$BNTX (+1,26%)
$ON (+5,48%)
$HIMS (-1,79%)
$PLTR (-8,17%)
$O (+0,6%)
$8058 (+0,81%)
$7974 (+0,42%)
$BP. (+3,13%)
$BOSS (+0,37%)
$SWK (+2,1%)
$SPOT (-0,53%)
$N1CL34
$UBER (+1,61%)
$CPRI (-0,44%)
$SHOP (-5,64%)
$RACE (-1,19%)
$HOG (-0,35%)
$HTZ (-0,91%)
$PFIZER
$UPST (-0,49%)
$ANET (-0,77%)
$PINS
$TEM (+0,94%)
$AMD (+3,82%)
$SMCI (+2,45%)
$RIVN (-5,69%)
$BYND (-0,79%)
$KTOS (+3,66%)
$CPNG (-4,59%)
$BMW (+2,73%)
$NOVO B (+1,14%)
$FRE (-2,05%)
$ORSTED (+5,44%)
$AG1 (+2,59%)
$EVT (+1,3%)
$CCO (+6,26%)
$DOCN (-0,18%)
$LMND (+6,41%)
$SONO (+0,66%)
$MCD (-1,16%)
$HOOD (-1,58%)
$QCOM (-0,4%)
$FTNT (-2,71%)
$FSLY (+0,24%)
$HUBS (-3,46%)
$ELF (-3,15%)
$ARM (+4,2%)
$SNAP (+3,57%)
$DASH (-4,09%)
$APP (-11%)
$AMC (-0,98%)
$ZIP (-3,82%)
$FIG (+0%)
$LCID (+0,53%)
$DUOL
$UN0 (+3,94%)
$CBK (+1,32%)
$DEZ (+1,89%)
$ZAL (-1,98%)
$HEN (+0,5%)
$MAERSK A (+1,31%)
$HEI (-0,43%)
$CON (+0,82%)
$AZN (-0,73%)
$ALB (-0,35%)
$MRNA (-0,69%)
$QBTS (+6,2%)
$WBD (-0,45%)
$LI (+1,9%)
$RHM (+3,09%)
$DDOG (-2,42%)
$RL (+2,22%)
$OPEN (+4,98%)
$ABNB (-2,28%)
$PTON (-2,31%)
$MP (+6,33%)
$TTD (-1,12%)
$STNE (+0,34%)
$SQ (-0,85%)
$GRND (+0%)
$IREN (+8,25%)
$AFRM (-1,07%)
$CRISP (-0,14%)
$RUN (-0,83%)
$7011 (-0,71%)
$DTG (+1,05%)
$HAG (+4,05%)
$DKNG (+4,12%)
$LAC (+5,71%)
$KKR (-0,5%)
$PETR3 (+3,58%)
$CEG
$WEED (-1,85%)

$IREN (+8,25%)
$CIFR (+7,57%)
$BTC (+2,34%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+8,25%) and $CIFR (+7,57%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+7,57%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,93%)
$MSFT (-2,41%)
$AMZN (-1,83%)
$ORCL (+0,39%)
$BABA (+4,98%)

Neocloud: $NBIS (+4,76%)
$IREN (+8,25%)
$CRWV (+5,94%)
$APLD (+11,34%)
$GLXY (+6,3%)
$WYFI

Memory: $SNDK
$STX (+2,71%)
$MU (+7,62%)
$WDC (+4,25%)
$PSTG (+1,44%)

Semiconductor: $NVDA (+0,47%)
$AVGO (-0,35%)
$AMD (+3,82%)
$TSM (+5,94%)
$ASML (+7,43%)
$ARM (+4,2%)
$KLAC (+1,25%)
$INTC (+7,35%)

Networking: $CIEN (+4,9%)
$CLS (-0,39%)
$CRDO
$RMBS (+7,45%)
$ANET (-0,77%)
$APH (+1,34%)
$COHR (+1,07%)

Servers: $VRT (+6,91%)
$DELL (+0,99%)
$HPE (+0,01%)

Data: $INOD (+2,71%)
$PLTR (-8,17%)
$SNOW (-2,34%)
$DDOG (-2,42%)
$MDB (-6,03%)

Energy: $LEU (+8,94%)
$CEG
$OKLO
$TLNE
$GEV (+2,75%)
$NXT (+0%)

Batteries: $EOSE
$QS
$TSLA (-4,52%)
$MVST (+0,72%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-8,17%)

$SMCI

$CELH

$ARM (+4,2%)

$CLF (+0,12%)

$AMC

$QCOM (-0,4%)

$DKNG (+4,12%)

$HIMS (-1,79%)

$ELF (-3,15%)

$ANET

$CLOV (-1,97%)

$SQ (-0,85%)

$APP (-11%)

$VST (+2,49%)

$NVO (+1,48%)

$RIVN (-5,69%)

$DVN (+4,73%)

$U (-1,31%)

$WYNN (+0,32%)

$CVS (+0,77%)

$CEG

$TTD (-1,12%)

$MRNA (-0,69%)

$$BRK.A (-0,24%) (Saturday)

$CDE (-6,94%)

$AFRM (-1,07%)

$MELI (-1,86%)

$FTNT (-2,71%)

$PINS

$ABNB (-2,28%)

$ABX

$HL (-4,56%)

$MAR

$IONQ (-0,25%)

$NET (-0,9%)

$AXON (-2,4%)

$ALB (-0,35%)

$DOCS (+0%)

$WOLF

$BROS

$PAAS (-4,97%)

$DDOG (-2,42%)

$LCID (+0,53%)

$TOST (-6,57%)

$LUMN (+4,16%)

$MLCO (-4,48%)

$DOCN (-0,18%)

$ALAB (+4,78%)

$ACB (+0,14%)