$BNTX (+0,37%)
$ON (-3,56%)
$HIMS (-1,74%)
$PLTR (+1,01%)
$O (+1,45%)
$8058 (-0,07%)
$7974 (+1,71%)
$BP. (+2,39%)
$BOSS (+0,19%)
$SWK (-2,35%)
$SPOT (+1,3%)
$N1CL34
$UBER (+1,87%)
$CPRI (-0,29%)
$SHOP (+2,77%)
$RACE (-0,12%)
$HOG (+1,74%)
$HTZ (+5,67%)
$PFIZER
$UPST (+3,32%)
$ANET (-2,79%)
$PINS (+0,51%)
$TEM (+0,41%)
$AMD (-6,65%)
$SMCI (-2,35%)
$RIVN (-10,29%)
$BYND (-1,76%)
$KTOS (-1,33%)
$CPNG (+0,94%)
$BMW (+0,98%)
$NOVO B (+1,61%)
$FRE (+0,73%)
$ORSTED (-2,63%)
$AG1 (-0,89%)
$EVT (-0,92%)
$CCO (-3,13%)
$DOCN (+8,33%)
$LMND (-1,62%)
$SONO (+2,61%)
$MCD (+2,48%)
$HOOD (-0,51%)
$QCOM (-1,42%)
$FTNT (-2,01%)
$FSLY (+3,38%)
$HUBS (+1,91%)
$ELF (-0,45%)
$ARM (-4%)
$SNAP (-1,5%)
$DASH (+4,38%)
$APP (-2,27%)
$AMC (-3,65%)
$ZIP (+5,45%)
$FIG (+4,93%)
$LCID (-3,44%)
$DUOL
$UN0 (+0,4%)
$CBK (+1,14%)
$DEZ (-2,11%)
$ZAL (+0,63%)
$HEN (+1,77%)
$MAERSK A (+1,74%)
$HEI (+0,63%)
$CON (-0,91%)
$AZN (+1,4%)
$ALB (-2,55%)
$MRNA (-0,93%)
$QBTS (-3,64%)
$WBD (+0,81%)
$LI (+2,39%)
$RHM (-0,72%)
$DDOG (+1,01%)
$RL (+0,16%)
$OPEN (-0,47%)
$ABNB (+0,89%)
$PTON (+0,58%)
$MP (-1,45%)
$TTD (+0,65%)
$STNE (+0,75%)
$SQ (+0,91%)
$GRND (+2,89%)
$IREN (-5,38%)
$AFRM (+0,36%)
$CRISP (-0,02%)
$RUN (-4,93%)
$7011 (-3,05%)
$DTG (+0,84%)
$HAG (+0,46%)
$DKNG (+3,72%)
$LAC (-2,39%)
$KKR (+0,25%)
$PETR3 (+1,68%)
$CEG
$WEED (-1,34%)

$IREN (-5,38%)
$CIFR (-4,21%)
$BTC (+0%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-5,38%) and $CIFR (-4,21%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-4,21%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+1,62%)
$MSFT (+1,16%)
$AMZN (+0,94%)
$ORCL (+1,06%)
$BABA (+1,75%)

Neocloud: $NBIS (-3,91%)
$IREN (-5,38%)
$CRWV (-3,85%)
$APLD (-2,45%)
$GLXY (-1,05%)
$WYFI (-1,61%)

Memory: $SNDK (-7,87%)
$STX (-4,24%)
$MU (-6,16%)
$WDC (-7,23%)
$PSTG (-1,87%)

Semiconductor: $NVDA (-1,58%)
$AVGO (-1,77%)
$AMD (-6,65%)
$TSM (-3,41%)
$ASML (-4,76%)
$ARM (-4%)
$KLAC (-6,47%)
$INTC (-6,94%)

Networking: $CIEN (-2,88%)
$CLS (-2,45%)
$CRDO
$RMBS (-3,31%)
$ANET (-2,79%)
$APH (-4,14%)
$COHR (-2,77%)

Servers: $VRT (-5,74%)
$DELL (+0,78%)
$HPE (+0,56%)

Data: $INOD (-1,41%)
$PLTR (+1,01%)
$SNOW (+2,4%)
$DDOG (+1,01%)
$MDB (+3,32%)

Energy: $LEU (-1,74%)
$CEG
$OKLO
$TLNE
$GEV (-7,79%)
$NXT (+0%)

Batteries: $EOSE (-4,62%)
$QS (-3,16%)
$TSLA (-1%)
$MVST (-2,5%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+1,01%)

$SMCI

$CELH

$ARM (-4%)

$CLF (-4,48%)

$AMC

$QCOM (-1,42%)

$DKNG (+3,72%)

$HIMS (-1,74%)

$ELF (-0,45%)

$ANET

$CLOV (+1,58%)

$SQ (+0,91%)

$APP (-2,27%)

$VST (+1,04%)

$NVO (+1,55%)

$RIVN (-10,29%)

$DVN (+1,94%)

$U (+2,91%)

$WYNN (+1,04%)

$CVS (+1,78%)

$CEG

$TTD (+0,65%)

$MRNA (-0,93%)

$$BRK.A (+1,21%) (Saturday)

$CDE (-2,59%)

$AFRM (+0,36%)

$MELI (+0,08%)

$FTNT (-2,01%)

$PINS (+0,51%)

$ABNB (+0,89%)

$ABX

$HL (-3,51%)

$MAR

$IONQ (-5,27%)

$NET (+3,6%)

$AXON (+4,45%)

$ALB (-2,55%)

$DOCS (-0,01%)

$WOLF

$BROS

$PAAS (-0,11%)

$DDOG (+1,01%)

$LCID (-3,44%)

$TOST (+0,23%)

$LUMN (+0,18%)

$MLCO (+0,65%)

$DOCN (+8,33%)

$ALAB (-8,17%)

$ACB (-2,17%)