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2026 Halftime: After AI's Wild Ride, Where Do You Position for H2?
The first half of 2026 closes with AI as the undisputed theme — but the ride was brutal.
Memory supercycle plays like Micron and SanDisk delivered multifold returns SpaceX's blockbuster IPO captivated markets, and Nvidia's $25 billion raise was oversubscribed.
Yet crashes and V-shaped reversals kept volatility at extreme levels.
How did you perform in H1?
After the frenzy, will you stay long AI hardware into H2, or rotate toward value and earnings quality?
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