In the shoet term, while some positive seasonality and a rotation into value stocks might support certain parts of the market, the overall sentiment is cautious, with a high potential for volatility and further tech sector weakness. I believe in the long term potential of the AI & tech sectors but the overall climate now seems quite confusing given the geo-political situation and the uncertainty it has brought in. Therefore the need to conserve capital and tread with caution. 

I want to bring a slightly different flavour to this discussion. I'm reminded of 2 Hindi songs actually when I think of the markets. (1) Le jaaye jaane kahan hawaen, hawaen:  Roughly translates to "Where do the winds take me, winds?" from the 2017 movie Jab Harry Met Sejal. Honestly the markets moved about aimlessly and unpredictably like the wind. Truly a year of being carried higher by bullish sentiment despite geopolitical "winds" causing sharp swings. (2) the rather optimistic saying (not a song) I recall is: Rachna hai phir itihas "We must create history again" (by the famous Indian investor Vijay Kedia) as new records were repeatedly set throughout the year for selected counters at least.

Has your gold position turned a profit? : it did get me gains though it could have been even better had I kept my patience. No issues, life is all about learning to stay patient and to steering away from greed in the guise of patiebt too  Can gold return to its previous highs by the end of the year?: Rearly don't know whether that can happen by the year end. But quite surely by 2026 end it is likely to. Are you more bullish on gold or silver?: both actually but have a bias to gold than silver.

$Broadcom(AVGO)$  I feel the present semiconductor dip presents a potential buying opportunity for long-term investors, as  fundamental AI demand still remains strong despite recent market rotation and short-term volatility. The market rather is consolidating after significant gains, with investors becoming more discerning and reacting sharply to disappointing results like those from Oracle. Broadcom's robust Q4 2025 earnings report confirms continued strong AI demand, which we could likely interpret as a positive signal for the sector's underlying strength.  While short-term volatility exists, medium term history suggests that after every downturn, chip sales continue to reach higher highs due to structural demand. For th

$Oracle(ORCL)$  It is quite a disappointing experience with this counter this time both in terms of expenditure increase & revenue and the market reaction is therefore on expected lines. Also a big lesson for the companies and investors alike that all is not as rosy with the AI trend as we all would like to believe. Therefore the need to not all eggs in the AI basket.

Good opportunity to add down considering the latest fall. Hoping for a recovery sooner 

Buying more on dips to average down the cost

$Oracle(ORCL)$ Buying the dip for a chance of early recovery 

May be the best thing to do is to keep investing in branches to have an exposure while not buying the top. Slowly but surely we can go in when there is a dip which is certain to come.

Let us come to basics: being from Musk's stable, Tesla is perhaps more of an AI and robotics firm that also sells EVs - so the potential of its robotaxi business is priced in, at least partially if not fully. In the competition between Waymo and Tesla, Waymo currently leads in safety and operational scale, while Tesla has a significant advantage in cost-efficiency, potential for rapid scaling & overall credibility. There may not be a single winner now or in the short run, as the market could support multiple successful players with different strategies. We will have to wait for the long term to identify a clear winner. 

Disclaimer: Not a serious follower or ran of either counter.  I think, this suggests a potential bullish outlook for WBD due to competing takeover bids, a bearish to neutral stance on NFLX due to acquisition risks and short-term financial strain, and a ratger limited, risky arbitrage opportunity that is primarily a bet on the deal's completion and regulatory approval. High stakes gamble IMHO.

Wow, what a positive news that looks like an early new year gift. Really looking forward to $NVIDIA(NVDA)$  breaching $200 soon. Hallelujah.