$AMD(AMD.US)$Amazon(AMZN.US)$Novo Nordisk AS(NVO.US)$Alphabet(GOOGL.US)

This year's U.S. stock investment journey has been incredibly lucky. In April, the lowest point was only about 5k left, and I went all in on TSMC + Google and Google options. Later, I sold TSMC at around 200 and then went all in on Google at around 160. When the earnings report came out, Google was around 200, and I sold half to chase AMD at around 140. Later, when Google was at 195, I decided to bet on AMD and its calls, with an average price of 160-170. At the time, I thought AMD was undervalued. Finally, last month, AMD had its breakout, and the stock price reached around 230. I thought the risk outweighed the reward, so I liquidated and bought what I thought was undervalued Amazon and a small position in NVO. Although NVO is still stuck, after the earnings report, I thought Amazon's cloud services were undervalued, and with the layoffs and cost-cutting measures, I went almost all in, leaving only a quarter of my position to bet on Amazon and its options. Today, I reaped the rewards again. I feel part of it was good stock selection, and part of it was just sheer luck. Moving forward, I'll stay cautious and keep pushing. I hope to hit new highs by the end of the year.