I had the chance to do some very short-term Microsoft and Amazon options a couple of days ago, didn't make much. It feels like the market's weighting isn't really on the MAG7, which easily leads to situations where ETFs like SOXL and TECL surge while the MAG7 underperform. March to late May/early June was the best time to make money on the MAG7, I was already full by then, having done a round on all of them except Tesla and Meta. So, the focus in the second half of the year won't be on the MAG7 anymore. They're stable but won't necessarily have high returns, just look at how harshly people are complaining in the comments... It's not that complaining will make them rise; instead, they bottom out only when no one cares anymore, and that time hasn't come yet.

When the capital isn't large, you need to accumulate it quickly. Storage, photonics, and the second-tier semiconductors are still as fierce as tigers. No one paid attention to them before, but they're slowly growing now. At least in the second half of the year, I'll focus on these three areas, not being greedy, just grabbing the ones that can rise the most. Usually, when the ones that can rise the most are about to move, the 'Master Te' will come out and call the shots.

So, discard distractions, just do it. Once you're on board, don't move around recklessly.