My 2025 was defined by massive wins in Big Tech, cloud security, and semiconductors, which proved that staying positioned in AI infrastructure was the right move. The biggest lesson I’m taking away is the power of high-conviction holding during market swings—patience truly paid off. Looking toward 2026, my strategy shifts toward scaling these gains into Clean Energy and Quantum Computing. I’ll be watching the hardware sector closely to see if that momentum continues, with a primary goal of refining my portfolio to favor companies with high free cash flow and a dominant competitive moat.