I think the recent drop in gold is more about liquidity and positioning than a breakdown in its long-term role. In deleveraging phases, investors often sell liquid assets like gold to raise cash, so this feels more like short-term pressure from funding needs, rate expectations, and weak technicals rather than a loss of safe-haven demand. On timing, I’m not rushing in yet. I’d prefer to see some stabilization and a reclaim of the ~4,500 level before adding more meaningfully. For now, I still view this as a staggered accumulation zone rather than trying to pick the exact bottom, especially with macro uncertainty still in play. For exposure, I prefer gold ETFs like SPDR Gold ETF (GLD) for liquidity and simplicity. I also find DBS’s upcoming tokenized gold from DBS Group interesting for Singa

My guess is that SpaceX will open extremely strong. With heavy oversubscription, Musk’s following, and strong demand for anything linked to AI infrastructure, I wouldn’t be surprised to see the stock jump around 50% or more within the first few hours. In the very short term, sentiment and momentum will likely matter far more than valuation. That said, I think the first-day rally may be the easy part. Once the initial excitement fades, traders will likely start taking profits, and the market will shift focus to valuation, capital spending needs, and how fast the AI-related businesses can actually scale into profits. A pullback in the days after listing would not surprise me. Personally, I won’t be chasing it on day one. I expect a strong initial surge followed by a meaningful correction as

I would buy: France 🇫🇷 It is like: Blue-chip stock. Bullish reason: If World Cup teams were stocks, France would be my top pick. They have a proven track record, world-class talent across every position, and the squad depth to handle injuries or unexpected setbacks. Just like a blue-chip company, France consistently performs at the highest level and is almost always among the favorites when a major tournament begins. What I like most is their balance of experience and young talent. They have the quality to win matches in different ways and the mentality to perform under pressure. While other teams may offer more excitement or upside, France provides the combination of stability, resilience, and championship potential that I look for in a long-term investment. If I could only buy one team,

$Palantir Technologies Inc.(PLTR)$ While many investors have become frustrated with Palantir's performance in 2026, I continue to dollar-cost average into my position. The stock has spent much of the year moving sideways, consolidating after its strong run in previous periods. Instead of seeing this as a weakness, I view it as a necessary phase for the market to digest earlier gains and reset expectations. My conviction in Palantir remains tied to its long-term growth story. The company continues to strengthen its position in artificial intelligence, government contracts, and enterprise software adoption. As more organizations seek to deploy AI solutions at scale, Palantir's platforms are becoming increasingly relevant. While the share price

$Direxion Daily MU Bull 2X Shares(MUU)$ This latest pullback in semiconductor stocks has created an opportunity that I have been waiting for, and I decided to average up a small position in MUU, the leveraged Micron product. While the broader market remains volatile, my long-term view on the memory industry has not changed. In fact, the demand outlook for high-bandwidth memory (HBM), DRAM, and advanced memory solutions continues to strengthen as AI infrastructure spending accelerates around the world. What gives me confidence is that memory has become one of the most critical bottlenecks in the AI supply chain. Every new generation of AI models requires more memory capacity and higher bandwidth, driving unprecedented demand for companies like

I see Jensen Huang’s Korea trip as a strong signal that $NVIDIA(NVDA)$ growth is increasingly tied to Korean memory suppliers $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ . His focus on next-gen systems like Vera Rubin & robotics platforms reinforces that AI scaling is now fundamentally constrained by HBM & advanced memory, putting Korea at the center of the supply chain. Between, I view SK hynix as

I don’t really believe in the World Cup curse. Looking at the past tournaments, the market performance was driven much more by macro conditions than football. The dot-com crash, Fed rate hikes, and earnings cycles mattered far more than what was happening on the pitch. Correlation doesn’t always mean causation. What I do think is real is the impact on liquidity. With matches being played during U.S. trading hours this year, I wouldn’t be surprised to see lighter volumes and more short-term volatility. Traders are fans too, and attention is a limited resource. My biggest winner is still the sports betting ecosystem. The World Cup is a massive customer-acquisition event, and companies like DraftKings, Flutter, Sportradar, and Genius Sports could see a surge in engagement. That said, I’m als

