Haven’t traded stocks in a long time until this year. I was all in $NVDA coming into 2026 but then the dip came late March and it gave opportunities I couldn’t pass up on.

$MU bought an initial position at $356 and added heavy around $441. Letting winners do its thing, no reason to do anything yet.
$NBIS I fumbled this when I was in at $110 trying to micromanage and trade it while I should have just bought and held. Now I have a core position from $143 and recently averaged up to $148.
Recently closed out some swings on $BE and $ICHR and now also holding a decent sized position in $CIFR and small position in $PENG
So far biggest loss this year was $CEG but wasn’t too bad as I quickly made it back plus more with $MU. Had a small loss on $CRWV but sold and added into $NBIS so made it back plus more and a few breakevens on $LITE $GLW $ENTG $FLNC.
The following stocks I must give some credit to @aleabitoreddit as his/her thesis on these stocks helped my conviction as I mainly trade off technicals.
$AAOI $97 to $149
$COHR $253 to $343
$ARM $158 to $234
Also watched $SIVE nearly 10x and regret not buying any when I was watching at $7.
Right now my focus is
$ALAB
$CRDO
$MRVL
$QCOM
$POWI