Simple review of July.

In July, the focus was mainly on macroeconomics. In the middle of July, I cleared out my positions and successfully sold off large-cap technology stocks at the peak. $Apple (AAPL.US)$ $Amazon (AMZN.US)$ $NVIDIA (NVDA.US)$In addition to, $Palantir (PLTR.US)$PLTR has always been a technology stock that I like, but the macro data in July and the expected interest rate cut in September both indicate that the market (S&P 500 and Nasdaq) will experience a large-scale correction. Therefore, I carefully chose to sell all my positions and be more proactive in buying small cap stocks and cryptocurrency based on the expectation of an 'interest rate recession'.

In the latter part of July, I bought into $ASML Holding (ASML.US)$ because its financial report fell below the MA120. I considered this to be a very good buying opportunity. However, the subsequent TSM financial report pulled ASML close to the MA200. Based on my 'recession' trading plan, I should not have bought large technology stocks, and also the losses in the account (hold positions).

Finally, I want to mention $MARA Holdings (MARA.US)$ and $iShares Bitcoin Trust (IBIT.US)$ , both of these fall into the gainianbankuai of cryptocurrency and small cap stocks. I expect to make a good profit in the 'interest rate trade and Trump trade', so I made the purchase. Although I have not been involved in cryptocurrency for long, I firmly believe that this is the future, so my future trades will also lean towards this area.