我是汤姆
2026.03.13 14:38

Today, I looked at my holdings of $Bloom Energy(BE.US), $Applied Materials(AMAT.US), $Pfizer(PFE.US), $Figure Tech Solutions - CL(FIGR.US), and $Figma(FIG.US), and it really feels like I've been given the cold shoulder.

Tech growth, semiconductors, clean energy, pharmaceuticals, blockchain, and cloud collaboration—every sector has pulled back, which is heartbreaking, especially for new players like Figma and Figure Technology, which have fallen harder than anyone else.

Not long ago, I was still thinking that diversification might help manage some risk, but now everything is down together. The days of making money seem far away, and I'm starting to doubt if I have the kind of luck where I jump in right after every major rally has just finished…

Oh well, guess I'll just have to sit back and watch the show.

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