The big V was totally unexpected, but it turned out fine.

The ability to withstand volatility is crucial; panic selling at the lowest point is a bad move.

Currently, msft and nflx seem like good leap call opportunities, but the safety margin is still insufficient. Let the bullets fly for a while; I'll wait a bit longer.

If Netflix drops below 80, I'll gradually build a position. For msft, I'm watching to see if it can drop below 400.

$Netflix(NFLX.US)

$PDD(PDD.US)$Meta Platforms(META.US)$Amazon(AMZN.US)$Alphabet - C(GOOG.US)

$Coinbase(COIN.US) is still promising, but the crypto winter, lack of liquidity, and delayed legislation are all bad news. In extreme pessimism lies abundant fruit. Don’t cling to the idea that it must succeed; anything can happen, and at worst, it could go to zero.