$Utilities Select Sector SPDR Fund (XLU.US)$
This year's investment in xlu is estimated to be coming to an end, as there may not be good opportunities before the end of the year.
Two purchases this year were made around 62 and 70. When it rises to around 80, positions are gradually reduced, and today all positions have been liquidated.
The key is not how much the magnitude is, but how small the risk is. With small risk, it means that positions can be opened relatively large, so this wave is not bad. For those things with large fluctuations, I am cautious and dare not open large positions, so it is difficult to make money and even if I do, I basically have to give it back.
The withdrawn funds are now turning to new defensive symbols: medical sector. $The Health Care Select Sector SPDR® Fund (XLV.US)$ Currently, xlv is my third largest holding. After a period of correction, I think the current price is relatively reasonable. Even if it continues to fall, the decline will be relatively limited. With the current economic uncertainty being too high, last week's non-farm payroll data clearly did not match the facts, so I prefer stability.

$Lion-OCBC Sec HSTECH S$ (HST.SG)$ almost 52-week high of 0.84.

$DBS (D05.SG)$
DBS seems weak. It already broke the uptrend, also broke 20EMA support, the next one is 60EMA(around S$31.6), see if it could hold it. If it could hold, we could expect a consolidation or potentially reversal depends on Macro(rate cut, or potentially easing again).
Unfortunately we’re unable to short it.

$Advanced Micro Devices (AMD.US)$
$Tesla (TSLA.US)$
Next plan to add positions:
tsla: 210
amd: 140
Sector rotation is the perfect opportunity for technology stocks to absorb funds.
In addition to offense, it is also important to focus on defense. Currently, I am still bullish on public utilities. $Utilities Select Sector SPDR Fund (XLU.US)$ Most of the stocks inside, except for new energy like new energy fund. They have strong certainty, are not affected by economic cycles and bipartisan policies, and rate cuts are bullish.
Even if small cap stocks can make money, I don't plan to participate. I don't have that much energy. Previously, I bought small cap stocks for fun and plan to gradually switch to large technology stocks as the overall technology sector declines.
As for bitcoin, I currently see sideways consolidation, which is a junk time, with no specific trading plan for now.

$Advanced Micro Devices (AMD.US)$
Yesterday, there was a gap-down opening, and the stock plummeted all the way, forming a bearish candlestick pattern with a long lower shadow. There was no opportunity to jump ship, and it crashed directly.
The previous upward trend no longer exists. Currently, I believe that it will consolidate around 162 as the center, with a high probability of trading between 155 and 170. This is an estimate, not very accurate, but that's the general idea. The consolidation trend is likely to continue until the financial report, and then a new direction will be chosen.
Of course, after the financial report, there may continue to be consolidation, for example, if the performance meets expectations but the stock price has already fallen in advance, so consolidation continues. However, the 200-day moving average is approaching this level from below, which will provide more support.
Although the price of this consolidation is not cheap, it is not considered expensive either. It still depends on the performance and forward guidance to determine the subsequent trend.
My choice is to primarily observe. If it reaches around 170, I may consider reallocating to other stocks if there are better opportunities.
As for Biden's so-called export ban, I think it's just a panic sentiment. If people can sneak across borders, let alone a chip? Unless a chip is like software, where it must be connected to the internet and logged in with an account to be used, that's another story. But I think that's unlikely.
If this round of selling intensifies, I will see it as an opportunity to bottom fish for ai chips.

$Tesla (TSLA.US)$
Looking back, my "godly" move to sell all tsla yesterday was truly unmatched. Although I entered at 180 and made over 10% profit, I also anticipated a rise when selling, but did not expect it to rise so much. Although the delivery data is not too bad, it is still considerably lower than last year. Alas, unexpectedly empty-handed by 10% in just one day.
However, anyway, thinking back, why was I so confident when entering at 180, but so cautious yesterday?
There are multiple reasons. I think the main reason is that I earned a lot from nvda and tsm a while back, and after selling nvda near the peak, I boldly bought tsla, which was also a stroke of luck. So I believe that one cannot always be lucky, luck also needs to adjust sometimes.
This just proves it, luck indeed had to adjust.
But it's also good, maintaining a calm mindset and letting luck adjust, perhaps it will be beneficial for future gains.
Regarding the buy strategy for tsla:
This afternoon near 226, that is when the intraday chart retraced to the ma5, bought a little bit back.
For the follow-up, continuing to push higher like this is definitely not sustainable. Analyze a few possibilities:
1. Very strong, sideways near the current price for a few days before another rally.
2. Stable and steady, retracement without falling below 200, then continue to advance vigorously. Possible retracement levels include near 218, 206.
3. Continuing the upward trend in place, rapidly bursting every day...

$CapLand China T (AU8U.SG)$
ultra risky move. sentiment is bad. good luck to me. DYOR