$Palantir (PLTR.US)$
I am a long-term holder, but the Company Executives have been Selling stock options repeatedly since around $18. This is not something that has just started now.
Regarding defense spending, if aware of the background, one should understand how it may impact. Those who are now panicking and Selling must have jumped in solely based on the rise, without knowing the type of company or its background.
If that's the case, it's clear that in the overheated zone of 120, why wasn't there any Selling?

Once Options Trading can be done, such a Global Strategy is also possible.
This is not something taught by anyone; it is something thought of after conducting Options Trading for a year.
Only want to get the Insurance premium and keep the Shares in hand.
When I considered this, I set the 'strike price' at around 3% above the recent highest price of these stocks.
(It seems likely to hit but does not. I won’t say it’s certain, but this has been quite effective.)
Based on this, I will check what 'premium' is set for a 'one-month maturity'.
And, how much percentage of the strike price the premium occupies... By looking at this, you can better understand the degree of enthusiasm of the 'believers'.
Of course, whether engaging in Options Trading or simply making a long Buy in the spot market, it is best to do so with the most "enthusiastic" stocks.
This approach makes it easier to increase returns.
$Hims & Hers Health (HIMS.US)$
Highest price $64.84 ... Exercise price $65 ... premium $6.3 (9.69%)
$Carvana (CVNA.US)$
The highest price is $291.27 ... Strike price 3 ...

$USD/JPY (USDJPY.FX)$ $Nikkei 225 (.N225.JP)$ $TOPIX (.TOPIX.JP)$ $Japan 10-Year Treasury Notes Yield (JP10Y.BD)$
Recently, there have been many surprising events, but I was also surprised by today's GDP announcement. The GDP that was expected to be negative turned out to be impressively positive. It may be something to celebrate, but it left a gloomy feeling. This week, the CPI announcement is also coming up, but I think it will result as expected. The figures of GDP and price Indicators will superficially justify the Bank of Japan's rate hike.
The results of the spring labor negotiations will also serve as justification for the rate hike. Although concerns about wages not keeping up with rising prices have elevated the social climate for wage increases, it is unreasonable to use wages as a hostage to raise interest rates. If the economy is negatively impacted by the rate hike, future wage increases will not be expected.
The comprehensive CPI to be announced this week is forecasted to be 4% year-on-year. The relative price of rice in December last year announced by the Ministry of Agriculture, Forestry and Fisheries exceeded an average of 150% compared to the previous year, so the 4% figure is understandable, and I think there might be a possibility for it to be even higher. Given the national sentiment against inflation...

$Cellebrite (CLBT.US)$
The beginning of the averaging down process.
It seems like it will be a long battle.

$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
As for the retail revenue in the USA, the automotive sector has notably poor performance at -3%, along with sports goods, hobbies, musical instruments, and bookstores at -4.6%. I'm not quite sure about the situation with sports goods, but the decline in Autos seems like a rebound from the car replacements that occurred in December due to the typhoon's impact. Therefore, it doesn't seem like such a surprisingly bad situation. However, even excluding the Autos, the data indicates an overall weakness.

$Zeta Global (ZETA.US)$ I feel like it's hitting bottom, so I want to re-enter, but it has completely lost attention...
It was quietly growing steadily, but the short report is terrifying.

$Zeta Global (ZETA.US)$ After a long time, I'm buying back a small amount. I'm looking forward to the enthusiasm of the management who bought back shares during the decline.

$DoorDash (DASH.US)$ Congratulations on ATH 🙆🏻‍♂️🙆🏻‍♂️

$Doximity (DOCS.US)$
Congratulations.This place is also strong.