$SpaceX(SPCX)$ is a global rocket and space exploration technology company focused on research and development. This company is primarily focused on research and is likely to continue to report earnings losses in the near term
$SK hynix(SKHY)$ is a global manufacturer of computer parts. The outlook for so Hynix is positive with further demand for computer parts and record high prices forecast. This stock is forecast to outperform on growth in sales
$JPMorgan Chase(JPM)$ and the other big five banks are reporting higher earnings on growth in credit spreads which have widened as interest rates rise. Which these companies are expected to outperform, growth in credit volumes weighs on their outlook with reduced growth in credit applications and reduced lending
$Space Exploration Technologies(SPCX)$ is a high quality United States based research and development corporation focused on space technologies which is yet to find commercial applications. This is a blue chip stock in the space sector and is investible for space holdings
$mu$Micron Technology(MU)$ is a high quality memory manufacturer for computers who is artificial intelligence and data centres able to benefit from capital investments in these sectors. The outlook for micron is positive with further demand for memory in the future
$mu$Micron Technology(MU)$ is a high quality memory manufacturer for computers who is artificial intelligence and data centres able to benefit from capital investments in these sectors. The outlook for micron is positive with further demand for memory in the future
$tesla rise in share price reflects rising growth expectations with great demand forecast for tesla products and services. Tesla continues to move towards service platforms offering paid software upgrades to existing products which lock features to particular versions of software
$Tesla Motors(TSLA)$ is a large us based conglomerate with interests in electric vehicle manufacturing and other autonomous vehicular or robotic devices. Further high volatility for the share price of this stock is forecast with great uncertainty of the outcome of equity investments in tesla with no knowledge of the outcome of high capital expenditure and declining profitability of investments in robotics
$SanDisk Corp.(SNDK)$ is a large us based semiconductor manufacturer and retailer of hardware. The recent high share price volatility reflects uncertainty of the outlook for this stock with high variability of forecasts for the value of equity. Further volatility is forecast with new high share price reflecting high profitability of operations
1. The stock I regret not buying in h1 2026 is $NVIDIA(NVDA)$ because of the increase in capital expenditure 2. What is on my watch list for h2 2026 is $Microsoft(MSFT)$ because of increasing monetisation of artificial intelligence