I’m going with number 6 this week. As a mechanical design engineer, I’m wired to appreciate the process, and when the markets get loud, I prefer to retreat into my own analysis rather than getting caught up in the noise. My approach is all about sticking to the plan—using tools like the Relative Strength Index and the 200-day Exponential Moving Average to make sense of the price action. Whether I'm managing tech-heavy growth or defensive holdings, "Weekend Research Mode" helps me stay grounded. Discipline is key when balancing my barbell strategy between volatile tech and stable assets. I'm keeping my eyes on the charts and waiting for the right signals, because consistent execution is what really matters for my portfolio. @

I'm going with $193 as my prediction for SK Hynix's $SK hynix(SKHY)$ first-day closing price. The strong oversubscription shows there is solid institutional demand, and I think the Nasdaq listing could attract even more global investors looking for direct exposure to the AI memory theme. What gives me confidence is SK Hynix's leadership in HBM and its important role in the AI supply chain. With AI infrastructure spending still expanding, I believe the company deserves to trade at a premium compared with traditional memory-cycle valuations. That said, I also expect volatility because AI-related semiconductor stocks have been moving sharply in both directions re

$Palantir Technologies Inc.(PLTR)$ After spending the past few months building positions in AI infrastructure and semiconductor names, I've also started accumulating PLTR during this round of market weakness. My thesis is simple: AI isn't just about building faster chips—it also needs software that helps governments and enterprises turn massive amounts of data into better decisions. Palantir sits right at the intersection of AI, data analytics, and mission-critical software, making it one of the few companies already generating meaningful revenue from real-world AI adoption today. One reason I'm comfortable collecting PLTR is the company's improving fundamentals. Revenue growth continues to be supported by both commercial and government custo

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The recent pullback in semiconductor stocks hasn't changed my long-term conviction—in fact, it's given me another opportunity to continue dollar-cost averaging (DCA) into SOXL. While leveraged ETFs are naturally more volatile, I believe the long-term AI infrastructure cycle is still in its early stages. Temporary concerns over AI spending, valuation resets, or profit-taking don't change the structural demand for GPUs, HBM memory, networking, power management, and advanced chip manufacturing. As long as the long-term trend remains intact, I'm comfortable using market weakness to gradually build my position. One of the biggest reasons I'm staying committed is that AI demand is becoming much b

I'm leaning toward B. I agree AI and Financials remain two of the strongest long-term themes, but I wouldn't mirror someone else's concentrated portfolio. I continue adding to AI infrastructure names during pullbacks because I believe the demand for compute, memory, networking, and enterprise AI is still in its early stages. At the same time, I prefer managing risk through diversification. One strategy I already use is buying into volatility. When quality companies correct without a major change in fundamentals, I see it as an opportunity to average up or DCA into my highest-conviction positions. Volatility often creates attractive entry points for long-term investors. In the end, I don't invest based on who is buying. I focus on business quality, earnings growth, valuation, and long-term

$ARM Holdings(ARM)$ This round of pullback gave me another opportunity to increase my position in ARM, and I decided to average up instead of waiting for the "perfect" bottom. While short-term sentiment has turned cautious following concerns over AI infrastructure spending and semiconductor valuations, my long-term thesis on ARM has not changed. The company remains at the center of the industry's transition toward AI computing, with its CPU architecture powering everything from smartphones and PCs to cloud servers, automotive platforms, and edge AI devices. As AI adoption expands beyond data centers, I believe ARM's ecosystem will continue to benefit. Another reason I'm comfortable averaging up is that ARM is becoming increasingly important in

$ServiceNow(NOW)$ The recent pullback in ServiceNow (NOW) has not changed my long-term conviction. Instead, it has given me another opportunity to continue dollar-cost averaging into a company that I believe remains one of the highest-quality software businesses in the AI era. While short-term market sentiment has turned more cautious toward enterprise software, I think the market is overlooking how deeply embedded ServiceNow has become in large organizations. When a company provides mission-critical workflows across IT, HR, customer service and operations, replacing it is neither easy nor economical. Another reason I continue adding is ServiceNow's growing AI opportunity. Rather than simply talking about AI, the company is already integrating

My biggest H1 missed opportunity was $SanDisk Corp.(SNDK)$ . I noticed it early when the AI storage theme gained momentum, but I thought the stock was already overhyped and decided to wait for a pullback instead of chasing it. The pullback never came. Instead, SNDK rallied another 300%. It reminded me that strong AI themes can stay stronger for longer than expected. Even so, I won't be buying SNDK in H2 after such a huge move. I'd rather look for the next opportunity than chase yesterday's winner. For H2, my top watchlist pick is $Corning(GLW)$ , with $ServiceNow(NOW)$ as my backup. I'm also watching software leaders like ServiceNow and

I landed on Google $Alphabet(GOOGL)$ ! I'm actually happy with this result because I believe Google is still one of the strongest long-term AI companies. While many investors focus on AI chatbots, I think Google has a much broader ecosystem across Search, Cloud, YouTube, Android, and Gemini that gives it multiple growth drivers. For the second half of the year, I'll be watching how Google continues to monetize AI across its products and whether Google Cloud can maintain its strong momentum. I also think its valuation remains more reasonable than some other AI names despite its solid fundamentals. I'm bullish on Google and would consider adding more shares during market pullbacks rather than chasing rallies. I believe it has a good chance to be

