$BitMine Immersion Tech(BMNR.US)$Sharplink(SBET.US) If it weren't for these two, my account should have been soaring by now. But I'm not anxious at all, nor do I regret it.

When I bought them, I had already considered all the possibilities and scenarios.

Actually, none of the narratives have changed. Only the stock price has changed. For cyclical stocks like these, they are not short-term plays to begin with. I wouldn't dare call myself a value investor, but I still intend to hold them for a longer time. Even if their current prices double, I wouldn't be fazed, because they are still far, far from my expectations. I'll just hold patiently.

$Tempus AI(TEM.US) is also a very imaginative stock, a small growth stock with relatively high volatility. This price is still very good, I bought some more yesterday.

$Meta Platforms(META.US) I also bought some yesterday. I bought a lot of this stock around 535, the cost basis is okay. I'm not very familiar with options, but the year-end price around 660 is very tempting 😆

$Microsoft(MSFT.US) Regarding the $500k options play, from the day I posted to yesterday, the profit doubled 😆😆😆. How to put it, luck played a big part, some say it's gambling. Actually, for me, I'd rather share the investment philosophy of holding common stock, because for ordinary people, common stock is a relatively safer way to invest in stocks. I've talked a lot about my trading methods in previous posts. People always say I have unlimited ammo, but that's really not the case. It's actually a relatively simple investment method, people are overcomplicating it.

As for options, I often say I'm not very familiar with them. I'm really not an expert, because I basically don't touch them. I don't know if you remember, I think I've only posted about options twice. The first time, the old-timers might remember, you can look it up. The second time is this one about my friend. Options require thorough preparation, you can't just mess around. Ordinary retail investors shouldn't participate, this is not a game for us.

$NVIDIA(NVDA.US)$Tesla(TSLA.US)

They've been a bit too hot lately. Long-term, the common stock is fine. Don't play options, don't use leverage, just play casually. I haven't touched '达子' since the beginning of this year. Tesla, I'm holding firmly, holding all the way 😄

Storage, power, energy have been rising for too long. If you ask me which sector my next heavy investment will be in, I will unwaveringly choose energy. The prerequisite is that the AI narrative continues. Currently, it seems it can continue. But I won't chase the highs. My knowledge isn't enough, I can only be locked in the small dark room of '大饼' and '二饼'.

Drinking tea with nothing to do, just rambling. Haven't posted such a long, rambling post in a while. Read with caution, read with caution, hahaha