Bought back the position of $Coinbase(COIN.US) at 156.62 that I previously sold, $SpaceX(SPCX.US) has been opened, and the small rocket position has been cleared. I still believe that aerospace is an important area in the Sino-US tech competition. From this perspective, one can allocate to aerospace stocks. Based on first principles, after a comprehensive look, SPAX is the first consideration for allocation, so I've allocated a bit at current prices and set up a gradient for adding more (considering risk, there's a limit on the total position). $Microsoft(MSFT.US) currently has a decent shareholder structure and reasonable valuation, and the call option dates are still okay, so I'm holding for now without changes. Other favorite targets haven't given an opportunity yet, so I continue to hold cash and wait.