These few stocks in construction machinery and energy: Caterpillar and Eaton had a slight pullback, no surprise nor big drop, probably just a period of sideways movement; Vertiv and Vistra, which are more focused on digital infrastructure and energy services, are actually rising.

Thinking to myself, always focusing on traditional large-cap stocks, but it turns out the new main themes of data centers and electricity are where the hot money is looking. My position wants both, human nature is always greedy... But I can't be bothered to make changes now, I'll continue to hold and observe, and see which way the wind blows later 😪