Next week Amazon, Microsoft, and Google earnings. Google hasn't been able to get back on track since being thrown off the train at 245 last year. Amazon has already hit new highs, and Microsoft is up 15% from its low. The earnings are likely to be decent.

$Amazon(AMZN.US)$Microsoft(MSFT.US)$Alphabet(GOOGL.US)$Palantir Tech(PLTR.US)

1. Amazon is considered a core holding, and its profitability is good. Will decide whether to reduce the long call position after the earnings report. The sold puts will continue to be held (the 235 sell put has nearly 60% profit).

2. Microsoft just broke even. The main issue was entering a bit early. It's a pity I couldn't average down below 370. Will reduce the long call position around 450 after the earnings report.

3. Google, it's just unfortunate that I missed the train.

4. PLTR has just rebounded from the bottom. I've already opened a long call position, hoping for more chances to add. If a right-side opportunity comes, I'll add some short-term calls (within three months).

5. brk.b, added a 500 call last week. Will continue to average down if it keeps falling (mainly because UNH threw me off the train 😂).

Master Te is drawing K-lines repeatedly again, but it feels like the market is already immune. It's highly likely the war will become regionally peaceful. Can add on the right side now. Still at a slight loss from 2026 until now (mainly because Xiaomi $XIAOMI-W(01810.HK) screwed me over). It's really sad!