$Tesla Motors(TSLA)$  

The following key breakthroughs and use cases excite me personally: (1) Agentic AI to move beyond simple generation to autonomous reasoning &  execution (2) Becoming more energy efficient (3) Massive context inference through new chips like the Rubin CPX (4) Physical AI & robotics. As to supply chain impact of Rubin & Feynman, key points to note would be Next-Gen memory & infrastructure shift vide move to high-density, liquid-cooled environments, forcing data centre operators to redesign facilities years in advance. New chip releases & the exoected market rally would depend on whether $NVIDIA(NVDA)$  demonstrates sustained demand and clear roadmaps for the post Feynman era.

I sincerely trust that the market volatility since the past 1+ years, including the recent one, is due to the antics of trump rather than anything else. The geopolitical shocks, whether due to the trade tariffs or the many coordinated military strike by U.S. and Israeli forces on Iran etc. are what are causing this volatility.  Whether this latest spike is a "buy the dip" signal depends on the duration of the Iran conflict and its impact on energy markets. Amidst all this, AI sector and potential rate cuts may to be viewed as primary catalysts for a 2026 rally, despite current high valuations demanding caution.

I do believe that yes, AVGO has effectively transformed from a traditional networking chip provider into a dominant force in AI hardware, often cited as the second-largest player in the space after Nvidia. My belief stems from the fact that AI now drives over 50% of its semiconductor revenue, up from approximately 37% a year earlier. Further its CEO  recently projected that AI chip sales alone could exceed $100B by 2027.  So, this settles the direction it is taking.

The market consensus seems that the recent 15% surge in Coinbase & 7% jump in Bitcoin are largely attributed to a high-stakes meeting between CEO Brian Armstrong and President Trump on 3 Mar, 2026. Thr bear case h8nges  on the outlook for the CLARITY Act &  GENIUS Act. Ans the bear case rests on the dictum: Buy the Rumor, Sell the News. One key thing to look out for is if BTC settles around $74,000 i- that will be the golden rubicon  to confirm the bearish sentiments of early 2026 has been fully stopped.

In the face of the Iran crisis, did your portfolio have enough Gold or Oil as a "parachute"?: unfortunately no. And that is sad indeed as I was planning to enter but waiting for a decent correction first. 2. Did you protect your profits in February? Will gold break $5,500 in March? Will crash history repeat itself in March: did book and protect some profit in Feb but not all of it. And gold could perhaps well touch $5500 provided the present situation lasts longer & doesn't end in a few weeks. 

$Micron Technology(MU)$