$TENCENT (00700.HK)$ when to start collecting?

$Taiwan Semiconductor (TSM.US)$
My two major holdings are taiwan semiconductor and UnitedHealth Group. Both positions are 20%. One goes up and the other goes down today.
I didn't notice any major events. Is there any major bullish news about taiwan semiconductor that I missed? However, it doesn't matter. Whether it's buying NVIDIA, AMD, or developing own chips, they all end up being produced by taiwan semiconductor.Without taiwan semiconductor, the AI industry would collapse directly, that's the real big brother. I actually think taiwan semiconductor's increase is too conservative. However, since I already have so many positions, I don't plan to continue adding. Holding 20% of a stock is already quite aggressive.
$UnitedHealth (UNH.US)$ Here, there's been another slight drop. The news is related to cybersecurity supply. It's really funny. It seems like I need to seriously consider holding cybersecurity stocks.
$Global X Cybersecurity ETF (BUG.US)$
Last summer, I speculated short-term on panw and made a 10% profit before leaving. Looking back, it's really a regrettable decision.
$Palo Alto Networks (PANW.US)$
But now thinking about it, when it comes to cybersecurity, instead of betting on one company, it's better to buy an industry ETF. Companies in security are most afraid of being insecure. If one company has a bug and customers start leaving, then it's all over. But the demand in the industry is there. Customers who leave company A will definitely go to company B, but I...

🎯 Ph 3 readouts in Q1 2024...
$Pfizer (PFE.US)$  Phase 3
$Palatin Technologies (PTN.US)$  Phase 3
$Annovis Bio (ANVS.US)$  Phase 3
$BioCardia (BCDA.US)$  Phase 3
$Atea Pharmaceuticals (AVIR.US)$  Phase 3
$Ironwood Pharmaceuticals (IRWD.US)$  Phase 3
$Alnylam Pharmaceuticals (ALNY.US)$  Phase 3
$Axsome Therapeutics (AXSM.US)$  Phase 3
$ $Novocure (NVCR.US)$  Phase 3
$ROCHE HOLDING AG (RHHBY.US)$  Phase 3
$FibroGen (FGEN.US)$  Phase 3
$ACADIA Pharmaceuticals (ACAD.US)$  Phase 3
$Sellas Life Sciences (SLS.US)$...

$Amazon (AMZN.US)$
Amazon has been relentlessly pursuing a healthcare operation for the past several years, with a pileup of failures to show for its efforts.
That was, at least, until the pandemic hit.
The global outbreak of COVID-19 was a eureka moment for the tech and ecommerce giant, which led to the more coordinated health operation the company is building out today.
That's according to four Amazon health chief medical officers who gathered toge...

$SPDR S&P 500 ETF (SPY.US)$ 8:50 am Fed Gov. Lisa Cook
9:45 am S&P flash U.S. services PMI
9:45 am S&P flash U.S. manufacturing PMI
10:00 am Boston Fed President Collins
1:00 pm Minneapolis Fed President Neel Kashkari
1:00 pm San Francisco Fed President Mary Daly
$S&P 500 Index (.SPX.US)$ $Tesla (TSLA.US)$ $Advanced Micro Devices (AMD.US)$ $Alibaba (BABA.US)$