$SPDR S&P 500 ETF Trust(SPY)$

$SPDR S&P 500 ETF Trust(SPY)$ Here's my take on the market.

I believe we're still in a bull market, and I think the major indices will finish 2026 higher than current levels. I also expect the semiconductor sector to perform well for the rest of the year, with names like NVDA and AVGO ending 2026 above where they are now.

However, I'm less convinced that some of the high-momentum names that have pulled back will fully recover this year. On my end, I'm holding my semiconductor positions, managing some of those momentum holdings, and gradually building positions in companies I believe are positioned to be AI winners. I'm also looking for shorter-term trading opportunities and aiming to exit those quicker.

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