So yesterday I posted this in the strategy area:
And today, what a change!
Thursday there was panic in the streets over the dropping tech stocks, and I just said I am going to hold on and see what happens. And look what happened!
My portfolio was down something like 15% by the end of yesterday, and I was thanking my stars that I am widely diversified. There was a lot of talk about software being the biggest losers, and I have to admit that Palantir was down a lot. But today, all those stocks, even Nvidia and Palantir were almost back to where they were the day before.
But the lesson is that things are going to be changing around all over the place for a while in 2026. Anything AI related is going to make you crazy if you watch it too much.
