$BNTX (+0,09%)
$ON (+2,12%)
$HIMS (+0,68%)
$PLTR (-1,29%)
$O (+0%)
$8058 (+0,49%)
$7974 (-0,49%)
$BP. (-0,34%)
$BOSS (-0,28%)
$SWK (+0,1%)
$SPOT (+0,29%)
$N1CL34
$UBER (+0,52%)
$CPRI (-0,17%)
$SHOP (-1,66%)
$RACE (-0,92%)
$HOG (-0,16%)
$HTZ (+0,05%)
$PFIZER
$UPST (+0,84%)
$ANET (+2,8%)
$PINS (-0,52%)
$TEM (-0,72%)
$AMD (+2,27%)
$SMCI (+1,42%)
$RIVN (-0,73%)
$BYND (-1,24%)
$KTOS (-2,05%)
$CPNG (+0,67%)
$BMW (+0,48%)
$NOVO B (-0,43%)
$FRE (+0,68%)
$ORSTED (+3,32%)
$AG1 (+2,97%)
$EVT (+0,49%)
$CCO (+0,4%)
$DOCN (+0,09%)
$LMND (-0,13%)
$SONO (+4,16%)
$MCD (-0,53%)
$HOOD (+0,52%)
$QCOM (+1,05%)
$FTNT (+0,97%)
$FSLY (+0,84%)
$HUBS (-1,04%)
$ELF (-0,3%)
$ARM (+4,43%)
$SNAP (+0%)
$DASH (+0,66%)
$APP (+1,14%)
$AMC (+0,88%)
$ZIP (-0,12%)
$FIG (-1,07%)
$LCID (+1,13%)
$DUOL
$UN0 (-0,17%)
$CBK (+0,25%)
$DEZ (+3,17%)
$ZAL (+0,36%)
$HEN (-1,12%)
$MAERSK A (+2,79%)
$HEI (+1,08%)
$CON (+0,29%)
$AZN (-1,04%)
$ALB (+1,02%)
$MRNA (+1,26%)
$QBTS (+0,98%)
$WBD (-0,54%)
$LI (+2,15%)
$RHM (-0,16%)
$DDOG (-0,11%)
$RL (-0,13%)
$OPEN (-4,22%)
$ABNB (+0,66%)
$PTON (+1,59%)
$MP (+0,8%)
$TTD (+0,69%)
$STNE (+0,74%)
$SQ (+0,84%)
$GRND (+0%)
$IREN (+4,74%)
$AFRM (+0,91%)
$CRISP (-0,02%)
$RUN (+0,72%)
$7011 (+1,06%)
$DTG (+1,37%)
$HAG (+1,84%)
$DKNG (+0%)
$LAC (-0,08%)
$KKR (+0,01%)
$PETR3 (+0,7%)
$CEG
$WEED (+0,51%)

$IREN (+4,74%)
$CIFR (+1,25%)
$BTC (+0,21%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+4,74%) and $CIFR (+1,25%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+1,25%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,3%)
$MSFT (-1%)
$AMZN (-0,22%)
$ORCL (+1,26%)
$BABA (-0,48%)

Neocloud: $NBIS (+3,85%)
$IREN (+4,74%)
$CRWV (+3,98%)
$APLD (+2,48%)
$GLXY (+1,56%)
$WYFI (+0,73%)

Memory: $SNDK (+5,54%)
$STX (+3,04%)
$MU (+4,66%)
$WDC (+5,43%)
$PSTG (-0,49%)

Semiconductor: $NVDA (+0,65%)
$AVGO (+0,96%)
$AMD (+2,27%)
$TSM (+2,76%)
$ASML (+3,55%)
$ARM (+4,43%)
$KLAC (+3,88%)
$INTC (+2,56%)

Networking: $CIEN (+2,39%)
$CLS (+1,02%)
$CRDO
$RMBS (+1,26%)
$ANET (+2,8%)
$APH (+0,29%)
$COHR (+4,18%)

Servers: $VRT (+1,33%)
$DELL (+0,61%)
$HPE (-0,18%)

Data: $INOD (+1,23%)
$PLTR (-1,29%)
$SNOW (-0,88%)
$DDOG (-0,11%)
$MDB (+0,54%)

Energy: $LEU (+3,14%)
$CEG
$OKLO
$TLNE
$GEV (+0,09%)
$NXT (+0%)

Batteries: $EOSE (+1,09%)
$QS (+0,8%)
$TSLA (+1,58%)
$MVST (+2,47%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-1,29%)

$SMCI

$CELH

$ARM (+4,43%)

$CLF (-0,3%)

$AMC

$QCOM (+1,05%)

$DKNG (+0%)

$HIMS (+0,68%)

$ELF (-0,3%)

$ANET

$CLOV (+0,22%)

$SQ (+0,84%)

$APP (+1,14%)

$VST (+0,96%)

$NVO (-0,8%)

$RIVN (-0,73%)

$DVN (-0,79%)

$U (-0,23%)

$WYNN (-0,56%)

$CVS (+0,37%)

$CEG

$TTD (+0,69%)

$MRNA (+1,26%)

$$BRK.A (-0,11%) (Saturday)

$CDE (+2,53%)

$AFRM (+0,91%)

$MELI (-0,06%)

$FTNT (+0,97%)

$PINS (-0,52%)

$ABNB (+0,66%)

$ABX

$HL (+2,36%)

$MAR

$IONQ (-0,71%)

$NET (+0,76%)

$AXON (-0,29%)

$ALB (+1,02%)

$DOCS (-0,01%)

$WOLF

$BROS

$PAAS (+2,46%)

$DDOG (-0,11%)

$LCID (+1,13%)

$TOST (+0,1%)

$LUMN (+2,56%)

$MLCO (+0%)

$DOCN (+0,09%)

$ALAB (+4,64%)

$ACB (+0,08%)