$BNTX (+2%)
$ON (+2,7%)
$HIMS (+7,35%)
$PLTR (+6,87%)
$O (+0,22%)
$8058 (-1,8%)
$7974 (+7,4%)
$BP. (-3,48%)
$BOSS (+0,09%)
$SWK (+3,13%)
$SPOT (+2,59%)
$N1CL34
$UBER (+2,92%)
$CPRI (+2,34%)
$SHOP (+11,84%)
$RACE (+5,03%)
$HOG (-2,7%)
$HTZ (+10,06%)
$PFIZER
$UPST (+2,36%)
$ANET (-1,4%)
$PINS (+6,43%)
$TEM (+0,24%)
$AMD (-5,47%)
$SMCI (-1,28%)
$RIVN (+4,02%)
$BYND (-2,1%)
$KTOS (+4,17%)
$CPNG (+2,91%)
$BMW (+1,3%)
$NOVO B (+1,95%)
$FRE (+0,88%)
$ORSTED (-1,58%)
$AG1 (+3,79%)
$EVT (+0,2%)
$CCO (+2,11%)
$DOCN (-2,67%)
$LMND (+2,2%)
$SONO (+6,66%)
$MCD (+2,23%)
$HOOD (+0,87%)
$QCOM (+2,06%)
$FTNT (+0,03%)
$FSLY (-0,96%)
$HUBS (+9,79%)
$ELF (+8,63%)
$ARM (+2,19%)
$SNAP (+3,92%)
$DASH (+6,8%)
$APP (+6,25%)
$AMC (+9,5%)
$ZIP (+9,04%)
$FIG (+8,8%)
$LCID (+3,99%)
$DUOL
$UN0 (-0,18%)
$CBK (+2,29%)
$DEZ (+0,34%)
$ZAL (+5,46%)
$HEN (+0,46%)
$MAERSK A (-2,13%)
$HEI (+1,82%)
$CON (+1,36%)
$AZN (+0,71%)
$ALB (+1,04%)
$MRNA (+3,22%)
$QBTS (+19,71%)
$WBD (-1,33%)
$LI (+2,35%)
$RHM (+2,46%)
$DDOG (+1,13%)
$RL (+1,6%)
$OPEN (+0,57%)
$ABNB (+3,62%)
$PTON (+1,87%)
$MP (+3,43%)
$TTD (+3,75%)
$STNE (+1,27%)
$SQ (+5,05%)
$GRND (+4,6%)
$IREN (-1,72%)
$AFRM
$CRISP (-0,02%)
$RUN (+1,03%)
$7011 (-1,61%)
$DTG (+1,39%)
$HAG (+4,67%)
$DKNG (+4,42%)
$LAC (+3,23%)
$KKR (+2,31%)
$PETR3 (-3,88%)
$CEG
$WEED (+3,85%)

$IREN (-1,72%)
$CIFR (-6,82%)
$BTC (+0,2%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-1,72%) and $CIFR (-6,82%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-6,82%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+2,22%)
$MSFT (+2,01%)
$AMZN (-0,11%)
$ORCL (+4,51%)
$BABA (+2,28%)

Neocloud: $NBIS (-0,9%)
$IREN (-1,72%)
$CRWV (-1,23%)
$APLD (+1,37%)
$GLXY (-0,41%)
$WYFI (-3,79%)

Memory: $SNDK (-11,86%)
$STX (-4,01%)
$MU (-2,77%)
$WDC (-4,14%)
$PSTG (-1,25%)

Semiconductor: $NVDA (-4,93%)
$AVGO (+0,33%)
$AMD (-5,47%)
$TSM (-0,85%)
$ASML (-5,55%)
$ARM (+2,19%)
$KLAC (-4,31%)
$INTC (-1,54%)

Networking: $CIEN (-3,38%)
$CLS (+11,69%)
$CRDO
$RMBS (+1,71%)
$ANET (-1,4%)
$APH (-2,28%)
$COHR (-4,24%)

Servers: $VRT (-1,28%)
$DELL (-2,61%)
$HPE (+0,71%)

Data: $INOD (+5,76%)
$PLTR (+6,87%)
$SNOW (+0,64%)
$DDOG (+1,13%)
$MDB (+4,79%)

Energy: $LEU (+7,39%)
$CEG
$OKLO
$TLNE
$GEV (-2,02%)
$NXT (+0%)

Batteries: $EOSE (+4,9%)
$QS (+4,87%)
$TSLA (-1,05%)
$MVST (+0%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+6,87%)

$SMCI

$CELH

$ARM (+2,19%)

$CLF (+2,09%)

$AMC

$QCOM (+2,06%)

$DKNG (+4,42%)

$HIMS (+7,35%)

$ELF (+8,63%)

$ANET

$CLOV (-0,53%)

$SQ (+5,05%)

$APP (+6,25%)

$VST (-3,75%)

$NVO (+1,84%)

$RIVN (+4,02%)

$DVN (-4,4%)

$U (+7,04%)

$WYNN (+2,88%)

$CVS (-0,62%)

$CEG

$TTD (+3,75%)

$MRNA (+3,22%)

$$BRK.A (+0,34%) (Saturday)

$CDE (+1,5%)

$AFRM

$MELI (+0,93%)

$FTNT (+0,03%)

$PINS (+6,43%)

$ABNB (+3,62%)

$ABX

$HL (+0,38%)

$MAR

$IONQ (+8,42%)

$NET (+2,12%)

$AXON (+5,09%)

$ALB (+1,04%)

$DOCS (+0,9%)

$WOLF

$BROS

$PAAS (+0,09%)

$DDOG (+1,13%)

$LCID (+3,99%)

$TOST (+5,64%)

$LUMN (-1,6%)

$MLCO (+3,78%)

$DOCN (-2,67%)

$ALAB (-1,98%)

$ACB (+2,55%)