P&L (17 August 2026)
HAPPY MONDAY TO ALL! Huge gains once again from Chips and Semiconductor Sector as $Marvell Technology(MRVL)$ , $NVIDIA(NVDA)$ , and TSMC continue to spearhead this unstoppable AI-driven surge! Heavy momentum behind custom silicon and advanced manufacturing is paying off big time, while enterprise software giant ServiceNow(NOW) experience some pullback today. Software and hardware stocks don't usually go hand in hand but I believe ServiceNow is redefining the software space by incoporating AI as well as the company has my complete backing as it expands from traditional workflow automation into a central orchestration platform for enterprise-wide AI agents.
Beyond core tech, high-growth and speculative picks are firing on all cylinders as well! Quantum leader $IONQ Inc.(IONQ)$ is showing incredible strength, while space and defense plays like $Rocket Lab USA, Inc.(RKLB)$ continue their upward momentum following key contract wins and strong execution tho Ondas Inc. (ONDS) drops slightly by around 2% as it faces pullback after gaining more than 3% last friday as well as partly from its somewhat underwhelming Q2 report. Fantastic start to the week! Let's keep holding strong and let the winners run! 🚀📈
Modify on 2026-08-18 00:17
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