$BNTX (-2,53%)
$ON (+5,83%)
$HIMS (-2,51%)
$PLTR (-5,79%)
$O (+1,11%)
$8058 (+0,09%)
$7974 (-2,05%)
$BP. (+0,37%)
$BOSS (-1,9%)
$SWK (+1,32%)
$SPOT (-0,79%)
$N1CL34
$UBER (-1,26%)
$CPRI (-0,22%)
$SHOP (-4,21%)
$RACE (-0,93%)
$HOG (+2,2%)
$HTZ (-11,11%)
$PFIZER
$UPST (-4,74%)
$ANET (-2,44%)
$PINS (-2,84%)
$TEM (-6,47%)
$AMD (+4,98%)
$SMCI (-7,45%)
$RIVN (-4,53%)
$BYND (-11,83%)
$KTOS (-3,77%)
$CPNG (+0,13%)
$BMW (-1,59%)
$NOVO B (-1,57%)
$FRE (-4,22%)
$ORSTED (-0,3%)
$AG1 (-4,4%)
$EVT (-2,13%)
$CCO (-1,28%)
$DOCN (+1,02%)
$LMND (-0,28%)
$SONO (-1,83%)
$MCD (+1,35%)
$HOOD (-4,21%)
$QCOM (-1,22%)
$FTNT (-3,79%)
$FSLY (+0,94%)
$HUBS (-7,31%)
$ELF (+1,07%)
$ARM (+9,29%)
$SNAP (-3,63%)
$DASH (-2,4%)
$APP (-5,2%)
$AMC (-2,05%)
$ZIP (-5,08%)
$FIG (-7,59%)
$LCID (-8,78%)
$DUOL
$UN0 (-2,18%)
$CBK (-1,8%)
$DEZ (+0,97%)
$ZAL (-3,84%)
$HEN (-0,69%)
$MAERSK A (-0,83%)
$HEI (-1,38%)
$CON (+1,96%)
$AZN (-1,25%)
$ALB (-0,71%)
$MRNA (-3,91%)
$QBTS (-7,76%)
$WBD (-1,29%)
$LI (+0%)
$RHM (-1,5%)
$DDOG (+0,18%)
$RL (-0,9%)
$OPEN (-3,04%)
$ABNB (-2,51%)
$PTON (-1,39%)
$MP (-7,14%)
$TTD (-2,96%)
$STNE (-3,98%)
$SQ (-3,79%)
$GRND (-2,62%)
$IREN (+8,11%)
$AFRM (-5,19%)
$CRISP (+0,23%)
$RUN (+1,76%)
$7011 (+1,96%)
$DTG (-0,78%)
$HAG (+0,37%)
$DKNG (-1,17%)
$LAC (-4,25%)
$KKR (-4,39%)
$PETR3 (-0,08%)
$CEG
$WEED (-11,26%)

$IREN (+8,11%)
$CIFR (-2,38%)
$BTC (-0,32%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+8,11%) and $CIFR (-2,38%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,38%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,26%)
$MSFT (-2,22%)
$AMZN (+0,39%)
$ORCL (-3,43%)
$BABA (-3,43%)

Neocloud: $NBIS (+0,93%)
$IREN (+8,11%)
$CRWV (-4,27%)
$APLD (+13,52%)
$GLXY (-1,63%)
$WYFI (-3,39%)

Memory: $SNDK
$STX (+2,74%)
$MU (-1,16%)
$WDC (+3,84%)
$PSTG (+1,01%)

Semiconductor: $NVDA (-1,53%)
$AVGO (-0,08%)
$AMD (+4,98%)
$TSM (-1,13%)
$ASML (-1,76%)
$ARM (+9,29%)
$KLAC (-0,3%)
$INTC (+17,62%)

Networking: $CIEN (+4,43%)
$CLS (-2,04%)
$CRDO
$RMBS (+8,67%)
$ANET (-2,44%)
$APH (+1,27%)
$COHR (-2,64%)

Servers: $VRT (+6,09%)
$DELL (-0,4%)
$HPE (-1,5%)

Data: $INOD (-6,97%)
$PLTR (-5,79%)
$SNOW (-1,09%)
$DDOG (+0,18%)
$MDB (-1,58%)

Energy: $LEU (+2,49%)
$CEG
$OKLO
$TLNE
$GEV (+2,91%)
$NXT (+0%)

Batteries: $EOSE
$QS (-11,46%)
$TSLA (-7,47%)
$MVST (-3,95%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-5,79%)

$SMCI

$CELH

$ARM (+9,29%)

$CLF (-3,81%)

$AMC

$QCOM (-1,22%)

$DKNG (-1,17%)

$HIMS (-2,51%)

$ELF (+1,07%)

$ANET

$CLOV (-0,7%)

$SQ (-3,79%)

$APP (-5,2%)

$VST (+0,84%)

$NVO (-1,55%)

$RIVN (-4,53%)

$DVN (+2,67%)

$U (-5,14%)

$WYNN (-1,14%)

$CVS (+3,06%)

$CEG

$TTD (-2,96%)

$MRNA (-3,91%)

$$BRK.A (+1,17%) (Saturday)

$CDE (-1,94%)

$AFRM (-5,19%)

$MELI (-2,44%)

$FTNT (-3,79%)

$PINS (-2,84%)

$ABNB (-2,51%)

$ABX

$HL (-2,84%)

$MAR

$IONQ (-6,86%)

$NET (+1,12%)

$AXON (-2,43%)

$ALB (-0,71%)

$DOCS (-0,01%)

$WOLF

$BROS

$PAAS (-2,43%)

$DDOG (+0,18%)

$LCID (-8,78%)

$TOST (-3,78%)

$LUMN (-2,09%)

$MLCO (-5,37%)

$DOCN (+1,02%)

$ALAB (+2,41%)

$ACB (-13,76%)