I've been watching the military sector for a long time because I'm worried about war. Had it before $Lockheed Martin(LMT.US)$ with $RTX Corp(RTX.US)$ Due to falling below the stop loss, although the position was not cleared, the position has already been drastically reduced.
The war came after all. A few powder kegs were initially speculated: Serbia, Israel, North Korea, Taiwan. It also makes sense that the conflict between Palestine and Israel took the lead. The opening of military stocks, which continued to decline, also ushered in a wave of sharp increases. However, it only went up to the price I cut meat in the first place. I bought it back now and didn't lose anything.
Moreover, no one can predict when this kind of thing will happen.
I looked at a few military stocks before the market, then combined the technical side and chose $General Dynamics(GD.US)$ Currently, it only holds this military stock, with a 5% position. If there is a backlash later, use technical trends as the only reference, choose this one from NOC, LMT, and GD, and increase the position by 5%. The target price is to break the profit in batches after breaking through the previous high.
Technology stocks. My current first position is $Meta Platforms(META.US)$ , 10% of the position. Mainly from $Alphabet-C(GOOG.US)$ It came from a change of warehouse. Since Xiaoza stopped being addicted to the metaverse and switched to an open source AI platform, my attitude towards this stock has also reversed. Stay bullish as long as it doesn't fall below last Friday's low.
The second is $ASML Holding(ASML.US)$ . Among the many chip stocks, I...

$Tesla(TSLA.US)$  Do not be too up beat over the upcoming earnings report.. this seems to be trend for this season earnings report for all.. just an example, JPM and Wells Fargo did alot better than expected but their stock still traded negative on the very day.. we might see the same for Telsa’s upcoming earnings.. just my views..
well we all know that deliveries are better than expected, revenue might not be due to price cuts, or maybe guidance may not be up to expectations..
ensu...