2026 Mid-Year Review: What Did You Miss in H1, and What’s on Your H2 Watchlist?

2026 is already halfway through, and the first half of the year has given investors plenty to talk about. AI remained one of the most important market themes, but the story kept expanding. It was no longer just about GPUs or mega-cap tech. Some stocks kept breaking new highs. Some names suddenly became market favorites after earnings. And for many investors, H1 2026 probably came with at least one familiar feeling: “I saw it… but I didn’t buy it.” Which stock do you regret not buying in H1 2026? And what’s on your H2 2026 watchlist?

avatarBrenL
07-10 07:52
$META$ My outlook on Meta remains positive. The company continues to strengthen its core advertising business while investing heavily in AI, improving engagement across its platforms, and building new long-term growth opportunities. With strong cash generation, a massive global user base, and continued innovation across its ecosystem, I believe Meta is well positioned for further growth. Overall, I’m bullish on META and believe the stock has strong long-term upside potential.

War Reignites Between the US and Iran: How Do You Trade Futures Short-Term? (Recent Returns Revealed

Last time I talked with you about this week's options strategy: besides continuing to run the index options straddle into rallies, one could also consider going long U.S. Treasuries on dips — especially the price of the long-bond TLT. But on Treasuries, as of today, after the escalation of the U.S.–Iran war, everyone needs to be more careful: rising crude oil drives inflation expectations higher, which could push Treasury yields up further, and Treasury prices would then face downward pressure. So we can lift the stop-loss on the buy-the-dip Treasury view a bit higher — up to near the prior-low support around $83.5. Review:Strong Dollar Returns: After Booking the Straddle Win,Why Treasuries Deserv
War Reignites Between the US and Iran: How Do You Trade Futures Short-Term? (Recent Returns Revealed

AI Momentum and Policy Developments Remain in Focus; LCU Up 22.03% YTD 【 CSOP SG Weekly 】

【Money Market Fund】 US$ MMF Net 7-day Yield: +3.56%* During the week, softer payroll data reduced expectations of an imminent Fed hike. Looking ahead, markets will focus on the release of the FOMC minutes for further insight into the Fed's assessment of inflation and growth risks. HSBC continues to see a hawkish bias at the front end as policymakers remain focused on inflation risks and keep all upcoming meetings "live" for potential policy action. *Bloomberg, as of 2026/07/02. 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: ‑3.02% As of 03 Jul 2026 (Fri), $CSOP iEdge SREIT ETF S$(SRT.SI)$ declined 0.27% WTD in SGD, bringing YTD return to ‑3.02%. WTD losses were led by industrial, reta
AI Momentum and Policy Developments Remain in Focus; LCU Up 22.03% YTD 【 CSOP SG Weekly 】
avatarMyrttle
07-08
I got $Alphabet(GOOG)$. I think the AI trend will continue to be bullish for the foreseeable future

Futures Blink blink spin from futures trading and how blink fans made $10 from swing trading

🚀 FTSE China A50 Futures – My 16-Point Morning Trade! 📈💰 $FTSE China A50 Index - Sep 2026(CN2609)$   Sometimes the best trades are not the biggest trades—they are the ones where I simply follow my trading plan. On 7 July 2026, I spotted a high-probability setup on the FTSE China A50 September 2026 Futures (CN2609). Instead of chasing the market or hoping for a miracle rally,I patiently waited for technical confirmation before entering my position. I went long at 14,808 and, just a few minutes later, I closed my position at 14,824, locking in a 16-point profit. Since every index point is worth US$1 per contract, this trade earned US$16 before commissions and fees. Some people may laugh and say, “Only US$16?”
Futures Blink blink spin from futures trading and how blink fans made $10 from swing trading
I got INTC for my draw. It is a comeback story for Intel as AI narrative caused its RAM speciality to become lucrative again. However does it really warrant its current and future evaluation? I will sit and watch for now.

