I have a significant amount of cash positions on hand now. After holding back for two weeks, I'm starting to look for opportunities.

$XL2CSOPHYNIX(07709.HK) Build up reserves slowly, add positions gradually. The fundamentals are very good, it has a technological advantage, and it's riding the trend. However, the Middle East situation has made the current economic environment too fragile. Given the decay from the 2x leverage, I'll take it slow.

$SPDR Gold Shares(GLD.US) I followed @Mr. Z from Beijing's advice and allocated gold both on and off the exchange to hedge against the impact of oil. I got tossed around by two waves of market volatility, but I guess I still have to embrace gold.

$Taiwan Semiconductor(TSM.US)$NVIDIA(NVDA.US)$Alphabet(GOOGL.US) Holding these for the long term, I'll see if there's any opportunity in the next couple of months.