Four core directions to focus on for 2026, along with brief reasons and operational strategies:
---
🏆 First Tier: Core Dual Engines (Clear trends, strong growth)
These two are the foundations driving the future tech revolution, with the highest rigid demand.
1. AI Applications and Computing Infrastructure ( $Alphabet-A (GOOGL.US)$ / $Amazon (AMZN.US)$ , $ASE Technology (ASX.US)$ / $Applied Materials (AMAT.US)$ )
· Logic: AI is moving from model training into large-scale application and inference stages, which will continuously drive:
· Cloud demand: GOOGL, AMZN’s cloud businesses are direct monetization channels.
· Semiconductor equipment and advanced packaging: ASX (packaging), AMAT (equipment) are key enablers in manufacturing; regardless of which AI chip prevails, their technology will be essential. This has lower risk and higher certainty than betting on a single chip company (e.g., INTC).
· Strategy: As a core holding. Allocate funds across cloud giants (software and ecosystem) and semiconductor equipment/materials (hardware backbone).
2. Government Investment and National Security ( $RTX Corp (RTX.US)$ / $Boeing (BA.US)$ , $Intel (INTC.US)$ )
· Logic: The geopolitical landscape determines this will be a multi-year supercycle.
· Defense (RTX/BA): Orders...

$Lam Research (LRCX.US)$ 265 soon.

$Rocket Lab (RKLB.US)$ If it goes up to 100, we can eat proper meals instead of instant noodles. It's all up to you.

$NVIDIA (NVDA.US)$ head and shoulder confirmed, will continue drop next week

$Red Cat Holdings (RCAT.US)$ Doesn't anyone want to say something?

$Lam Research (LRCX.US)$ 227 next week!

$Lam Research (LRCX.US)$ tsm nvda earning far better than lrcx asml... no rise

$Apple (AAPL.US)$ No reason needed for the drop, buying opportunity at $251.

$Ondas Holdings (ONDS.US)$ So many people are shorting. I'm thinking, why not go against the grain and rally both retail and institutional investors to make the shorts bleed 😄😄😄