I bought both PLTR and MSFT during the 1H of 2026 and will be down between 20% to 25%. However, I am bullish of both these two cmpaniess based on their fundamentals and the very strong revenue backlog try are carrying into the 2H of 2026. I expect these stocks to turnaround by the end of the next quarter.
# 2026 Halftime: After AI's Wild Ride, Where Do You Position for H2?

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  • SingamM
    ·12:46
    I am bullish on the space sector for the 2H.
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