$BNTX (-2,02%)
$ON (-2,79%)
$HIMS (-8,07%)
$PLTR (-2,21%)
$O (+1,61%)
$8058 (+0,93%)
$7974 (-4%)
$BP. (+0,74%)
$BOSS (+0,3%)
$SWK (+1,22%)
$SPOT (+0,34%)
$N1CL34
$UBER (-0,98%)
$CPRI (-0,42%)
$SHOP (-7,42%)
$RACE (-0,43%)
$HOG (+1,52%)
$HTZ (-3,74%)
$PFIZER
$UPST (-4,86%)
$ANET (-3,55%)
$PINS
$TEM (-4,74%)
$AMD (-4,77%)
$SMCI (-1,74%)
$RIVN (-1,81%)
$BYND (-1,52%)
$KTOS (-4,36%)
$CPNG (+1,73%)
$BMW (-0,31%)
$NOVO B (+0,66%)
$FRE (+0,54%)
$ORSTED (-1,47%)
$AG1 (-0,32%)
$EVT (-1,82%)
$CCO (-6,84%)
$DOCN (-0,68%)
$LMND (-3,87%)
$SONO (+0,67%)
$MCD (+0,89%)
$HOOD (-3,41%)
$QCOM (+0,96%)
$FTNT (+0,51%)
$FSLY (-2,86%)
$HUBS (-0,13%)
$ELF (+0,22%)
$ARM (-1,93%)
$SNAP (-2,65%)
$DASH (-0,26%)
$APP (-16,2%)
$AMC (+3,54%)
$ZIP (+3,48%)
$FIG (-3,52%)
$LCID (-0,8%)
$DUOL
$UN0 (-0,21%)
$CBK (-0,26%)
$DEZ (+0,19%)
$ZAL (-0,84%)
$HEN (+0,29%)
$MAERSK A (-0,58%)
$HEI (-0,58%)
$CON (-0,79%)
$AZN (+1,34%)
$ALB (-4,93%)
$MRNA (-4,91%)
$QBTS (-7,13%)
$WBD (+0,82%)
$LI (-2,43%)
$RHM (-1,46%)
$DDOG (+1,95%)
$RL (+0,45%)
$OPEN (-6,85%)
$ABNB (+0,18%)
$PTON (-1,26%)
$MP (-3,97%)
$TTD (-1,76%)
$STNE (-3,3%)
$SQ (-1,57%)
$GRND (-1,55%)
$IREN (-9,1%)
$AFRM (-3,51%)
$CRISP (-0,03%)
$RUN (-3,09%)
$7011 (-0,14%)
$DTG (-0,11%)
$HAG (-1,83%)
$DKNG (-6,93%)
$LAC (-9,49%)
$KKR (+0,49%)
$PETR3 (-1,28%)
$CEG
$WEED (+0,16%)

$IREN (-9,1%)
$CIFR (-9,46%)
$BTC (-3,14%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-9,1%) and $CIFR (-9,46%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-9,46%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,9%)
$MSFT (-0,41%)
$AMZN (+0,15%)
$ORCL (-1,39%)
$BABA (-1,51%)

Neocloud: $NBIS (-9,18%)
$IREN (-9,1%)
$CRWV (-5,99%)
$APLD (-9,29%)
$GLXY (-4,4%)
$WYFI

Memory: $SNDK
$STX (-10,53%)
$MU (-6,48%)
$WDC (-11,03%)
$PSTG (-3,53%)

Semiconductor: $NVDA (+0,21%)
$AVGO (+1,35%)
$AMD (-4,77%)
$TSM (-1,59%)
$ASML (-0,53%)
$ARM (-1,93%)
$KLAC (-7,55%)
$INTC (-3,29%)

Networking: $CIEN (+0,85%)
$CLS (-6,31%)
$CRDO
$RMBS (-5,53%)
$ANET (-3,55%)
$APH (-2,43%)
$COHR (-2,07%)

Servers: $VRT (-2,83%)
$DELL (-1,73%)
$HPE (-1,26%)

Data: $INOD (-12,38%)
$PLTR (-2,21%)
$SNOW (-2,52%)
$DDOG (+1,95%)
$MDB (+0,79%)

Energy: $LEU (-6,65%)
$CEG
$OKLO
$TLNE
$GEV (+2,34%)
$NXT (+0%)

Batteries: $EOSE
$QS (-8,23%)
$TSLA (+3,79%)
$MVST (-2,67%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-2,21%)

$SMCI

$CELH

$ARM (-1,93%)

$CLF (-1,94%)

$AMC

$QCOM (+0,96%)

$DKNG (-6,93%)

$HIMS (-8,07%)

$ELF (+0,22%)

$ANET

$CLOV (+0%)

$SQ (-1,57%)

$APP (-16,2%)

$VST (-1,8%)

$NVO (+0,76%)

$RIVN (-1,81%)

$DVN (+1,69%)

$U (-23,87%)

$WYNN (-0,91%)

$CVS (+1,22%)

$CEG

$TTD (-1,76%)

$MRNA (-4,91%)

$$BRK.A (+2,18%) (Saturday)

$CDE (-15,05%)

$AFRM (-3,51%)

$MELI (-2,07%)

$FTNT (+0,51%)

$PINS

$ABNB (+0,18%)

$ABX

$HL (-14,28%)

$MAR

$IONQ (-6,59%)

$NET (-0,89%)

$AXON (-4,17%)

$ALB (-4,93%)

$DOCS (-0,01%)

$WOLF

$BROS

$PAAS (-12,12%)

$DDOG (+1,95%)

$LCID (-0,8%)

$TOST (+0,81%)

$LUMN (+0,54%)

$MLCO (+1,18%)

$DOCN (-0,68%)

$ALAB (-4,87%)

$ACB (-2%)