Strong Dollar Returns: After Booking the Straddle Win,Why Treasuries Deserve Our Focus

A recent string of mismatches between macro data and capital flows has revealed a new direction for the rotation across global asset classes. After deeply reviewing the latest non-farm payrolls (NFP) data, the U.S. Dollar Index, the yen's trajectory, and U.S. equity fund flows, I want to discuss a new trading thesis that may differ from what many people think: the pressure that a rising Dollar Index puts on global equities is not over. Bottom-fishing is not currently suitable for U.S. stocks, but it may be relatively suitable for U.S. Treasuries. Why do I say this? To sum up my current logic chain: although over the past week the Dollar Index staged a pullback at its major resistance around 101.3, judging from the performance of the yen — the dollar's second-largest counterpart — and the t
Strong Dollar Returns: After Booking the Straddle Win,Why Treasuries Deserve Our Focus
Nvidia. One of my current stocks holding in my portfolio for the long-term. [Cool]

The Downtrend Isn't Over, But a Rebound Window Is Opening: July Opportunities for Bitcoin and Ethere

Amidst the current macroeconomic environment where AI and related sectors are stealing the spotlight, the performance of crypto assets this year has been exceptionally weak, failing to capture any upward momentum. The reality is that in the realm of narrative-driven assets, Bitcoin's history and storytelling capabilities are just as strong as any other asset. However, once expectations are overdrawn and fail to materialize, a return to reality is inevitable. Nevertheless, after a sustained decline, the likelihood of a short-term stabilization and a corrective rebound is increasing. $E-mini S&P 500 - main 2609(ESmain)$ $E-mini Nasdaq 100 - main 2609(NQmain)$
The Downtrend Isn't Over, But a Rebound Window Is Opening: July Opportunities for Bitcoin and Ethere
avatarzerolih
07-07
The recent hype $SpaceX(SPCX)$ that would literally launch to the moon! As for now it's not for me as a value investor
$Apple(AAPL)$ Apple stands out as my preferred pick,  backed by a solid long-term track record and demonstrated resilience across market cycles. These strengths position it well to continue delivering sustainable performance. $Apple(AAPL)$ @Jessline @WanEH
$Microsoft(MSFT)$ Microsoft had been in a low dip and now is time to buy the dip
Never regret as market momentum means there’s always opportunities elsewhere if you look hard enough. Chasing is too thrilling and heart pounding; I want to be able to sleep well at night.

2026 Mid-Year Global Market Review: H1 Performance Analysis, Breakout Star Regrets, and the H2 Watchlist

Everything you need to know in one place.[Happy] The second half of 2026 marks an important turning point for investors. While artificial intelligence remained the main market theme, the key drivers of stock performance shifted. During the first half of the year, markets faced major economic and geopolitical uncertainty, yet many companies continued to report strong earnings. Many investors felt they had missed out as several AI hardware and storage companies delivered massive gains after rapid breakouts. At the same time, heavy investment in AI infrastructure left many enterprise software companies trading at more attractive valuations, creating potential opportunities for the rest of the year. Macroeconomic & Geopolitical Vectors of H1 2026 The first half of 2026 was shaped by geopol
2026 Mid-Year Global Market Review: H1 Performance Analysis, Breakout Star Regrets, and the H2 Watchlist
I landed on $Micron Technology(MU)$ share. I never monitor this share at all. It never come across my mind to purchase this share. I only thinking of Intel, Nvidia and AMD.. @Fenger1188 @Optionspuppy Join the fun to earn coins
avatarHwa
07-06
[Smile]  [Smile]  [Smile]  [Smile]  [Smile]  
avatarMrzorro
07-06
I got Tiger Broker! First half is losing so much but I believe it will be back to the price it deserve! keep bag holding until that day come. Hopefully H2 [Bless]
avatarAlubin
07-06
Got $Tiger Brokers(TIGR)$. First half was on a losing streaking with stock price decreasing. Hoping to see an eventual turn when the price can finally reflect how great of this app Tiger broker is. Hoping Management does a better job to bring Tiger back to its rightful price.
avatarTLim
07-06
I got Tesla. Neutral on the company. Their EV pie is eaten by China. China's human like robots also impress me more than Tesla bots.
avatarseesam
07-06
gotten this fast-food giants... should I go for defensive stock during such turbulent era?