This month's overall strategy is centered around abandoning the weak and retaining the strong, using weak stocks to hedge strong stocks, and making a small summary The weak stock put RKLB ASTS took profits before the SPCX listing date, hedging against Oracle's CRWV put and taking profits after being included in the index. The quantum sector put IBM's position back on Monday after a brief profit taking in the past two days The strong stocks CRDO NBIS MRVL ALAB are basically among the strongest ones in the self selection list. Without further elaboration, the core idea is to adopt the leading strategy and avoid the declining stocks in the light sector after the CPO delay. At the same time, MRVL should be considered as an unavoidable link between current and future stocks for CPO in the future. Many people are afraid of a pullback and run away, but if they believe in the trillion dollar future, it is indeed not high now Value investing has added GLW, but it is dragged down by the proportion of traditional businesses. Currently, it seems that the flat replacement in A-shares is stronger AVGO and NOK are the two companies that apologize for their stop loss. Nokia gives me a feeling that many people are afraid to chase MRVL and buy Nokia to make up for the price increase. Personally, I don't like this strategy, so after the stop loss, only a small amount of NOK leaves call is left SPCX is temporarily not participating, and there is not much belief in short selling or long selling. We will wait for a turning point to turn losses into profits before taking a look The above public content is somewhat involved, but subscription content mainly involves sharing practical ideas and communicating with subscribers, and does not constitute investment advice. This month, I slightly underperformed Nikkei and can't be considered a master. Thank you to all the subscribers for giving me milk tea as a reward. I must have gained 10 pounds from drinking milk tea this month