To The Moon

I got 22 squares, and H1 2026 has been a real investing roller coaster. I bought AI stocks, bought the dip, held through corrections, averaged down, and made some winning trades. At the same time, I sold too early, missed a few big rallies, and learned some valuable lessons along the way. I'm glad I stayed disciplined. I kept following $NVIDIA(NVDA)$ , watched the $SpaceX(SPCX)$ story closely, checked my portfolio regularly, waited for better entry points, and switched part of my portfolio to cash when market risks increased. Taking profits early also helped me protect my gains. Overall, H1 reminded me that successful investing is about consistency, risk management, and continuous learning. Every tick o

I’m not rushing to call the bottom yet. The main reason for gold’s selloff is the market’s shift from expecting rate cuts to pricing in possible rate hikes. As long as rates stay high and the U.S. dollar remains strong, gold could face further downside. That said, I’m still constructive on gold over the long term. Central bank buying continues, geopolitical risks remain, and gold still plays an important role as a hedge. After the recent correction, valuations look much more reasonable than they did at the January peak. My strategy would be to DCA gradually rather than wait for the perfect entry. I prefer $SPDR Gold Shares(GLD)$ or DBS tokenized gold for convenie

$Palantir Technologies Inc.(PLTR)$ I've continued to DCA into Palantir (PLTR) during this recent pullback because my long-term investment thesis remains unchanged. While the stock has experienced significant volatility, I view the decline as a healthy correction rather than a deterioration in the company's fundamentals. Market sentiment can shift quickly, but I prefer to focus on the business rather than short-term price movements. What gives me confidence is Palantir's strong position in the AI software market. The company continues to benefit from growing demand for its Artificial Intelligence Platform (AIP), with both government and commercial customers increasing adoption. As organizations race to integrate AI into their operations, I bel

I’m staying cautious ahead of $Micron Technology(MU)$ earnings tonight. My leveraged Micron position has already generated strong gains, so I decided to lock in part of my profits rather than risk a negative surprise. With the stock up significantly this year, expectations are extremely high, and even a solid report may not guarantee a positive reaction. I still view Micron as one of the best indicators of AI infrastructure demand. If it delivers strong results, maintains healthy margins, and confirms tight HBM supply into 2027, it would support the view that AI spending remains robust despite recent market volatility. Among Micron, $Western Digital(WDC)$ , $Seagate T

$Direxion Daily MU Bull 2X Shares(MUU)$ Ahead of Micron's earnings call tonight, I decided to lock in profits on half of my MUU position. While I remain constructive on Micron's long-term outlook and believe the AI-driven memory cycle is still intact, leveraged positions require a different level of risk management. After a strong run-up, I felt it was prudent to secure part of my gains rather than expose the entire position to the uncertainty of an earnings event. Earnings season can be unpredictable, especially for a stock that carries high expectations. Even when a company delivers strong results, investors often focus on guidance, margins, future demand trends, or management commentary. Any disappointment in these areas could trigger a sha

I’m not bearish on SpaceX long term, but I’m also not rushing to buy the dip yet. The stock had a strong IPO run, and a pullback after such a surge is not surprising. Even after the recent decline, I think there could still be more volatility as the market digests valuation and upcoming share unlock concerns. What keeps me interested is the long-term story. SpaceX remains one of the most unique companies in the world, with leadership in launch services, Starlink, AI ambitions, and future space-based opportunities. Expected inclusion in major indexes could also bring meaningful demand over the coming months, which may help support the stock. For now, my strategy is to stay patient and wait for a better entry point. I would prefer a deeper pullback or a period of consolidation before build

$ServiceNow(NOW)$ I've started to gradually DCA into ServiceNow during this pullback because I believe the market is becoming overly focused on short-term concerns while overlooking the company's long-term growth potential. ServiceNow remains one of the most important enterprise software platforms in the world, helping organizations automate workflows, improve productivity, and accelerate digital transformation. These are mission-critical functions that businesses are unlikely to cut even during periods of economic uncertainty. Another reason I'm accumulating shares is the company's strong competitive position. ServiceNow has built a powerful ecosystem across IT service management, customer service, HR, security operations, and workflow automa

$ARM Holdings(ARM)$ ARM Holdings has been one of the hardest-hit names during the latest semiconductor sector pullback, with investors rotating out of high-growth AI and chip stocks amid concerns over interest rates, valuations, and slowing momentum. While many traders are focusing on short-term volatility, I see the current weakness as an opportunity rather than a reason to panic. Instead of trying to predict the exact bottom, I am using a disciplined Dollar-Cost Averaging (DCA) strategy to gradually build my position in ARM. My investment thesis remains centered on ARM's long-term role in the global semiconductor ecosystem. The company's architecture powers billions of devices worldwide, from smartphones and edge computing systems to the nex

I like $Broadcom(AVGO)$ the most among the stocks on this week's list. The company is benefiting from the rapid growth of AI infrastructure, especially through its custom AI chips and networking products. Its partnerships with major cloud providers give it a strong position in one of the fastest-growing areas of technology. What attracts me is its ability to deliver both growth and dividends. Unlike many technology companies, Broadcom generates strong profits and consistently returns cash to shareholders. This combination makes it easier for me to hold the stock through market volatility. I remain bullish on Broadcom's long-term outlook. As AI spending continues to increase, I believe the company is well positioned to achieve further EPS growth a

$Corning(GLW)$ Corning (GLW) is not usually the first name investors think of when discussing the AI boom, but that is precisely why I started building a position and using a dollar-cost averaging (DCA) strategy on the stock. While the market remains focused on obvious AI winners such as Nvidia, I believe Corning represents a less crowded way to participate in the same long-term trend. Its valuation is far more reasonable, yet its products are increasingly important to the infrastructure supporting AI growth. The key reason behind my investment thesis is Corning's role in optical connectivity. As Nvidia's AI GPUs become more powerful, the amount of data moving between servers, racks, and data centers continues to explode. High-speed optical fi