0,88%)
$ANET (+3,54%)
$PINS (+1,23%)
$TEM (-0,15%)
$AMD (+4,14%)
$SMCI (+6,43%)
$RIVN (+0,49%)
$BYND (-1,49%)
$KTOS (+2,76%)
$CPNG (+2,21%)
$BMW (-0,91%)
$NOVO B (+1,04%)
$FRE (-3,32%)
$ORSTED (+0,51%)
$AG1 (+5,27%)
$EVT (+2,57%)
$CCO (-0,13%)
$DOCN (-0,11%)
$LMND (-0,35%)
$SONO (+5,45%)
$MCD (+0,2%)
$HOOD (-3,25%)
$QCOM (+12,04%)
$FTNT (+3,5%)
$FSLY (-1,27%)
$HUBS (+0,73%)
$ELF (-0,24%)
$ARM (+3,94%)
$SNAP (-0,2%)
$DASH (+0,74%)
$APP (-1,09%)
$AMC (-1,5%)
$ZIP (+0%)
$FIG (+4,61%)
$LCID (+0%)
$DUOL
$UN0 (-1,34%)
$CBK (-0,35%)
$DEZ (-0,41%)
$ZAL (+0,39%)
$HEN (+0,08%)
$MAERSK A (-5,42%)
$HEI (-0,19%)
$CON (+0,24%)
$AZN (-1,48%)
$ALB (+1,37%)
$MRNA (-1,15%)
$QBTS (+11,79%)
$WBD (-0,3%)
$LI (-2,15%)
$RHM (+0,53%)
$DDOG (+1,91%)
$RL (+0,48%)
$OPEN (-0,76%)
$ABNB (-0,66%)
$PTON (+10,72%)
$MP (+3,65%)
$TTD (+5,22%)
$STNE (-1,26%)
$SQ (-1,02%)
$GRND (+0,9%)
$IREN (-1,65%)
$AFRM (-3,41%)
$CRISP (+0,02%)
$RUN (+0,88%)
$7011 (-2,57%)
$DTG (-0,4%)
$HAG (+0,03%)
$DKNG (-0,46%)
$LAC (-2,09%)
$KKR (+0,15%)
$PETR3 (-1,08%)
$CEG
$WEED (-3,23%)

$IREN (-1,65%)
$CIFR (+2,11%)
$BTC (-0,08%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-1,65%) and $CIFR (+2,11%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+2,11%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,01%)
$MSFT (-0,26%)
$AMZN (+0,21%)
$ORCL (+1,36%)
$BABA (-0,53%)

Neocloud: $NBIS (-2,61%)
$IREN (-1,65%)
$CRWV (-2,48%)
$APLD (-4,59%)
$GLXY (-2,77%)
$WYFI (+2,37%)

Memory: $SNDK
$STX (+0,29%)
$MU (-0,99%)
$WDC (-0,42%)
$PSTG (+10,28%)

Semiconductor: $NVDA (-1,88%)
$AVGO (-0,08%)
$AMD (+4,14%)
$TSM (-0,57%)
$ASML (+2,56%)
$ARM (+3,94%)
$KLAC (+2,19%)
$INTC (+1,54%)

Networking: $CIEN (-0,83%)
$CLS (+3,61%)
$CRDO
$RMBS (+0,25%)
$ANET (+3,54%)
$APH (+6,05%)
$COHR (-0,64%)

Servers: $VRT (+0,7%)
$DELL (+16,62%)
$HPE (+10,67%)

Data: $INOD (-3,01%)
$PLTR (-0,35%)
$SNOW (+3,13%)
$DDOG (+1,91%)
$MDB (+1,44%)

Energy: $LEU (+1,78%)
$CEG
$OKLO
$TLNE
$GEV (+0,2%)
$NXT (+0%)

Batteries: $EOSE (-1,43%)
$QS (-2,42%)
$TSLA (+0,31%)
$MVST (+5,93%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-0,35%)

$SMCI

$CELH

$ARM (+3,94%)

$CLF (+5,23%)

$AMC

$QCOM (+12,04%)

$DKNG (-0,46%)

$HIMS (-1,35%)

$ELF (-0,24%)

$ANET

$CLOV (-0,97%)

$SQ (-1,02%)

$APP (-1,09%)

$VST (+4,9%)

$NVO (+1,36%)

$RIVN (+0,49%)

$DVN (+0,79%)

$U (+0,05%)

$WYNN (-1,11%)

$CVS (+1,02%)

$CEG

$TTD (+5,22%)

$MRNA (-1,15%)

$$BRK.A (+1,45%) (Saturday)

$CDE (-1,45%)

$AFRM (-3,41%)

$MELI (-0,62%)

$FTNT (+3,5%)

$PINS (+1,23%)

$ABNB (-0,66%)

$ABX

$HL (-1,53%)

$MAR

$IONQ (+6,97%)

$NET (+1,5%)

$AXON (-0,92%)

$ALB (+1,37%)

$DOCS (+0,01%)

$WOLF

$BROS

$PAAS (-0,66%)

$DDOG (+1,91%)

$LCID (+0%)

$TOST (+0,91%)

$LUMN (-0,37%)

$MLCO (+0,44%)

$DOCN (-0,11%)

$ALAB (+3,13%)

$ACB (-2,29%)