$Micron Technology (MU.US)$ I can't beat the South Koreans in HBM battle. Luckily, I bought in at 140 and sold at 130, relying on USA government subsidies to stay afloat.
The more the government subsidizes, the less I can buy. The more they sanction, the more I want to buy!

$Alphabet-C (GOOG.US)$ It's the same old story, a strong pull followed by slow replenishment. Occasionally drops due to some messy things. Long-term, it's a bullish view, requires some patience, it's not as wild as nvda and tsla.

$Tesla (TSLA.US)$ Turn the air force and put options into fuel.

$Oracle (ORCL.US)$ In the end, it was a wrong payment.