$BNTX (+5,49%)
$ON (-0,85%)
$HIMS (+5,72%)
$PLTR (+3,29%)
$O (-0,83%)
$8058 (+2,91%)
$7974 (-1,07%)
$BP. (-0,47%)
$BOSS (+1,44%)
$SWK (+1,16%)
$SPOT (-2,08%)
$N1CL34
$UBER (+0,09%)
$CPRI (-1,67%)
$SHOP (+0,97%)
$RACE (+2,62%)
$HOG (+1,9%)
$HTZ (+7,2%)
$PFIZER
$UPST (+4,61%)
$ANET (+3,05%)
$PINS (+0,25%)
$TEM (+9,23%)
$AMD (+0,7%)
$SMCI (+1,76%)
$RIVN (+6,21%)
$BYND
$KTOS (+1,95%)
$CPNG (+1,06%)
$BMW (+1,67%)
$NOVO B (+1,13%)
$FRE (+0,78%)
$ORSTED (+0,69%)
$AG1 (+3,66%)
$EVT (-0,15%)
$CCO (+7,93%)
$DOCN (+0,72%)
$LMND (+4,88%)
$SONO (-1,31%)
$MCD (+0,5%)
$HOOD (+13,83%)
$QCOM (-0,04%)
$FTNT (+2,55%)
$FSLY (+9,87%)
$HUBS (+0%)
$ELF (+2,97%)
$ARM (-2,9%)
$SNAP (-0,06%)
$DASH (+0,68%)
$APP (-1,32%)
$AMC (+2,83%)
$ZIP (-21,63%)
$FIG (-0,53%)
$LCID (-2,27%)
$DUOL
$UN0 (-2,7%)
$CBK (+1,63%)
$DEZ (+3,29%)
$ZAL (+1,73%)
$HEN (+0,72%)
$MAERSK A (+3,6%)
$HEI (+0,53%)
$CON (+1,03%)
$AZN (+0,89%)
$ALB (+7,17%)
$MRNA (+9,57%)
$QBTS (+8,32%)
$WBD (+1,11%)
$LI (+0,68%)
$RHM (-0,03%)
$DDOG (+0,25%)
$RL (+0,03%)
$OPEN (+1,04%)
$ABNB (+1,46%)
$PTON (-2,31%)
$MP (+9,53%)
$TTD (-0,92%)
$STNE (+2,28%)
$SQ (+2,18%)
$GRND (-1,49%)
$IREN (-1,37%)
$AFRM
$CRISP
$RUN (-1,99%)
$7011 (-1,33%)
$DTG (+0,31%)
$HAG (-0,26%)
$DKNG (+4,2%)
$LAC (+5,51%)
$KKR (+1,93%)
$PETR3 (-0,17%)
$CEG
$WEED (+1,18%)

$IREN (-1,37%)
$CIFR (-7,11%)
$BTC (+0,8%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-1,37%) and $CIFR (-7,11%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-7,11%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+1,27%)
$MSFT (+0,23%)
$AMZN (-0,38%)
$ORCL (+3,19%)
$BABA (-8,5%)

Neocloud: $NBIS (+0%)
$IREN (-1,37%)
$CRWV (-2,45%)
$APLD (-5,09%)
$GLXY (+0,33%)
$WYFI (-1,66%)

Memory: $SNDK (+0%)
$STX (+0%)
$MU (-0,75%)
$WDC (-1,85%)
$PSTG (-0,64%)

Semiconductor: $NVDA (-0,88%)
$AVGO (+0,74%)
$AMD (+0,7%)
$TSM (+0,7%)
$ASML (+0,76%)
$ARM (-2,9%)
$KLAC (-1,17%)
$INTC (-2,12%)

Networking: $CIEN (+0,98%)
$CLS (-1,93%)
$CRDO
$RMBS (-0,11%)
$ANET (+3,05%)
$APH (+2,31%)
$COHR (-0,72%)

Servers: $VRT (-0,95%)
$DELL (+1,32%)
$HPE (+1,13%)

Data: $INOD (+2,23%)
$PLTR (+3,29%)
$SNOW (+3,72%)
$DDOG (+0,25%)
$MDB (+2,45%)

Energy: $LEU (+5,01%)
$CEG
$OKLO
$TLNE
$GEV (-0,87%)
$NXT

Batteries: $EOSE (+9,88%)
$QS (+5,24%)
$TSLA (+4,63%)
$MVST (+2,99%)

Every AI Value Chain explained:

Earnings next week

$PLTR (+3,29%)

$SMCI

$CELH

$ARM (-2,9%)

$CLF (+5,05%)

$AMC

$QCOM (-0,04%)

$DKNG (+4,2%)

$HIMS (+5,72%)

$ELF (+2,97%)

$ANET

$CLOV (+0,85%)

$SQ (+2,18%)

$APP (-1,32%)

$VST (-1,88%)

$NVO (+1,19%)

$RIVN (+6,21%)

$DVN (-0,07%)

$U (+0,7%)

$WYNN (+1,34%)

$CVS (-0,62%)

$CEG

$TTD (-0,92%)

$MRNA (+9,57%)

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

$CDE (-0,55%)

$AFRM

$MELI (+0,07%)

$FTNT (+2,55%)

$PINS (+0,25%)

$ABNB (+1,46%)

$ABX

$HL (-0,56%)

$MAR

$IONQ (+7,91%)

$NET (+5,5%)

$AXON (+2,39%)

$ALB (+7,17%)

$DOCS

$WOLF

$BROS

$PAAS (+2,48%)

$DDOG (+0,25%)

$LCID (-2,27%)

$TOST (+3,31%)

$LUMN (-0,49%)

$MLCO (+2,62%)

$DOCN (+0,72%)

$ALAB (-2,01%)

$ACB (+3,4%)