Conflict has flared up again, CPI met expectations, but I think the sports event had some impact, SPCX has also absorbed funds, liquidity is a bit tight, and brokerages have cleared domestic trades. This month is destined to be tough, but I think it's a time to position, we should settle down during this period and allocate this month's funds properly.

My current positions are mainly in storage, Microsoft, and NVIDIA, followed by MRVL, and a little CRWV. Google, gradually increasing position, FOTO also gradually increasing position, I will still add DRAM at the right price. Haven't added any small-cap stocks, I will only add small-cap stocks on the right side (after confirmation).

I've been continuously adding Zijin Mining in A-shares, currently the only position that's trapped, cost 30. Gold price around 4100, mining cost around 1500, huge profit margin. Zijin promises a dividend payout ratio of no less than 35%, I think the company has performance and confidence. Of course, if the gold price breaks 3800, I will cut losses without hesitation.

The above is not any investment advice. It's just my own thoughts and holdings, as a record of my own investment journey.

My daughter at home bought a few chicks, went to school early in the morning. Taking my son for a walk in the neighborhood, going to work soon~