To The Moon

I got 18 squares. H1 is really a very exciting trading. My share price can go up and down within a week. The Iran war situation is making the stock market like roller coaster. @Optionspuppy @Fenger1188 @Blinkfans

PCT: Grantham Market Crash Prediction v1.0 : PCT = Pandas Coffee Talk. Legendary investor Jeremy Grantham warns that the U.S. stock market is in the largest investment bubble in history due to the Artificial Intelligence (AI) boom, projecting a potential peak-to-trough collapse of up to 70% for AI-related stocks. Grantham's Market Crash Warnings The AI Bubble: Grantham compares the AI-driven tech frenzy to the railroad mania of the 1840s, noting that current valuations reflect the most expensive U.S. market in history. He points to Amazon's 92% plunge during the dot-com bubble as a case study for what AI-era giants may face, even if they eventually dominate their industries. The "Two-Sigma" Framework: Grantham's proprietary bubble model indicates that all 26 prior bubbles he tracked have e

Bingo

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I am currently invested in $NVIDIA(NVDA)$ .  Despite a volatile late June market shakeout, the fundamental growth trajectory for Nvidia remains intact. Nvidia represents an infrastructure monopoly, not a speculative narrative.  Tech hyperscalers need Nvidia's architecture to run next gen model.  NVIDIA's Blackwell platform is seeing robust demand while next generation Vera Rubin platform is scheduled to begin shipments in Q3, keeping Nvidia ahead of its competitors. In Q1 26 alone, Nvidia generated USD 81.6 billion in revenue.  This is a massive 85% year on year surge.  Its adjusted net income skyrocketed 139% to USD 45.5 billion. Nvidia has also rewarded me with increased dividend from just 0.01 per share to 0.25 per sh

The first half of 2026 was positive overall with high volatility due to uncertainty of government policy and changes in policy by the republican goverment. yhis is expected to continue in the second half of 2026 with no further periods of stability. Expect high volatility and increases in price of $ETFS Physical Gold(GOLD.AU)$  

🌟🌟 I ticked 15 squares.  H1 2026 was a roller coaster I did not sign for but rode anyway.  Bought an AI stock? Yes with confidence & optimism. Bought the dip?  Of course.  Then it dipped again & again. Held through the crash? Absolutely.  I held so hard that my portfolio & I trauma bonded. Watched SpaceX?  Yes I watched it fly without me but it has since crashed into Earth. Made money on chips? Yes finally a win.  Semiconductors were like a loyal friend who says don't worry I got you. Added stocks to watch list?  Too many. My watch list is like a crowded warehouse that is bursting at the seams. Regretted not buying? Daily, hourly. Followed Nvidia like a devoted friend?  Yes every day, every chart, every whisper. Learned a lesson?&nb

PCT: Is An AI Crash In Progress? v1.0 : PCT = Pandas Coffee Talk. Whether an AI crash is in the making is a subject of intense debate among financial and tech experts. The market is currently experiencing significant volatility and scrutiny, with strong arguments supporting both an impending market correction and continued growth. The Bear Case (Crash Risk) Unproven Returns: Analysts estimate the AI industry must generate trillions in revenue to recoup current hardware and infrastructure costs, which has led to fears of overinvestment. Hardware Bottlenecks: Skyrocketing costs for energy, water, and compute are squeezing profit margins, with some tech enterprises reverting AI implementations due to high operational costs. Dot-Com Comparisons: Market concentration is heavily restricted to a

AAPL return to Jan01 price bullish

PCT: How To Position In AI Rally In Jun 2026 v1.0 : PCT = Pandas Coffee Talk. To position for the AI market rally in June 2026, you should tactically trim high-flying semiconductor exposure and pivot toward mega-cap cloud hyperscalers, data centre infrastructure, and cheaper Asian tech assets.The market has entered a highly volatile phase. Massive $700B+ capital expenditure (capex) bills and Federal Reserve interest rate worries have triggered sharp valuation corrections. While the long-term AI structural narrative remains strong, the "everything goes up in a straight line" phase has ended.1. Rebalance Within Tech: From Chips to Cloud WallStreet leaders like Goldman Sachs advise shifting out of cyclical hardware into platforms that possess the ultimate final demand.Trim Semiconductor Winne

I got 12 square!