I think the market is simply taking a breather after a strong rally. $Goldman Sachs(GS)$ Goldman’s bullish targets are supported by earnings growth, AI investment, and massive buybacks, but softer consumer spending and weaker employment data justify some short-term caution. For Bitcoin, I don't think the pullback is only about Strategy selling. The bigger driver is liquidity expectations. If the Fed delays rate cuts, risk assets like Bitcoin could remain volatile. That's why I'm watching the upcoming payrolls report very closely. My biggest concern is still oil. If Middle East tensions keep energy prices high, inflation could stay elevated and delay policy easing. Long term I'm still constructive on stocks, but I think investors shouldn't ignore t

$ARM Holdings(ARM)$ The recent pullback across AI and semiconductor stocks has created a very different market environment from the euphoric rally we saw earlier this year. Rising rate concerns, profit-taking, and the upcoming wave of macro events have pressured many high-growth technology names. While some investors are becoming cautious, I see this correction as a healthy reset rather than the end of the AI investment cycle. One stock I have been gradually accumulating during this pullback is ARM Holdings. Unlike many semiconductor companies that depend heavily on manufacturing capacity, ARM sits at the center of the global chip ecosystem through its licensing and royalty model. Its architecture powers billions of devices worldwide, from sma

I don’t think AI stocks are broadly cheap anymore, but they’re not a bubble either. The market is separating durable winners from cyclical or higher-risk names. $NVIDIA(NVDA)$ remains the key AI infrastructure leader, while $Micron Technology(MU)$ is more cyclical despite strong momentum. $Intel(INTC)$ looks harder to justify given its valuation and execution uncertainty. When I value AI stocks, I focus more on multi-year AI capex trends, demand visibility, and free cash flow quality rather than just P/E ratios. I also separate “picks-and-shovels” like $Taiwan Semiconductor Manufacturing(TSM)$ and

I’m bullish on $SpaceX(SPCX)$ because I see it as much more than a rocket company. Starlink, satellite internet, launch services, and the broader space economy give it multiple long-term growth drivers that few companies can match. At the same time, the risks are real. SpaceX is still reporting GAAP losses, and a $1.75 trillion valuation already reflects very high expectations. The lack of immediate S&P 500 $S&P 500(.SPX)$ inclusion could also reduce near-term buying pressure from passive funds. My view is that if Starlink keeps growing and SpaceX maintains its technological lead, the company could become a k

I’m bullish on SpaceX’s long-term potential, especially Starlink scaling, launch dominance, and its role in future AI infrastructure. However, at a $1.77T valuation, I think the market is already pricing in very aggressive multi-year growth expectations, so this feels more like a forward narrative than current fundamentals. The main concern for me is heavy cash burn and uncertain monetization timing, especially around xAI and AI expansion. Even if the total addressable market is huge, competition from OpenAI, Anthropic, and Google makes execution uncertain. With free cash flow still negative, the risk-reward at IPO pricing feels stretched. Personally, I would not chase the IPO on listing day. I’d prefer to wait for post-IPO volatility or clearer evidence of sustainable profitability. I’m

I think $NVIDIA(NVDA)$ RTX Spark is more than just another AI PC launch. For the first time, the Windows ecosystem has a real Arm-based challenger with tight CPU-GPU integration. If adoption scales, it could slowly erode Intel-AMD dominance and trigger a new upgrade cycle across the PC supply chain. I’m most bullish on the memory layer. AI workloads on-device need much higher capacity and bandwidth, and that shift looks structural rather than cyclical. That’s why I still like $Micron Technology(MU)$ , SK Hynix, and Samsung. Even after the rally, I don’t think AI PC demand is fully priced in if 32GB–64GB becomes mainstream. Between certainty and elasticity, I lean toward certainty. TSMC remains my highest-c

I’m leaning toward $ARM Holdings(ARM)$ in this CPU war. Its business model is the most attractive because it benefits no matter who wins. Whether it’s $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , or hyperscalers building Arm-based CPUs, ARM collects royalties without having to fight for market share directly. That certainty helps explain the stock’s strong reaction. NVIDIA is still the biggest wildcard. Vera may not replace x86 overnight, but within NVIDIA’s AI ecosystem it doesn’t need to. If customers are already buying NVL racks, adopting Vera becomes a natural extension. The market may also be underestimating how much CPU revenue is embedded inside those

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ Over the past few trading sessions, I decided to average up my position in NVDL rather than take profits. While averaging up is often viewed as a more aggressive strategy, I believe the current setup justifies the move. NVDL recently rebounded strongly from its EMA50 trendline support, a level that has historically acted as an important technical floor during bullish phases. The successful defense of this support level suggests that the uptrend remains intact. Another reason behind my decision is the relative performance of Nvidia itself. While many AI-related stocks have already staged impressive rallies in recent weeks, Nvidia has not participated to the same extent. Several AI infrastructure, so

I would follow the Trump Trade, but selectively. History has shown that sectors like AI infrastructure, semiconductors, energy, defense, and domestic manufacturing often attract strong capital inflows when investors expect pro-growth and pro-industry policies. The theme has repeatedly delivered solid short-term momentum. I already hold positions related to AI and semiconductor infrastructure. Companies tied to data centers, memory, chips, and critical technology supply chains remain my preferred way to benefit from this trend, as the AI investment cycle is likely bigger than any single administration. That said, I would not chase every Trump-related stock. Some names look crowded after sharp rallies. My strategy is to focus on quality companies and add during pullbacks. As long as money k

My top pick from this list is $Broadcom(AVGO)$ . I have been accumulating Broadcom because it sits at the center of the AI infrastructure boom. While $NVIDIA(NVDA)$ gets most of the attention, Broadcom benefits from custom AI chips, networking, and data center connectivity, making it a key “picks and shovels” play in the AI ecosystem. What makes me bullish ahead of earnings is that AI demand keeps accelerating across hyperscalers. Broadcom’s custom ASIC business and networking solutions are becoming more critical as AI clusters scale. If management delivers another strong quarter and raises guidance, I think the stock can continue to re-rate higher. Among the ex-dividend names, I still like AVGO the most

The stock that surprised me the most in 2026 is definitely $Nokia Oyj(NOK)$ . When investors talk about AI winners, most people immediately think of $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , or memory stocks. Nokia is probably one of the last names many would associate with the AI boom. What changed my view is realizing that AI is not only about chips and GPUs. AI data centers need to move huge amounts of data, creating strong demand for optical networks, fiber infrastructure, and communi

May was a great month for the market, but the rally looks increasingly concentrated. While the $NASDAQ(.IXIC)$ gained over 8%, only a small percentage of stocks made new highs. I'm staying selective and focusing on companies with strong earnings and AI exposure rather than chasing momentum. The retail frenzy in South Korea is remarkable, but I believe the memory story is backed by real fundamentals. $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ $CSOP Samsung Electronics Daily (2x)

$ServiceNow(NOW)$ ServiceNow (NOW) has recently moved onto my accumulation list as the company continues to prove that it is becoming one of the biggest beneficiaries of enterprise AI adoption. While many investors focus on AI infrastructure names, I believe the next phase of the AI cycle will be driven by software companies that can successfully monetize AI at scale. ServiceNow appears to be executing that strategy exceptionally well. One of the key reasons I started collecting NOW is the company's decision to raise its full-year Now Assist AI revenue target by 50%, from $1 billion to $1.5 billion. Management highlighted that customer demand for AI Agent solutions has significantly exceeded expectations, with larger deal sizes and stronger re