$BigBear.ai Holdings(BBAI)$ Holding BBAI is holding the golden track of defense AI. The gains of over 144% in 52 weeks are incredible! It just converted $125 million in notes to optimize the balance sheet and acquired Ask Sage to complete the secure AI layout. Backed by the US Department of Defense's $100 billion defense AI fund, this is far from a short-term hype! The current small correction is a buying chance. 2026 is the year of AI application explosion, and the dividend of the high-barrier defense AI track has just begun. Hold firm and wait for the earnings to soar!
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ is a tactical ETF where both risk and reward are amplified 🎯 — totally different from traditional buy-and-hold ETFs. This is a tool for short-term moves, not long-term investing. When used tactically with a CBA-style execution, the efficiency is much higher. Catch the right move, and the gains can be very real.
$Microsoft(MSFT)$ & OpenAI just leveled up! A massive Azure deal plus backing for its non-profit arm shows a masterstroke in ecosystem strategy. The stock is consolidating near highs, but the AI monetization story is stronger than ever. Eyes on the upcoming earnings – bullish for the long run!
$MP Materials Corp.(MP)$ coming through with those rare earth gains! EV and wind energy boom means this baby's got legs. Small win now, but holding for that sweet policy catalyst to send it flying!
$Advanced Micro Devices(AMD)$ keeps it solid! With strong plays in both CPUs and GPUs for AI and gaming, this tech workhorse keeps grinding. Not the flashiest mover, but that technical moat means I'm holding for next-gen architecture.
$Astera Labs, Inc.(ALAB)$ and $ALCHIP TECHNOLOGIES LIMITED(ALCPF)$ just announced a strategic partnership to build a silicon ecosystem for AI rack-level connectivity. That’s a solid bullish signal，building ecosystems means building business. Let’s make some money!
$GDS-SW(09698)$ Good stock like this, once you buy at the floor, just chill and hold tight. Listened to their earnings call yesterday, management’s vision is sharp and forward-looking. Holding for the long run!
$NVIDIA(NVDA)$ US futures ripped higher overnight and the $NASDAQ(.IXIC)$ broke out to new highs right after the tariff tension eased. Nvidia “only” gained 5%, but the rest of the chip stocks went nuts, a clear sign that global capital still has strong conviction in the AI and compute story. I believe this is just the beginning. As long as the broader market holds up, core assets like NVDA will get bid back up. Holding steady and waiting for the next leg up.