$Corning(GLW)$ I started to collect GLW (Corning) during this week's massive pullback because I don't think the long-term story has changed. The selloff looks more like short-term profit taking and market sentiment rather than a deterioration in the company's fundamentals. Sometimes the best opportunities appear when quality companies get dragged down with the broader market. Corning is much more than just a glass company. It has strong exposure to AI infrastructure through its optical fiber and connectivity solutions, which are becoming increasingly important as hyperscalers continue expanding AI data centers. As AI clusters grow larger, the demand for high-speed optical networking should continue to rise. Another reason I like GLW is its div

$SpaceX(SPCX)$ I recently started collecting SPCX because I believe SpaceX is still in the early stages of a long-term growth story. The company has already built a dominant position in the commercial space industry through reusable rockets, while Starlink has become one of the world's fastest-growing satellite internet businesses. Another reason is diversification. Beyond launches and broadband, SpaceX has exposure to multiple high-growth markets, including defense, government contracts, direct-to-cell connectivity, and eventually Starship, which could unlock entirely new revenue opportunities over the next decade. I also like that SpaceX is benefiting from several powerful long-term trends at the same time. Global demand for satellite conne

I'm bullish on SK Hynix $SK hynix(SKHY)$ for the long term. Its leadership in HBM and strong position in the AI supply chain make it one of the biggest beneficiaries of growing AI infrastructure demand. I believe this competitive advantage will continue to support its growth. I do see some near-term risks. The stock has already rallied significantly, the ADR issuance brings some dilution, and memory remains a cyclical industry. If AI spending slows or HBM pricing weakens, the shares could face a short-term pullback. For me, any meaningful dip would be a buying opportunity. The Nasdaq listing should improve global visibility and attract more institutional inves

For me, the first half of 2026 was about staying disciplined and focusing on AI infrastructure instead of chasing hype. I continued buying quality companies after pullbacks, especially in semiconductors and cloud infrastructure. While not every trade was perfect, I'm satisfied with my overall performance. For Q2 earnings, I think the market needs proof that AI is driving real earnings growth, not just higher valuations. If companies continue delivering strong results and hyperscalers keep investing, I believe the AI rally still has room to run. In the second half, I'm staying bullish but more selective. I still like memory and AI infrastructure, while also watching power and networking as the next AI opportunities. My plan is to keep buying quality stocks during market dips and stay inves

My word for the first half of 2026 is PATIENCE. The market was full of volatility, with AI stocks swinging sharply and many investors getting shaken out. Instead of chasing every rally, I stayed focused on my long-term strategy and reminded myself that great investments often take time to play out. I continued to dollar-cost average into high-conviction names like $ServiceNow(NOW)$ and $Palantir Technologies Inc.(PLTR)$ during their pullbacks because I believed the corrections were overdone. While not every trade worked immediately, staying disciplined helped me avoid emotional decisions driven by fear or FOMO. The bigges

$ServiceNow(NOW)$ I have been steadily dollar-cost averaging into ServiceNow (NOW) during its recent pullback because I believe the market has overreacted. While short-term sentiment has turned cautious, I see the correction as an opportunity rather than a warning sign. Great companies often experience temporary valuation resets, and I believe NOW is one of those high-quality businesses trading below its long-term potential. ServiceNow remains one of the leading enterprise software companies, helping businesses automate workflows across IT, HR, customer service, security and AI. As enterprises continue their digital transformation, demand for workflow automation and AI-powered productivity tools should continue growing. The company's recurring

I traded several of these stocks in the first half of 2026, with my main focus on Palantir, Tesla, Micron and AMD. I continued to DCA into $Palantir Technologies Inc.(PLTR)$ during pullbacks because I remain confident in its long-term AI software growth. I also added $Tesla Motors(TSLA)$ , believing Robotaxi and Optimus will drive future value. One of my best trades was $Micron Technology(MU)$ . I locked in partial profits before earnings to manage risk, and the company still delivered another strong quarter driven by AI memory demand. I'm also optimistic about AMD as AI infrast

I got 22 squares, and H1 2026 has been a real investing roller coaster. I bought AI stocks, bought the dip, held through corrections, averaged down, and made some winning trades. At the same time, I sold too early, missed a few big rallies, and learned some valuable lessons along the way. I'm glad I stayed disciplined. I kept following $NVIDIA(NVDA)$ , watched the $SpaceX(SPCX)$ story closely, checked my portfolio regularly, waited for better entry points, and switched part of my portfolio to cash when market risks increased. Taking profits early also helped me protect my gains. Overall, H1 reminded me that successful investing is about consistency, risk management, and continuous learning. Every tick o

I’m not rushing to call the bottom yet. The main reason for gold’s selloff is the market’s shift from expecting rate cuts to pricing in possible rate hikes. As long as rates stay high and the U.S. dollar remains strong, gold could face further downside. That said, I’m still constructive on gold over the long term. Central bank buying continues, geopolitical risks remain, and gold still plays an important role as a hedge. After the recent correction, valuations look much more reasonable than they did at the January peak. My strategy would be to DCA gradually rather than wait for the perfect entry. I prefer $SPDR Gold Shares(GLD)$ or DBS tokenized gold for convenie