I think storage pricing momentum is expected to carry the stock through the first half of 2026, but significant concerns regarding demand destruction may emerged for the latter half of the year.  Further the present surge is driven by a "strategic reallocation" of manufacturing capacity toward high-margin AI components like High Bandwidth Memory (HBM), which is starving the supply of conventional DRAM and NAND for PCs and smartphones. This could boomerang too. But general consensus is that $Micron Technology(MU)$  could touch $500 in 2026.  So, keeping fingers crossed & a prayer on the lips.

$Tesla Motors(TSLA)$  Obviously I'd be delighted to see Tesla race on to $300 soonest. I was expecting it to touch 250 by mud July but lo, already the current market price is $246.39. With its 200-day moving average at $206, it is suggesting a long-term bullish momentum. I think the price is not at the support price zone, suggesting cautiousness around buying timing.  As an analyst recently wrote,  current price zone accounts for about 21% of trading activity (volume) over the last year, suggesting possibility of increased trading activity in this zone going ahead.  Therefore I'd be treading cautiously in this counter. Stay invested and look at further investment strictly based on research. 

$Micron Technology(MU)$ Repurchase in small tranches at dip as I see greater potential in this counter.

I personally feel the next Nvidia like stock is unlikely to be from the IT sector. It is likely to be from a totally new field. My personal favourite is a company like$Joby Aviation, Inc.(JOBY)$  . It is more of a conviction pick.

$Advanced Micro Devices(AMD)$ Buying into the recent correction. Yes, the results aren't great but hoping for a recovery soon.

$MicroStrategy(MSTR)$ Take a look at the latest order I posted！

Let us see Nvidia for example. Looking at the Bollinger bands,  I am guessing if it breaks 178 then it can test the 140 range. So, I do plan to play safe - nibble from the corners with starters but wait patiently for the main course & desserts 🍨.

$Joby Aviation, Inc.(JOBY)$ This is more part of a high conviction investment in the developing flying taxi business. 

$Advanced Micro Devices(AMD)$ While I have trust (or hope) on this counter's long term potential, its continuous fall of late, has made me wonder if it has started to resemble a gamble more than an educated trading bet. All said and done, I am trying to average down the holding price whenever possible in the hope of a rise in a couple of quarters. I will reassess this counter around June 2025 end to decide whether to continue or hold. 

$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$ Trying to leverage, in small tranches, the present correction in Nvidia prices as I see an opportunity here for the long term.

$Micron Technology(MU)$ Trying some swing trade opportunity in this counter 

$USA Rare Earth Inc.(USAR)$ Booking short term profit to reenter on dip.

$Serve Robotics Inc.(SERV)$ Seeing potential in the robotics area and therefore making a small entry to test the waters to then to assess a decision later to see feasibility of a larger investment. 

$Palantir Technologies Inc.(PLTR)$ I'd booked profit on this counter at $85. Trying to keep adding in small tranches to rebuild the holding at a lower price as I see potential in this counter.

$BitMine Immersion Technologies Inc.(BMNR)$ view order details.

I do bet on underdogs sometime where I do see potential turnarounds. One example being $BlackBerry(BB)$ . I made some money in the counter, booked profits and went on a correction but saw it going further down. Hence holding it for thr long run. Another one I do see making a potential turnaround is $Intel(INTC)$  & $UnitedHealth(UNH)$ . Yesp, it's a long waiting game.

DJT must be kidding. The only factor that he can bring in is volatility and stupidity.The markets might still double or whatever but that would be inspite of this clown 🤡 and not because of him.

(1) Tesla's FSD still remains the market leader in consumer-available technology & recently won the Best Tech 2026 for driver assistance systems due to its vast utility on both city and highway roads. So yes, this trend seems real and also depends on how unsupervised FSD in select earmarked areas in 2026 performs.  (2) again yes, NVIDIA's DRIVE Thor platform could be a direct challenge to Tesla's robotaxi ambitions, though the two companies operate on very different business models. The technological threat is quite material. Musk has obviously downplayed this as a near-term threat, suggesting legacy automakers will take several years to integrate such chips at scale, placing the real competitive pressure 5–6 years out. So let us be patient. (3) Depends! Are you a bull?: if y

This deepseek is a disruptor for sure. But it's not a doomsday event. Personally I think the scene now is something like what 8t was when xiaomi first entered the market as a competitor to iPhone at around 30% its price. But now it is as expensive and also pushes ads on even their premium phones now. And Apple & Samsung still hold forth. Perhaps this is how the AI scene would unfold in the future too with the likes of Nvidia, Micron, Palantir etc. having their own share. 

$Palantir Technologies Inc.(PLTR)$ Booking profit to reenter at potentially lower levels.