$BNTX (+2,61%)
$ON (+1,01%)
$HIMS (+9,93%)
$PLTR (+5,57%)
$O (+1,14%)
$8058 (-1,3%)
$7974 (-1,84%)
$BP. (+0,55%)
$BOSS (-0,92%)
$SWK (+1,13%)
$SPOT (-0,55%)
$N1CL34
$UBER (+1,68%)
$CPRI (-2,07%)
$SHOP (+5,49%)
$RACE (-0,8%)
$HOG (+0,26%)
$HTZ (-2,17%)
$PFIZER
$UPST (+1,03%)
$ANET (+8,23%)
$PINS (-3,4%)
$TEM (+10,99%)
$AMD (+9,62%)
$SMCI (+7,83%)
$RIVN (+4,45%)
$BYND (-1,3%)
$KTOS (+10,85%)
$CPNG (-0,38%)
$BMW (-2,3%)
$NOVO B (+0,94%)
$FRE (+1,17%)
$ORSTED (+2,15%)
$AG1 (-4,56%)
$EVT (+4,53%)
$CCO (+5,5%)
$DOCN (+3,21%)
$LMND (-3,96%)
$SONO (+1,17%)
$MCD (+1,08%)
$HOOD (+4,98%)
$QCOM (+6,6%)
$FTNT (-2,36%)
$FSLY (+5,05%)
$HUBS (-2,06%)
$ELF (+7,53%)
$ARM (+5,1%)
$SNAP (-1,33%)
$DASH (+2,56%)
$APP (+12,74%)
$AMC (+2,92%)
$ZIP (+1,51%)
$FIG (+3,24%)
$LCID (+8,86%)
$DUOL
$UN0 (+1,8%)
$CBK (-0,44%)
$DEZ (-1,12%)
$ZAL (-1,81%)
$HEN (-0,9%)
$MAERSK A (-2,42%)
$HEI (+0,13%)
$CON (-0,24%)
$AZN (+0,83%)
$ALB (+1,74%)
$MRNA (+9,49%)
$QBTS (+21,07%)
$WBD
$LI (+5,65%)
$RHM (-1,82%)
$DDOG (+4,3%)
$RL (+0,48%)
$OPEN (-20,15%)
$ABNB (+1,32%)
$PTON (+1,81%)
$MP (+3%)
$TTD (+2,42%)
$STNE (+0,88%)
$SQ (+3,55%)
$GRND (+0%)
$IREN (+17,11%)
$AFRM (+10,53%)
$CRISP
$RUN (+4,18%)
$7011 (+3,33%)
$DTG (-2,92%)
$HAG (-3,46%)
$DKNG (+1,22%)
$LAC (+6,77%)
$KKR (-1,16%)
$PETR3 (-1,41%)
$CEG
$WEED (-0,14%)

$IREN (+17,11%)
$CIFR (+18,11%)
$BTC (+0,06%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+17,11%) and $CIFR (+18,11%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+18,11%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+2,52%)
$MSFT (+1,13%)
$AMZN (+1,98%)
$ORCL (+2,21%)
$BABA (+2,29%)

Neocloud: $NBIS (+7,72%)
$IREN (+17,11%)
$CRWV (+6,9%)
$APLD (+11,02%)
$GLXY (+5,46%)
$WYFI (+15,52%)

Memory: $SNDK (+2,03%)
$STX (-0,72%)
$MU (+4,29%)
$WDC (-0,8%)
$PSTG (+4,97%)

Semiconductor: $NVDA (+3,8%)
$AVGO (+1,41%)
$AMD (+9,62%)
$TSM (+6,69%)
$ASML (+5,23%)
$ARM (+5,1%)
$KLAC (+7,52%)
$INTC (+9,91%)

Networking: $CIEN (+6,2%)
$CLS (+1,91%)
$CRDO
$RMBS (+7,71%)
$ANET (+8,23%)
$APH (+4,95%)
$COHR (+15,73%)

Servers: $VRT (+4,29%)
$DELL (+4,22%)
$HPE (+2,1%)

Data: $INOD (-12,19%)
$PLTR (+5,57%)
$SNOW (+2,9%)
$DDOG (+4,3%)
$MDB (+4,49%)

Energy: $LEU (+18,15%)
$CEG
$OKLO
$TLNE
$GEV (+1,64%)
$NXT

Batteries: $EOSE (-3,07%)
$QS (+5,51%)
$TSLA (+6,12%)
$MVST (+5,77%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+5,57%)

$SMCI

$CELH

$ARM (+5,1%)

$CLF (+2,28%)

$AMC

$QCOM (+6,6%)

$DKNG (+1,22%)

$HIMS (+9,93%)

$ELF (+7,53%)

$ANET

$CLOV (+8,29%)

$SQ (+3,55%)

$APP (+12,74%)

$VST (+12%)

$NVO (+1,03%)

$RIVN (+4,45%)

$DVN (+1,54%)

$U (+8,84%)

$WYNN (+7,15%)

$CVS (+4,29%)

$CEG

$TTD (+2,42%)

$MRNA (+9,49%)

$$BRK.A (+1,25%) (Saturday)

$CDE (+6,83%)

$AFRM (+10,53%)

$MELI (-0,32%)

$FTNT (-2,36%)

$PINS (-3,4%)

$ABNB (+1,32%)

$ABX

$HL (+3,28%)

$MAR

$IONQ (+19,98%)

$NET (-3,49%)

$AXON (-6,46%)

$ALB (+1,74%)

$DOCS

$WOLF

$BROS

$PAAS (+2,5%)

$DDOG (+4,3%)

$LCID (+8,86%)

$TOST (-0,72%)

$LUMN (+0,56%)

$MLCO (+0,49%)

$DOCN (+3,21%)

$ALAB (+7,82%)

$ACB (+2,42%)