$BNTX (+1,84%)
$ON (+0,54%)
$HIMS (+1,1%)
$PLTR (+0,54%)
$O (-0,8%)
$8058 (+0,04%)
$7974 (+4,11%)
$BP. (-0,12%)
$BOSS (-2,53%)
$SWK (+0,34%)
$SPOT (+1,09%)
$N1CL34
$UBER (+0,26%)
$CPRI (-0,11%)
$SHOP (+0,29%)
$RACE (-0,51%)
$HOG (-0,58%)
$HTZ (-0,23%)
$PFIZER
$UPST (+1,93%)
$ANET (+0,34%)
$PINS (-0,3%)
$TEM (+0,68%)
$AMD (+1,3%)
$SMCI (+1,06%)
$RIVN (-0,31%)
$BYND (+0,96%)
$KTOS (-0,34%)
$CPNG (-1,06%)
$BMW (+0,14%)
$NOVO B (+2,91%)
$FRE (+0,15%)
$ORSTED (+0,03%)
$AG1 (+1,74%)
$EVT (+1,4%)
$CCO (+0,81%)
$DOCN (+0,28%)
$LMND (+1,56%)
$SONO (+0,31%)
$MCD (-0,64%)
$HOOD (+3,59%)
$QCOM (-0,88%)
$FTNT (+0,17%)
$FSLY (+0,94%)
$HUBS (+0,47%)
$ELF (+0,84%)
$ARM (+1,05%)
$SNAP (+0,11%)
$DASH (+0,17%)
$APP (+0,48%)
$AMC (-1,02%)
$ZIP (-1,84%)
$FIG (+0,38%)
$LCID (+0,29%)
$DUOL
$UN0 (-0,37%)
$CBK (+0,57%)
$DEZ (+0,44%)
$ZAL (+1,12%)
$HEN (+0,66%)
$MAERSK A (-3,6%)
$HEI (-1,15%)
$CON (-0,41%)
$AZN (+0,61%)
$ALB (+1,94%)
$MRNA (-2,73%)
$QBTS (+1,16%)
$WBD (-0,67%)
$LI (+0%)
$RHM (+1,67%)
$DDOG (+1,77%)
$RL (-0,26%)
$OPEN (+0,4%)
$ABNB (-1,02%)
$PTON (+0,46%)
$MP (-0,95%)
$TTD (+0,45%)
$STNE (+1,64%)
$SQ (+0,15%)
$GRND (+0%)
$IREN (+4,22%)
$AFRM (+1,82%)
$CRISP (+2,52%)
$RUN (+0,3%)
$7011 (+0,24%)
$DTG (+3,78%)
$HAG (+0,65%)
$DKNG (+0,49%)
$LAC (+1,12%)
$KKR (-0,07%)
$PETR3 (+0,9%)
$CEG
$WEED (+0,33%)

$IREN (+4,22%)
$CIFR (+3,17%)
$BTC (+4,07%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+4,22%) and $CIFR (+3,17%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+3,17%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,19%)
$MSFT (-0,07%)
$AMZN (-0,1%)
$ORCL (+0,84%)
$BABA (-0,26%)

Neocloud: $NBIS (+2,68%)
$IREN (+4,22%)
$CRWV (+1,74%)
$APLD (+3,79%)
$GLXY (+4,79%)
$WYFI (+2,99%)

Memory: $SNDK
$STX (+1,8%)
$MU (+2,88%)
$WDC (+2,61%)
$PSTG (+0,48%)

Semiconductor: $NVDA (+0,97%)
$AVGO (+1,07%)
$AMD (+1,3%)
$TSM (+1,56%)
$ASML (+2,9%)
$ARM (+1,05%)
$KLAC (+0,9%)
$INTC (+1,21%)

Networking: $CIEN (+1,68%)
$CLS (+2,95%)
$CRDO
$RMBS (+1,12%)
$ANET (+0,34%)
$APH (+1,22%)
$COHR (+5,01%)

Servers: $VRT (+2,35%)
$DELL (+1,16%)
$HPE (-0,2%)

Data: $INOD (+0,54%)
$PLTR (+0,54%)
$SNOW (+0,88%)
$DDOG (+1,77%)
$MDB (+0,3%)

Energy: $LEU (+0,74%)
$CEG
$OKLO
$TLNE
$GEV (+1,52%)
$NXT (+0%)

Batteries: $EOSE
$QS (+0,89%)
$TSLA (+1,39%)
$MVST (+1,45%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+0,54%)

$SMCI

$CELH

$ARM (+1,05%)

$CLF (+0,77%)

$AMC

$QCOM (-0,88%)

$DKNG (+0,49%)

$HIMS (+1,1%)

$ELF (+0,84%)

$ANET

$CLOV (+0,44%)

$SQ (+0,15%)

$APP (+0,48%)

$VST (+0,52%)

$NVO (+2,77%)

$RIVN (-0,31%)

$DVN (-0,46%)

$U (-0,11%)

$WYNN (-0,04%)

$CVS (-0,09%)

$CEG

$TTD (+0,45%)

$MRNA (-2,73%)

$$BRK.A (-0,08%) (Saturday)

$CDE (+3,64%)

$AFRM (+1,82%)

$MELI (+0,74%)

$FTNT (+0,17%)

$PINS (-0,3%)

$ABNB (-1,02%)

$ABX

$HL (+3,72%)

$MAR

$IONQ (+2,05%)

$NET (+0,38%)

$AXON (-0,43%)

$ALB (+1,94%)

$DOCS (+0,01%)

$WOLF

$BROS

$PAAS (+4,21%)

$DDOG (+1,77%)

$LCID (+0,29%)

$TOST (+0,19%)

$LUMN (+0,95%)

$MLCO (+0,47%)

$DOCN (+0,28%)

$ALAB (+2,11%)

$ACB (-0,66%)