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?

Tiger BOSS Debit Card Epic Rewards

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!
Tiger BOSS Debit Card Epic Rewards
avatarAntDee
01:21
Yes. Traded Nvidia. It bullish now below $200. Can start to enter abit $192. Good price let’s go!
avatarAntDee
01:19
I got 17 squares! Will work harder & hope to win 🏆 haha!
avatarnomadic_m
06-28 17:52
avatarhighhand
06-28 12:27
I bought 6 out of 10. 
avatarSuccess88
06-28 10:52
I got 16 Bingo as attach. What about your guys. @Fenger1188 @koolgal @HelenJanet @MHh @SR050321
avatarMHh
06-28 10:36
avatarZtradee
06-28 09:36
12. Wish there were more, but probably I am a very boring speculator.
avatarxemTsumugi
06-28 07:33
I got 19 squares and going to 20 soon
avatarAuntieAaA
06-28 00:28
Good
avatarYoung on stocks
06-27 23:46

Headline: OpenAI's Billion-Dollar Deal + Cathie Wood Buying In — Yet CBRS Got Cut in Half. Who Do You Trust?

🧵 There's a new "stock guru" all over Twitter today hyping up $CBRS (Cerebras). It IPO'd barely over a month ago, billed as "the next NVDA" — and the stock has already been cut in half from its highs. So should we buy the dip? $Cerebras Systems(CBRS)$ 1️⃣ How strong are the fundamentals, really? Cerebras builds wafer-scale AI chips (WSE) — massive single-wafer chips that fuse compute and huge amounts of memory directly onto one die. Its specialty is high-speed, low-latency inference, which is the core architectural difference from NVDA's GPU approach. In January 2026, OpenAI signed a multi-year deal worth over $10 billion with Cerebras, committing to deploy 750MW of Cerebras systems, rolling out in phases through 2028. The latest big update: OpenA
Headline: OpenAI's Billion-Dollar Deal + Cathie Wood Buying In — Yet CBRS Got Cut in Half. Who Do You Trust?
avatarYe Man
06-27 21:43
I got 19 marks, I got a lot experience this month.
avatarECLC
06-27 21:07
Lots of news to follow through besides tracking stock moves. Market was more volatile and unpredictable compared to last year. Not surprising with 20 squares:
avatarmoliya
06-27 19:25
I got around 18 it was interesting h1 waited averaged😆,held,,solded early, pomo.  so overall it was amazing roller coaster ride for the 1st half missed spacex hope this 2 ND half will give an wonderful ride.....
avatar010leo
06-27 18:43
14 squares. started off well. huge dip with the war. learn my lessons and modifying strategies. fingers crossed. @mark01bravz @Momogal join in
avatarSnakeToad
06-27 17:53
I got 15 squares Always retarded Never learn Lambo or Mc (donalds, not laren)
avatarLiverpoolRed
06-27 10:37
I got 18 squares. H1 is really a very exciting trading. My share price can go up and down within a week. The Iran war situation is making the stock market like roller coaster. @Optionspuppy @Fenger1188 @Blinkfans
avatarCrabie 861314
06-27 07:58
Bingo
avatarLazyCat Invests
06-27 07:30

Tiger BOSS Debit Card Epic Rewards

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!
Tiger BOSS Debit Card Epic Rewards
avatarkoolgal
06-27 06:51
I am currently invested in $NVIDIA(NVDA)$ .  Despite a volatile late June market shakeout, the fundamental growth trajectory for Nvidia remains intact. Nvidia represents an infrastructure monopoly, not a speculative narrative.  Tech hyperscalers need Nvidia's architecture to run next gen model.  NVIDIA's Blackwell platform is seeing robust demand while next generation Vera Rubin platform is scheduled to begin shipments in Q3, keeping Nvidia ahead of its competitors. In Q1 26 alone, Nvidia generated USD 81.6 billion in revenue.  This is a massive 85% year on year surge.  Its adjusted net income skyrocketed 139% to USD 45.5 billion. Nvidia has also rewarded me with increased dividend from just 0.01 per share to 0.25 per sh