$BNTX (-1,74%)
$ON (+4,15%)
$HIMS (+4,57%)
$PLTR (+0,59%)
$O (+0,9%)
$8058 (+2,64%)
$7974 (+2,05%)
$BP. (+0,83%)
$BOSS (+3,15%)
$SWK (+5,49%)
$SPOT (-0,46%)
$N1CL34
$UBER (+0,64%)
$CPRI (+7,23%)
$SHOP (+2,64%)
$RACE (+1,99%)
$HOG (+5,38%)
$HTZ (+4,5%)
$PFIZER
$UPST (+4,89%)
$ANET (-7,85%)
$PINS
$TEM (+9,42%)
$AMD (-0,01%)
$SMCI (+2,23%)
$RIVN (+1,89%)
$BYND (-1,12%)
$KTOS (+3,07%)
$CPNG (+0,36%)
$BMW (+2,45%)
$NOVO B (+0,28%)
$FRE (+2,1%)
$ORSTED (-0,78%)
$AG1 (+1,47%)
$EVT (+2,39%)
$CCO (-2,47%)
$DOCN (+2,1%)
$LMND (+0,65%)
$SONO (+5,35%)
$MCD (+1,51%)
$HOOD (+3,2%)
$QCOM (+2,68%)
$FTNT (-0,97%)
$FSLY (+3,72%)
$HUBS (-0,42%)
$ELF (+2,78%)
$ARM (+0,18%)
$SNAP (-0,58%)
$DASH (+1,23%)
$APP (+0,56%)
$AMC (+6,11%)
$ZIP (+9,23%)
$FIG (+2,75%)
$LCID (+4,93%)
$DUOL
$UN0 (+1,99%)
$CBK (+1,86%)
$DEZ (-2,03%)
$ZAL (+0,34%)
$HEN (+2,65%)
$MAERSK A (+4,09%)
$HEI (-0,17%)
$CON (+4,19%)
$AZN (+2,36%)
$ALB (+1,41%)
$MRNA (+5,03%)
$QBTS (+1,65%)
$WBD (+1,2%)
$LI (+0%)
$RHM (-7,06%)
$DDOG (-0,82%)
$RL (+4,11%)
$OPEN (+8,51%)
$ABNB (+2,83%)
$PTON (+0,8%)
$MP (-1,33%)
$TTD (+3,52%)
$STNE (+2,12%)
$SQ (+0,99%)
$GRND (+0,42%)
$IREN (+2,17%)
$AFRM (+3,39%)
$CRISP (+0%)
$RUN (+0,13%)
$7011 (-1,84%)
$DTG (+3,41%)
$HAG (-3,22%)
$DKNG (+3,53%)
$LAC (-0,72%)
$KKR (+3,86%)
$PETR3 (+0,71%)
$CEG
$WEED (+9,03%)

$IREN (+2,17%)
$CIFR (+0%)
$BTC (-0,22%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+2,17%) and $CIFR (+0%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+0%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+4,38%)
$MSFT (-0,83%)
$AMZN (+2%)
$ORCL (-4,41%)
$BABA (+0%)

Neocloud: $NBIS (+1,37%)
$IREN (+2,17%)
$CRWV (+5,94%)
$APLD (+1,52%)
$GLXY (-2,87%)
$WYFI

Memory: $SNDK
$STX (-0,23%)
$MU (+3,36%)
$WDC (-0,33%)
$PSTG (+1,61%)

Semiconductor: $NVDA (+0,31%)
$AVGO (-1,84%)
$AMD (-0,01%)
$TSM (-1,04%)
$ASML (-1,4%)
$ARM (+0,18%)
$KLAC (-0,2%)
$INTC (+3,52%)

Networking: $CIEN (+1,18%)
$CLS (+0%)
$CRDO
$RMBS (+1,11%)
$ANET (-7,85%)
$APH (+1,41%)
$COHR (+5,6%)

Servers: $VRT (+1,19%)
$DELL (+4,81%)
$HPE (+2,54%)

Data: $INOD (-0,22%)
$PLTR (+0,59%)
$SNOW (-4,12%)
$DDOG (-0,82%)
$MDB (-1,47%)

Energy: $LEU (+2,34%)
$CEG
$OKLO
$TLNE
$GEV (-0,31%)
$NXT (+0%)

Batteries: $EOSE
$QS (-6,48%)
$TSLA (+0,22%)
$MVST (-0,34%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+0,59%)

$SMCI

$CELH

$ARM (+0,18%)

$CLF (+2,42%)

$AMC

$QCOM (+2,68%)

$DKNG (+3,53%)

$HIMS (+4,57%)

$ELF (+2,78%)

$ANET

$CLOV (+4,21%)

$SQ (+0,99%)

$APP (+0,56%)

$VST (-2,52%)

$NVO (+0,49%)

$RIVN (+1,89%)

$DVN (+1,97%)

$U (+4,05%)

$WYNN (+1,97%)

$CVS (+2,17%)

$CEG

$TTD (+3,52%)

$MRNA (+5,03%)

$$BRK.A (+0,27%) (Saturday)

$CDE (+0,58%)

$AFRM (+3,39%)

$MELI (+2,85%)

$FTNT (-0,97%)

$PINS

$ABNB (+2,83%)

$ABX

$HL (+0%)

$MAR

$IONQ (+2,81%)

$NET (-2,12%)

$AXON (+0,81%)

$ALB (+1,41%)

$DOCS (+2,19%)

$WOLF

$BROS

$PAAS (+0,2%)

$DDOG (-0,82%)

$LCID (+4,93%)

$TOST (+4,46%)

$LUMN (+1,54%)

$MLCO (+0%)

$DOCN (+2,1%)

$ALAB (-6,25%)

$ACB (+2,24%)