The pullback never came. Instead, SNDK rallied another 300%. It reminded me that strong AI themes can stay stronger for longer than expected. Even so, I won't be buying SNDK in H2 after such a huge move. I'd rather look for the next opportunity than chase yesterday's winner.
For H2, my top watchlist pick is $Corning(GLW)$ , with $ServiceNow(NOW)$ as my backup. I'm also watching software leaders like ServiceNow and $Palantir Technologies Inc.(PLTR)$ . My biggest concern is a broad market pullback after the strong H1 rally, so I'll stay patient, wait for better entries, and continue to DCA into quality names.
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