$BNTX (+0,84%)
$ON (+9,16%)
$HIMS (-0,08%)
$PLTR (+0,75%)
$O (-0,1%)
$8058 (+3,49%)
$7974 (+3,3%)
$BP. (-0,08%)
$BOSS (-0,13%)
$SWK (-0,18%)
$SPOT (+0,67%)
$N1CL34
$UBER (-1,12%)
$CPRI (+7,1%)
$SHOP (+1,64%)
$RACE (+1,37%)
$HOG (+3,49%)
$HTZ (-0,57%)
$PFIZER
$UPST (+2,12%)
$ANET (+5,39%)
$PINS (+0,31%)
$TEM (+0,91%)
$AMD (+2,37%)
$SMCI (+7,1%)
$RIVN (+0,14%)
$BYND (-2,44%)
$KTOS (-0,76%)
$CPNG (+2,65%)
$BMW (+0,46%)
$NOVO B (-2,64%)
$FRE (+0,79%)
$ORSTED (-0,75%)
$AG1 (-0,35%)
$EVT (-1,73%)
$CCO (-1,01%)
$DOCN (-5,23%)
$LMND (-0,49%)
$SONO (+3,49%)
$MCD (-0,05%)
$HOOD (+0,53%)
$QCOM (+3,18%)
$FTNT (-1,7%)
$FSLY (+1,94%)
$HUBS (+1,3%)
$ELF (+0,04%)
$ARM (+4,34%)
$SNAP (+2,95%)
$DASH (+0,04%)
$APP (+2,93%)
$AMC (+3,95%)
$ZIP (+1,26%)
$FIG (+4,36%)
$LCID (+0,55%)
$DUOL
$UN0 (+0,98%)
$CBK (+2,59%)
$DEZ (-0,47%)
$ZAL (-0,4%)
$HEN (-1,1%)
$MAERSK A (-0,34%)
$HEI (-0,18%)
$CON (-0,11%)
$AZN (+0,31%)
$ALB (-3,46%)
$MRNA (+6,1%)
$QBTS (+0,83%)
$WBD (+0,25%)
$LI (+1,5%)
$RHM (-2,17%)
$DDOG (-0,31%)
$RL (+0,83%)
$OPEN (-0,41%)
$ABNB (+0,73%)
$PTON (+0,23%)
$MP (-1,36%)
$TTD (+2,79%)
$STNE (-2,36%)
$SQ (+0,62%)
$GRND (-0,75%)
$IREN (+0,64%)
$AFRM (+4,71%)
$CRISP (-1,13%)
$RUN (-0,54%)
$7011 (+2,43%)
$DTG (+1,48%)
$HAG (-1,21%)
$DKNG (+4,41%)
$LAC (-3,45%)
$KKR (-0,01%)
$PETR3 (-0,5%)
$CEG
$WEED (+0%)

$IREN (+0,64%)
$CIFR (+6,1%)
$BTC (+0,3%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+0,64%) and $CIFR (+6,1%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+6,1%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+2,04%)
$MSFT (+0,7%)
$AMZN (+1,99%)
$ORCL (-7,35%)
$BABA (+0,69%)

Neocloud: $NBIS (-1,76%)
$IREN (+0,64%)
$CRWV (-0,95%)
$APLD (+2,1%)
$GLXY (+1,64%)
$WYFI (+3,12%)

Memory: $SNDK (-3,44%)
$STX (-3,77%)
$MU (-0,14%)
$WDC (-2,84%)
$PSTG (+3,86%)

Semiconductor: $NVDA (+0,1%)
$AVGO (+0,52%)
$AMD (+2,37%)
$TSM (+1,08%)
$ASML (+0,94%)
$ARM (+4,34%)
$KLAC (+2,03%)
$INTC (+2,89%)

Networking: $CIEN (+4,64%)
$CLS (+6,06%)
$CRDO
$RMBS (+1,08%)
$ANET (+5,39%)
$APH (+4,86%)
$COHR (+4,13%)

Servers: $VRT (+3,45%)
$DELL (+11,62%)
$HPE (+12,28%)

Data: $INOD (+0,54%)
$PLTR (+0,75%)
$SNOW (+0%)
$DDOG (-0,31%)
$MDB (-3,28%)

Energy: $LEU (-7,3%)
$CEG
$OKLO
$TLNE
$GEV (+3,54%)
$NXT

Batteries: $EOSE (-0,87%)
$QS (+1,79%)
$TSLA (+0,52%)
$MVST (-3,7%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+0,75%)

$SMCI

$CELH

$ARM (+4,34%)

$CLF (+2,26%)

$AMC

$QCOM (+3,18%)

$DKNG (+4,41%)

$HIMS (-0,08%)

$ELF (+0,04%)

$ANET

$CLOV (+2,61%)

$SQ (+0,62%)

$APP (+2,93%)

$VST (+0,92%)

$NVO (-2,44%)

$RIVN (+0,14%)

$DVN (+0,63%)

$U (+4,56%)

$WYNN (-0,25%)

$CVS (-0,54%)

$CEG

$TTD (+2,79%)

$MRNA (+6,1%)

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

$CDE (+1,14%)

$AFRM (+4,71%)

$MELI (-0,35%)

$FTNT (-1,7%)

$PINS (+0,31%)

$ABNB (+0,73%)

$ABX

$HL (-1,45%)

$MAR

$IONQ (-0,03%)

$NET (-2,35%)

$AXON (-0,27%)

$ALB (-3,46%)

$DOCS

$WOLF

$BROS

$PAAS (-0,58%)

$DDOG (-0,31%)

$LCID (+0,55%)

$TOST (-0,07%)

$LUMN (+1,87%)

$MLCO (+0,69%)

$DOCN (-5,23%)

$ALAB (+2,45%)

$ACB (-0,93%)