$BNTX (+1,93%)
$ON (+3,63%)
$HIMS (+9,86%)
$PLTR (+4,1%)
$O (-1,06%)
$8058 (+0,34%)
$7974 (+0,31%)
$BP. (+0,3%)
$BOSS (+0%)
$SWK (-0,84%)
$SPOT (+5,36%)
$N1CL34
$UBER (+3,1%)
$CPRI (-0,62%)
$SHOP (+2,93%)
$RACE (+1,54%)
$HOG (-0,9%)
$HTZ (+4,64%)
$PFIZER
$UPST (+1,94%)
$ANET (+2,35%)
$PINS (+2,33%)
$TEM (+7,2%)
$AMD (-0,24%)
$SMCI (+1,53%)
$RIVN (+2,54%)
$BYND (+10,59%)
$KTOS (+4,66%)
$CPNG (+1,26%)
$BMW (+0,35%)
$NOVO B (+0,05%)
$FRE (+0,06%)
$ORSTED (-0,52%)
$AG1 (+0,3%)
$EVT (+3,85%)
$CCO (-0,73%)
$DOCN (+5,26%)
$LMND (+4,95%)
$SONO (+2,22%)
$MCD (-0,67%)
$HOOD (+1,96%)
$QCOM (+0,98%)
$FTNT (+1,87%)
$FSLY (+5,37%)
$HUBS (+7,02%)
$ELF (+1,89%)
$ARM (+4,26%)
$SNAP (+5,61%)
$DASH (+3,76%)
$APP (+6,11%)
$AMC (+4,01%)
$ZIP (+11,4%)
$FIG (+4,97%)
$LCID (+5,03%)
$DUOL
$UN0 (+1,25%)
$CBK (+0%)
$DEZ (-0,52%)
$ZAL (+0,68%)
$HEN (-0,8%)
$MAERSK A (+2,12%)
$HEI (-0,59%)
$CON (-2,04%)
$AZN (-1,2%)
$ALB (+7,37%)
$MRNA (+0,44%)
$QBTS (+1,6%)
$WBD (-0,58%)
$LI (-2,14%)
$RHM (+2,56%)
$DDOG (+3,84%)
$RL (-1,81%)
$OPEN (-1,32%)
$ABNB (+1,71%)
$PTON (+1,52%)
$MP (+2,22%)
$TTD (+5,44%)
$STNE (+4,75%)
$SQ (+2,12%)
$GRND (+3,86%)
$IREN (+5,5%)
$AFRM (+5,95%)
$CRISP (-0,06%)
$RUN (-3,17%)
$7011 (-0,66%)
$DTG (-0,32%)
$HAG (+1,67%)
$DKNG (+1,85%)
$LAC (+6,9%)
$KKR (+5,86%)
$PETR3 (+3,99%)
$CEG
$WEED (+2,67%)

$IREN (+5,5%)
$CIFR (+4,52%)
$BTC (+0,53%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+5,5%) and $CIFR (+4,52%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+4,52%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,41%)
$MSFT (+2,88%)
$AMZN (+0,12%)
$ORCL (+10,92%)
$BABA (+0%)

Neocloud: $NBIS (+8,23%)
$IREN (+5,5%)
$CRWV (+8,87%)
$APLD (+3,89%)
$GLXY (+2,85%)
$WYFI (+3,64%)

Memory: $SNDK
$STX (+0%)
$MU (-0,89%)
$WDC (+1,2%)
$PSTG (+2,31%)

Semiconductor: $NVDA (-0,39%)
$AVGO (+1,21%)
$AMD (-0,24%)
$TSM (-0,24%)
$ASML (+0,39%)
$ARM (+4,26%)
$KLAC (+0,23%)
$INTC (+4,22%)

Networking: $CIEN (-2,91%)
$CLS (+3,17%)
$CRDO
$RMBS (-0,31%)
$ANET (+2,35%)
$APH (+2,14%)
$COHR (-1,01%)

Servers: $VRT (+0,65%)
$DELL (+5,15%)
$HPE (-0,43%)

Data: $INOD (+7,98%)
$PLTR (+4,1%)
$SNOW (+8,7%)
$DDOG (+3,84%)
$MDB (+4,11%)

Energy: $LEU (+1,57%)
$CEG
$OKLO
$TLNE
$GEV (-0,22%)
$NXT (+0%)

Batteries: $EOSE
$QS (+0,92%)
$TSLA (+0,92%)
$MVST (-1,14%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+4,1%)

$SMCI

$CELH

$ARM (+4,26%)

$CLF (+2,53%)

$AMC

$QCOM (+0,98%)

$DKNG (+1,85%)

$HIMS (+9,86%)

$ELF (+1,89%)

$ANET

$CLOV (+3,66%)

$SQ (+2,12%)

$APP (+6,11%)

$VST (+2,43%)

$NVO (+0,69%)

$RIVN (+2,54%)

$DVN (-1,14%)

$U (+6,38%)

$WYNN (-1,15%)

$CVS (-1,7%)

$CEG

$TTD (+5,44%)

$MRNA (+0,44%)

$$BRK.A (-0,12%) (Saturday)

$CDE (-0,32%)

$AFRM (+5,95%)

$MELI (+2,19%)

$FTNT (+1,87%)

$PINS (+2,33%)

$ABNB (+1,71%)

$ABX

$HL (-0,69%)

$MAR

$IONQ (+1,24%)

$NET (+8,42%)

$AXON (+4,67%)

$ALB (+7,37%)

$DOCS (-0,01%)

$WOLF

$BROS

$PAAS (-0,78%)

$DDOG (+3,84%)

$LCID (+5,03%)

$TOST (+5,89%)

$LUMN (+4,39%)

$MLCO (+0,63%)

$DOCN (+5,26%)

$ALAB (+9,04%)

$ACB (+1,33%)