I got 12 square

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Yes just like the headline said, embrace the rotation, not fear it like everyone else. I have been anticipating this for a long time, and the wheels have finally started turning. Whales are profit taking from the tech sector and re-directing their money to less loved industries like Healthcare, Utilities and Consumer Staples. How long will this movement last I am not sure. But I am definitely profiting from some short positions on extremely high valuated tech companies. Follow where the money flows, market seldom reward naysayers. =) @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.

I got 20 squares. Hopefully can recover my losses and back to green with profit in H2.

I bought both PLTR and MSFT during the 1H of 2026 and will be down between 20% to 25%. However, I am bullish of both these two cmpaniess based on their fundamentals and the very strong revenue backlog try are carrying into the 2H of 2026. I expect these stocks to turnaround by the end of the next quarter.

buy the dip; broadcom and google

12 Squares!

I got 20 squares. Still learning and hope to make more $$$

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

It has been an interesting 2026 so far, decided to go long instead of day trading and realised that greater profits can be made through buying dips and waiting patiently. I am still positioning myself but I have made quite a few purchases that I am happy with during this dip. Ready for H2 2026!

The first half of 2026 is almost over, and AI remained the dominant theme on Wall Street. But the trade was no longer just about NVIDIA. Investors rotated across AI chips, memory, cloud computing, autonomous driving, robotics and the space economy. Some stocks rallied on stronger-than-expected earnings. Others stayed in the spotlight despite sharp pullbacks, as investors questioned valuations and the pace of AI monetization. Here are 10 of the most talked-about U.S. stocks among Tigers in the first half of 2026. $Micron Technology(MU)$ has been one of the biggest winners of the AI memory trade. Strong demand for HBM and DRAM, driven by AI data centers, helped push the stock sharply higher after a major earnings beat.

PCT: Grantham Market Crash Prediction v1.0 : PCT = Pandas Coffee Talk. Legendary investor Jeremy Grantham warns that the U.S. stock market is in the largest investment bubble in history due to the Artificial Intelligence (AI) boom, projecting a potential peak-to-trough collapse of up to 70% for AI-related stocks. Grantham's Market Crash Warnings The AI Bubble: Grantham compares the AI-driven tech frenzy to the railroad mania of the 1840s, noting that current valuations reflect the most expensive U.S. market in history. He points to Amazon's 92% plunge during the dot-com bubble as a case study for what AI-era giants may face, even if they eventually dominate their industries. The "Two-Sigma" Framework: Grantham's proprietary bubble model indicates that all 26 prior bubbles he tracked have e

PCT: How To Position In AI Rally In Jun 2026 v1.0 : PCT = Pandas Coffee Talk. To position for the AI market rally in June 2026, you should tactically trim high-flying semiconductor exposure and pivot toward mega-cap cloud hyperscalers, data centre infrastructure, and cheaper Asian tech assets.The market has entered a highly volatile phase. Massive $700B+ capital expenditure (capex) bills and Federal Reserve interest rate worries have triggered sharp valuation corrections. While the long-term AI structural narrative remains strong, the "everything goes up in a straight line" phase has ended.1. Rebalance Within Tech: From Chips to Cloud WallStreet leaders like Goldman Sachs advise shifting out of cyclical hardware into platforms that possess the ultimate final demand.Trim Semiconductor Winne

Before the U.S. market opens, investors should watch what happened in Asia. $CSOP KOSPI(03121)$ South Korea’s market plunged again, led by heavy losses in semiconductor stocks. SKHynix and Samsung were hit hard. Japan’s market also sold off, with SoftBank under pressure. The weakness spread across Asian technology shares and started affecting U.S. overnight sentiment. This matters because South Korea is not just another market. South Korea is one of the global centers of memory chips, AI hardware, semiconductors, and technology supply chains. When Korean chip stocks fall sharply, Wall Street pays attention. Today’s market is not only reacting to one country. It is reacting to a bigger question: Has the AI trade become too hot? 1. What Happened Ov

I got 18 squares. H1 is really a very exciting trading. My share price can go up and down within a week. The Iran war situation is making the stock market like roller coaster. @Optionspuppy @Fenger1188 @Blinkfans

