$BNTX (-0,06%)
$ON (+5,75%)
$HIMS (-1,34%)
$PLTR (-0,39%)
$O (+0,98%)
$8058 (+0,47%)
$7974 (-0,53%)
$BP. (+0,19%)
$BOSS (-0,09%)
$SWK (+1,69%)
$SPOT (-3,83%)
$N1CL34
$UBER (+0,06%)
$CPRI (-0,39%)
$SHOP (+1,83%)
$RACE (+0,17%)
$HOG (-1,15%)
$HTZ (+0,64%)
$PFIZER
$UPST (-0,64%)
$ANET (+0,55%)
$PINS (-0,29%)
$TEM (-0,13%)
$AMD (+2,73%)
$SMCI (+4,22%)
$RIVN (-3,42%)
$BYND (+0,69%)
$KTOS (+0,6%)
$CPNG (+0,22%)
$BMW (-0,84%)
$NOVO B (-0,6%)
$FRE (-0,74%)
$ORSTED (+2,84%)
$AG1 (-5,64%)
$EVT (-3,68%)
$CCO (-0,47%)
$DOCN (+0,44%)
$LMND (-0,28%)
$SONO (-0,38%)
$MCD (+0,02%)
$HOOD (+1,22%)
$QCOM (+1,47%)
$FTNT (+0,68%)
$FSLY (-1,8%)
$HUBS (-1,42%)
$ELF (+0,65%)
$ARM (+4,59%)
$SNAP (-0,8%)
$DASH (+3,68%)
$APP (-4,76%)
$AMC (+0,41%)
$ZIP (-0,63%)
$FIG (-1,1%)
$LCID (-1,34%)
$DUOL
$UN0 (+2,59%)
$CBK (-0,93%)
$DEZ (+0,82%)
$ZAL (-0,04%)
$HEN (+0,72%)
$MAERSK A (+3,21%)
$HEI (+1,59%)
$CON (+0,87%)
$AZN (-0,71%)
$ALB (-0,76%)
$MRNA (+0,11%)
$QBTS (-4,07%)
$WBD (-0,04%)
$LI (-4,52%)
$RHM (+1,07%)
$DDOG (+0%)
$RL (+0,12%)
$OPEN (+1,41%)
$ABNB (+1,69%)
$PTON (-0,9%)
$MP (+1,77%)
$TTD (-1,58%)
$STNE (+0,48%)
$SQ (+0,57%)
$GRND (-5,53%)
$IREN (+2,7%)
$AFRM (+1,67%)
$CRISP
$RUN (+0,59%)
$7011 (+1,34%)
$DTG (-1,98%)
$HAG (+2,53%)
$DKNG (-3,92%)
$LAC (-0,44%)
$KKR (-2,03%)
$PETR3 (+1,57%)
$CEG
$WEED (+0%)

$IREN (+2,7%)
$CIFR (+1,3%)
$BTC (-0,01%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+2,7%) and $CIFR (+1,3%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+1,3%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+1,16%)
$MSFT (+0,62%)
$AMZN (+0,95%)
$ORCL (+2,74%)
$BABA (-1,52%)

Neocloud: $NBIS (+4,03%)
$IREN (+2,7%)
$CRWV (+1,37%)
$APLD (+5,08%)
$GLXY (-0,8%)
$WYFI (+2,57%)

Memory: $SNDK (-3,79%)
$STX (-10,46%)
$MU (-1,76%)
$WDC (-9,91%)
$PSTG (+4,43%)

Semiconductor: $NVDA (+1,09%)
$AVGO (+2,77%)
$AMD (+2,73%)
$TSM (+3,06%)
$ASML (+2,88%)
$ARM (+4,59%)
$KLAC (+3,17%)
$INTC (-0,51%)

Networking: $CIEN (+3,23%)
$CLS (+3,77%)
$CRDO
$RMBS (+4,3%)
$ANET (+0,55%)
$APH (+1,95%)
$COHR (+5,56%)

Servers: $VRT (+2,28%)
$DELL (+3,69%)
$HPE (+7,61%)

Data: $INOD (-1,72%)
$PLTR (-0,39%)
$SNOW (-0,25%)
$DDOG (+0%)
$MDB (+1,87%)

Energy: $LEU (+0%)
$CEG
$OKLO
$TLNE
$GEV (+0,24%)
$NXT

Batteries: $EOSE (+2,33%)
$QS (-0,49%)
$TSLA (+4,28%)
$MVST (-1,67%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-0,39%)

$SMCI

$CELH

$ARM (+4,59%)

$CLF (-1,47%)

$AMC

$QCOM (+1,47%)

$DKNG (-3,92%)

$HIMS (-1,34%)

$ELF (+0,65%)

$ANET

$CLOV (+3,46%)

$SQ (+0,57%)

$APP (-4,76%)

$VST (+0,75%)

$NVO (-0,48%)

$RIVN (-3,42%)

$DVN (+0,93%)

$U (-0,75%)

$WYNN (-1,92%)

$CVS (+1,31%)

$CEG

$TTD (-1,58%)

$MRNA (+0,11%)

$$BRK.A (+0,26%) (Saturday)

$CDE (+0,32%)

$AFRM (+1,67%)

$MELI (+0,49%)

$FTNT (+0,68%)

$PINS (-0,29%)

$ABNB (+1,69%)

$ABX

$HL (+0,53%)

$MAR

$IONQ (-0,36%)

$NET (-1,53%)

$AXON (-2,57%)

$ALB (-0,76%)

$DOCS

$WOLF

$BROS

$PAAS (+1,2%)

$DDOG (+0%)

$LCID (-1,34%)

$TOST (+2,62%)

$LUMN (+2,61%)

$MLCO (+1,09%)

$DOCN (+0,44%)

$ALAB (-1,89%)

$ACB (+0,86%)