Soyabean89
06-26 20:37
Replying to @LazyCat Invests:kamxia tagging.
all my April and may profit become gone to the wind within 3 weeks...very degenerate port [Cry]
but I did buy the dippy dip to average down...roll my sell put as decent as possible... may July bring some gain //@LazyCat Invests:I got 16 squares! Got used to the volatility and no longer sleepless when positions are red. What about you @Soyabean89
2026 Halftime: After AI's Wild Ride, Where Do You Position for H2?
The first half of 2026 closes with AI as the undisputed theme — but the ride was brutal. Memory supercycle plays like Micron and SanDisk delivered multifold returns SpaceX's blockbuster IPO captivated markets, and Nvidia's $25 billion raise was oversubscribed. Yet crashes and V-shaped reversals kept volatility at extreme levels. How did you perform in H1? After the frenzy, will you stay long AI hardware into H2, or rotate toward value and earnings quality?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment