NVDA
NVIDIA
-- 138.850 TSLA
Tesla
-- 355.840 INTC
Intel
-- 23.600 BABA
Alibaba
-- 124.730 SMCI
Super Micro Computer
-- 47.910 
China risk 🫠
$ITOCHU (8001.JP)$ Hmm, the only stock among the holdings that I consider it's okay to let go. The influence of China is still too significant.![]()
Especially so if it were Trump...
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Trump 2.0 Era: How will global markets evolve?
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