$BNTX (-1,05%)
$ON (-2,88%)
$HIMS (+3,1%)
$PLTR (+2%)
$O (+0,26%)
$8058 (-0,06%)
$7974 (+2,44%)
$BP. (+0,67%)
$BOSS (-2,98%)
$SWK (-1,68%)
$SPOT (-1,11%)
$N1CL34
$UBER (-0,24%)
$CPRI (+0,28%)
$SHOP (-1%)
$RACE (+0,87%)
$HOG (+0,91%)
$HTZ (+1,84%)
$PFIZER
$UPST (+2,52%)
$ANET (-1,53%)
$PINS
$TEM (+2,65%)
$AMD (-0,67%)
$SMCI (+2,15%)
$RIVN (+3,89%)
$BYND (+0%)
$KTOS (+2,64%)
$CPNG (-0,03%)
$BMW (-0,84%)
$NOVO B (-1,28%)
$FRE (-0,11%)
$ORSTED (+0,48%)
$AG1 (+0,56%)
$EVT (-0,4%)
$CCO (-2,64%)
$DOCN (+6,2%)
$LMND (+2,18%)
$SONO (+2,11%)
$MCD (-0,53%)
$HOOD (+4,53%)
$QCOM (+1,54%)
$FTNT (+2,03%)
$FSLY (+2,61%)
$HUBS (+3,69%)
$ELF (-1,14%)
$ARM (+0,96%)
$SNAP (+1,21%)
$DASH (+0,39%)
$APP (+2,26%)
$AMC (+0,45%)
$ZIP (+3,08%)
$FIG (+0,94%)
$LCID (+0%)
$DUOL
$UN0 (-0,83%)
$CBK (+1,27%)
$DEZ (-0,41%)
$ZAL (-2,26%)
$HEN (-0,88%)
$MAERSK A (+0,76%)
$HEI (+0,2%)
$CON (-0,09%)
$AZN (+1,55%)
$ALB (+0,67%)
$MRNA (-2,87%)
$QBTS (+2,23%)
$WBD (+4,42%)
$LI (+1,69%)
$RHM (+0,06%)
$DDOG (+2,52%)
$RL (-0,78%)
$OPEN (+6,07%)
$ABNB (+0,99%)
$PTON (+0,8%)
$MP (-4,22%)
$TTD (+2,18%)
$STNE (+2,1%)
$SQ (+1,6%)
$GRND (-1,65%)
$IREN (+1,17%)
$AFRM (+2,37%)
$CRISP (+0,03%)
$RUN (+5,21%)
$7011 (+1,8%)
$DTG (-0,12%)
$HAG (+1,81%)
$DKNG (+0,96%)
$LAC (-2,47%)
$KKR (-0,39%)
$PETR3 (+0,41%)
$CEG
$WEED (+0%)

$IREN (+1,17%)
$CIFR (-3,82%)
$BTC (+0,03%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+1,17%) and $CIFR (-3,82%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-3,82%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-1,49%)
$MSFT (-2,2%)
$AMZN (-3,94%)
$ORCL (-0,12%)
$BABA (-2,58%)

Neocloud: $NBIS (+2,73%)
$IREN (+1,17%)
$CRWV (+0%)
$APLD (+0,67%)
$GLXY (+0,66%)
$WYFI

Memory: $SNDK
$STX (-7,54%)
$MU (-1,5%)
$WDC (-0,02%)
$PSTG (+1,51%)

Semiconductor: $NVDA (-0,82%)
$AVGO (-1,82%)
$AMD (-0,67%)
$TSM (-1,52%)
$ASML (-0,87%)
$ARM (+0,96%)
$KLAC (-0,64%)
$INTC (-1,9%)

Networking: $CIEN (+1,64%)
$CLS (-0,5%)
$CRDO
$RMBS (-5,94%)
$ANET (-1,53%)
$APH (+0,38%)
$COHR (+0%)

Servers: $VRT (-1,84%)
$DELL (+0,16%)
$HPE (-1,2%)

Data: $INOD (-0,15%)
$PLTR (+2%)
$SNOW (-0,53%)
$DDOG (+2,52%)
$MDB (+2,91%)

Energy: $LEU (-5,01%)
$CEG
$OKLO
$TLNE
$GEV (+1,5%)
$NXT (+0%)

Batteries: $EOSE
$QS
$TSLA (+2,38%)
$MVST (-0,43%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+2%)

$SMCI

$CELH

$ARM (+0,96%)

$CLF (+0,21%)

$AMC

$QCOM (+1,54%)

$DKNG (+0,96%)

$HIMS (+3,1%)

$ELF (-1,14%)

$ANET

$CLOV (+1,33%)

$SQ (+1,6%)

$APP (+2,26%)

$VST (-1,71%)

$NVO (-0,98%)

$RIVN (+3,89%)

$DVN (+1,23%)

$U (+2,77%)

$WYNN (-0,64%)

$CVS (+1,28%)

$CEG

$TTD (+2,18%)

$MRNA (-2,87%)

$$BRK.A (-0,4%) (Saturday)

$CDE (-2,75%)

$AFRM (+2,37%)

$MELI (-1,23%)

$FTNT (+2,03%)

$PINS

$ABNB (+0,99%)

$ABX

$HL (-0,98%)

$MAR

$IONQ (+3,51%)

$NET (+5,98%)

$AXON (-0,63%)

$ALB (+0,67%)

$DOCS (-4,24%)

$WOLF

$BROS

$PAAS (-0,2%)

$DDOG (+2,52%)

$LCID (+0%)

$TOST (+5,32%)

$LUMN (-5,22%)

$MLCO (-0,7%)

$DOCN (+6,2%)

$ALAB (+14,09%)

$ACB (+3,61%)