$BNTX (-0,41%)
$ON (-3,13%)
$HIMS (-2,06%)
$PLTR (-0,89%)
$O (+0,23%)
$8058 (+0,96%)
$7974 (+1,27%)
$BP. (-0,71%)
$BOSS (+0,25%)
$SWK (+0,24%)
$SPOT (+0,36%)
$N1CL34
$UBER (-0,38%)
$CPRI (+0,07%)
$SHOP (-0,29%)
$RACE (-0,69%)
$HOG (+0,1%)
$HTZ (-2,38%)
$PFIZER
$UPST (-0,83%)
$ANET (-1,98%)
$PINS (+0%)
$TEM (-1,81%)
$AMD (+1,26%)
$SMCI (-5,66%)
$RIVN (-1,64%)
$BYND (-2,01%)
$KTOS (-1,19%)
$CPNG (-0,74%)
$BMW (+0,26%)
$NOVO B (-0,7%)
$FRE (+0,09%)
$ORSTED (-0,3%)
$AG1 (+0,16%)
$EVT (+5,08%)
$CCO (-0,73%)
$DOCN (-1,83%)
$LMND (-0,56%)
$SONO (-0,28%)
$MCD (+0,3%)
$HOOD (-1,53%)
$QCOM (-1,59%)
$FTNT (-0,79%)
$FSLY (-1,12%)
$HUBS (-1,09%)
$ELF (+0,05%)
$ARM (-3,05%)
$SNAP (-1,04%)
$DASH (-0,27%)
$APP (-0,85%)
$AMC (-0,42%)
$ZIP (+0,37%)
$FIG (-0,29%)
$LCID (-0,46%)
$DUOL
$UN0 (+0,17%)
$CBK (+0,51%)
$DEZ (+0,59%)
$ZAL (+0,45%)
$HEN (-0,19%)
$MAERSK A (-0,04%)
$HEI (+0,87%)
$CON (+0,47%)
$AZN (+0,19%)
$ALB (-0,82%)
$MRNA (-0,7%)
$QBTS (-2,16%)
$WBD
$LI (-1,83%)
$RHM (-1,06%)
$DDOG (-0,78%)
$RL (+0,08%)
$OPEN (-2,85%)
$ABNB (+0,17%)
$PTON (-2,1%)
$MP (-1,2%)
$TTD (-0,76%)
$STNE (-1,01%)
$SQ (+0,32%)
$GRND (-0,79%)
$IREN (-4,86%)
$AFRM (-0,93%)
$CRISP
$RUN (-0,37%)
$7011 (-0,87%)
$DTG (+0,29%)
$HAG (-0,7%)
$DKNG (-0,71%)
$LAC (+0,4%)
$KKR (+0,12%)
$PETR3 (-0,35%)
$CEG
$WEED (+2,22%)

$IREN (-4,86%)
$CIFR (-4,78%)
$BTC (-0,57%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-4,86%) and $CIFR (-4,78%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-4,78%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,48%)
$MSFT (+0,35%)
$AMZN (+0,09%)
$ORCL (-2,93%)
$BABA (-5,94%)

Neocloud: $NBIS (-3,69%)
$IREN (-4,86%)
$CRWV (-6,98%)
$APLD (-3,91%)
$GLXY (-4,88%)
$WYFI (-2,13%)

Memory: $SNDK (-4,25%)
$STX (-3,3%)
$MU (-3,65%)
$WDC (-3,29%)
$PSTG (-1,7%)

Semiconductor: $NVDA (-4,89%)
$AVGO (+0,82%)
$AMD (+1,26%)
$TSM (-2,48%)
$ASML (-1,76%)
$ARM (-3,05%)
$KLAC (-2,65%)
$INTC (-2,36%)

Networking: $CIEN (-3,56%)
$CLS (-2,96%)
$CRDO
$RMBS (-3,09%)
$ANET (-1,98%)
$APH (-2,2%)
$COHR (-5,8%)

Servers: $VRT (-3,78%)
$DELL (-4,76%)
$HPE (-3,17%)

Data: $INOD (-1,88%)
$PLTR (-0,89%)
$SNOW (-0,82%)
$DDOG (-0,78%)
$MDB (-1,69%)

Energy: $LEU (-0,74%)
$CEG
$OKLO (-2,59%)
$TLNE
$GEV (-2,08%)
$NXT

Batteries: $EOSE (-2,39%)
$QS (-0,52%)
$TSLA (-1,08%)
$MVST (+2,08%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-0,89%)

$SMCI

$CELH

$ARM (-3,05%)

$CLF (-0,76%)

$AMC

$QCOM (-1,59%)

$DKNG (-0,71%)

$HIMS (-2,06%)

$ELF (+0,05%)

$ANET

$CLOV (-0,11%)

$SQ (+0,32%)

$APP (-0,85%)

$VST (-1,9%)

$NVO (-0,86%)

$RIVN (-1,64%)

$DVN (+0,35%)

$U (-0,91%)

$WYNN (-0,25%)

$CVS (+0,2%)

$CEG

$TTD (-0,76%)

$MRNA (-0,7%)

$$BRK.A (+0,09%) (Saturday)

$CDE (-1,16%)

$AFRM (-0,93%)

$MELI (-0,43%)

$FTNT (-0,79%)

$PINS (+0%)

$ABNB (+0,17%)

$ABX

$HL (-1,43%)

$MAR

$IONQ (-3,46%)

$NET (-1,58%)

$AXON (-0,02%)

$ALB (-0,82%)

$DOCS

$WOLF

$BROS

$PAAS (-0,37%)

$DDOG (-0,78%)

$LCID (-0,46%)

$TOST (+0,41%)

$LUMN (-0,62%)

$MLCO (+0%)

$DOCN (-1,83%)

$ALAB (-4,53%)

$ACB (-0,42%)