$Broadcom (AVGO.US)$ Just added a little bit of stock before the market opened at 160.10. The average price has increased to 156.53, and the current position has increased from the original 0.5% to 1%. Continue to hold and wait for the company's performance guidance to decide the next buying price. The yen's interest rate hike and appreciation will also cause the stock market to fluctuate and decline in the coming months. So, buy slowly and accumulate slowly.

$Microsoft (MSFT.US)$ A few weeks ago, I bought in at 390 during the pullback. Currently, I am holding a position of 1.3% and will continue to hold. If it drops further, I will continue to add to my position. The position will temporarily remain unchanged until there is an opportunity to add more.
It is normal for technology stocks to experience a short-term correction. They have risen significantly in the past period and now need to wait for the performance of the industry giants to come up and adjust their valuation.

$NVIDIA (NVDA.US)$ Just bought in the overnight market, with an average price of 117. Currently holding 1.2%. The next few months or even a year is a good opportunity to accumulate large-cap stocks. Grasp it well, allocate funds properly, and wait for the next market rally. It takes time for the trend of NVIDIA to change.

$Broadcom (AVGO.US)$ I just bought in at 153 in the overnight trading session, currently accounting for 0.5% of the position I plan to build. A few days ago, I arbitrated at 159 and bought back. I am prepared to buy in batches, at least 5-10 times. Waiting for the September 5th financial report guidance to determine the next trend.

$NVIDIA (NVDA.US)$ Last Friday, I bought it at a price of 102 and bought it at a price of more than 25% from the highest point. I bought it with a preset position ratio of 15%, and now only have 1.03%. Among the giants, I temporarily chose Microsoft and Nvidia as the counterbalance investment portfolio. I also bought it in batches, and there is a possibility of a decline 📉. Only when there is a market volatility and panic buying opportunity will I buy cheap goods. Normally, it's hard for giants to fall 📉. $NVIDIA (NVDA.US)$
Last Friday, I bought it at a price of 102 and bought it at a price of more than 25% from the highest point. I bought it with a preset position ratio of 15%, and now only have 1.03%. Among the giants, I temporarily chose Microsoft and Nvidia as the counterbalance investment portfolio. I also bought it in batches, and there is a possibility of a decline 📉. Only when there is a market volatility and panic buying opportunity will I buy cheap goods. Normally, it's hard for giants to fall 📉.
Among the giants, I temporarily chose Microsoft and Nvidia as the counterbalance investment portfolio. I also bought it in batches, and there is a possibility of a decline 📉. Only when there is a market volatility and panic buying opportunity will I buy cheap goods. Normally, it's hard for giants to fall 📉.

$Microsoft (MSFT.US)$ It was an exciting and thrilling day yesterday, and the after-hours market unexpectedly fell. $Microsoft (MSFT.US)$ 368 yuan. Later, I saw a post online that the friends who originally bought it were worth celebrating, but later the brokerage notified that the trade either gets invalidated or enters with short positions, which is a lose-lose situation. Yesterday, I wanted to place an order but couldn't get it at the 370 price level, so I chose to do it before the market opened. $Microsoft (MSFT.US)$ Bought at 390, fell more than 15% from the highest point. Currently, the position accounts for 1.3%. I hope to allocate the preset microsoft portfolio position to it, which is 15%.
Similarly, don't go all in and enter the market gradually. Buy and build positions slowly, can't be rushed.

$Broadcom (AVGO.US)$ Last Friday, I bought it at a price of 102 and bought it at a price of more than 25% from the highest point. I bought it with a preset position ratio of 15%, and now only have 1.03%. Among the giants, I temporarily chose Microsoft and Nvidia as the counterbalance investment portfolio. I also bought it in batches, and there is a possibility of a decline 📉. Only when there is a market volatility and panic buying opportunity will I buy cheap goods. Normally, it's hard for giants to fall 📉.
I entered at a price of 142. After a pullback from the high point of more than 20%, I think the price is acceptable, so I'm buying and establishing a position. As my personal portfolio is almost fully invested in small cap stocks, it's time to deploy some technology stocks during the recent pullback in the overall market and technology giants. BROADCOM is one of the counters I have chosen to open a position. It currently accounts for 0.47% of my portfolio, and I will continue to buy and add to it in batches.

$Unity Software (U.US)$ Wait patiently for financial reports and company guidance. Interest rate cuts are good for small-cap stocks, especially in the Trump era. Plus, it doesn't need as much capital as the giants to drive up the stock price. It's been more than two months since the new CEO took over, and the company hasn't come out to reveal any news. It's quite tense. Let's take a look at how he presents his performance and explains the company's future direction. I'll know after the market on August 8

$Unity Software (U.US)$ Based on the latest technical chart trend, the daily chart shows a narrowing cross, while the weekly chart shows a clear upward trend 📈. There is hope to break through the 60-day moving average in the short term, and even break through the 100-day moving average. If the management provides a positive outlook in the financial report that exceeds market expectations, then breaking through the 200-day moving average is not a problem.
After all, funds are now flowing from large caps to traditional stocks and small caps, as long as the small cap financial report guidance is positive, funds will quickly pour in. Patience is required...

$Unity Software (U.US)$ Riding on this sector rotation wave, funds are flowing from high-valued tech giants to low-valued small-cap growth stocks. The short-term downtrend has at least halted for now. The 30-day moving average has been surpassed, with the next target being the 60-day moving average.
The upcoming financial report should be better than the conservative guidance given by the company for Q1. However, this is also the first speech by the new CEO Matthew, clarifying the direction of development for market investors. The company's path after restructuring and reform, how to implement it, such as achieving positive EPS, revenue and profit margin growth guidance, meeting the "Rule Of 40" which means that the revenue growth rate plus profit margin should add up to 40% next year.
Based on the past experience of the newly appointed CEO Matthew, he has taken over several times during the company's low ebb, then reformed, restructured, and led the company to achieve record performance and stock prices, of course, this takes time. Moreover, $Unity Software (U.US)$ the technological value and moat of the company are better than those of the previous companies he took over. So, I personally have a positive outlook on the future under Matthew's leadership, guiding the company to continue growing. And the company's positioning in the competitive landscape story theme trend is just beginning to gain momentum as technology advances...
(gaming engines as well as subscription services and advertising) are the guarantee of the company's short-term profit cash flow.
In the medium to long term, attention should be paid to the company's development in non-gaming sectors (such as AR, VR, MR wearable devices)