Yun Jui Tsai
@YunRueiTsai 2026 H1 Return: +49.46% H1 2026 Performance Update: it’s time to look back at a dynamic six-month journey. The US market started the year soft, experiencing continuous weakness from January through March. However, April marked a massive turning point, kicking off what became the strongest and most rewarding quarter for the semiconductor sector in recent history. As a professional investor specializing in AI product design and industry applications, my deep insights into technical cycles and technology product trends allowed me to decisively identify market momentum. This enabled us to promptly position into the market's strongest leaders (such as $SOXL (Direxion Daily Semiconductor Bull 3X ETF) $MU (Micron Technology, Inc.) $SNDK (Sandisk Corp/DE) and $ALAB (Astera Labs Inc) ) right as the wave turned. Thanks to this strategic edge, our portfolio delivered +49.46% YTD return, significantly outperforming the $NSDQ100 benchmark (~20%). H2 Outlook Looking ahead to the second half of the year, the demand for AI hardware infrastructure remains exceptionally robust. The secular expansion of global data centers and computing power upgrades shows no signs of slowing down, and this core theme will continue to be our primary growth engine. To My Copiers & Followers I want to express my deepest gratitude to all of you for your unwavering confidence in my strategy. Consistently construct a portfolio that beats the broader market over the long term. High-growth tech investing naturally comes with periods of high volatility and sharp market swings; however, as long as we stay the course and remain invested, time will reward us with exceptional returns. Let's finish the year strong together! $SPX500 $OIL $NVDA (NVIDIA Corporation) $QQQ (Invesco QQQ) $VOO (Vanguard S&P 500 ETF) $BTC
Not investment advice. The author may have financial interests in the mentioned instruments.