$BNTX (-2,32%)
$ON (-6,56%)
$HIMS (-1,38%)
$PLTR (-2,49%)
$O (+2,86%)
$8058 (+2,06%)
$7974 (+1,45%)
$BP. (+0,29%)
$BOSS (+0,2%)
$SWK (+3,54%)
$SPOT (+11,42%)
$N1CL34
$UBER (+1,83%)
$CPRI (+4,36%)
$SHOP (-5,19%)
$RACE (+0,25%)
$HOG (+6,41%)
$HTZ (+5,98%)
$PFIZER
$UPST (+0,81%)
$ANET (-7,81%)
$PINS (+0%)
$TEM (-6,22%)
$AMD (-8,32%)
$SMCI (-5,24%)
$RIVN (-3,32%)
$BYND (+5,27%)
$KTOS (-2,08%)
$CPNG (+1,07%)
$BMW (+1,25%)
$NOVO B (+0,86%)
$FRE (-0,43%)
$ORSTED (+1,73%)
$AG1 (-5,82%)
$EVT (-0,39%)
$CCO (-4,02%)
$DOCN (-10,8%)
$LMND (+0,67%)
$SONO (+1,48%)
$MCD (+2,72%)
$HOOD (-5,55%)
$QCOM (-2,71%)
$FTNT (+0,34%)
$FSLY (-4,55%)
$HUBS (+6,97%)
$ELF (+0,74%)
$ARM (-7,99%)
$SNAP (-2,16%)
$DASH (+0,97%)
$APP (-1,73%)
$AMC (-2,56%)
$ZIP (+3,25%)
$FIG (+4,52%)
$LCID (+7,52%)
$DUOL
$UN0 (+0,86%)
$CBK (-4,31%)
$DEZ (-5,19%)
$ZAL (+2,01%)
$HEN (+0,7%)
$MAERSK A (-3,54%)
$HEI (-2,23%)
$CON (-1,03%)
$AZN (+2,45%)
$ALB (-2,04%)
$MRNA (-19%)
$QBTS (-4,53%)
$WBD
$LI (-0,49%)
$RHM (-0,28%)
$DDOG (-6,13%)
$RL (+0,47%)
$OPEN (+4,62%)
$ABNB (+1,47%)
$PTON (+4,06%)
$MP (-3,12%)
$TTD (+3,75%)
$STNE (-3,74%)
$SQ (+0,47%)
$GRND (+2,45%)
$IREN (-9,27%)
$AFRM (-1,86%)
$CRISP
$RUN (+0,88%)
$7011 (-0,69%)
$DTG (-0,96%)
$HAG (-1,27%)
$DKNG (+0,81%)
$LAC (-2,09%)
$KKR (+3,77%)
$PETR3 (-0,68%)
$CEG
$WEED (+1,67%)

$IREN (-9,27%)
$CIFR (-10,73%)
$BTC (+0,19%)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-9,27%) and $CIFR (-10,73%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-10,73%) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-3,06%)
$MSFT (-1,94%)
$AMZN (-4,39%)
$ORCL (-3,21%)
$BABA (-2,37%)

Neocloud: $NBIS (-8,87%)
$IREN (-9,27%)
$CRWV (-10,65%)
$APLD (-10,92%)
$GLXY (-9,74%)
$WYFI (-9,33%)

Memory: $SNDK (-10,61%)
$STX (-12,36%)
$MU (-6,95%)
$WDC (-13,87%)
$PSTG (-7,81%)

Semiconductor: $NVDA (-4,41%)
$AVGO (-3,58%)
$AMD (-8,32%)
$TSM (-4,61%)
$ASML (-6,8%)
$ARM (-7,99%)
$KLAC (-7,81%)
$INTC (-8,67%)

Networking: $CIEN (-10,87%)
$CLS (-12,8%)
$CRDO
$RMBS (-7,97%)
$ANET (-7,81%)
$APH (-7,36%)
$COHR (-13,5%)

Servers: $VRT (-7,33%)
$DELL (-7,75%)
$HPE (-5,26%)

Data: $INOD (-2,56%)
$PLTR (-2,49%)
$SNOW (-3,47%)
$DDOG (-6,13%)
$MDB (-7,29%)

Energy: $LEU (-4,49%)
$CEG
$OKLO
$TLNE
$GEV (-10,93%)
$NXT

Batteries: $EOSE (+1,32%)
$QS (-5,4%)
$TSLA (-3,55%)
$MVST (-1,7%)

Every AI Value Chain explained:

Earnings next week

$PLTR (-2,49%)

$SMCI

$CELH

$ARM (-7,99%)

$CLF (-6,95%)

$AMC

$QCOM (-2,71%)

$DKNG (+0,81%)

$HIMS (-1,38%)

$ELF (+0,74%)

$ANET

$CLOV (-2,46%)

$SQ (+0,47%)

$APP (-1,73%)

$VST (-10,1%)

$NVO (+0,98%)

$RIVN (-3,32%)

$DVN (-1,23%)

$U (-2,69%)

$WYNN (-0,68%)

$CVS (+1,18%)

$CEG

$TTD (+3,75%)

$MRNA (-19%)

$$BRK.A (+1,32%) (Saturday)

$CDE (-8,07%)

$AFRM (-1,86%)

$MELI (-1,66%)

$FTNT (+0,34%)

$PINS (+0%)

$ABNB (+1,47%)

$ABX

$HL (-6,95%)

$MAR

$IONQ (-4,36%)

$NET (-2,33%)

$AXON (+3,78%)

$ALB (-2,04%)

$DOCS

$WOLF

$BROS

$PAAS (-5,81%)

$DDOG (-6,13%)

$LCID (+7,52%)

$TOST (+2,76%)

$LUMN (+0,13%)

$MLCO (-2,75%)

$DOCN (-10,8%)

$ALAB (-11,39%)

$ACB (-0,84%)