My current main positions in US stocks are four (excluding Chinese stocks): $Taiwan Semiconductor(TSM.US)$Meta Platforms(META.US)$Alphabet(GOOGL.US)$NVIDIA(NVDA.US). Currently, both Meta and Google are facing continuous internal and external pressures (declining ad revenue, government scrutiny demanding compliance, and external motives like tax offsets against tariffs). TSMC has proactively catered to some demands of manufacturing returning to the US and is likely the first to break free from Trump's curse. I'm considering whether to continue controlling and adjusting my positions and accumulation plans for Meta and Google.

Longbridge - 晓风 morning_wind
晓风 morning_wind

$Taiwan Semiconductor(TSM.US)$NVIDIA(NVDA.US) have significantly increased their main positions. Day trading brings more emotional rewards. These two days are a good time to cure itchy hands.

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