It is difficult to follow Trump's sector allocation as the news flow takes time to reach retailers and its higher risk with volatility. So pick C. No - his informational edge is something I can't replicate.
H1 2026 saw AI-related and big tech stocks rally after rally and ATH again and again. Definitely missed many opportunities but no regrets as too much risks involved. Expect H2 2026 more challenging with high valuations spark bubble concerns. Review risk diversification.
SK Hynix listing on Nasdaq viewed as bullish long term catalyst to diversify investor base but likely near term risks on bearish pressure with high volatility.
Lots of news to follow through besides tracking stock moves. Market was more volatile and unpredictable compared to last year. Not surprising with 20 squares: