Jian Lim @jianswang: "The year 2026 has proven..."

Malaysia

The year 2026 has proven to be challenging for the software sector, as potential disruptions from AI technologies have created uncertainty across the market. Despite the turbulence, certain segments, particularly memory makers like $SMSN.L (Samsung Electronics Co Ltd - GDR) , $MU (Micron Technology, Inc.) , and SK Hynix, have demonstrated resilience and continued to outperform expectations. Big tech companies like $GOOG (Alphabet) , $MSFT (Microsoft) , $META (Meta Platforms Inc) , AMZN , AAPL , TSLA and etc. are signaling significant capital expenditures which could further benefit NVDA , TSM , AVGO , AMD and so on ahead, reflecting confidence in long-term growth despite short-term headwinds. While many sectors are experiencing negative performance this year, our analysis and strong market insights allow us to maintain a positive return in 2026. We must understand that volatility is part of the current landscape, and patience is essential. By continuing to add funds strategically, we aim to capitalize on opportunities that the broader market may overlook. With disciplined execution and informed decision-making, our goal remains to outperform the market consistently, even amid challenging conditions. [this post was moderated by @eToro_Moderation for excessive tagging]

Not investment advice. The author may have financial interests in the mentioned instruments.