$BNTX (+0,36%)
$ON (+0,62%)
$HIMS (-0,76%)
$PLTR (-1,34%)
$O (+0,15%)
$8058 (+0,75%)
$7974 (+0,62%)
$BP. (+1,52%)
$BOSS (-0,27%)
$SWK (+0,06%)
$SPOT (+0%)
$N1CL34
$UBER (+0,24%)
$CPRI (-0,13%)
$SHOP (+0,78%)
$RACE (-1,14%)
$HOG (-0,12%)
$HTZ (+0,5%)
$PFIZER
$UPST (-0,46%)
$ANET (+0,21%)
$PINS (-0,56%)
$TEM (-0,47%)
$AMD (-0,59%)
$SMCI (+0,19%)
$RIVN (+0,05%)
$BYND (+0,37%)
$KTOS (-0,02%)
$CPNG (+0,44%)
$BMW (-1,79%)
$NOVO B (+0,47%)
$FRE (-2,11%)
$ORSTED (-0,09%)
$AG1 (-2,1%)
$EVT (-1,07%)
$CCO (-0,41%)
$DOCN (-1,25%)
$LMND (+0,03%)
$SONO (-0,11%)
$MCD (+0,17%)
$HOOD (-0,27%)
$QCOM (+0,19%)
$FTNT (-0,14%)
$FSLY (+0,08%)
$HUBS (-2,64%)
$ELF (-0,27%)
$ARM (+1,73%)
$SNAP (-0,35%)
$DASH (+0,26%)
$APP (-1,03%)
$AMC (-1,7%)
$ZIP (-0,16%)
$FIG (+0%)
$LCID (+0%)
$DUOL
$UN0 (-2%)
$CBK (-0,89%)
$DEZ (-2,22%)
$ZAL (+2,23%)
$HEN (-0,97%)
$MAERSK A (+0,19%)
$HEI (-1,58%)
$CON (-0,77%)
$AZN (-0,82%)
$ALB (-1,4%)
$MRNA (-0,31%)
$QBTS (-0,86%)
$WBD (+0,2%)
$LI (-1,69%)
$RHM (-2,44%)
$DDOG (+1,11%)
$RL (+0,02%)
$OPEN (-0,11%)
$ABNB (+0,05%)
$PTON (-0,73%)
$MP (-1,05%)
$TTD (+0,14%)
$STNE (+0,38%)
$SQ (+0,12%)
$GRND (+0,25%)
$IREN (+1,22%)
$AFRM (-0,48%)
$CRISP (+0,04%)
$RUN (+0,53%)
$7011 (+1,23%)
$DTG (+0,68%)
$HAG (-1,08%)
$DKNG (+0,46%)
$LAC (-0,66%)
$KKR (-2,77%)
$PETR3 (-0,58%)
$CEG
$WEED (+0,6%)

$IREN (+1,22%)
$CIFR (+0,43%)
$BTC (-0,7%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+1,22%) and $CIFR (+0,43%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+0,43%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+0,28%)
$MSFT (-0,61%)
$AMZN (-0,01%)
$ORCL (-1,7%)
$BABA (-1,07%)

Neocloud: $NBIS (+2%)
$IREN (+1,22%)
$CRWV (+1,53%)
$APLD (-0,1%)
$GLXY (-2,37%)
$WYFI (+1,54%)

Memory: $SNDK (+1,36%)
$STX (+0,75%)
$MU (+0,15%)
$WDC (+0,55%)
$PSTG (+0,44%)

Semiconductor: $NVDA (-0,18%)
$AVGO (+3%)
$AMD (-0,59%)
$TSM (+1,24%)
$ASML (+0,48%)
$ARM (+1,73%)
$KLAC (+0,38%)
$INTC (+2,99%)

Networking: $CIEN (+2,27%)
$CLS (-0,74%)
$CRDO
$RMBS (-0,54%)
$ANET (+0,21%)
$APH (+0,38%)
$COHR (+4,23%)

Servers: $VRT (+2,85%)
$DELL (+0,35%)
$HPE (-0,29%)

Data: $INOD (-0,97%)
$PLTR (-1,34%)
$SNOW (-1%)
$DDOG (+1,11%)
$MDB (-0,63%)

Energy: $LEU (+0,09%)
$CEG
$OKLO
$TLNE
$GEV (+0,23%)
$NXT (+0%)

Batteries: $EOSE (-2,22%)
$QS (-0,31%)
$TSLA (-0,79%)
$MVST (+0,08%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-1,34%)

$SMCI

$CELH

$ARM (+1,73%)

$CLF (+0,35%)

$AMC

$QCOM (+0,19%)

$DKNG (+0,46%)

$HIMS (-0,76%)

$ELF (-0,27%)

$ANET

$CLOV (-0,47%)

$SQ (+0,12%)

$APP (-1,03%)

$VST (-0,1%)

$NVO (+0,46%)

$RIVN (+0,05%)

$DVN (+1,13%)

$U (-0,62%)

$WYNN (+0,23%)

$CVS (+0,26%)

$CEG

$TTD (+0,14%)

$MRNA (-0,31%)

$$BRK.A (-0,08%) (Saturday)

$CDE (-0,29%)

$AFRM (-0,48%)

$MELI (-0,09%)

$FTNT (-0,14%)

$PINS (-0,56%)

$ABNB (+0,05%)

$ABX

$HL (-1,07%)

$MAR

$IONQ (-0,24%)

$NET (-3,12%)

$AXON (-0,57%)

$ALB (-1,4%)

$DOCS (+0,01%)

$WOLF

$BROS

$PAAS (-0,86%)

$DDOG (+1,11%)

$LCID (+0%)

$TOST (-0,35%)

$LUMN (+2,15%)

$MLCO (-0,4%)

$DOCN (-1,25%)

$ALAB (+1,32%)

$ACB (-0,1%)