$BNTX (+1,51%)
$ON (-5,84%)
$HIMS (+1,54%)
$PLTR (+0,7%)
$O (+0,65%)
$8058 (+0,12%)
$7974 (+0,21%)
$BP. (-0,28%)
$BOSS (-1,35%)
$SWK (-0,28%)
$SPOT (-1,89%)
$N1CL34
$UBER (-1,21%)
$CPRI (-2,76%)
$SHOP (+1,62%)
$RACE (-0,09%)
$HOG (-2,99%)
$HTZ (-3,08%)
$PFIZER
$UPST (-8,3%)
$ANET (-0,52%)
$PINS
$TEM (+3,93%)
$AMD (+1,84%)
$SMCI (-0,48%)
$RIVN (-0,73%)
$BYND (+1,19%)
$KTOS (+3,31%)
$CPNG (-3,15%)
$BMW (-1,95%)
$NOVO B (+0,39%)
$FRE (+2,93%)
$ORSTED (+2,83%)
$AG1 (+1,3%)
$EVT (+1,88%)
$CCO (+2,07%)
$DOCN (+5,05%)
$LMND (+9,18%)
$SONO (+2,17%)
$MCD (-0,3%)
$HOOD (+1,45%)
$QCOM (-5,23%)
$FTNT (-0,6%)
$FSLY (+0,63%)
$HUBS (+1,38%)
$ELF (-0,19%)
$ARM (-1,04%)
$SNAP (-0,84%)
$DASH (-0,88%)
$APP (+1,26%)
$AMC (+4,96%)
$ZIP (-0,36%)
$FIG (-1,88%)
$LCID (-0,77%)
$DUOL
$UN0 (+2,78%)
$CBK (+1,36%)
$DEZ (+4,23%)
$ZAL (+0,98%)
$HEN (-0,15%)
$MAERSK A (+8,84%)
$HEI (+1,19%)
$CON (-0,24%)
$AZN (-1,59%)
$ALB (+5,26%)
$MRNA (-1,93%)
$QBTS (+0,9%)
$WBD (-1,93%)
$LI (+2,8%)
$RHM (+1,12%)
$DDOG (+0,64%)
$RL (-2,54%)
$OPEN (-2,89%)
$ABNB (-0,55%)
$PTON (-3,06%)
$MP (+7,12%)
$TTD (-1,4%)
$STNE (-0,47%)
$SQ (+1,31%)
$GRND (-0,88%)
$IREN (+7,75%)
$AFRM (-6,54%)
$CRISP (-0,01%)
$RUN (+4,08%)
$7011 (+1,49%)
$DTG (+0,53%)
$HAG (+1,02%)
$DKNG (-0,76%)
$LAC (+7,34%)
$KKR (-0,8%)
$PETR3 (+0,97%)
$CEG
$WEED (+3,55%)

$IREN (+7,75%)
$CIFR (+6,5%)
$BTC (+0,22%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+7,75%) and $CIFR (+6,5%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+6,5%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,69%)
$MSFT (-0,79%)
$AMZN (-0,8%)
$ORCL (+2,87%)
$BABA (+10,18%)

Neocloud: $NBIS (+7,96%)
$IREN (+7,75%)
$CRWV (+11,05%)
$APLD (+0,93%)
$GLXY (+1,4%)
$WYFI

Memory: $SNDK
$STX (+5,19%)
$MU (-0,1%)
$WDC (+4,89%)
$PSTG (+8,18%)

Semiconductor: $NVDA (-0,38%)
$AVGO (+1,86%)
$AMD (+1,84%)
$TSM (+2,25%)
$ASML (+0,56%)
$ARM (-1,04%)
$KLAC (+1,9%)
$INTC (-3,27%)

Networking: $CIEN (+1,41%)
$CLS (+3,46%)
$CRDO
$RMBS (-0,61%)
$ANET (-0,52%)
$APH (+3,21%)
$COHR (+3,26%)

Servers: $VRT (+3,04%)
$DELL (+0,16%)
$HPE (-0,31%)

Data: $INOD (-6,41%)
$PLTR (+0,7%)
$SNOW (+0,33%)
$DDOG (+0,64%)
$MDB (+2,03%)

Energy: $LEU (+1,29%)
$CEG
$OKLO
$TLNE
$GEV (+2,61%)
$NXT (+0%)

Batteries: $EOSE
$QS (+1,1%)
$TSLA (+0,46%)
$MVST (-3,63%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+0,7%)

$SMCI

$CELH

$ARM (-1,04%)

$CLF (-0,09%)

$AMC

$QCOM (-5,23%)

$DKNG (-0,76%)

$HIMS (+1,54%)

$ELF (-0,19%)

$ANET

$CLOV (+2,26%)

$SQ (+1,31%)

$APP (+1,26%)

$VST (+3,35%)

$NVO (+1,18%)

$RIVN (-0,73%)

$DVN (-0,13%)

$U (+5,64%)

$WYNN (-1,19%)

$CVS (-0,3%)

$CEG

$TTD (-1,4%)

$MRNA (-1,93%)

$$BRK.A (-0,39%) (Saturday)

$CDE (+5,63%)

$AFRM (-6,54%)

$MELI (-1,57%)

$FTNT (-0,6%)

$PINS

$ABNB (-0,55%)

$ABX

$HL (+8,04%)

$MAR

$IONQ (+1,52%)

$NET (+1,75%)

$AXON (-0,59%)

$ALB (+5,26%)

$DOCS (-0%)

$WOLF

$BROS

$PAAS (+2,98%)

$DDOG (+0,64%)

$LCID (-0,77%)

$TOST (+1,44%)

$LUMN (-0,29%)

$MLCO (+1,32%)

$DOCN (+5,05%)

$ALAB (+5,36%)

$ACB (+0,55%)