Not gonna preach. You should already know. I’m not someone you should copy. Portfolio health check? Pretty positive. Watching for that correction, though in the long run these companies have survived decades and demonstrated adaptability. I still stand behind my original thesis: we’re gonna need more computers than oil. And yes, although we need electricity to run these systems, oil isn’t our only source of power. I will be dipping my toes into HK soon. No points for guessing which stock. Should be obvious by now.