$Serve Robotics (SERV.US)$
$NVIDIA (NVDA.US)$
Seriously, I have sold all my NVIDIA stocks.
Don't wave your leather jacket around, raise NVIDIA's stock price.

Shifted to stocks with momentum.
Full profit-taking → $Taiwan Semiconductor (TSM.US)$ 、 $IonQ Inc (IONQ.US)$ 、
Partial profit realization → $Carnival (CCL.US)$
New purchase → $Hims & Hers Health (HIMS.US)$ 、 $Robinhood (HOOD.US)$ 、
Additional purchase → $AST SpaceMobile (ASTS.US)$ 、 $Gorilla Technology (GRRR.US)$ 、
Since the purchase is made through SBI, the ratios cannot be displayed, but it remains to be seen whether this will turn out to be favorable or unfavorable. $Tempus AI (TEM.US)$ 、 $Applovin (APP.US)$ I wanted to buy as well, but I felt a strong sense of having missed the opportunity, so I decided to pass. $BigBear.ai Holdings (BBAI.US)$ I thought I would wait a little longer and observe.

$Applovin (APP.US)$
More than half of the gains have already returned 😢😢
Although the decision was made for long-term Shareholding and suppressed the desire to Sell, the mind is uneasy whether it would have been better to be honest with desires.
Yesterday was appreciated as a birthday present, so...

$Tempus AI (TEM.US)$ $Hims & Hers Health (HIMS.US)$ With a double financial report, instead of a rising dragon fist, please make it a divine dragon fist 🔥.
That would make it Street Fighter, so please make it a hat trick 🎉🎉🎉.
After the financial report, please have a buying pressure of 10 to 0 with a vertical big bullish line.
Especially with Tempas, the insider queen's Pera Pera Peroshi, though it is in the red, the significant stocks purchased hold much anticipation.

$Hims & Hers Health (HIMS.US)$
Since there is a 20% Short Sell, it seems likely to jump up... A lot was invested since the beginning of the year, so it's been a while since feeling so pleased...

It was a tumultuous FOMC week, but we safely passed last night.
Well well, even though I had declared that I would take a break this week, I just couldn't ignore the good stocks, so I started taking positions again. Since the latter half of last July was clearly declining, I managed to stay out of positions. However, the impact of the DeepSeek shock is limited, and strong stocks continue to be strong, so taking a break is not an option! Embarrassingly, I am back on track 🫡 breaking my declaration, I apologize.
However, it is certain that this is not a simple market, so I will trade with less than half of the total funds. Trading more than half to full positions is only for simple markets.
As for the purchased stocks, they are based on yesterday's article.
$Palantir (PLTR.US)$ $Robinhood (HOOD.US)$ During the time of DeepImpact, the decline was limited, and it was only a buying opportunity. The uptrend continues.
$Twilio (TWLO.US)$ $Brinker International (EAT.US)$ Expectation of continued rise after earnings announcement.
I can't afford to lose further from this month's losses, so I will have to...

$Powell Industries (POWL.US)$
I thought there would be a revival with Trump's inauguration, but it was sunk by DeepImpact.

$Bitcoin (BTC.CC)$ $S&P 500 Index (.SPX.US)$
It's not a recommended situation... I think the FOMC's decision to keep interest rates unchanged is already factored in, so the key point would be the rebirth of the brightest star, Mr. Powell's live performance. It's all about the conferences of MSFT, TSLA, META, right? I'm sure the deepseek topic will be the main focus, so as long as the response is not missed, it should be fine 💦
It seems that MSFT is starting an investigation into deepseek for suspected data theft, but thinking that the issue will be resolved just because a report has been filed seems too early to feel reassured. In any case, it's all about the conferences, isn't it? 🤔
The market's reaction is easiest to understand by looking at interest rates, but in the event that the interest rates drop "rapidly" this time, there may be a possibility of a flight to Bonds, which is different from usual, so that aspect should be noted as well. Personally, I think a gradual decrease would be the BEST Inc.
Furthermore, just in case, even if the policy interest rate unexpectedly decreases this time and stocks rise momentarily, it may be interpreted as "the Fed yielded to Trump's pressure," which could lead to an undesirable outcome, in my personal opinion...

$Tempus AI (TEM.US)$ Today is probably an insider as well.

I have decided to take a break this week, so I will not go shopping, but if I were to rebuild my portfolio, I would consider these stocks.
Yesterday's decline seems like a temporary pullback, and the uptrend is likely not broken. $Palantir (PLTR.US)$ 、 $Robinhood (HOOD.US)$
After bouncing on good financial results, it is showing further signs of upward movement. $Twilio (TWLO.US)$
It may be a modest rise, but it is a stable stock. $Brinker International (EAT.US)$
I pushed back in the second half of the day, but the high was updated again. $Walmart (WMT.US)$
I bounced in the Stargate plan, but I didn't particularly decrease in DeepSeek. $Tempus AI (TEM.US)$
However, this month the market sense is completely off, so even if you buy, you might lose.