$BNTX (-2,66%)
$ON (-3,33%)
$HIMS (+2,22%)
$PLTR (+0,05%)
$O (+0,04%)
$8058 (-0,66%)
$7974 (-0,4%)
$BP. (+1,96%)
$BOSS (+0,01%)
$SWK (-0,98%)
$SPOT (-4,04%)
$N1CL34
$UBER (+0,59%)
$CPRI (+0,22%)
$SHOP (-4,31%)
$RACE (-0,2%)
$HOG (+0%)
$HTZ (-2,85%)
$PFIZER
$UPST (+0,7%)
$ANET (+4,38%)
$PINS (-1,9%)
$TEM (-0,29%)
$AMD (-2,55%)
$SMCI (+1,07%)
$RIVN (-10,3%)
$BYND (+0,78%)
$KTOS (+1,1%)
$CPNG (+1,66%)
$BMW (-1,74%)
$NOVO B (-8,33%)
$FRE (-0,23%)
$ORSTED (-0,32%)
$AG1 (+2,01%)
$EVT (-1,12%)
$CCO (-2,68%)
$DOCN (+0,5%)
$LMND (+0,47%)
$SONO (-0,24%)
$MCD (-0,06%)
$HOOD (-0,69%)
$QCOM (-2,98%)
$FTNT (+5%)
$FSLY (+4,55%)
$HUBS (+0,99%)
$ELF (+0,63%)
$ARM (-2,83%)
$SNAP (+0,49%)
$DASH (+0,04%)
$APP (-2,64%)
$AMC (+2,7%)
$ZIP (-1,24%)
$FIG (+2,55%)
$LCID (-8,96%)
$DUOL
$UN0 (+0,85%)
$CBK (+1,37%)
$DEZ (+1,92%)
$ZAL (-2,78%)
$HEN (-0,7%)
$MAERSK A (+0,4%)
$HEI (-3,08%)
$CON (-0,07%)
$AZN (-0,79%)
$ALB (-0,2%)
$MRNA (-5,12%)
$QBTS (+0,32%)
$WBD (+2,8%)
$LI (+0,85%)
$RHM (-0,28%)
$DDOG (-2,32%)
$RL (-1,46%)
$OPEN (-1,09%)
$ABNB (-0,05%)
$PTON (-0,72%)
$MP (-1,51%)
$TTD (-1,51%)
$STNE (-0,9%)
$SQ (-1,67%)
$GRND (+3,44%)
$IREN (-5,68%)
$AFRM
$CRISP (-0,02%)
$RUN (+2,47%)
$7011 (-0,67%)
$DTG (+0,51%)
$HAG (-4,38%)
$DKNG (-0,97%)
$LAC (-1,49%)
$KKR (+1,2%)
$PETR3 (+1,99%)
$CEG
$WEED (+0,92%)

$IREN (-5,68%)
$CIFR (-2,14%)
$BTC (-0,18%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-5,68%) and $CIFR (-2,14%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-2,14%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+6,34%)
$MSFT (+3,6%)
$AMZN (+6,74%)
$ORCL (+0,38%)
$BABA (+5,16%)

Neocloud: $NBIS (-2,65%)
$IREN (-5,68%)
$CRWV (-5,11%)
$APLD (-4,27%)
$GLXY (-2,18%)
$WYFI (-9,61%)

Memory: $SNDK (-8,73%)
$STX (-1,6%)
$MU (-7,98%)
$WDC (-0,89%)
$PSTG (+4,25%)

Semiconductor: $NVDA (+2,15%)
$AVGO (+0,03%)
$AMD (-2,55%)
$TSM (-0,21%)
$ASML (-1%)
$ARM (-2,83%)
$KLAC (-0,3%)
$INTC (-2,75%)

Networking: $CIEN (-0,18%)
$CLS (-6,2%)
$CRDO
$RMBS (+1,07%)
$ANET (+4,38%)
$APH (+0,48%)
$COHR (+1,89%)

Servers: $VRT (+4,96%)
$DELL (-0,73%)
$HPE (-0,61%)

Data: $INOD (+3,71%)
$PLTR (+0,05%)
$SNOW (-3,52%)
$DDOG (-2,32%)
$MDB (+1,58%)

Energy: $LEU (+0,46%)
$CEG
$OKLO
$TLNE
$GEV (-0,37%)
$NXT (+0%)

Batteries: $EOSE (-4,85%)
$QS (+0,44%)
$TSLA (+0,25%)
$MVST (+2,86%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+0,05%)

$SMCI

$CELH

$ARM (-2,83%)

$CLF (-1,09%)

$AMC

$QCOM (-2,98%)

$DKNG (-0,97%)

$HIMS (+2,22%)

$ELF (+0,63%)

$ANET

$CLOV (-2,67%)

$SQ (-1,67%)

$APP (-2,64%)

$VST (-0,94%)

$NVO (-8,14%)

$RIVN (-10,3%)

$DVN (+2,18%)

$U (-5,08%)

$WYNN (-1,26%)

$CVS (-0,01%)

$CEG

$TTD (-1,51%)

$MRNA (-5,12%)

$$BRK.A (+0,41%) (Saturday)

$CDE (-3,88%)

$AFRM

$MELI (-0,65%)

$FTNT (+5%)

$PINS (-1,9%)

$ABNB (-0,05%)

$ABX

$HL (-5,03%)

$MAR

$IONQ (+1,35%)

$NET (-2,48%)

$AXON (+0,93%)

$ALB (-0,2%)

$DOCS (-0%)

$WOLF

$BROS

$PAAS (-3,58%)

$DDOG (-2,32%)

$LCID (-8,96%)

$TOST (+0,34%)

$LUMN (-2,81%)

$MLCO (-0,2%)

$DOCN (+0,5%)

$ALAB (-2,19%)

$ACB (-1,27%)