$BNTX (-0,47%)
$ON (-4,62%)
$HIMS (+0,47%)
$PLTR (+2,29%)
$O (+1,08%)
$8058 (-1,16%)
$7974 (+0,15%)
$BP. (+3,63%)
$BOSS (-0,18%)
$SWK (-2,34%)
$SPOT (+0,65%)
$N1CL34
$UBER (+1%)
$CPRI (-0,22%)
$SHOP (+2,36%)
$RACE (+0,99%)
$HOG (+2,29%)
$HTZ (-9,61%)
$PFIZER
$UPST (-2,35%)
$ANET (-1,6%)
$PINS (+1,77%)
$TEM (-1,86%)
$AMD (-2,82%)
$SMCI (-2,73%)
$RIVN (-1,41%)
$BYND (-5,09%)
$KTOS (-2,73%)
$CPNG (-2,49%)
$BMW (-0,26%)
$NOVO B (-0,48%)
$FRE (-2,46%)
$ORSTED (+0,05%)
$AG1 (-2,8%)
$EVT (+0,92%)
$CCO
$DOCN (-3,86%)
$LMND (-0,97%)
$SONO (+3,37%)
$MCD (-0,89%)
$HOOD (-1,03%)
$QCOM (-1,72%)
$FTNT (+2,55%)
$FSLY (+1,37%)
$HUBS (+6,19%)
$ELF (-2,99%)
$ARM (-7,4%)
$SNAP (+1,22%)
$DASH (+1,37%)
$APP (-11,65%)
$AMC (-2,39%)
$ZIP (+4,42%)
$FIG (+10,44%)
$LCID (-1,23%)
$DUOL
$UN0 (-1,91%)
$CBK (+0,08%)
$DEZ (+1,48%)
$ZAL (-0,06%)
$HEN (+0%)
$MAERSK A (+3,83%)
$HEI (-0,98%)
$CON (-0,68%)
$AZN (-1,49%)
$ALB (+0,16%)
$MRNA (-0,35%)
$QBTS (-6,44%)
$WBD (+2,66%)
$LI (+0%)
$RHM (-1,12%)
$DDOG (+1,32%)
$RL (-4,29%)
$OPEN (-3,36%)
$ABNB (-2,21%)
$PTON (+2,71%)
$MP (-4,48%)
$TTD (+4,47%)
$STNE (+0,67%)
$SQ (+1%)
$GRND (+0%)
$IREN
$AFRM (+0%)
$CRISP (-0,03%)
$RUN (-0,46%)
$7011 (-2,74%)
$DTG (+0,38%)
$HAG (-1,29%)
$DKNG (+2,37%)
$LAC (-4,3%)
$KKR (-0,26%)
$PETR3
$CEG
$WEED

$IREN
$CIFR (-7,82%)
$BTC (-2,98%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN and $CIFR (-7,82%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-7,82%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,1%)
$MSFT (+1,85%)
$AMZN (+1,11%)
$ORCL (-4,45%)
$BABA (+0,76%)

Neocloud: $NBIS (-3,06%)
$IREN
$CRWV (-4,68%)
$APLD (-7,08%)
$GLXY (-5,68%)
$WYFI (-8,16%)

Memory: $SNDK (-11,87%)
$STX (-5,99%)
$MU (-4,74%)
$WDC (-6,63%)
$PSTG (-4,36%)

Semiconductor: $NVDA (-2%)
$AVGO (-2,61%)
$AMD (-2,82%)
$TSM (-1,38%)
$ASML (-3,16%)
$ARM (-7,4%)
$KLAC (-4,48%)
$INTC (-5,73%)

Networking: $CIEN (-3,07%)
$CLS (-4,44%)
$CRDO
$RMBS (-7,29%)
$ANET (-1,6%)
$APH (-1,7%)
$COHR (-3,48%)

Servers: $VRT (-4,54%)
$DELL (-1,35%)
$HPE (-2,13%)

Data: $INOD (+0,17%)
$PLTR (+2,29%)
$SNOW (+3,92%)
$DDOG (+1,32%)
$MDB (+1,12%)

Energy: $LEU (-5,63%)
$CEG
$OKLO
$TLNE
$GEV (-3,52%)
$NXT (+0%)

Batteries: $EOSE (-7,73%)
$QS (-6,06%)
$TSLA (-3,19%)
$MVST (-10,32%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+2,29%)

$SMCI

$CELH

$ARM (-7,4%)

$CLF (+4,21%)

$AMC

$QCOM (-1,72%)

$DKNG (+2,37%)

$HIMS (+0,47%)

$ELF (-2,99%)

$ANET

$CLOV (+0,76%)

$SQ (+1%)

$APP (-11,65%)

$VST (-0,76%)

$NVO (-0,44%)

$RIVN (-1,41%)

$DVN (+3,33%)

$U (-1,15%)

$WYNN (-1,08%)

$CVS (+2,03%)

$CEG

$TTD (+4,47%)

$MRNA (-0,35%)

$$BRK.A (+0,58%) (Saturday)

$CDE (-3,08%)

$AFRM (+0%)

$MELI (+1%)

$FTNT (+2,55%)

$PINS (+1,77%)

$ABNB (-2,21%)

$ABX

$HL (-3,96%)

$MAR

$IONQ (-8,75%)

$NET (+1,77%)

$AXON (-0,52%)

$ALB (+0,16%)

$DOCS (-0,01%)

$WOLF

$BROS

$PAAS (-2,72%)

$DDOG (+1,32%)

$LCID (-1,23%)

$TOST (+3,02%)

$LUMN (-3,39%)

$MLCO (+0%)

$DOCN (-3,86%)

$ALAB (-13,55%)

$ACB (-2,13%)