$BNTX (-2,89%)
$ON (-1,69%)
$HIMS (-4,04%)
$PLTR (-7,51%)
$O (+0,65%)
$8058 (+0,06%)
$7974 (+2,03%)
$BP. (+3,12%)
$BOSS (-0,29%)
$SWK (-0,35%)
$SPOT (+0%)
$N1CL34
$UBER (-1,65%)
$CPRI (+0,42%)
$SHOP (-4,93%)
$RACE (-0,39%)
$HOG (-3,17%)
$HTZ (-5,43%)
$PFIZER
$UPST (-3,75%)
$ANET (-4,87%)
$PINS (-2,24%)
$TEM (-9,52%)
$AMD (-5,46%)
$SMCI (-10,16%)
$RIVN (-4,57%)
$BYND (-3,95%)
$KTOS (-0,93%)
$CPNG (-3,98%)
$BMW (+2,37%)
$NOVO B (-1,65%)
$FRE (+1,7%)
$ORSTED (+2,82%)
$AG1 (+2,89%)
$EVT (+0,12%)
$CCO (-2,21%)
$DOCN (-10,63%)
$LMND (-2,77%)
$SONO (-2,16%)
$MCD (+0,02%)
$HOOD (-4,18%)
$QCOM (-2,78%)
$FTNT (-7,17%)
$FSLY (-10,62%)
$HUBS (-2,82%)
$ELF (-2,4%)
$ARM (-6,21%)
$SNAP (-4,37%)
$DASH (-1,76%)
$APP (-4,57%)
$AMC (-4,48%)
$ZIP (-9,26%)
$FIG (-6,57%)
$LCID (-9,65%)
$DUOL
$UN0 (-0,11%)
$CBK (-0,67%)
$DEZ (+1,45%)
$ZAL (+0,54%)
$HEN (+0,84%)
$MAERSK A (+0,03%)
$HEI (+0,77%)
$CON (-1,42%)
$AZN (-0,98%)
$ALB (-3,02%)
$MRNA (-8,11%)
$QBTS (-7,37%)
$WBD
$LI (-1,47%)
$RHM (+5,29%)
$DDOG (-7,38%)
$RL (-0,67%)
$OPEN (-9,66%)
$ABNB (-0,38%)
$PTON (-1,07%)
$MP (-3,31%)
$TTD (-6,39%)
$STNE (-0,69%)
$SQ (-2,82%)
$GRND (-6,69%)
$IREN (-11,51%)
$AFRM (-2,48%)
$CRISP
$RUN (-4,86%)
$7011 (+2,95%)
$DTG (+0,57%)
$HAG (+5,8%)
$DKNG (-2,47%)
$LAC (-1,98%)
$KKR (-1,77%)
$PETR3 (+2,67%)
$CEG
$WEED (-3,03%)

$IREN (-11,51%)
$CIFR (-11,43%)
$BTC (+0,05%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-11,51%) and $CIFR (-11,43%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-11,43%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-2,33%)
$MSFT (-1,82%)
$AMZN (-1,93%)
$ORCL (-4,36%)
$BABA (-2,12%)

Neocloud: $NBIS (-10,55%)
$IREN (-11,51%)
$CRWV (-10,62%)
$APLD (-10,79%)
$GLXY (-11,81%)
$WYFI (-9,52%)

Memory: $SNDK (-5,71%)
$STX (-6,28%)
$MU (-5,27%)
$WDC (-6,56%)
$PSTG (-7,75%)

Semiconductor: $NVDA (-1,52%)
$AVGO (-4,04%)
$AMD (-5,46%)
$TSM (-2,13%)
$ASML (-1,11%)
$ARM (-6,21%)
$KLAC (-3,72%)
$INTC (-5,89%)

Networking: $CIEN (-6,31%)
$CLS (-4,08%)
$CRDO
$RMBS (-5,82%)
$ANET (-4,87%)
$APH (-1,91%)
$COHR (-7,25%)

Servers: $VRT (-3,68%)
$DELL (-4,44%)
$HPE (-5,68%)

Data: $INOD (-6,6%)
$PLTR (-7,51%)
$SNOW (-8,37%)
$DDOG (-7,38%)
$MDB (-8,01%)

Energy: $LEU (-9,36%)
$CEG
$OKLO
$TLNE
$GEV (-0,98%)
$NXT

Batteries: $EOSE (-16,41%)
$QS (-4,77%)
$TSLA (-2,72%)
$MVST (-7,84%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-7,51%)

$SMCI

$CELH

$ARM (-6,21%)

$CLF (-0,09%)

$AMC

$QCOM (-2,78%)

$DKNG (-2,47%)

$HIMS (-4,04%)

$ELF (-2,4%)

$ANET

$CLOV (-3,96%)

$SQ (-2,82%)

$APP (-4,57%)

$VST (-1,71%)

$NVO (-1,26%)

$RIVN (-4,57%)

$DVN (+3,05%)

$U (-6,09%)

$WYNN (-1,57%)

$CVS (-0,19%)

$CEG

$TTD (-6,39%)

$MRNA (-8,11%)

$$BRK.A (+1%) (Saturday)

$CDE (+0,59%)

$AFRM (-2,48%)

$MELI (-1,45%)

$FTNT (-7,17%)

$PINS (-2,24%)

$ABNB (-0,38%)

$ABX

$HL (-1,52%)

$MAR

$IONQ (-6,47%)

$NET (-6,71%)

$AXON (-6,46%)

$ALB (-3,02%)

$DOCS

$WOLF

$BROS

$PAAS (+0,36%)

$DDOG (-7,38%)

$LCID (-9,65%)

$TOST (-2,39%)

$LUMN (-3,94%)

$MLCO (-1,82%)

$DOCN (-10,63%)

$ALAB (-5,91%)

$ACB (-3,51%)