$BNTX (-0,32%)
$ON (+2,06%)
$HIMS (-0,67%)
$PLTR (+0,16%)
$O (+1,13%)
$8058 (-0,12%)
$7974 (+0,29%)
$BP. (-1,45%)
$BOSS (+0,57%)
$SWK (+2,41%)
$SPOT (+1,17%)
$N1CL34
$UBER (+0,99%)
$CPRI (+3,64%)
$SHOP (+2,19%)
$RACE (-0,43%)
$HOG (-0,93%)
$HTZ (-1%)
$PFIZER
$UPST (-4,3%)
$ANET (-3,29%)
$PINS (+5,61%)
$TEM (-2,07%)
$AMD (-1,53%)
$SMCI (+0,62%)
$RIVN (-1,6%)
$BYND (-7,46%)
$KTOS (-9,24%)
$CPNG (+1,03%)
$BMW (+0,52%)
$NOVO B (-2,32%)
$FRE (-0,06%)
$ORSTED (+1,5%)
$AG1 (+2,62%)
$EVT (-0,36%)
$CCO (+2,34%)
$DOCN (-4,89%)
$LMND (-7,45%)
$SONO (-1,73%)
$MCD (+0,34%)
$HOOD (+1,08%)
$QCOM (+1,33%)
$FTNT (-1,83%)
$FSLY (+0,79%)
$HUBS (-2,72%)
$ELF (+3,54%)
$ARM (-0,93%)
$SNAP (+2,58%)
$DASH (+0,21%)
$APP (-5,89%)
$AMC (-1,9%)
$ZIP (+11,17%)
$FIG (+1,84%)
$LCID (-1,81%)
$DUOL
$UN0 (+1,93%)
$CBK (+1,34%)
$DEZ (+0,83%)
$ZAL (-0,93%)
$HEN (-0,43%)
$MAERSK A (+1,53%)
$HEI (+0,44%)
$CON (+0,82%)
$AZN (+0,3%)
$ALB (-0,08%)
$MRNA (+0,22%)
$QBTS (-7,11%)
$WBD (+0,08%)
$LI (-0,64%)
$RHM (-0,17%)
$DDOG (-4,15%)
$RL (+3,3%)
$OPEN (-5,9%)
$ABNB (+1,55%)
$PTON (-0,81%)
$MP (-5,53%)
$TTD (+0,14%)
$STNE (+5,13%)
$SQ (+0,2%)
$GRND (+3,25%)
$IREN (-6,41%)
$AFRM (-1,14%)
$CRISP (-0,03%)
$RUN (+1,53%)
$7011 (+2,44%)
$DTG (+1,76%)
$HAG (+0,69%)
$DKNG (-0,68%)
$LAC (-2,04%)
$KKR (+0,32%)
$PETR3 (+0,64%)
$CEG
$WEED (+1%)

$IREN (-6,41%)
$CIFR (-6,57%)
$BTC (-0,92%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-6,41%) and $CIFR (-6,57%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-6,57%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+3,81%)
$MSFT (-0,3%)
$AMZN (+2,51%)
$ORCL (-5,5%)
$BABA (+0%)

Neocloud: $NBIS (-9,32%)
$IREN (-6,41%)
$CRWV (-9,31%)
$APLD (-7,5%)
$GLXY (-2,18%)
$WYFI

Memory: $SNDK
$STX (+0,37%)
$MU (+2,55%)
$WDC (-0,04%)
$PSTG (+0,82%)

Semiconductor: $NVDA (+1%)
$AVGO (-0,41%)
$AMD (-1,53%)
$TSM (+2,62%)
$ASML (+0,76%)
$ARM (-0,93%)
$KLAC (+1,83%)
$INTC (-1,11%)

Networking: $CIEN (+5,02%)
$CLS (+0,4%)
$CRDO
$RMBS (-1,39%)
$ANET (-3,29%)
$APH (+0%)
$COHR (+7,63%)

Servers: $VRT (+0,21%)
$DELL (+2,6%)
$HPE (-0,22%)

Data: $INOD (-1,3%)
$PLTR (+0,16%)
$SNOW (-3,7%)
$DDOG (-4,15%)
$MDB (-3,21%)

Energy: $LEU (-2,75%)
$CEG
$OKLO
$TLNE
$GEV (-0,49%)
$NXT (+0%)

Batteries: $EOSE
$QS (-3,72%)
$TSLA (-0,19%)
$MVST (-5%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+0,16%)

$SMCI

$CELH

$ARM (-0,93%)

$CLF (+3,32%)

$AMC

$QCOM (+1,33%)

$DKNG (-0,68%)

$HIMS (-0,67%)

$ELF (+3,54%)

$ANET

$CLOV (-2,26%)

$SQ (+0,2%)

$APP (-5,89%)

$VST (-0,75%)

$NVO (-2,18%)

$RIVN (-1,6%)

$DVN (-1,08%)

$U (-1,6%)

$WYNN (-0,51%)

$CVS (-0,72%)

$CEG

$TTD (+0,14%)

$MRNA (+0,22%)

$$BRK.A (+0,2%) (Saturday)

$CDE (+1,9%)

$AFRM (-1,14%)

$MELI (-0,16%)

$FTNT (-1,83%)

$PINS (+5,61%)

$ABNB (+1,55%)

$ABX

$HL (+5,27%)

$MAR

$IONQ (-4,24%)

$NET (-7,53%)

$AXON (-1,23%)

$ALB (-0,08%)

$DOCS (+0,01%)

$WOLF

$BROS

$PAAS (+5,47%)

$DDOG (-4,15%)

$LCID (-1,81%)

$TOST (-2,42%)

$LUMN (-2,64%)

$MLCO (+2,91%)

$DOCN (-4,89%)

$ALAB (-2,22%)

$ACB (+1,27%)