For 2026, I’m focusing on three areas: AI infrastructure and semiconductors, application-layer software, and Tesla as a standalone theme. Semiconductors remain the foundation of AI, but returns will depend more on efficiency and execution than pure capacity growth. Application software is where monetization should gradually emerge, while Tesla sits at the intersection of AI, robotics, and energy. The Mag 7 still matters to me, but I’m far more selective. Tesla stands out as the most volatile and misunderstood name, with long-term value tied to autonomy, robotics, and energy rather than short-term delivery numbers. Valuation digestion is likely, but execution will be the key driver. Overall, 2026 feels like a year of differentiation, not broad re-rating. I’m treating volatility as an oppor

I first truly understood candlestick charts when I grasped what Doji candles represent. Realizing that a Doji reflects indecision—especially after a strong move—changed how I read price action. From then on, candlesticks became less about memorizing patterns and more about understanding market psychology. When I see a long upper shadow, my instinct is to pause and wait for the next candle to confirm. It can signal rejection or profit-taking, but without follow-through, it’s just information, not a trade. That patience has helped me avoid acting too early. Looking back at NVIDIA’s price action, the pattern that most often tricks traders is a Doji after a long bullish candle. It looks like a top, draws people into exiting or shorting, and then the uptrend resumes. In strong momentum stocks,

2025 was a year of steady progress rather than big breakthroughs for me. I didn’t reach the $1 million milestone yet, but I’m clearly closer than a year ago. The portfolio wasn’t a straight line up—there were swings and pullbacks—but overall returns landed in the mid-to-high double-digit range, with a calmer and more disciplined upward trend. The biggest turning point was shifting away from short-term noise and focusing on risk control. Taking partial profits, cutting trades that broke my thesis, and sticking to strategies I truly understand made a meaningful difference. I learned that avoiding large mistakes mattered more than chasing every big winner. For 2026, my goal is consistency over noise. I’m aiming for steady compounding with clearer risk limits, better patience, and continued l

2025 wasn’t too bad for me overall. I managed to catch the AI rally, which did most of the heavy lifting for my portfolio and helped me stay ahead of the broader market. Looking back, the biggest lesson wasn’t about picking themes, but about execution. My main mistake was greed. I didn’t lock in enough profits when I should have, and during major pullbacks I ended up giving back a meaningful portion of what were once very solid gains. It was a good reminder that managing exits and risk matters just as much as being right on the trend. For 2026, my goal is simple: catch a major trend and ride it with more discipline. I’m especially hoping one of my core holdings, Tesla $Tesla Motors(TSLA)$

As CES opens, my focus is less on flashy demos and more on how Nvidia $NVIDIA(NVDA)$  and AMD $Advanced Micro Devices(AMD)$  frame the next engine of AI growth. Data centers remain the earnings backbone, but the conversation is clearly shifting toward what comes after large-model training. CES has increasingly become the venue where chipmakers test investor appetite for new AI narratives, and this year the spotlight feels firmly on physical AI, robotics, and edge computing. From my perspective, robotics is no longer a distant concept story—it's becoming a capital allocation question. Advances in sensors, inference chips, and real-time

My stock in focus today is $Meta Platforms, Inc.(META)$ , following news of its USD 2+ billion acquisition of AI startup Manus. While not a headline-grabbing deal by size, it signals a meaningful strategic shift as Meta moves beyond consumer advertising and steps more directly into the enterprise AI space. Manus adds a crucial missing piece to Meta’s AI stack: an execution-layer AI agent capable of turning intent into action across complex workflows. This strengthens Meta’s ability to commercialize AI, bridging the gap between powerful models and real-world business use cases. From an investor’s perspective, the deal points to longer-term revenue diversification. Rather than challenging cloud giants head-on, Meta appears to be using AI agents as

From my perspective, space is moving from a speculative narrative into a real infrastructure theme, and 2026 could be a key inflection point. Governments are no longer just funding exploration—they're building persistent systems for communications, defense, navigation, and earth observation. Once space is viewed as infrastructure rather than aspiration, valuation frameworks begin to change. Rocket Lab $Rocket Lab USA, Inc.(RKLB)$  stands out to me because of execution, not hype. Completing 21 flawless launches in 2025 proves operational reliability, which is the true currency in this industry. The $816 million Space Development Agency contract is especially important—not just for revenue, but for credibility. It

From my perspective, Baidu’s $BIDU-SW(09888)$ 9% surge reflects growing recognition of its AI direction. The “Cloud + AI” launch is meaningful because it’s full-stack—from chips and frameworks to AI Infra and Agent Infra—built for mass deployment. This frames Baidu as an AI infrastructure player, not just an application or search company. The robotaxi angle strengthens the story. Partnerships with Uber and Lyft for UK pilots show Apollo’s global potential. Autonomous driving creates a powerful AI loop: real-world data improves models, better models accelerate deployment, and scale reduces costs. Comparing $Alibaba(0998

As a Tiger $Tiger Brokers(TIGR)$ community member, I’d say I’m more aggressive overall, but not purely WSB-style risk-taking. I’m willing to accept volatility when there’s a clear long-term thesis, especially in AI-driven names, while still keeping risk management in mind to avoid large drawdowns. My overlap with the lists is mainly $Palantir Technologies Inc.(PLTR)$ , $Tesla Motors(TSLA)$ and $NVIDIA(NVDA)$ which sit in both WSB and Tiger users’

Micron's $Micron Technology(MU)$  rally doesn't surprise me, especially given how selectively the market is rewarding names with real AI-linked pricing power. A 3% move against a weak broader tape tells me flows are rotating toward parts of the AI value chain that are still under-owned. Memory has lagged compute for a long time, so when expectations start to shift, the re-rating can happen faster than people expect. I don't think it's "too late," but I also don't see this as a chase. If Nomura is right about the memory supercycle extending into 2027, then this is more about staying power than perfect entry timing. The key point for me is supply discipline: with no meaningful capacity additions before 2028, even mo

From my perspective, a "disappointing" Q4 delivery print is already largely in the market's line of sight. With consensus clustered around ~420k vehicles and expectations for a second consecutive year of lower deliveries, this is not a shock scenario. Tesla itself guiding investors to these numbers suggests the bar has been clearly set—and when expectations are well-anchored, the downside impact of a mild miss is often more muted than headlines imply. What matters more to me is why deliveries are weak and whether that weakness is cyclical or structural. In this case, I see it as largely transitional: product refresh gaps, pricing normalization after aggressive cuts, and buyers waiting for next-gen models. These are real issues, but they're not the same as demand permanently breaking. Tesla

My focus today will be on silver $FUT:Silver - main 2603(SImain)$ , especially after this sharp pullback. The recent move feels more like a liquidity-driven shakeout than a breakdown in fundamentals, but that doesn’t mean prices can’t stay volatile in the near term. After such a crowded trade unwinds, the market needs time to rebuild confidence & depth. At this stage, I’m firmly in the “steady first, act later” camp. The long-term logic for precious metals remains intact, yet short-term liquidity is clearly thin and sentiment fragile. I’d rather anchor my portfolio with gold ETFs as a core holding, while watching silver patiently for signs that

I see the recent pullback in the S&P 500 $S&P 500(.SPX)$   less as a reason to panic and more as a stress test for a very crowded bullish consensus. When every major strategist is on the same side of the boat, I become cautious—not because the trend is broken, but because expectations are already high. A market that has delivered three strong years in a row doesn't need bad news to correct; it only needs reality to come in slightly below perfection. That said, I don't view this pullback as an outright warning signal either. The macro backdrop going into 2026 still looks constructive: easing financial conditions, resilient corporate earnings, and productivity gains driven by AI investment. The fact t

Bitcoin $CME Bitcoin - main 2601(BTCmain)$   reclaiming the $90,000 level feels more like a test of conviction than a clean victory lap. When price approaches a major psychological level like this, I'm less focused on the headline and more on how the market behaves around it. The strength in crypto-related equities alongside Bitcoin suggests risk appetite is still there, but historically, these levels often come with hesitation rather than immediate follow-through. Between direct Bitcoin exposure and crypto-related equities, I still prefer holding Bitcoin itself when prices are near key levels. Bitcoin gives me cleaner exposure without company-specific risks like balance sheets, dilution, or operational issues. Crypto equities

