The 2026 Kickstart: Did the January Effect Just Hit Us?
๐๐๐Happy First Trading Day of 2026! The market didn't just wake up this morning. It exploded out of bed, slammed a triple espresso and went for a sprint!
We are seeing a classic high octane "January Effect" in full swing and Santa Rally continues. The tech rally everyone feared might fade in Q4 of 2025, is back with a vengeance.
Nasdaq jumped a massive 1.3%. S&P500 climbed a solid 0.6%. Semiconductor stocks were on an absolute tear! $ASML Holding NV(ASML)$
The market is a sea of green and FOMO is real!
Which of My Stocks Did Well on January 2?
Several of my Bitcoin mining stocks did well today , driven by a strong opening to the year and ongoing interest in their pivot towards AI infrastructure. These gains came as Bitcoin's price pushed above USD 88,000 for the day.
My top performing stocks included :
CleanSpark and Terawulf, each with gains of 10%. IREN climbed by 13%.
All these companies have been successful in leveraging their data centre infrastructure for high performance computing, particularly for AI applications, which have made them increasingly attractive to a broader range of investors. This shift has helped them outperform the broader crypto market in 2025 and continue that momentum into 2026.
My best performing US stock for 2025 is $IREN Ltd(IREN)$
Do I Believe in the January Effect?
The data is mixed historically but the psychology of the January Effect is a very real force. It is like a collective New Year resolution where everyone wants a fresh start, cash gets deployed and there is an infectious optimism.
I believe in momentum more than a calendar date. Right now, the AI and semiconductor momentum is undeniable and January is just giving it a convenient name. It is "HOPE" backed by real earnings potential.
My Top Picks for 2026 and my Favourite ETF
If the market keeps this pace, here are my high conviction plays for the rest of 2026:
$NVIDIA(NVDA)$
$Baidu(BIDU)$ The China wildcard. The Kunlun chip spin-off is massive and their robotaxis are scaling rapidly. It is a compelling value play with explosive growth potential.
Micron: The memory supercycle most valuable player (MVP). Micron's HBM chips are the bottleneck for AI and the supply/demand gap is their best friend for the next 2 years.
My absolute favourite ETF for anchoring my US large cap exposure? The SPDR S&P500 ETF (SPYM). It is a simple, uncomplicated way to own the entire US market engine that keeps chugging along.
2026 is off to great start with a bang as the Bulls are running the show!
@Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger
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