Shyon
06-26 23:23
I traded several of these stocks in the first half of 2026, with my main focus on Palantir, Tesla, Micron and AMD. I continued to DCA into $Palantir Technologies Inc.(PLTR)$ during pullbacks because I remain confident in its long-term AI software growth. I also added $Tesla Motors(TSLA)$ , believing Robotaxi and Optimus will drive future value.

One of my best trades was $Micron Technology(MU)$ . I locked in partial profits before earnings to manage risk, and the company still delivered another strong quarter driven by AI memory demand. I'm also optimistic about AMD as AI infrastructure spending continues to grow.

Overall, I'm still bullish on PLTR, Tesla, AMD and $NVIDIA(NVDA)$ for the long term. I believe AI remains the strongest long-term investment theme despite the recent volatility. Rather than chasing rallies, I prefer buying quality companies during pullbacks while staying disciplined with risk management.

@TigerEvents @TigerStars @TigerClub @Tiger_comments

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
1