Silver's sharp pullback after making new highs doesn't surprise me. When an asset rallies aggressively and breaks psychological levels like $80, profit-taking is almost inevitable. A 5% correction after such a vertical move feels more like a reset of positioning than a breakdown of the trend. For me, this kind of volatility is part of a mature bull market, not a signal that the story is suddenly over. On whether I would take profits, my answer is selective rather than all-or-nothing. I'm comfortable trimming positions that have run far ahead of my original allocation or where leverage is involved, but I wouldn't rush to fully exit core holdings. Precious metals, especially silver, tend to overshoot in both directions, and selling everything into the first sharp pullback often means missing

Buffett stepping down is undoubtedly the end of an era, but it doesn't automatically weaken my confidence in Berkshire Hathaway as a defensive stock. What Buffett built over six decades is not just a portfolio of businesses, but a deeply embedded culture of capital discipline, long-term thinking, and risk control. In my view, that culture matters far more than any single individual, even someone as legendary as Buffett. I do have confidence in his successor, largely because this transition has been planned for years, not rushed at the last minute. The operating businesses are already run independently by strong managers, and capital allocation has long been a shared process with clear principles. Berkshire today is less about stock picking genius and more about a system that prioritizes ca

My top pick this week is $Taiwan Fund Inc(TWN)$ . With its upcoming ex-dividend date, it’s a great way to secure a solid payout while staying exposed to Taiwan’s key sectors. As a fund, it provides diversification and reduces single-stock risk, which I value for stability and growth. TWN has posted positive YTD gains, unlike some other high-dividend stocks, reflecting strong fundamentals and a disciplined dividend track record. Buying before the ex-dividend date lets me capture the payout while still benefiting from potential long-term upside in Taiwan’s tech and industrial sectors. I’ve also checked the analyst price targets on Tiger Trade, and the outlook looks

I found Mr. Liu’s investing journey really inspiring. What stands out is how he combines discipline with a structured framework rather than chasing tips or reacting to market noise. His focus on supply, demand, and scarcity makes a lot of sense, especially in handling volatility without panic. I also appreciate how candid he is about both his successes and regrets, like with Tesla and Nvidia. It’s a good reminder that even getting the direction right doesn’t guarantee profits—position sizing and holding discipline are just as important. Overall, his approach highlights that long-term investing is more about building a repeatable system than short-term speculation. It’s motivating to see someone turn careful analysis and consistent logic into tangible results.

My stock in focus today is Xpeng $XPeng Inc.(XPEV)$ $XPENG-W(09868)$ , following news of its official entry into Qatar. The company hosted a brand launch event in Doha, unveiling the G9 and G6 SUVs and confirming the upcoming local launch of the P7+ sedan, positioning Qatar as a gateway for broader Gulf expansion. Management emphasized Qatar’s role in showcasing Xpeng’s smart EV technology to high-end international consumers. Xpeng also announced a strategic partnership with Axess Limited in Mauritius, marking its entry into the Eastern African market. This move expands its sales and service network across the Middle East and Africa while supporting an asset-light overseas strategy. Overall, these dev

Looking back at 2025, I missed the precious metals rally and AMD’s catch-up move. Gold, silver, and AMD all benefited from strong macro and AI-driven trends, but I stayed on the sidelines and underestimated how quickly these opportunities would reprice. On the bright side, I’m glad I caught the Tesla rebound. The $200 level held firmly, offering an attractive risk–reward setup, and the recovery reinforced the value of stepping in when sentiment is most negative. It also reminded me how important patience is when a long-term thesis remains intact despite short-term noise. Overall, the year reminded me that the best opportunities often feel uncomfortable in real time. Going forward, I’ll pay more attention to overlooked themes and secondary beneficiaries, not just the obvious market leaders