$BNTX (-0,19%)
$ON (+0,22%)
$HIMS (-0,39%)
$PLTR (-0,17%)
$O (+0,14%)
$8058 (-0,54%)
$7974 (-3,2%)
$BP. (-0,7%)
$BOSS (+0,42%)
$SWK (+0,39%)
$SPOT (+0%)
$N1CL34
$UBER (+0,14%)
$CPRI (+0,22%)
$SHOP (+0,41%)
$RACE (+1,02%)
$HOG (+0,27%)
$HTZ (-0,79%)
$PFIZER
$UPST (+0,17%)
$ANET (+0,38%)
$PINS (+0%)
$TEM (-0,36%)
$AMD (-0,33%)
$SMCI (+0,51%)
$RIVN (+0,43%)
$BYND (-0,03%)
$KTOS (+0,36%)
$CPNG (+0,05%)
$BMW (-3,37%)
$NOVO B (+0,14%)
$FRE (+1%)
$ORSTED (+1,86%)
$AG1 (+2,3%)
$EVT (+0,63%)
$CCO (+0,04%)
$DOCN (+0,22%)
$LMND (-0,16%)
$SONO (+0,24%)
$MCD (+0,08%)
$HOOD (+0,34%)
$QCOM (+0,07%)
$FTNT (-0,21%)
$FSLY (+0,61%)
$HUBS (+0,82%)
$ELF (+1,36%)
$ARM (-0,69%)
$SNAP (+0,11%)
$DASH (+0,15%)
$APP (-0,38%)
$AMC (+0,44%)
$ZIP (+0,33%)
$FIG (+1,1%)
$LCID (+0%)
$DUOL
$UN0 (+0,62%)
$CBK (+1,45%)
$DEZ (-2,29%)
$ZAL (+0,28%)
$HEN (-0,37%)
$MAERSK A (+0,03%)
$HEI (-1,3%)
$CON (+0,58%)
$AZN (-0,09%)
$ALB (-0,22%)
$MRNA (-0,04%)
$QBTS (-0,48%)
$WBD (-0,3%)
$LI (-1,46%)
$RHM (+2,81%)
$DDOG (+0,86%)
$RL (+0,21%)
$OPEN (+0,2%)
$ABNB (-0,2%)
$PTON (+0,11%)
$MP (-0,09%)
$TTD (+0,63%)
$STNE (+1,31%)
$SQ (+0,17%)
$GRND (-0,4%)
$IREN (-0,17%)
$AFRM (-0,51%)
$CRISP (+0,01%)
$RUN (+0,16%)
$7011 (-6,72%)
$DTG (+1,26%)
$HAG (+0,67%)
$DKNG (-0,7%)
$LAC (+0,16%)
$KKR (-0,35%)
$PETR3 (-1,26%)
$CEG
$WEED (+0,32%)

$IREN (-0,17%)
$CIFR (-0,17%)
$BTC (+0,55%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-0,17%) and $CIFR (-0,17%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-0,17%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,25%)
$MSFT (-0,3%)
$AMZN (-0,04%)
$ORCL (-0,35%)
$BABA (-3,13%)

Neocloud: $NBIS (+0,97%)
$IREN (-0,17%)
$CRWV (+0,27%)
$APLD (+0,03%)
$GLXY (+0,02%)
$WYFI (+1,69%)

Memory: $SNDK
$STX (+0,14%)
$MU (-1%)
$WDC (-0,01%)
$PSTG (+0,39%)

Semiconductor: $NVDA (+2,36%)
$AVGO (+0,08%)
$AMD (-0,33%)
$TSM (+1,02%)
$ASML (-1,39%)
$ARM (-0,69%)
$KLAC (+0,11%)
$INTC (-2,34%)

Networking: $CIEN (+0,06%)
$CLS (+0,31%)
$CRDO
$RMBS (+0,52%)
$ANET (+0,38%)
$APH (+0,61%)
$COHR (-0,19%)

Servers: $VRT (+0,15%)
$DELL (-1,04%)
$HPE (+0,85%)

Data: $INOD (+0,46%)
$PLTR (-0,17%)
$SNOW (+0,15%)
$DDOG (+0,86%)
$MDB (+0,17%)

Energy: $LEU (+0,24%)
$CEG
$OKLO
$TLNE
$GEV (+0,29%)
$NXT (+0%)

Batteries: $EOSE (-3,12%)
$QS (-0,34%)
$TSLA (+0,61%)
$MVST (-1,14%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-0,17%)

$SMCI

$CELH

$ARM (-0,69%)

$CLF (+0,43%)

$AMC

$QCOM (+0,07%)

$DKNG (-0,7%)

$HIMS (-0,39%)

$ELF (+1,36%)

$ANET

$CLOV (-0,33%)

$SQ (+0,17%)

$APP (-0,38%)

$VST (+0,13%)

$NVO (+0%)

$RIVN (+0,43%)

$DVN (-0,53%)

$U (+0,51%)

$WYNN (+0,48%)

$CVS (+0,13%)

$CEG

$TTD (+0,63%)

$MRNA (-0,04%)

$$BRK.A (+0,24%) (Saturday)

$CDE (-0,37%)

$AFRM (-0,51%)

$MELI (+0,12%)

$FTNT (-0,21%)

$PINS (+0%)

$ABNB (-0,2%)

$ABX

$HL (+0,1%)

$MAR

$IONQ (-0,67%)

$NET (+0,43%)

$AXON (+0,25%)

$ALB (-0,22%)

$DOCS (-0,01%)

$WOLF

$BROS

$PAAS (+0,13%)

$DDOG (+0,86%)

$LCID (+0%)

$TOST (+0,24%)

$LUMN (-0,37%)

$MLCO (+0,65%)

$DOCN (+0,22%)

$ALAB (-0,39%)

$ACB (+0,07%)