I am currently invested in $NVIDIA(NVDA)$ .  Despite a volatile late June market shakeout, the fundamental growth trajectory for Nvidia remains intact. Nvidia represents an infrastructure monopoly, not a speculative narrative.  Tech hyperscalers need Nvidia's architecture to run next gen model.  NVIDIA's Blackwell platform is seeing robust demand while next generation Vera Rubin platform is scheduled to begin shipments in Q3, keeping Nvidia ahead of its competitors. In Q1 26 alone, Nvidia generated USD 81.6 billion in revenue.  This is a massive 85% year on year surge.  Its adjusted net income skyrocketed 139% to USD 45.5 billion. Nvidia has also rewarded me with increased dividend from just 0.01 per share to 0.25 per sh

PCT: Is An AI Crash In Progress? v1.0 : PCT = Pandas Coffee Talk. Whether an AI crash is in the making is a subject of intense debate among financial and tech experts. The market is currently experiencing significant volatility and scrutiny, with strong arguments supporting both an impending market correction and continued growth. The Bear Case (Crash Risk) Unproven Returns: Analysts estimate the AI industry must generate trillions in revenue to recoup current hardware and infrastructure costs, which has led to fears of overinvestment. Hardware Bottlenecks: Skyrocketing costs for energy, water, and compute are squeezing profit margins, with some tech enterprises reverting AI implementations due to high operational costs. Dot-Com Comparisons: Market concentration is heavily restricted to a

$AJJ Medtech(584.SI)$   AJJ Medtech (SGX:584) announced on 25 June 2026 the DOI-registered public research version of RR-Care™ FTE 2.3. This is not a commercial contract announcement, and it is not a clinical validation announcement. It also does not represent immediate revenue recognition, earnings forecast or commercialisation guarantee. More precisely, it is a company-led frontier systems technical paper public version that tries to explain how AI-enabled eldercare robots may support routine care tasks in institutional eldercare settings, and how part of that routine workload may be interpreted through an FTE-equivalent workload-release planning indicator. In simple terms, RR-Care™ FTE 2.3 does not mean “one robot replaces 2.3 care

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

🌟🌟 I ticked 15 squares.  H1 2026 was a roller coaster I did not sign for but rode anyway.  Bought an AI stock? Yes with confidence & optimism. Bought the dip?  Of course.  Then it dipped again & again. Held through the crash? Absolutely.  I held so hard that my portfolio & I trauma bonded. Watched SpaceX?  Yes I watched it fly without me but it has since crashed into Earth. Made money on chips? Yes finally a win.  Semiconductors were like a loyal friend who says don't worry I got you. Added stocks to watch list?  Too many. My watch list is like a crowded warehouse that is bursting at the seams. Regretted not buying? Daily, hourly. Followed Nvidia like a devoted friend?  Yes every day, every chart, every whisper. Learned a lesson?&nb

Bingo

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Yes just like the headline said, embrace the rotation, not fear it like everyone else. I have been anticipating this for a long time, and the wheels have finally started turning. Whales are profit taking from the tech sector and re-directing their money to less loved industries like Healthcare, Utilities and Consumer Staples. How long will this movement last I am not sure. But I am definitely profiting from some short positions on extremely high valuated tech companies. Follow where the money flows, market seldom reward naysayers. =) @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.

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

The first half of 2026 was positive overall with high volatility due to uncertainty of government policy and changes in policy by the republican goverment. yhis is expected to continue in the second half of 2026 with no further periods of stability. Expect high volatility and increases in price of $ETFS Physical Gold(GOLD.AU)$  

JinkoSolar, a global leader in solar technology, recently entered into a partnership with YXT.com Group Holding Limited ( $YXT.COM GROUP HOLDING LIMITED(YXT)$ ) to explore new ways of strengthening management and organizational capabilities through AI. The collaboration focuses on a core challenge faced by large manufacturing enterprises: how to turn the experience of outstanding managers from individual know-how into organizational capabilities that can be captured, replicated, operated and continuously improved. Manufacturing Enters a New Stage: Management Capability Becomes Growth Infrastructure In recent years, JinkoSolar has continued to expand globally. As its business grows, the company not only needs to maintain its strength in technologica

I bought both PLTR and MSFT during the 1H of 2026 and will be down between 20% to 25%. However, I am bullish of both these two cmpaniess based on their fundamentals and the very strong revenue backlog try are carrying into the 2H of 2026. I expect these stocks to turnaround by the end of the next quarter.

AAPL return to Jan01 price bullish

I got 12 square!

I got 12 square

It has been an interesting 2026 so far, decided to go long instead of day trading and realised that greater profits can be made through buying dips and waiting patiently. I am still positioning myself but I have made quite a few purchases that I am happy with during this dip. Ready for H2 2026!