4 year follow-up on buying pandemic stock dip + AI reallocation

A retail investor's 4-year follow-up, as of June 2026, reports on buying pandemic stocks that fell over 70% in 2022 and reallocating into AI stocks in 2023, with the thesis largely unchanged.

This is my 4-year investment update following buying the dip on ‘pandemic stocks’ that declined 70%+ in 2022, then reallocating into AI stocks in 2023. I started sharing public updates once a year. Data in this update is as of June 2026. This will be a relatively short update since my thesis is relatively unchanged. …