Let me record 📝 the excitement of the second-to-last trading day in July. This is the highest intraday return since I entered the US stock market in August 2024. I hope to break this record every year in the future. If I'm still on the Longbridge platform, the main sources of returns will be the common stocks and long calls of Microsoft and TSMC. Do thorough research, understand the fundamentals of the companies you invest in, allocate a sufficiently large position, don't diversify too much, just focus on a few that you are bullish on. Then, when the market panics and you anticipate value, buy boldly, implement risk control measures, hold patiently, and wait for the day when value returns. I feel like I'm getting the hang of it more and more, thanks to continuous review and writing summaries, thinking carefully, in-depth research, and patience.$Alphabet - C(GOOG.US)$Invesco QQQ Trust(QQQ.US)$Rocket Lab(RKLB.US)

However, the broader market has been unstable recently. The expectation of a rate hike in September is still there, so it won't be peaceful before the midterm elections. But in the last month before the midterms, I will go all-in. That's it. Good night 💤$Microsoft(MSFT.US)$Taiwan Semiconductor(TSM.US)