$BNTX (+0,69%)
$ON (+0,56%)
$HIMS (-2,4%)
$PLTR (-2,6%)
$O (-0,69%)
$8058 (-1,89%)
$7974 (+6,33%)
$BP. (+0,37%)
$BOSS (-0,43%)
$SWK (-0,96%)
$SPOT (+3,19%)
$N1CL34
$UBER (-0,36%)
$CPRI (-2%)
$SHOP (-2,91%)
$RACE (+0,43%)
$HOG (-0,54%)
$HTZ (-1,99%)
$PFIZER
$UPST (-1,43%)
$ANET (-3,87%)
$PINS (+2,99%)
$TEM (-4,42%)
$AMD (+5,67%)
$SMCI (+2,46%)
$RIVN (-3,49%)
$BYND
$KTOS (+2,39%)
$CPNG (-1,25%)
$BMW (+0,81%)
$NOVO B (-2,65%)
$FRE (-21,8%)
$ORSTED (-2,51%)
$AG1 (-0,33%)
$EVT (-2,39%)
$CCO (-0,15%)
$DOCN (-2,46%)
$LMND (-0,35%)
$SONO (-1,56%)
$MCD (-0,19%)
$HOOD (-4,52%)
$QCOM (-0,64%)
$FTNT (-3,19%)
$FSLY (-0,23%)
$HUBS (-5,13%)
$ELF (-0,06%)
$ARM (-1,12%)
$SNAP (+2,22%)
$DASH (-0,35%)
$APP (+0,42%)
$AMC (-4,8%)
$ZIP (-0,76%)
$FIG (-3,41%)
$LCID (-3,41%)
$DUOL
$UN0 (-3%)
$CBK (-0,36%)
$DEZ (-1,5%)
$ZAL (-1,06%)
$HEN (-0,9%)
$MAERSK A (+9,54%)
$HEI (-0,48%)
$CON (-1,08%)
$AZN (-0,9%)
$ALB (+3,45%)
$MRNA (-0,34%)
$QBTS (+0,28%)
$WBD (-0,05%)
$LI (-0,47%)
$RHM (+2,7%)
$DDOG (+1,25%)
$RL (+0,46%)
$OPEN (-2,79%)
$ABNB (-0,6%)
$PTON (+1,24%)
$MP (+5,6%)
$TTD (-2,62%)
$STNE (-4,29%)
$SQ (-0,03%)
$GRND (+1,47%)
$IREN (-2,93%)
$AFRM
$CRISP (-0,59%)
$RUN (+2,63%)
$7011 (+0,41%)
$DTG (+0,07%)
$HAG (+3,31%)
$DKNG (+2,5%)
$LAC (-1,68%)
$KKR (-1,05%)
$PETR3 (+0%)
$CEG
$WEED (-1,14%)

$IREN (-2,93%)
$CIFR (+6,79%)
$BTC (-0,19%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-2,93%) and $CIFR (+6,79%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+6,79%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,22%)
$MSFT (-0,54%)
$AMZN (-1,28%)
$ORCL (-3,88%)
$BABA (+0,94%)

Neocloud: $NBIS (+7,36%)
$IREN (-2,93%)
$CRWV (-1,56%)
$APLD (+1,35%)
$GLXY (+1,53%)
$WYFI (+4,9%)

Memory: $SNDK (+5,95%)
$STX (+4,19%)
$MU (+0,63%)
$WDC (+2,44%)
$PSTG (+0,25%)

Semiconductor: $NVDA (-0,51%)
$AVGO (-6,51%)
$AMD (+5,67%)
$TSM (-1,4%)
$ASML (-0,98%)
$ARM (-1,12%)
$KLAC (-3,56%)
$INTC (-2,39%)

Networking: $CIEN (-3,56%)
$CLS (-4,61%)
$CRDO
$RMBS (+0,35%)
$ANET (-3,87%)
$APH (+0,58%)
$COHR (-1,5%)

Servers: $VRT (+1,77%)
$DELL (-0,87%)
$HPE (-2,4%)

Data: $INOD (+2,88%)
$PLTR (-2,6%)
$SNOW (-3,22%)
$DDOG (+1,25%)
$MDB (-3,07%)

Energy: $LEU (-0,72%)
$CEG
$OKLO
$TLNE
$GEV (+0,82%)
$NXT

Batteries: $EOSE (-3,6%)
$QS (+0%)
$TSLA (-0,77%)
$MVST (-7,56%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-2,6%)

$SMCI

$CELH

$ARM (-1,12%)

$CLF (-2,19%)

$AMC

$QCOM (-0,64%)

$DKNG (+2,5%)

$HIMS (-2,4%)

$ELF (-0,06%)

$ANET

$CLOV (+2,07%)

$SQ (-0,03%)

$APP (+0,42%)

$VST (+0,77%)

$NVO (-2,14%)

$RIVN (-3,49%)

$DVN (+2,69%)

$U (+0,53%)

$WYNN (-0,19%)

$CVS (+1,96%)

$CEG

$TTD (-2,62%)

$MRNA (-0,34%)

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

$CDE (+1,62%)

$AFRM

$MELI (+0,13%)

$FTNT (-3,19%)

$PINS (+2,99%)

$ABNB (-0,6%)

$ABX

$HL (+2,85%)

$MAR

$IONQ (+2,76%)

$NET (-4,84%)

$AXON (-0,84%)

$ALB (+3,45%)

$DOCS (-0,12%)

$WOLF

$BROS

$PAAS (-0,26%)

$DDOG (+1,25%)

$LCID (-3,41%)

$TOST (-0,82%)

$LUMN (+4,16%)

$MLCO (+1,47%)

$DOCN (-2,46%)

$ALAB (-1,77%)

$ACB (-3,05%)