$VG S&P 500(VOO.US)$Invesco QQQ Trust(QQQ.US)$Micron Tech(MU.US)The second half of the year is a time of both risks and opportunities.

1 Risk: Extremely short-term policy risks.

2 Opportunity: With a longer-term perspective, risks will be digested, and more favorable opportunities will be released before the year-end.

The market during the Trump era should be traders' favorite, and also the most challenging for traders. Up, down, up, up, up, crash, up, down, up, down, down, down, surge 😂 Unlike the Biden era's one-sided rise, which was suitable for value investors. It really tests the control over trade timing and position management.

3 Guidance: My main trading focus for the second half of the year is still semiconductors, with a small portion in commercial space and physical AI. Brother Sun recently mentioned the robotics industry again, which is worth paying close attention to.