A little bit of my opinion so far:
$CrowdStrike(CRWD.US)$ Previously, the bottom was below 100, up 20%. When I reached the pressure level, I was ready to meet and accept it.
$Enphase Energy(ENPH.US)$ I bottomed out in the middle of the mountainside before, and later sold some at high stop-loss. This time, it actually bottomed out. I have resolutely bottomed out. Currently, my position is 10%
$UnitedHealth(UNH.US)$ As soon as the market opened yesterday, I saw that the situation was wrong, so I quickly ran away. Currently, only the bottom position is left, and I will wait until it falls before buying it back.
$iShares 20+ Year Treasury Bond ETF(TLT.US)$ Currently, the position is about 20%, and the average holding cost is 103. This fluctuation is acceptable; wait for the decline before increasing the position.
$Tesla(TSLA.US)$ At first, I bottomed out at under 120, reduced my positions by more than 150, and when I reached 200 yuan, I cleared everything. Let's see how it goes this time. Tesla has always been Tesla. If you sell it for 100 yuan, no one wants it; if you sell it for 200 yuan, there are people rushing to buy it. If you don't buy the best, just buy the most expensive one? It's really fun
$NVIDIA(NVDA.US)$ I don't have any positions at the moment. Now that more stocks are being issued, is this about polishing the scythe and cutting the chives?
Regarding stock selection:
I think this inflation crisis will cause a protracted period if the Federal Reserve is really determined to control inflation to 2%...