🗞️ Ai has been the markets bi

Adz5150

07-01

🗞️ Ai has been the markets biggest winner...

But I'm starting to think H2 won't simply reward the companies with the best AI story.

It will reward the companies that actually turn AI investment into earnings growth.

We've already seen billions poured into chips, cloud infrastructure and data centres.

The next challenge is proving those investments can generate sustainable profits.

That's why I'm paying more attention to quarterly results than daily headlines.

🔥 AI isn't over.

But I do think the market is becoming more selective.

The companies that continue executing will likely keep winning.

The ones that disappoint could be punished much harder than they were in H1.

For me, H2 feels less like chasing hype and more like separating the leaders from the followers.

💬 What do you think?

2026 Mid-Year Review: What Did You Miss in H1, and What’s on Your H2 Watchlist?

2026 is already halfway through, and the first half of the year has given investors plenty to talk about. AI remained one of the most important market themes, but the story kept expanding. It was no longer just about GPUs or mega-cap tech. Some stocks kept breaking new highs. Some names suddenly became market favorites after earnings. And for many investors, H1 2026 probably came with at least one familiar feeling: “I saw it… but I didn’t buy it.” Which stock do you regret not buying in H1 2026? And what’s on your H2 2026 watchlist?

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.

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