$BNTX (+2,46%)
$ON (-1,67%)
$HIMS (-0,84%)
$PLTR (-0,16%)
$O (-1,08%)
$8058 (+0,29%)
$7974 (+1,09%)
$BP. (+0,78%)
$BOSS (-0,56%)
$SWK (-1,11%)
$SPOT (-0,08%)
$N1CL34
$UBER (-1,16%)
$CPRI (-2,01%)
$SHOP (-1,25%)
$RACE (-1,13%)
$HOG (-1,98%)
$HTZ (-3,26%)
$PFIZER
$UPST (-0,48%)
$ANET (+0,34%)
$PINS
$TEM (-1,78%)
$AMD (-0,37%)
$SMCI (-2,56%)
$RIVN (-3,57%)
$BYND (-7,86%)
$KTOS (+0,13%)
$CPNG (-0,12%)
$BMW (-0,83%)
$NOVO B (+7,78%)
$FRE (-0,06%)
$ORSTED (+0,69%)
$AG1 (+2,18%)
$EVT (+2,27%)
$CCO (+3,96%)
$DOCN (-1,33%)
$LMND (-4,58%)
$SONO (-1,48%)
$MCD (-1,77%)
$HOOD (-1,69%)
$QCOM (+0,05%)
$FTNT (-0,99%)
$FSLY (-2,59%)
$HUBS (-1,98%)
$ELF (-0,55%)
$ARM (-1,76%)
$SNAP (-2,28%)
$DASH (-1,96%)
$APP (-1,79%)
$AMC (-2,17%)
$ZIP (-7,36%)
$FIG (-2,4%)
$LCID (-5,02%)
$DUOL
$UN0 (-3,71%)
$CBK (+0,28%)
$DEZ (-2,48%)
$ZAL (-1,27%)
$HEN (-0,57%)
$MAERSK A (-0,21%)
$HEI (+0,68%)
$CON (-1,07%)
$AZN (+0,56%)
$ALB (+1,14%)
$MRNA (-6,92%)
$QBTS (-9,19%)
$WBD (+0,76%)
$LI (-2,25%)
$RHM (-0,13%)
$DDOG (-1,05%)
$RL (-1,62%)
$OPEN (-2,78%)
$ABNB (-0,57%)
$PTON (-1,21%)
$MP (+0%)
$TTD (-0,58%)
$STNE (+2,89%)
$SQ (-0,45%)
$GRND (-1,69%)
$IREN (+0,24%)
$AFRM (-4,68%)
$CRISP (-0,01%)
$RUN (-5,6%)
$7011 (+1,33%)
$DTG (-0,9%)
$HAG (-0,07%)
$DKNG (-2,24%)
$LAC (-2,21%)
$KKR (-0,17%)
$PETR3 (-1,63%)
$CEG
$WEED (-2,21%)

$IREN (+0,24%)
$CIFR (-0,9%)
$BTC (-1%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (+0,24%) and $CIFR (-0,9%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-0,9%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (+1,7%)
$MSFT (-0,31%)
$AMZN (+1,17%)
$ORCL (-2,26%)
$BABA (-0,47%)

Neocloud: $NBIS (-2,83%)
$IREN (+0,24%)
$CRWV (-4,41%)
$APLD (-4,85%)
$GLXY (-0,48%)
$WYFI

Memory: $SNDK
$STX (-2,31%)
$MU (-0,58%)
$WDC (-0,11%)
$PSTG (-0,61%)

Semiconductor: $NVDA (+2,55%)
$AVGO (+1,86%)
$AMD (-0,37%)
$TSM (+1,2%)
$ASML (+0,28%)
$ARM (-1,76%)
$KLAC (-0,08%)
$INTC (-0,73%)

Networking: $CIEN (+2,21%)
$CLS (-1,35%)
$CRDO
$RMBS (-1,45%)
$ANET (+0,34%)
$APH (+0,82%)
$COHR (-0,15%)

Servers: $VRT (+0,62%)
$DELL (+1,08%)
$HPE (-0,06%)

Data: $INOD (-1,32%)
$PLTR (-0,16%)
$SNOW (-0,43%)
$DDOG (-1,05%)
$MDB (-0,69%)

Energy: $LEU (-0,18%)
$CEG
$OKLO
$TLNE
$GEV (-0,35%)
$NXT (+0%)

Batteries: $EOSE
$QS (+3,74%)
$TSLA (-0,32%)
$MVST (+1,57%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-0,16%)

$SMCI

$CELH

$ARM (-1,76%)

$CLF (+0,33%)

$AMC

$QCOM (+0,05%)

$DKNG (-2,24%)

$HIMS (-0,84%)

$ELF (-0,55%)

$ANET

$CLOV (-3,49%)

$SQ (-0,45%)

$APP (-1,79%)

$VST (+0,42%)

$NVO (+6,65%)

$RIVN (-3,57%)

$DVN (-0,5%)

$U (-3,76%)

$WYNN (-0,52%)

$CVS (+0,01%)

$CEG

$TTD (-0,58%)

$MRNA (-6,92%)

$$BRK.A (-0,31%) (Saturday)

$CDE (-0,45%)

$AFRM (-4,68%)

$MELI (-0,74%)

$FTNT (-0,99%)

$PINS

$ABNB (-0,57%)

$ABX

$HL (-0,56%)

$MAR

$IONQ (-3,94%)

$NET (-0,25%)

$AXON (-2,14%)

$ALB (+1,14%)

$DOCS (-2,19%)

$WOLF

$BROS

$PAAS (+0,37%)

$DDOG (-1,05%)

$LCID (-5,02%)

$TOST (-2,43%)

$LUMN (-1,44%)

$MLCO (-1,47%)

$DOCN (-1,33%)

$ALAB (-3,06%)

$ACB (-5,26%)