$BNTX (-2,07%)
$ON (-2,62%)
$HIMS (-1,33%)
$PLTR (-2,82%)
$O (+0,92%)
$8058 (-0,55%)
$7974 (-0,44%)
$BP. (-1,12%)
$BOSS (+1,32%)
$SWK (-0,02%)
$SPOT (-0,53%)
$N1CL34
$UBER (-0,49%)
$CPRI (-2,58%)
$SHOP (-0,63%)
$RACE (+0,71%)
$HOG (-3,82%)
$HTZ (-0,23%)
$PFIZER
$UPST (-0,12%)
$ANET (-7,57%)
$PINS
$TEM (-5,53%)
$AMD (-4,68%)
$SMCI (-6,61%)
$RIVN (+11,53%)
$BYND (-8,82%)
$KTOS (-4,19%)
$CPNG (-1,03%)
$BMW (+0,46%)
$NOVO B (-0,2%)
$FRE (-0,97%)
$ORSTED (-0,7%)
$AG1 (+2,99%)
$EVT (-0,15%)
$CCO (-5,06%)
$DOCN (-3,33%)
$LMND (-5,25%)
$SONO (-1,01%)
$MCD (+1,12%)
$HOOD (-4,27%)
$QCOM (-2,01%)
$FTNT (-1,36%)
$FSLY (-0,11%)
$HUBS (-3,92%)
$ELF (-2,11%)
$ARM (-4,94%)
$SNAP (-4,29%)
$DASH (+0,54%)
$APP (-6,93%)
$AMC (-1,63%)
$ZIP (-1,56%)
$FIG (-6,69%)
$LCID (-1,83%)
$DUOL
$UN0 (-3,17%)
$CBK (-2,34%)
$DEZ (+0,29%)
$ZAL (-1,41%)
$HEN (-0,11%)
$MAERSK A (-1,32%)
$HEI (-1,13%)
$CON (+0,23%)
$AZN (-1,07%)
$ALB (+0,15%)
$MRNA (-0,4%)
$QBTS (-6,86%)
$WBD (+0,59%)
$LI (+0,69%)
$RHM (+0,62%)
$DDOG (-3,12%)
$RL (+0,38%)
$OPEN (-5,83%)
$ABNB (+0%)
$PTON (-5,3%)
$MP (-5,66%)
$TTD (-1,3%)
$STNE (+1,07%)
$SQ (+1,43%)
$GRND (-4,22%)
$IREN (-9,32%)
$AFRM (-2,87%)
$CRISP (-0,01%)
$RUN (-3,83%)
$7011 (-2,4%)
$DTG (-0,23%)
$HAG (+2,14%)
$DKNG (+1,89%)
$LAC (-3,75%)
$KKR (-3,94%)
$PETR3 (+0,47%)
$CEG
$WEED (+47,42%)

$IREN (-9,32%)
$CIFR (-9,74%)
$BTC (-0,25%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-9,32%) and $CIFR (-9,74%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-9,74%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-3,46%)
$MSFT (-0,32%)
$AMZN (-2,35%)
$ORCL (-4,75%)
$BABA (-0,9%)

Neocloud: $NBIS (-7,43%)
$IREN (-9,32%)
$CRWV (-10,71%)
$APLD (-10,25%)
$GLXY (-10,59%)
$WYFI

Memory: $SNDK
$STX (-7,05%)
$MU (-7,24%)
$WDC (-6,57%)
$PSTG (-6,42%)

Semiconductor: $NVDA (-3,26%)
$AVGO (-14,32%)
$AMD (-4,68%)
$TSM (-4,23%)
$ASML (-3,69%)
$ARM (-4,94%)
$KLAC (-4,84%)
$INTC (-4,8%)

Networking: $CIEN (-9,48%)
$CLS (-14,12%)
$CRDO
$RMBS (-11,79%)
$ANET (-7,57%)
$APH (-7,11%)
$COHR (-10,34%)

Servers: $VRT (-10,05%)
$DELL (-6,71%)
$HPE (-5,2%)

Data: $INOD (-3,92%)
$PLTR (-2,82%)
$SNOW (-1,63%)
$DDOG (-3,12%)
$MDB (-1,2%)

Energy: $LEU (-9,36%)
$CEG
$OKLO
$TLNE
$GEV (-5,22%)
$NXT (+0%)

Batteries: $EOSE
$QS (-2,8%)
$TSLA (+1,52%)
$MVST (-10,8%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-2,82%)

$SMCI

$CELH

$ARM (-4,94%)

$CLF (-5,68%)

$AMC

$QCOM (-2,01%)

$DKNG (+1,89%)

$HIMS (-1,33%)

$ELF (-2,11%)

$ANET

$CLOV (-1,28%)

$SQ (+1,43%)

$APP (-6,93%)

$VST (-2,91%)

$NVO (-0,12%)

$RIVN (+11,53%)

$DVN (-0,23%)

$U (-6,83%)

$WYNN (-1,2%)

$CVS (+0,07%)

$CEG

$TTD (-1,3%)

$MRNA (-0,4%)

$$BRK.A (+0,75%) (Saturday)

$CDE (-1,99%)

$AFRM (-2,87%)

$MELI (-0,2%)

$FTNT (-1,36%)

$PINS

$ABNB (+0%)

$ABX

$HL (-2,84%)

$MAR

$IONQ (-4,89%)

$NET (-3,02%)

$AXON (-2,85%)

$ALB (+0,15%)

$DOCS (-0,88%)

$WOLF

$BROS

$PAAS (-1,6%)

$DDOG (-3,12%)

$LCID (-1,83%)

$TOST (-1,56%)

$LUMN (+0%)

$MLCO (-2,82%)

$DOCN (-3,33%)

$ALAB (-14,77%)

$ACB (+16,41%)