Gilly87
07-04
My H1 Missed Opportunity

Stock I regret not buying: $NVDA

When I first noticed it: AI demand kept accelerating.

Why I didn't buy: I thought the valuation was too high and waited for a pullback.

What happened after that: NVIDIA continued delivering strong earnings, and the stock kept climbing. It reminded me that great companies can stay expensive for longer than expected.

Would I still buy it in H2 2026? Yes, through dollar-cost averaging.

My H2 2026 Watchlist

Top stock pick: $NVDA

Backup ETF: $Vanguard S&P 500 ETF(VOO)$

Sector I'm watching: AI infrastructure and semiconductors.

Biggest risk: High valuations and the possibility of earnings not meeting lofty expectations.

My strategy: DCA. My biggest lesson from H1 is that waiting for the perfect entry often means missing quality companies. I'd rather build positions over time than try to time the market perfectly.

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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