$Palantir Technologies Inc.(PLTR)$ After spending the past few months building positions in AI infrastructure and semiconductor names, I've also started accumulating PLTR during this round of market weakness. My thesis is simple: AI isn't just about building faster chips—it also needs software that helps governments and enterprises turn massive amounts of data into better decisions. Palantir sits right at the intersection of AI, data analytics, and mission-critical software, making it one of the few companies already generating meaningful revenue from real-world AI adoption today. One reason I'm comfortable collecting PLTR is the company's improving fundamentals. Revenue growth continues to be supported by both commercial and government custo
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The recent pullback in semiconductor stocks hasn't changed my long-term conviction—in fact, it's given me another opportunity to continue dollar-cost averaging (DCA) into SOXL. While leveraged ETFs are naturally more volatile, I believe the long-term AI infrastructure cycle is still in its early stages. Temporary concerns over AI spending, valuation resets, or profit-taking don't change the structural demand for GPUs, HBM memory, networking, power management, and advanced chip manufacturing. As long as the long-term trend remains intact, I'm comfortable using market weakness to gradually build my position. One of the biggest reasons I'm staying committed is that AI demand is becoming much b
I'm leaning toward B. I agree AI and Financials remain two of the strongest long-term themes, but I wouldn't mirror someone else's concentrated portfolio. I continue adding to AI infrastructure names during pullbacks because I believe the demand for compute, memory, networking, and enterprise AI is still in its early stages. At the same time, I prefer managing risk through diversification. One strategy I already use is buying into volatility. When quality companies correct without a major change in fundamentals, I see it as an opportunity to average up or DCA into my highest-conviction positions. Volatility often creates attractive entry points for long-term investors. In the end, I don't invest based on who is buying. I focus on business quality, earnings growth, valuation, and long-term
$ARM Holdings(ARM)$ This round of pullback gave me another opportunity to increase my position in ARM, and I decided to average up instead of waiting for the "perfect" bottom. While short-term sentiment has turned cautious following concerns over AI infrastructure spending and semiconductor valuations, my long-term thesis on ARM has not changed. The company remains at the center of the industry's transition toward AI computing, with its CPU architecture powering everything from smartphones and PCs to cloud servers, automotive platforms, and edge AI devices. As AI adoption expands beyond data centers, I believe ARM's ecosystem will continue to benefit. Another reason I'm comfortable averaging up is that ARM is becoming increasingly important in
$ServiceNow(NOW)$ The recent pullback in ServiceNow (NOW) has not changed my long-term conviction. Instead, it has given me another opportunity to continue dollar-cost averaging into a company that I believe remains one of the highest-quality software businesses in the AI era. While short-term market sentiment has turned more cautious toward enterprise software, I think the market is overlooking how deeply embedded ServiceNow has become in large organizations. When a company provides mission-critical workflows across IT, HR, customer service and operations, replacing it is neither easy nor economical. Another reason I continue adding is ServiceNow's growing AI opportunity. Rather than simply talking about AI, the company is already integrating
My biggest H1 missed opportunity was $SanDisk Corp.(SNDK)$ . I noticed it early when the AI storage theme gained momentum, but I thought the stock was already overhyped and decided to wait for a pullback instead of chasing it. The pullback never came. Instead, SNDK rallied another 300%. It reminded me that strong AI themes can stay stronger for longer than expected. Even so, I won't be buying SNDK in H2 after such a huge move. I'd rather look for the next opportunity than chase yesterday's winner. For H2, my top watchlist pick is $Corning(GLW)$ , with $ServiceNow(NOW)$ as my backup. I'm also watching software leaders like ServiceNow and
I landed on Google $Alphabet(GOOGL)$ ! I'm actually happy with this result because I believe Google is still one of the strongest long-term AI companies. While many investors focus on AI chatbots, I think Google has a much broader ecosystem across Search, Cloud, YouTube, Android, and Gemini that gives it multiple growth drivers. For the second half of the year, I'll be watching how Google continues to monetize AI across its products and whether Google Cloud can maintain its strong momentum. I also think its valuation remains more reasonable than some other AI names despite its solid fundamentals. I'm bullish on Google and would consider adding more shares during market pullbacks rather than chasing rallies. I believe it has a good chance to be
$Corning(GLW)$ I started to collect GLW (Corning) during this week's massive pullback because I don't think the long-term story has changed. The selloff looks more like short-term profit taking and market sentiment rather than a deterioration in the company's fundamentals. Sometimes the best opportunities appear when quality companies get dragged down with the broader market. Corning is much more than just a glass company. It has strong exposure to AI infrastructure through its optical fiber and connectivity solutions, which are becoming increasingly important as hyperscalers continue expanding AI data centers. As AI clusters grow larger, the demand for high-speed optical networking should continue to rise. Another reason I like GLW is its div
$SpaceX(SPCX)$ I recently started collecting SPCX because I believe SpaceX is still in the early stages of a long-term growth story. The company has already built a dominant position in the commercial space industry through reusable rockets, while Starlink has become one of the world's fastest-growing satellite internet businesses. Another reason is diversification. Beyond launches and broadband, SpaceX has exposure to multiple high-growth markets, including defense, government contracts, direct-to-cell connectivity, and eventually Starship, which could unlock entirely new revenue opportunities over the next decade. I also like that SpaceX is benefiting from several powerful long-term trends at the same time. Global demand for satellite conne
I'm bullish on SK Hynix $SK hynix(SKHY)$ for the long term. Its leadership in HBM and strong position in the AI supply chain make it one of the biggest beneficiaries of growing AI infrastructure demand. I believe this competitive advantage will continue to support its growth. I do see some near-term risks. The stock has already rallied significantly, the ADR issuance brings some dilution, and memory remains a cyclical industry. If AI spending slows or HBM pricing weakens, the shares could face a short-term pullback. For me, any meaningful dip would be a buying opportunity. The Nasdaq listing should improve global visibility and attract more institutional inves