$BNTX (+2,51%)
$ON (+2,23%)
$HIMS (+2,98%)
$PLTR (-0,22%)
$O (+0,4%)
$8058 (+3,03%)
$7974 (+1,95%)
$BP. (+1,66%)
$BOSS (+1,03%)
$SWK (-0,68%)
$SPOT (+2,17%)
$N1CL34
$UBER (+1,43%)
$CPRI (+0,12%)
$SHOP (-1,98%)
$RACE (+0%)
$HOG (-1,03%)
$HTZ (-0,22%)
$PFIZER
$UPST (+3,22%)
$ANET (-0,03%)
$PINS (+1,27%)
$TEM (+1,39%)
$AMD (-1,64%)
$SMCI (+0,11%)
$RIVN (-2,4%)
$BYND (+1,54%)
$KTOS (-1,56%)
$CPNG (-0,13%)
$BMW (-0,69%)
$NOVO B (+0,66%)
$FRE (+0,28%)
$ORSTED (-1,33%)
$AG1 (+0,78%)
$EVT (-3,65%)
$CCO (-5,39%)
$DOCN (+3,9%)
$LMND (+5,42%)
$SONO (-3,68%)
$MCD (+1,65%)
$HOOD (-1,97%)
$QCOM (-0,27%)
$FTNT (+0,63%)
$FSLY (+2,61%)
$HUBS (+4,14%)
$ELF (+1,72%)
$ARM (+1,4%)
$SNAP (-0,74%)
$DASH (+0,14%)
$APP (+2,65%)
$AMC (+1,05%)
$ZIP (+0%)
$FIG (+0%)
$LCID (+1,17%)
$DUOL
$UN0 (+7,31%)
$CBK (-2,33%)
$DEZ (-4,96%)
$ZAL (+5,76%)
$HEN (-2,07%)
$MAERSK A (+3,55%)
$HEI (-1,13%)
$CON (+0,65%)
$AZN (-1%)
$ALB (-2,55%)
$MRNA (-1,37%)
$QBTS (-1,03%)
$WBD (-0,54%)
$LI (-2,25%)
$RHM (+2,33%)
$DDOG (-1,65%)
$RL (-0,48%)
$OPEN (+1,65%)
$ABNB (-1,63%)
$PTON (-0,61%)
$MP (-3,93%)
$TTD (+3,87%)
$STNE (+0,25%)
$SQ (+0,65%)
$GRND (-0,95%)
$IREN (+1,51%)
$AFRM (+1,68%)
$CRISP (-4,74%)
$RUN (+2,02%)
$7011 (+0,28%)
$DTG (-2,4%)
$HAG (-0,67%)
$DKNG (+1,98%)
$LAC (-3,02%)
$KKR (+2,77%)
$PETR3 (-1,41%)
$CEG
$WEED (+0%)

$IREN (+1,51%)
$CIFR (+3,81%)
$BTC (-0,05%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+1,51%) and $CIFR (+3,81%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+3,81%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,11%)
$MSFT (-1,06%)
$AMZN (-0,33%)
$ORCL (-1,6%)
$BABA (+1,54%)

Neocloud: $NBIS (+5,33%)
$IREN (+1,51%)
$CRWV (+2,6%)
$APLD (-0,42%)
$GLXY (+8,64%)
$WYFI (-5,63%)

Memory: $SNDK
$STX (+3,19%)
$MU (+5,84%)
$WDC (+5,25%)
$PSTG (+1,64%)

Semiconductor: $NVDA (-0,69%)
$AVGO (-3,3%)
$AMD (-1,64%)
$TSM (+1,02%)
$ASML (+0,72%)
$ARM (+1,4%)
$KLAC (+1,3%)
$INTC (+1,68%)

Networking: $CIEN (+0,44%)
$CLS (+0,65%)
$CRDO
$RMBS (+5,8%)
$ANET (-0,03%)
$APH (+2,9%)
$COHR (+0,95%)

Servers: $VRT (-1,67%)
$DELL (+1,87%)
$HPE (+0,64%)

Data: $INOD (-0,08%)
$PLTR (-0,22%)
$SNOW (+1,66%)
$DDOG (-1,65%)
$MDB (+0,41%)

Energy: $LEU (-1,18%)
$CEG
$OKLO
$TLNE
$GEV (-2,49%)
$NXT (+0%)

Batteries: $EOSE
$QS (-2,49%)
$TSLA (-0,31%)
$MVST (+5,24%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-0,22%)

$SMCI

$CELH

$ARM (+1,4%)

$CLF (-4,5%)

$AMC

$QCOM (-0,27%)

$DKNG (+1,98%)

$HIMS (+2,98%)

$ELF (+1,72%)

$ANET

$CLOV (+0,9%)

$SQ (+0,65%)

$APP (+2,65%)

$VST (+0,47%)

$NVO (+0,76%)

$RIVN (-2,4%)

$DVN (+0,83%)

$U (+0,59%)

$WYNN (+2,86%)

$CVS (+0,94%)

$CEG

$TTD (+3,87%)

$MRNA (-1,37%)

$$BRK.A (-0,81%) (Saturday)

$CDE (-5,81%)

$AFRM (+1,68%)

$MELI (+0,59%)

$FTNT (+0,63%)

$PINS (+1,27%)

$ABNB (-1,63%)

$ABX

$HL (-3,76%)

$MAR

$IONQ (+0,35%)

$NET (+0,91%)

$AXON (+0,52%)

$ALB (-2,55%)

$DOCS (+0,01%)

$WOLF

$BROS

$PAAS (-5,43%)

$DDOG (-1,65%)

$LCID (+1,17%)

$TOST (+0,41%)

$LUMN (+4,32%)

$MLCO (+2,09%)

$DOCN (+3,9%)

$ALAB (+0,96%)

$ACB (-0,98%)