Victor Dergunov

Summary I maintain my S&P 500 year-end 2026 target at 8,000, with a bullish scenario up to 8,200, driven by continued AI momentum.

Summary My All-Weather Portfolio underperformed in Q2 2026, returning 2.35% vs. the S&P 500's 15% and Nasdaq's 20%-plus.

Summary My All-Weather Portfolio underperformed in Q2 2026, returning 2.35% vs. the S&P 500's 15% and Nasdaq's 20%-plus.

Summary Tesla, Inc. remains my top long-term holding, driven by dominant Q2 deliveries and a robust multi-segment ecosystem.

Summary Micron (MU) delivered blockbuster earnings and guidance, yet its stock declined sharply post-report due to unsustainable 86% gross margins and AI-driven memory price inflation.

Gold remains my core conviction as global monetary instability and unsustainable U.S. debt levels undermine faith in fiat currencies.

Summary The AI hardware and semiconductor sector has experienced a sharp correction, but I see compelling near-term buying opportunities emerging after significant drawdowns.

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Summary Tesla remains a compelling long-term buy despite a post-earnings selloff and temporary margin compression, with a 12-month price target of $500.

Summary The S&P 500 (SPX) has surged to all-time highs, with a new year-end target raised to 8,200 and potential for 8,500 by mid-2027.