$BNTX (+0,82%)
$ON (+1,91%)
$HIMS (-0,29%)
$PLTR (-4,37%)
$O (-0,47%)
$8058 (-3,78%)
$7974 (-0,69%)
$BP. (+0,7%)
$BOSS (+0,58%)
$SWK (+0,52%)
$SPOT (-2,5%)
$N1CL34
$UBER (+0,02%)
$CPRI (+3,09%)
$SHOP (-0,3%)
$RACE (-1,82%)
$HOG (+2,39%)
$HTZ (+0,51%)
$PFIZER
$UPST (-1,71%)
$ANET (+1,36%)
$PINS (-1,96%)
$TEM (-0,07%)
$AMD (+4,6%)
$SMCI (+4,61%)
$RIVN (-0,81%)
$BYND (+3,7%)
$KTOS (-0,63%)
$CPNG (-1,59%)
$BMW (+1,5%)
$NOVO B (-1,84%)
$FRE (-1,53%)
$ORSTED (+1,49%)
$AG1 (+0,32%)
$EVT (-0,71%)
$CCO (-0,01%)
$DOCN (+2,91%)
$LMND (-3,93%)
$SONO (-4,6%)
$MCD (-1,36%)
$HOOD (-1,61%)
$QCOM (+0,12%)
$FTNT (-0,21%)
$FSLY (-2,37%)
$HUBS (-3,61%)
$ELF (+2,15%)
$ARM (+4,08%)
$SNAP (-4,27%)
$DASH (-4,35%)
$APP (+2,38%)
$AMC (+4,54%)
$ZIP (+0,83%)
$FIG (-4,26%)
$LCID (+0,5%)
$DUOL
$UN0 (-0,11%)
$CBK (+0,82%)
$DEZ (+2,12%)
$ZAL (+2,67%)
$HEN (+0,97%)
$MAERSK A (+3,59%)
$HEI (+1,95%)
$CON (+0,89%)
$AZN (-1,06%)
$ALB (-4,36%)
$MRNA (-1,87%)
$QBTS (-1,24%)
$WBD (-0,37%)
$LI (+2,64%)
$RHM (-3,34%)
$DDOG (-0,22%)
$RL (+2,06%)
$OPEN (+0,37%)
$ABNB (-2,17%)
$PTON (+0,43%)
$MP (+1,68%)
$TTD (-4,24%)
$STNE (-0,58%)
$SQ (-0,28%)
$GRND (-2,23%)
$IREN (+7,67%)
$AFRM (-2,89%)
$CRISP
$RUN (-0,78%)
$7011 (-1,18%)
$DTG (-0,22%)
$HAG (-1,92%)
$DKNG (-0,24%)
$LAC (+0,39%)
$KKR (-0,94%)
$PETR3 (-1,38%)
$CEG
$WEED (+0%)

$IREN (+7,67%)
$CIFR (+3,05%)
$BTC (+0,27%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+7,67%) and $CIFR (+3,05%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+3,05%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,89%)
$MSFT (-1,84%)
$AMZN (-0,15%)
$ORCL (+3,36%)
$BABA (+1,51%)

Neocloud: $NBIS (+7,2%)
$IREN (+7,67%)
$CRWV (+5,85%)
$APLD (+1,93%)
$GLXY (-1,13%)
$WYFI (+4,36%)

Memory: $SNDK (+12,08%)
$STX (+6,42%)
$MU (+6,12%)
$WDC (+5,93%)
$PSTG (+1,5%)

Semiconductor: $NVDA (+0,74%)
$AVGO (+0,33%)
$AMD (+4,6%)
$TSM (+2,86%)
$ASML (+4,23%)
$ARM (+4,08%)
$KLAC (+7,79%)
$INTC (+4,59%)

Networking: $CIEN (+1,66%)
$CLS (+0,75%)
$CRDO
$RMBS (+0,87%)
$ANET (+1,36%)
$APH (+0,15%)
$COHR (+6,33%)

Servers: $VRT (+4,2%)
$DELL (+1,58%)
$HPE (-3,3%)

Data: $INOD (+1,05%)
$PLTR (-4,37%)
$SNOW (-5,05%)
$DDOG (-0,22%)
$MDB (-3,58%)

Energy: $LEU (+2,15%)
$CEG
$OKLO
$TLNE
$GEV (+0,14%)
$NXT

Batteries: $EOSE (+10,41%)
$QS (+0,64%)
$TSLA (-6,25%)
$MVST (+0%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-4,37%)

$SMCI

$CELH

$ARM (+4,08%)

$CLF (+1,8%)

$AMC

$QCOM (+0,12%)

$DKNG (-0,24%)

$HIMS (-0,29%)

$ELF (+2,15%)

$ANET

$CLOV (-0,54%)

$SQ (-0,28%)

$APP (+2,38%)

$VST (+3,23%)

$NVO (-1,84%)

$RIVN (-0,81%)

$DVN (-0,64%)

$U (-0,55%)

$WYNN (+0,43%)

$CVS (-0,23%)

$CEG

$TTD (-4,24%)

$MRNA (-1,87%)

$$BRK.A (-0,46%) (Saturday)

$CDE (-1,5%)

$AFRM (-2,89%)

$MELI (-0,43%)

$FTNT (-0,21%)

$PINS (-1,96%)

$ABNB (-2,17%)

$ABX

$HL (-2,52%)

$MAR

$IONQ (+1,51%)

$NET (-2,44%)

$AXON (-4,09%)

$ALB (-4,36%)

$DOCS

$WOLF

$BROS

$PAAS (-2,5%)

$DDOG (-0,22%)

$LCID (+0,5%)

$TOST (+0,07%)

$LUMN (-1,85%)

$MLCO (+0,22%)

$DOCN (+2,91%)

$ALAB (+10,77%)

$ACB (+1,78%)