$BNTX (+0,05%)
$ON (-0,83%)
$HIMS (+5,02%)
$PLTR (-1,28%)
$O (-1,93%)
$8058 (-0,88%)
$7974 (-3,41%)
$BP. (-1,86%)
$BOSS (+1,09%)
$SWK (-0,36%)
$SPOT (+0,15%)
$N1CL34
$UBER (-2,72%)
$CPRI (+0,99%)
$SHOP (-1,58%)
$RACE (-1,27%)
$HOG (+0,57%)
$HTZ (-3,38%)
$PFIZER
$UPST (-0,08%)
$ANET (+7,89%)
$PINS
$TEM (+4,04%)
$AMD (-0,26%)
$SMCI (+0,9%)
$RIVN (-1,14%)
$BYND (+1,27%)
$KTOS (-6,03%)
$CPNG (-1,98%)
$BMW (-1,37%)
$NOVO B (+3,65%)
$FRE (+0,18%)
$ORSTED (+3,71%)
$AG1 (+3,15%)
$EVT (+1,54%)
$CCO (-2,42%)
$DOCN (+6,65%)
$LMND (+15,41%)
$SONO (-1,05%)
$MCD (-0,41%)
$HOOD (-0,68%)
$QCOM (-0,07%)
$FTNT (+1,59%)
$FSLY (+4,18%)
$HUBS (+4,1%)
$ELF (+1,09%)
$ARM (+3,78%)
$SNAP (+2,84%)
$DASH (+0,01%)
$APP (-2,58%)
$AMC (+2,17%)
$ZIP (+4,27%)
$FIG (+5,19%)
$LCID (-0,76%)
$DUOL
$UN0 (+4,17%)
$CBK (+1,16%)
$DEZ (+3,25%)
$ZAL (+0,02%)
$HEN (+0,04%)
$MAERSK A (-0,72%)
$HEI (+3,02%)
$CON (-0,77%)
$AZN (+0,11%)
$ALB (+3,87%)
$MRNA (-3,71%)
$QBTS (+6,02%)
$WBD (-1,22%)
$LI (+4,01%)
$RHM (-5,18%)
$DDOG (+6,4%)
$RL (-2,34%)
$OPEN (-0,9%)
$ABNB (-0,84%)
$PTON (-1,19%)
$MP (+4,29%)
$TTD (+2,8%)
$STNE (+7,21%)
$SQ (+1,36%)
$GRND (-0,98%)
$IREN (-2,64%)
$AFRM (+1,91%)
$CRISP (-0,62%)
$RUN (+5,4%)
$7011 (-1,67%)
$DTG (-0,32%)
$HAG (-5,38%)
$DKNG (-0,33%)
$LAC (+8,49%)
$KKR (-0,85%)
$PETR3 (+1,35%)
$CEG
$WEED (+1,02%)

$IREN (-2,64%)
$CIFR (-2,64%)
$BTC (+0,61%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-2,64%) and $CIFR (-2,64%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,64%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,14%)
$MSFT (+0,68%)
$AMZN (+0,49%)
$ORCL (+1,45%)
$BABA (+5,37%)

Neocloud: $NBIS (-2,95%)
$IREN (-2,64%)
$CRWV (-1,01%)
$APLD (-1,99%)
$GLXY (-5,73%)
$WYFI

Memory: $SNDK
$STX (-0,79%)
$MU (+0,18%)
$WDC (-2,49%)
$PSTG (-1,21%)

Semiconductor: $NVDA (-0,12%)
$AVGO (-1,73%)
$AMD (-0,26%)
$TSM (-0,62%)
$ASML (+1,74%)
$ARM (+3,78%)
$KLAC (-2,29%)
$INTC (-7,1%)

Networking: $CIEN (-2,05%)
$CLS (-6,77%)
$CRDO
$RMBS (-3,77%)
$ANET (+7,89%)
$APH (-2,64%)
$COHR (-0,72%)

Servers: $VRT (-1,06%)
$DELL (+2,54%)
$HPE (+0,67%)

Data: $INOD (+2,17%)
$PLTR (-1,28%)
$SNOW (+1,55%)
$DDOG (+6,4%)
$MDB (+4,73%)

Energy: $LEU (-1,22%)
$CEG
$OKLO
$TLNE
$GEV (-2,09%)
$NXT (+0%)

Batteries: $EOSE
$QS (-2,13%)
$TSLA (+2,84%)
$MVST (+4,82%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-1,28%)

$SMCI

$CELH

$ARM (+3,78%)

$CLF (-2,47%)

$AMC

$QCOM (-0,07%)

$DKNG (-0,33%)

$HIMS (+5,02%)

$ELF (+1,09%)

$ANET

$CLOV (+1,79%)

$SQ (+1,36%)

$APP (-2,58%)

$VST (-0,62%)

$NVO (+4,44%)

$RIVN (-1,14%)

$DVN (-0,19%)

$U (-0,36%)

$WYNN (-0,06%)

$CVS (+0,85%)

$CEG

$TTD (+2,8%)

$MRNA (-3,71%)

$$BRK.A (-0,36%) (Saturday)

$CDE (+12,2%)

$AFRM (+1,91%)

$MELI (+3,39%)

$FTNT (+1,59%)

$PINS

$ABNB (-0,84%)

$ABX

$HL (+8,69%)

$MAR

$IONQ (+0,36%)

$NET (+1,04%)

$AXON (-0,14%)

$ALB (+3,87%)

$DOCS (-0%)

$WOLF

$BROS

$PAAS (+6,89%)

$DDOG (+6,4%)

$LCID (-0,76%)

$TOST (+2,71%)

$LUMN (+5,13%)

$MLCO (+5,8%)

$DOCN (+6,65%)

$ALAB (-0,66%)

$ACB (+1,37%)