1. Three sectors: yes, technology is a strong driver of returns in 2026 with robotics, chips & artificial intelligence 2. Yes, magnificient seven including $Tesla Motors(TSLA)$ are key stocks to watch for 2026 3. Thankyou for sharing your knowledge
1. More conservative than the web forum which is focused on option trading 2. My personal trades did overlap the top 10 with $Microsoft(MSFT)$$NVIDIA(NVDA)$ 3. I will follow wsb trades and participate in the forum
1. Precious metals breakout: $LYNAS RARE EARTHS LTD(LYC.AU)$ market moves are difficult to predict with trump’s daily comments, missed 2. $NVIDIA(NVDA)$ is a long term investment hold 3. China repricing moment investments are challenging outside china missed 4. $Advanced Micro Devices(AMD)$ is an earlier stage company hold 5. $Tesla Motors(TSLA)$ is an established company hold
1. Plan for Christmas is short $SPDR S&P 500 ETF Trust(SPY)$ on us economic weakness and reduced trading activity 2. Us markets are still trading over Christmas & actively trading 3. Travelling plans are to remain connected in Singapore to watch the us markets over the holidays
$SPDR S&P 500 ETF Trust(SPY)$ is impacted by economic weakness with high inflation and slowing economic growth. Strategy is put options on $SPDR S&P 500 ETF Trust(SPY)$ to benefit from decline of the s&p 500 index as the currency depreciates and the economy slows
1. Is this the nvidia moment for micron: micron is benefiting strongly from artificial intelligence workloads which benefit from large fast memory. This is an opportunity for micron to capitalise on greater memory demand 2.current forecasts for memory demand indicate tight supply for first half of 2026. While it is possible that this could continue throughout 2026 and into 2027. 3 this supply demand imbalance is due to orders for memory for new data centres which are planned for deployment over 2026 and 2027. Further data centre demand is critical to future performance of $Micron Technology(MU)$
1. Nasdaq decline is a response to negative macro news with interest rates declining and rising inflation 2. $SPDR S&P 500 ETF Trust(SPY)$ put options for broad market declines 3. Ai sector is only a small part of nasdaq, inflation is the driver of interest rates
1. My favourite high dividend stock is $UnitedHealth(UNH)$ due to high consistent dividends. 2. Analyst price target is $325 3. $Simon Property(SPG)$ is also interesting due to consistency of dividend amount