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1A,2A,3A

1A, 2B, 3B

Iran rejects United States ceasefire plan

Oil volatility likely near-term. Markets typically price geopolitical risk quickly, then fade unless supply disruption occurs. Energy exposure = tactical hedge, not long-term thesis.

Google KV cache compression

Negative sentiment for memory stocks short term, but AI demand still exploding structurally. Likely noise, not disruption to long-run DRAM growth.

SpaceX possible IPO

Extremely strong retail interest expected. Valuation will be key—great company doesn’t always mean great entry price. Prefer watching listing momentum first

Netflix is the clear surprise today.

In 2025, my portfolio still in red.It was a humbling year that taught me important lessons about timing, risk management, and not overtrading.

Your 2026 Investment Outlook

For 2026, my goal is recovery with consistency rather than aggressive growth. I plan to focus on lower-risk strategies, better diversification, and capital protection, while selectively investing in quality assets and sectors with long-term fundamentals