$BNTX (+0,18%)
$ON (-0,36%)
$HIMS (+0,7%)
$PLTR (+2,06%)
$O (-0,26%)
$8058 (-0,75%)
$7974 (-1,05%)
$BP. (+0,71%)
$BOSS (-1,06%)
$SWK (-0,18%)
$SPOT (-1,66%)
$N1CL34
$UBER (+3,6%)
$CPRI (+0,31%)
$SHOP (-0,1%)
$RACE (-0,01%)
$HOG (+0,22%)
$HTZ (-0,03%)
$PFIZER
$UPST (+0,3%)
$ANET (-1,32%)
$PINS
$TEM (+0%)
$AMD (-1,04%)
$SMCI (+0,69%)
$RIVN (-0,07%)
$BYND (+3,46%)
$KTOS (+0,61%)
$CPNG (-0,24%)
$BMW (-1,48%)
$NOVO B (-0,03%)
$FRE (+0,04%)
$ORSTED (-1,4%)
$AG1 (+4,14%)
$EVT (-4,21%)
$CCO (+0,03%)
$DOCN (+0,29%)
$LMND (-0,24%)
$SONO (+0,34%)
$MCD (-0,44%)
$HOOD (+1,09%)
$QCOM (+1,06%)
$FTNT (+1,06%)
$FSLY (-0,09%)
$HUBS (-0,2%)
$ELF (+0,27%)
$ARM (+1,54%)
$SNAP (-0,62%)
$DASH (+0,25%)
$APP (+0,6%)
$AMC (-0,48%)
$ZIP (-0,38%)
$FIG (+1,29%)
$LCID (-0,45%)
$DUOL
$UN0 (+0,97%)
$CBK (-1,78%)
$DEZ (-0,71%)
$ZAL (+1,53%)
$HEN (+0,63%)
$MAERSK A (-1,73%)
$HEI (+0,55%)
$CON (+2,09%)
$AZN (-0,69%)
$ALB (-2,99%)
$MRNA (-0,28%)
$QBTS (+4,37%)
$WBD (-1,62%)
$LI (+0,48%)
$RHM (+1,12%)
$DDOG (+0,54%)
$RL (+0,12%)
$OPEN (+0,8%)
$ABNB (-0,47%)
$PTON (-0,65%)
$MP (+0,38%)
$TTD (+0,71%)
$STNE (+0,9%)
$SQ (+0,28%)
$GRND (+2,69%)
$IREN (+0,73%)
$AFRM (+0,41%)
$CRISP (+0,02%)
$RUN (-0,12%)
$7011 (+0,32%)
$DTG (-1,31%)
$HAG (-0,47%)
$DKNG (-0,46%)
$LAC (-0,25%)
$KKR (-0,21%)
$PETR3 (+0,7%)
$CEG
$WEED (-1,7%)

$IREN (+0,73%)
$CIFR (+1,64%)
$BTC (+0,92%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+0,73%) and $CIFR (+1,64%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (+1,64%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-0,35%)
$MSFT (-0,53%)
$AMZN (-0,01%)
$ORCL (+1,13%)
$BABA (-2,02%)

Neocloud: $NBIS (+0,6%)
$IREN (+0,73%)
$CRWV (+1,37%)
$APLD (+1,45%)
$GLXY (+2,75%)
$WYFI

Memory: $SNDK
$STX (-1,64%)
$MU (-1,82%)
$WDC (-0,25%)
$PSTG (-7,67%)

Semiconductor: $NVDA (+1,57%)
$AVGO (+0%)
$AMD (-1,04%)
$TSM (+0,7%)
$ASML (+0,29%)
$ARM (+1,54%)
$KLAC (+0,14%)
$INTC (-0,59%)

Networking: $CIEN (+0,57%)
$CLS (+0,57%)
$CRDO
$RMBS (+0,72%)
$ANET (-1,32%)
$APH (+0,3%)
$COHR (+1,59%)

Servers: $VRT (+0,83%)
$DELL (-0,06%)
$HPE (+0,56%)

Data: $INOD (+1,38%)
$PLTR (+2,06%)
$SNOW (+0,09%)
$DDOG (+0,54%)
$MDB (+0,52%)

Energy: $LEU (+1,88%)
$CEG
$OKLO
$TLNE
$GEV (-0,1%)
$NXT (+0%)

Batteries: $EOSE
$QS (+1,92%)
$TSLA (+1,04%)
$MVST (+0,43%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+2,06%)

$SMCI

$CELH

$ARM (+1,54%)

$CLF (+0,59%)

$AMC

$QCOM (+1,06%)

$DKNG (-0,46%)

$HIMS (+0,7%)

$ELF (+0,27%)

$ANET

$CLOV (+1,29%)

$SQ (+0,28%)

$APP (+0,6%)

$VST (+0,12%)

$NVO (+0,37%)

$RIVN (-0,07%)

$DVN (+0,79%)

$U (+1,28%)

$WYNN (-0,18%)

$CVS (-0,52%)

$CEG

$TTD (+0,71%)

$MRNA (-0,28%)

$$BRK.A (-0,38%) (Saturday)

$CDE (+1,21%)

$AFRM (+0,41%)

$MELI (+0,08%)

$FTNT (+1,06%)

$PINS

$ABNB (-0,47%)

$ABX

$HL (+1,16%)

$MAR

$IONQ (+0,74%)

$NET (+1,42%)

$AXON (-0,37%)

$ALB (-2,99%)

$DOCS (+0,73%)

$WOLF

$BROS

$PAAS (+1,16%)

$DDOG (+0,54%)

$LCID (-0,45%)

$TOST (+0,28%)

$LUMN (-0,16%)

$MLCO (-0,31%)

$DOCN (+0,29%)

$ALAB (+4,59%)

$ACB (+0,52%)