$BNTX (+1,73%)
$ON (+0,24%)
$HIMS (-2,87%)
$PLTR (+1,5%)
$O (+0,97%)
$8058 (-1,21%)
$7974 (-1,9%)
$BP. (+2,57%)
$BOSS (-0,52%)
$SWK (-3,05%)
$SPOT (+4,03%)
$N1CL34
$UBER (+0,26%)
$CPRI (+0,39%)
$SHOP (+0,63%)
$RACE (-1,11%)
$HOG (+3,02%)
$HTZ (-0,23%)
$PFIZER
$UPST (+1,32%)
$ANET (+1,99%)
$PINS (-0,63%)
$TEM (+0,99%)
$AMD (+3,99%)
$SMCI (+3,35%)
$RIVN (+3,64%)
$BYND (-3,7%)
$KTOS (-0,15%)
$CPNG (+0,55%)
$BMW (+0,4%)
$NOVO B (+1,36%)
$FRE (-0,76%)
$ORSTED (+0,71%)
$AG1 (-2,64%)
$EVT (+1,42%)
$CCO (+1,78%)
$DOCN (+2,83%)
$LMND (+0,97%)
$SONO (-0,59%)
$MCD (+0,38%)
$HOOD (-1,24%)
$QCOM (+0,07%)
$FTNT (+1,43%)
$FSLY (+3,78%)
$HUBS (+1,24%)
$ELF (-1,92%)
$ARM (-3%)
$SNAP (-4,95%)
$DASH (+4,41%)
$APP (+0,3%)
$AMC (+9,09%)
$ZIP (+1,86%)
$FIG (+3,97%)
$LCID (+4,23%)
$DUOL
$UN0 (+0,12%)
$CBK (-2,02%)
$DEZ (-2,38%)
$ZAL (-0,24%)
$HEN (-3,33%)
$MAERSK A (-1,01%)
$HEI (-2,52%)
$CON (+0,53%)
$AZN (+1,71%)
$ALB (+1%)
$MRNA (-0,97%)
$QBTS (+3,69%)
$WBD (-0,13%)
$LI (+0,63%)
$RHM (-1,47%)
$DDOG (+1,71%)
$RL (-0,97%)
$OPEN (+3,81%)
$ABNB (-0,73%)
$PTON (+6,15%)
$MP (+2,75%)
$TTD (+0,74%)
$STNE (-1,62%)
$SQ (+0,74%)
$GRND (+2,93%)
$IREN (+2,38%)
$AFRM (+1,91%)
$CRISP (+0,66%)
$RUN (-3,69%)
$7011 (+2,04%)
$DTG (+0,07%)
$HAG (+0,67%)
$DKNG (+3,91%)
$LAC (+2,05%)
$KKR (-0,23%)
$PETR3 (+3,79%)
$CEG
$WEED (+3,57%)

$IREN (+2,38%)
$CIFR (+2,29%)
$BTC (+0,01%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+2,38%) and $CIFR (+2,29%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+2,29%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,18%)
$MSFT (+1,54%)
$AMZN (+0,11%)
$ORCL (+1%)
$BABA (-0,94%)

Neocloud: $NBIS (+6,23%)
$IREN (+2,38%)
$CRWV (+5,18%)
$APLD (+0,71%)
$GLXY (+1,67%)
$WYFI (+0%)

Memory: $SNDK
$STX (+1,51%)
$MU (-0,97%)
$WDC (-1,17%)
$PSTG (+2,04%)

Semiconductor: $NVDA (+1,17%)
$AVGO (+1,14%)
$AMD (+3,99%)
$TSM (-0,51%)
$ASML (-2,43%)
$ARM (-3%)
$KLAC (+0,29%)
$INTC (+4,89%)

Networking: $CIEN (+8,81%)
$CLS (+2,82%)
$CRDO
$RMBS (+3,91%)
$ANET (+1,99%)
$APH (+0,57%)
$COHR (+4,68%)

Servers: $VRT (+1,1%)
$DELL (+3,64%)
$HPE (+3,64%)

Data: $INOD (-2,69%)
$PLTR (+1,5%)
$SNOW (-0,45%)
$DDOG (+1,71%)
$MDB (+1,28%)

Energy: $LEU (+0,86%)
$CEG
$OKLO
$TLNE
$GEV (+0,84%)
$NXT (+0%)

Batteries: $EOSE
$QS (+2,79%)
$TSLA (-4,75%)
$MVST (-2,33%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+1,5%)

$SMCI

$CELH

$ARM (-3%)

$CLF (+1,96%)

$AMC

$QCOM (+0,07%)

$DKNG (+3,91%)

$HIMS (-2,87%)

$ELF (-1,92%)

$ANET

$CLOV (+2,77%)

$SQ (+0,74%)

$APP (+0,3%)

$VST (-1,78%)

$NVO (+1,75%)

$RIVN (+3,64%)

$DVN (+2,7%)

$U (+4,02%)

$WYNN (+0,16%)

$CVS (+2,19%)

$CEG

$TTD (+0,74%)

$MRNA (-0,97%)

$$BRK.A (+0,44%) (Saturday)

$CDE (-0,18%)

$AFRM (+1,91%)

$MELI (+0,09%)

$FTNT (+1,43%)

$PINS (-0,63%)

$ABNB (-0,73%)

$ABX

$HL (+0,36%)

$MAR

$IONQ (+4,99%)

$NET (+4,46%)

$AXON (-2,25%)

$ALB (+1%)

$DOCS (-0,01%)

$WOLF

$BROS

$PAAS (-0,17%)

$DDOG (+1,71%)

$LCID (+4,23%)

$TOST (+1,24%)

$LUMN (-0,66%)

$MLCO (-1,2%)

$DOCN (+2,83%)

$ALAB (+10,63%)

$ACB (+2,77%)