$Apple(AAPL.US)$
My old friend Jim is doing his best again. There's no need to explain this time

$NVIDIA(NVDA.US)$
$Tesla(TSLA.US)$
Special trash has already been abandoned by Wall Street. Unless you're particularly good at it in the short term, it's better to go after Nvidia if you copy Tesla.
Even though Nvidia has skyrocketed since the beginning of the year and the trash has plummeted, Nvidia's forward-looking price-earnings ratio is still much lower than that of Tesla.
In other words, Nvidia's rise depends on performance, and Tesla's rise depends on faith.
Car price reduction, profit margin reduction, stock price 📉
The price of the car has increased, I'm afraid it won't sell, and I'll still need it when the time comes 📉
Prior to breakthroughs in autonomous driving technology, Tesla's long-term investment was not worth much. However, Tesla's energy storage and charging are still very promising, but not enough to support the current stock price.

$NVIDIA(NVDA.US)$
It's just a joke:
Jim Cramer, once a famous major antagonist of US stocks, has great power in his mouth; he is optimistic that whoever he likes will fall. Some people also specially created a reverse ETF that shorted Jim was optimistic about stocks. The code is SJIM. However, this kind of thing is definitely meaningless; it is now being delisted. My older brother is actually a very powerful person, but the crow's mouth is a bit accurate I'm not commenting on stocks anymore.
The drop in NVDA's stock price was due to Jim, and it was pure entertainment. This is an entertainment account, so you don't have to take it seriously. Stock trading is not only about making money; it's more important to be happy.

$Microsoft(MSFT.US)$
I chose to buy Microsoft today. Personal action, not investment advice.
The two drivers of the AI bull market are Weiwei and Microsoft. These two names are really perfect antonyms
It's been over a month since the sideways market has been sorted out. It broke through the box yesterday, and stepped back today. As long as it doesn't fall below, it's a very obvious bullish sign. I haven't held any positions before, so I got on the bus today.
What if it's a fake breakthrough? I stopped losing when it fell to 405. I lost 11 yuan per share; I still lost this money.
$NVIDIA(NVDA.US)$ Over there, it has already risen so much. Even if it continues to move towards 1200-1500 in the future, it is time to pull back or sort out sideways now. If you run all the way forward, the kinetic energy will run out. GTC is just right for next week's rush to ship. If it falls after that, you can still buy it back.

All 3 major indexes ended their five-week winning streaks last week. The reason for the decline is likely due to the 2 hot inflation reports (CPI and PPI).
Whether we will create a new losing streak, I would think it’s very much dependent on Nvidia’s earnings.
$ProShares UltraPro QQQ ETF(TQQQ.US)$ $ProShares UltraPro Short QQQ ETF(SQQQ.US)$ $PepsiCo(PEP.US)$ $Workday(WDAY.US)$ $iShares 20+ Year Treasury Bond ETF(TLT.US)$ $U.S. 10-Year Treasury Notes Yield(US10Y.BD)$   $Netflix(NFLX.US)$ $ARK Innovation ETF(ARKK.US)$ $DiDi Global Inc(DIDIY.US)$ $Lyft Inc(LYFT.US)$ $Lemonade(LMND.US)$ $Block(SQ.US)$ $SoFi Technologies(SOFI.US)$

$UnitedHealth(UNH.US)$
Today's CPI report made my jaw drop. I thought the stock market would last until this Friday. I just bought some short-term speculative small-cap stocks, regardless of profit or loss. Other stocks also fell in various ways, but they didn't sell. Let's see if they can ramp up again.
For example $Datadog(DDOG.US)$ I speculated a little bit yesterday, and as a result, it fell 15% before the market. I was all amazed The decline then narrowed, so I waited for the CPI report. As soon as the CPI came out, I think it was estimated that it would be over. The loss was cut immediately. Each share lost 3 yuan, and the position was small; it didn't matter. I didn't expect to actually play long and short double kill after opening; it was so bloody. However, it also shows that speculative optimism is almost exhausting.
S&P also fell below 5,000. The stock market is indeed overheated, and a healthy wave of correction is needed before it can continue to rise.
Making small noise is a pastime. Today's positions are all protected by UNH, otherwise the account would be a bit unsightly
UNH, as one of my ballast stones, has now basically definitely come out of the bottom and is expected to return to its previous high. It's hard to say whether it can break through, but as long as the market pulls back and doesn't fall below, let's first look around the previous high.
Significant reduction in bond account positions $iShares 20+ Year Treasury Bond ETF(TLT.US)$ . I'm not going to use options this time. Because the timing isn't easy to determine, I think I'll be trading sideways for a long time, probably fluctuating in a narrow range for a month, and waiting for the next CPI data. Regulations...

$Procter & Gamble(PG.US)$
The original post from Shigekura was recently liked by others. Thank you very much. Although this place isn't like YouTube, and likes don't earn me any money, I'm also very happy.
I don't do YouTube or Twitter. I think my level is limited, and I don't make money from this. It's just sharing; it's not investment advice.
Looking back at PG, if you stop falling and rebounding when stepping back on the previous high of 155, then it's a healthy correction to move higher.
However, PG is not popular, nor is it a high growth rate. No matter how it rises, it's not like some stocks; it soars tens of points at every turn. However, investments should be diversified. Profit and loss are the same. If it always feels like a full position is skyrocketing, I'm afraid it will also experience a sharp drop in full positions in the future. I don't have much ability to take risks; I like slow bulls to rise steadily. If you don't put too much pressure on yourself and enjoy the investment process, you can still earn 8-10% every year, which is very satisfying. It's nice to just sit around and talk and have fun

$The Health Care Select Sector SPDR® Fund(XLV.US)$
There's nothing bad about it; I just think it's rising too much. It was reduced once when it returned to the highest level, and then continued to rise for a while, so today I took part of the profit again. Currently, it is still the largest holding position.
The upward structure of xlv is very standard. If there is a pullback, I will probably increase my positions. But not necessarily. After all, it is still the largest position, and there may be a better target for increasing positions.

The stock market has had a green start in the new year, but this is normal; it has risen too much before. There were so many things prepared for Santa, so the old man didn't give gifts and accepted them instead
Let's review and reflect on the judgment of the fourth quarter of last year:
Basically correct judgment:
1. Health care will make up for the rise. $The Health Care Select Sector SPDR® Fund(XLV.US)$ It has finally reached a record high, and profits have already been cut in batches. After the position was reduced, it was still the biggest position, and I might be able to take another shot. Although the overall increase was not significant, the increase in xlv was very certain and easy to predict. There was no risk, and I dared to take heavy positions. Even if the increase is small, large positions can be used to obtain profits. I love this kind of investment.
2. TLT will bounce back to 95-100. $iShares 20+ Year Treasury Bond ETF(TLT.US)$ . I'm in a heavy warehouse at 88. Current strategy: Pull back to around 95 and continue to increase positions.
Judgments to be continued:
1. Google rose to an all-time high. $Alphabet-C(GOOG.US)$ When I broke through 139, I increased my position drastically. I saw it near the historic high point, and I hope to get there. In the past two days, it has been stepping back on the previous double bottom line. Currently, it is still fraught, but the bullish pattern is still there. As long as it does not fall below, it will still be bullish.
2. $Tesla(TSLA.US)$ I expect it to rise until July...