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