$BNTX (+0,48%)
$ON (-5,29%)
$HIMS (-1,92%)
$PLTR (+0,37%)
$O (+0,85%)
$8058 (+0,25%)
$7974 (-1,67%)
$BP. (+0,06%)
$BOSS (+0,05%)
$SWK (-0,78%)
$SPOT (+1,49%)
$N1CL34
$UBER (+0,41%)
$CPRI (-0,67%)
$SHOP (+0,46%)
$RACE (-1%)
$HOG (-0,14%)
$HTZ (-0,56%)
$PFIZER
$UPST (-1,67%)
$ANET (-3,59%)
$PINS (+1,17%)
$TEM (-2,14%)
$AMD (-5,2%)
$SMCI (-6,13%)
$RIVN (-0,79%)
$BYND (-1,85%)
$KTOS (-1,81%)
$CPNG (-2,95%)
$BMW (-0,43%)
$NOVO B (+2,71%)
$FRE (+0,47%)
$ORSTED (-1,26%)
$AG1 (-1,27%)
$EVT (+1,29%)
$CCO (-3,22%)
$DOCN (-1,45%)
$LMND (-2,26%)
$SONO (-1,72%)
$MCD (+1,25%)
$HOOD (-2,12%)
$QCOM (-5,11%)
$FTNT (-0,42%)
$FSLY (-1,32%)
$HUBS (+0,66%)
$ELF (-1,14%)
$ARM (-6,23%)
$SNAP (-0,68%)
$DASH (-0,08%)
$APP (+0,53%)
$AMC (-17,36%)
$ZIP (+0,15%)
$FIG (-0,18%)
$LCID (-1,99%)
$DUOL
$UN0 (-3,36%)
$CBK (-0,9%)
$DEZ (-2,61%)
$ZAL (+0,92%)
$HEN (+0,5%)
$MAERSK A (+2,63%)
$HEI (-1,49%)
$CON (-0,75%)
$AZN (+1,59%)
$ALB (-2,03%)
$MRNA (-0,85%)
$QBTS (+3,37%)
$WBD (+0,07%)
$LI (-2,45%)
$RHM (+0,69%)
$DDOG (+0,1%)
$RL (+0,93%)
$OPEN (-0,93%)
$ABNB (+0,55%)
$PTON (-0,63%)
$MP (-3,3%)
$TTD (+0,22%)
$STNE (-0,38%)
$SQ (-0,39%)
$GRND (+0,44%)
$IREN (-4,59%)
$AFRM (-2,01%)
$CRISP (+0,07%)
$RUN (-2,02%)
$7011 (-5,25%)
$DTG (-0,34%)
$HAG (+1,19%)
$DKNG (+0,22%)
$LAC (-2,18%)
$KKR (+0,06%)
$PETR3 (-0,04%)
$CEG
$WEED (-0,42%)

$IREN (-4,59%)
$CIFR (-4,85%)
$BTC (-2,49%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-4,59%) and $CIFR (-4,85%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-4,85%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,64%)
$MSFT (+1,68%)
$AMZN (-0,31%)
$ORCL (-1,85%)
$BABA (-2,29%)

Neocloud: $NBIS (-6,85%)
$IREN (-4,59%)
$CRWV (-5,4%)
$APLD (-3,16%)
$GLXY (-4,21%)
$WYFI (-6,57%)

Memory: $SNDK (-8,46%)
$STX (-6,56%)
$MU (-8,73%)
$WDC (-6,86%)
$PSTG (-3,32%)

Semiconductor: $NVDA (-1,64%)
$AVGO (-3,7%)
$AMD (-5,2%)
$TSM (-4,03%)
$ASML (-6,88%)
$ARM (-6,23%)
$KLAC (-5,41%)
$INTC (-5,52%)

Networking: $CIEN (-4,22%)
$CLS (-4,1%)
$CRDO
$RMBS (-4,06%)
$ANET (-3,59%)
$APH (-3,31%)
$COHR (-6,67%)

Servers: $VRT (-4,57%)
$DELL (-4,69%)
$HPE (-3,36%)

Data: $INOD (-4,41%)
$PLTR (+0,37%)
$SNOW (+0,5%)
$DDOG (+0,1%)
$MDB (+0,47%)

Energy: $LEU (-4,39%)
$CEG
$OKLO
$TLNE
$GEV (-4,68%)
$NXT (+0%)

Batteries: $EOSE (-3,88%)
$QS (-3,01%)
$TSLA (-1,72%)
$MVST (-5,59%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+0,37%)

$SMCI

$CELH

$ARM (-6,23%)

$CLF (-2,91%)

$AMC

$QCOM (-5,11%)

$DKNG (+0,22%)

$HIMS (-1,92%)

$ELF (-1,14%)

$ANET

$CLOV (-0,89%)

$SQ (-0,39%)

$APP (+0,53%)

$VST (-3,16%)

$NVO (+2,73%)

$RIVN (-0,79%)

$DVN (+0,32%)

$U (+1,34%)

$WYNN (-0,82%)

$CVS (+0,3%)

$CEG

$TTD (+0,22%)

$MRNA (-0,85%)

$$BRK.A (+0,16%) (Saturday)

$CDE (-1,9%)

$AFRM (-2,01%)

$MELI (-0,06%)

$FTNT (-0,42%)

$PINS (+1,17%)

$ABNB (+0,55%)

$ABX

$HL (-2,77%)

$MAR

$IONQ (-0,84%)

$NET (+0,56%)

$AXON (-0,63%)

$ALB (-2,03%)

$DOCS (+0,01%)

$WOLF

$BROS

$PAAS (-3,11%)

$DDOG (+0,1%)

$LCID (-1,99%)

$TOST (+0%)

$LUMN (-2,46%)

$MLCO (-0,65%)

$DOCN (-1,45%)

$ALAB (-6,74%)

$ACB (-1,63%)