$BNTX (-1,71%)
$ON (+1,92%)
$HIMS (-4,46%)
$PLTR (-4,81%)
$O (+0,11%)
$8058 (+1,2%)
$7974 (-7,41%)
$BP. (+3,01%)
$BOSS (-1,17%)
$SWK (+1,16%)
$SPOT (-0,51%)
$N1CL34
$UBER (-2,51%)
$CPRI (-0,27%)
$SHOP (-4,56%)
$RACE (-1,53%)
$HOG (+3,05%)
$HTZ (+1,04%)
$PFIZER
$UPST (-4,21%)
$ANET (-2,65%)
$PINS (-0,92%)
$TEM (-2,12%)
$AMD (-0,38%)
$SMCI (-1,99%)
$RIVN (-0,66%)
$BYND (+0,06%)
$KTOS (-7,78%)
$CPNG (-2,59%)
$BMW (-1,24%)
$NOVO B (-0,38%)
$FRE (-0,24%)
$ORSTED (+0,82%)
$AG1 (-1,01%)
$EVT (+0,41%)
$CCO (-0,25%)
$DOCN (-3,07%)
$LMND (-2,54%)
$SONO (-0,66%)
$MCD (+0,71%)
$HOOD (-4,32%)
$QCOM (-0,37%)
$FTNT (-2,86%)
$FSLY (-2,69%)
$HUBS (-5,97%)
$ELF (-3,74%)
$ARM (-1,69%)
$SNAP (-2,94%)
$DASH (-2,97%)
$APP (-4,8%)
$AMC (-2,58%)
$ZIP (-3,09%)
$FIG (-6,02%)
$LCID (+1,13%)
$DUOL
$UN0 (+1,04%)
$CBK (-0,82%)
$DEZ (-4,42%)
$ZAL (-0,35%)
$HEN (-0,28%)
$MAERSK A (+0,41%)
$HEI (-1,57%)
$CON (-0,47%)
$AZN (+0,05%)
$ALB (+1,67%)
$MRNA (+0,86%)
$QBTS (-4,38%)
$WBD (-0,15%)
$LI (+4,58%)
$RHM (-2,3%)
$DDOG (-1,93%)
$RL (+1,38%)
$OPEN (-1,09%)
$ABNB (-1,69%)
$PTON (+2,57%)
$MP (-3,83%)
$TTD (-1,55%)
$STNE (+0,87%)
$SQ (-2,32%)
$GRND (-3,69%)
$IREN (-2,85%)
$AFRM (-3,55%)
$CRISP (-0%)
$RUN (+1,67%)
$7011 (-5,85%)
$DTG (-1,05%)
$HAG (-4,04%)
$DKNG (-2,53%)
$LAC (-0,09%)
$KKR (-2,12%)
$PETR3 (+3,93%)
$CEG
$WEED (-1,33%)

$IREN (-2,85%)
$CIFR (-2,73%)
$BTC (-1,11%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-2,85%) and $CIFR (-2,73%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,73%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-1,89%)
$MSFT (-2,18%)
$AMZN (-0,97%)
$ORCL (-3,54%)
$BABA (-1,38%)

Neocloud: $NBIS (+0%)
$IREN (-2,85%)
$CRWV (-1,85%)
$APLD (-3,84%)
$GLXY (-2,67%)
$WYFI (-2,41%)

Memory: $SNDK
$STX (+0,05%)
$MU (-2,83%)
$WDC (-2,27%)
$PSTG (-0,16%)

Semiconductor: $NVDA (-0,6%)
$AVGO (-1,99%)
$AMD (-0,38%)
$TSM (+0,34%)
$ASML (+0,39%)
$ARM (-1,69%)
$KLAC (+2,19%)
$INTC (-0,77%)

Networking: $CIEN (+3,55%)
$CLS (+1,83%)
$CRDO
$RMBS (-1,82%)
$ANET (-2,65%)
$APH (+0,19%)
$COHR (+2,95%)

Servers: $VRT (+1,51%)
$DELL (+1,92%)
$HPE (+1,03%)

Data: $INOD (-2,93%)
$PLTR (-4,81%)
$SNOW (-4,23%)
$DDOG (-1,93%)
$MDB (-4,27%)

Energy: $LEU (-3,46%)
$CEG
$OKLO
$TLNE
$GEV (+0,07%)
$NXT (+0%)

Batteries: $EOSE
$QS (-2,49%)
$TSLA (+0,88%)
$MVST (-0,69%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-4,81%)

$SMCI

$CELH

$ARM (-1,69%)

$CLF (+1,93%)

$AMC

$QCOM (-0,37%)

$DKNG (-2,53%)

$HIMS (-4,46%)

$ELF (-3,74%)

$ANET

$CLOV (-1,51%)

$SQ (-2,32%)

$APP (-4,8%)

$VST (+0,36%)

$NVO (-0,55%)

$RIVN (-0,66%)

$DVN (+3,89%)

$U (-1,26%)

$WYNN (+0,72%)

$CVS (+0,33%)

$CEG

$TTD (-1,55%)

$MRNA (+0,86%)

$$BRK.A (+0,56%) (Saturday)

$CDE (+1,45%)

$AFRM (-3,55%)

$MELI (-2,05%)

$FTNT (-2,86%)

$PINS (-0,92%)

$ABNB (-1,69%)

$ABX

$HL (-0,65%)

$MAR

$IONQ (-2,29%)

$NET (-1,36%)

$AXON (-7,16%)

$ALB (+1,67%)

$DOCS (+0,01%)

$WOLF

$BROS

$PAAS (+0,64%)

$DDOG (-1,93%)

$LCID (+1,13%)

$TOST (-1,51%)

$LUMN (+2,28%)

$MLCO (+0,85%)

$DOCN (-3,07%)

$ALAB (-2,82%)

$ACB (-1,4%)