$Vistra(VST.US)

To be honest, when it was around $150, I really wanted to add a bit more, but my diversified portfolio management rules are a constraint, so I had to give up. This stock has strong certainty, it's just very grinding.

Speaking of grinding, $NVIDIA(NVDA.US) is the same, it's been grinding for about half a year, right? It's really too strict now, and this is also different from the 2000 bubble.

$Netflix(NFLX.US)$Spotify(SPOT.US)

I'm still bullish on the video and audio "bears". This price level is still worth considering adding a bit more. AI is a positive, not a negative, for them. I can only see the cost reduction and efficiency improvement brought by the optimization of leading production processes. If the public can use AI to make interesting videos, what about the leaders with top budgets, technology, aesthetics (and future IP)? The current small-scale public efforts are just preheating and technical testing. In the end, it will still be IP monopoly and platform lock-in. You may not care about copyright, but the platform where you upload resources can't afford to not care. The end result is either making content for your own small circle to watch or having it taken down instantly upon upload (or paying copyright tax). It's the same with music. The expansion of entertainment resources will only benefit platforms with monopoly copyright and highly sticky users. After all, you need a place to listen and watch what you've created, right?