$BNTX (+1,36%)
$ON (+1,25%)
$HIMS (-6,48%)
$PLTR (-2,58%)
$O (+0,98%)
$8058 (+2,45%)
$7974 (+0,02%)
$BP. (-0,06%)
$BOSS (-0,01%)
$SWK (+1,66%)
$SPOT (-1,66%)
$N1CL34
$UBER (-0,75%)
$CPRI (+2,39%)
$SHOP (-1,87%)
$RACE (-2,8%)
$HOG (-0,27%)
$HTZ (+0,69%)
$PFIZER
$UPST (-2,91%)
$ANET (+4,57%)
$PINS (-4,36%)
$TEM (-2,98%)
$AMD (+5,54%)
$SMCI (-3,58%)
$RIVN (+7,7%)
$BYND (-1,67%)
$KTOS (-1,59%)
$CPNG (-2,33%)
$BMW (-1,28%)
$NOVO B (+0,21%)
$FRE (+0,69%)
$ORSTED (-2,49%)
$AG1 (+1,3%)
$EVT (+1,47%)
$CCO (+1,34%)
$DOCN (-1,81%)
$LMND (+1,53%)
$SONO (-0,38%)
$MCD (+0,24%)
$HOOD (+1,03%)
$QCOM (+5,14%)
$FTNT (+0,96%)
$FSLY (-1,96%)
$HUBS (+0,93%)
$ELF (+0,95%)
$ARM (+12,55%)
$SNAP (-1,09%)
$DASH (-2,67%)
$APP (+3,52%)
$AMC (+1,52%)
$ZIP (+0,94%)
$FIG (-3,2%)
$LCID (+2,05%)
$DUOL
$UN0 (+1,1%)
$CBK (+1,68%)
$DEZ (+2,1%)
$ZAL (-1,06%)
$HEN (+1,13%)
$MAERSK A (-4,3%)
$HEI (+3,18%)
$CON (+2,05%)
$AZN (-1,56%)
$ALB (+7,67%)
$MRNA (+1,36%)
$QBTS (-2,06%)
$WBD (+0,78%)
$LI (+4,21%)
$RHM (-2,64%)
$DDOG (-2,67%)
$RL (+2,83%)
$OPEN (+0%)
$ABNB (+1,2%)
$PTON (-0,41%)
$MP (+0,81%)
$TTD (+2,15%)
$STNE (+0,21%)
$SQ (+0,92%)
$GRND (+1,26%)
$IREN (+5%)
$AFRM (+0,07%)
$CRISP (-0,06%)
$RUN (+2,58%)
$7011 (-2,78%)
$DTG (+1,47%)
$HAG (-4,41%)
$DKNG (-3,28%)
$LAC (+2,35%)
$KKR (+1,09%)
$PETR3 (-0,07%)
$CEG
$WEED (-1,14%)

$IREN (+5%)
$CIFR (+8,1%)
$BTC (+0,58%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+5%) and $CIFR (+8,1%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+8,1%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,55%)
$MSFT (-0,15%)
$AMZN (-1,08%)
$ORCL (+0,44%)
$BABA (-0,51%)

Neocloud: $NBIS (+4,14%)
$IREN (+5%)
$CRWV (+5,74%)
$APLD (+3,09%)
$GLXY (-0,71%)
$WYFI (-0,93%)

Memory: $SNDK (+6,19%)
$STX (+7,48%)
$MU (+0,26%)
$WDC (+6,78%)
$PSTG (+4,61%)

Semiconductor: $NVDA (+0,19%)
$AVGO (-0,49%)
$AMD (+5,54%)
$TSM (+1,04%)
$ASML (-0,87%)
$ARM (+12,55%)
$KLAC (+5,4%)
$INTC (+6,74%)

Networking: $CIEN (-0,04%)
$CLS (+3,02%)
$CRDO
$RMBS (+1,52%)
$ANET (+4,57%)
$APH (+1,19%)
$COHR (+5,89%)

Servers: $VRT (+1,42%)
$DELL (+1,12%)
$HPE (+3,47%)

Data: $INOD (-4,12%)
$PLTR (-2,58%)
$SNOW (-3,13%)
$DDOG (-2,67%)
$MDB (-3,75%)

Energy: $LEU (+2,33%)
$CEG
$OKLO
$TLNE
$GEV (+3,24%)
$NXT (+0%)

Batteries: $EOSE (-2,94%)
$QS (-0,8%)
$TSLA (+1,99%)
$MVST (+2,06%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-2,58%)

$SMCI

$CELH

$ARM (+12,55%)

$CLF (+1,36%)

$AMC

$QCOM (+5,14%)

$DKNG (-3,28%)

$HIMS (-6,48%)

$ELF (+0,95%)

$ANET

$CLOV (-3,77%)

$SQ (+0,92%)

$APP (+3,52%)

$VST (+1,56%)

$NVO (+0,24%)

$RIVN (+7,7%)

$DVN (+1,22%)

$U (+2,12%)

$WYNN (-0,34%)

$CVS (+1,76%)

$CEG

$TTD (+2,15%)

$MRNA (+1,36%)

$$BRK.A (+0,8%) (Saturday)

$CDE (+5,59%)

$AFRM (+0,07%)

$MELI (-1,37%)

$FTNT (+0,96%)

$PINS (-4,36%)

$ABNB (+1,2%)

$ABX

$HL (+2,55%)

$MAR

$IONQ (-0,54%)

$NET (+0,33%)

$AXON (-0,87%)

$ALB (+7,67%)

$DOCS (+0,01%)

$WOLF

$BROS

$PAAS (+3,89%)

$DDOG (-2,67%)

$LCID (+2,05%)

$TOST (+1,46%)

$LUMN (-0,14%)

$MLCO (-0,21%)

$DOCN (-1,81%)

$ALAB (+1,27%)

$ACB (-0,75%)