$Advanced Micro Devices (AMD.US)$
Everyone has seen the terrible morning Non-Farm Payroll. Therefore, there are changes to the trading plan.
AMD, which has already released its financial report, is actually safe, while the big brother $NVIDIA (NVDA.US)$ is plummeting before the market opens and is in danger of breaking through.
I don't plan to sell all of my AMD for now because it's also very risky to switch to NVDA. Let's see how things go, maybe I'll change some positions.
TLT is definitely stable now, I plan to study the trading plan over the weekend.
$iShares 20+ Year Treasury Bond ETF (TLT.US)$

$Apple (AAPL.US)$
Old friend Jim is making a comeback. No need to explain again this time.

$NVIDIA (NVDA.US)$
$Tesla (TSLA.US)$
Special trash has already been abandoned by Wall Street. Unless you're particularly good at it in the short term, it's better to go after Nvidia if you copy Tesla.
Even though Nvidia has skyrocketed since the beginning of the year and the trash has plummeted, Nvidia's forward-looking price-earnings ratio is still much lower than that of Tesla.
In other words, Nvidia's rise depends on performance, and Tesla's rise depends on faith.
Car price reduction, profit margin reduction, stock price 📉
The price of the car has increased, I'm afraid it won't sell, and I'll still need it when the time comes 📉
Prior to breakthroughs in autonomous driving technology, Tesla's long-term investment was not worth much. However, Tesla's energy storage and charging are still very promising, but not enough to support the current stock price.

$NVIDIA (NVDA.US)$
Just kidding:
Jim Cramer, a former famous stock market bear, with a strong talent for jinxing; whenever he's bullish on a stock, it goes down. Someone even created an inverse ETF shorting Jim's recommended stocks, with the code SJIM. However, this kind of thing definitely has no real meaning, and it's already delisted. Jim is actually a very talented individual, but his jinxing ability is quite accurate. Not commenting much on stocks now.
The drop in nvda stock price is attributed to Jim, purely for entertainment. This account is for entertainment purposes, so everyone doesn't need to take it too seriously. Stock trading is not just about making money, being happy is more important.

$Microsoft (MSFT.US)$
I chose to buy Microsoft today. Personal action, not investment advice.
The two drivers of the AI bull market are Weiwei and Microsoft. These two names are really perfect antonyms
It's been over a month since the sideways market has been sorted out. It broke through the box yesterday, and stepped back today. As long as it doesn't fall below, it's a very obvious bullish sign. I haven't held any positions before, so I got on the bus today.
What if it's a fake breakthrough? I stopped losing when it fell to 405. I lost 11 yuan per share; I still lost this money.
$NVIDIA (NVDA.US)$ Over there, it has already risen so much. Even if it continues to move towards 1200-1500 in the future, it is time to pull back or sort out sideways now. If you run all the way forward, the kinetic energy will run out. GTC is just right for next week's rush to ship. If it falls after that, you can still buy it back.

All 3 major indexes ended their five-week winning streaks last week. The reason for the decline is likely due to the 2 hot inflation reports (CPI and PPI).
Whether we will create a new losing streak, I would think it’s very much dependent on Nvidia’s earnings.
$ProShares UltraPro QQQ ETF (TQQQ.US)$ $ProShares UltraPro Short QQQ ETF (SQQQ.US)$ $PepsiCo (PEP.US)$ $Workday (WDAY.US)$ $iShares 20+ Year Treasury Bond ETF (TLT.US)$ $U.S. 10-Year Treasury Notes Yield (US10Y.BD)$   $Netflix (NFLX.US)$ $ARK Innovation ETF (ARKK.US)$ $DiDi Global Inc (DIDIY.US)$ $Lyft Inc (LYFT.US)$ $Lemonade (LMND.US)$ $Block (SQ.US)$ $SoFi Technologies (SOFI.US)$

$UnitedHealth (UNH.US)$
Today's CPI report shocked me. I thought the stock market could hold up until Friday. I bought all the small cap stocks for short-term speculation, regardless of profit or loss. Other stocks are also dropping, but I haven't sold them yet, waiting to see if they can rally again.
For example, $Datadog (DDOG.US)$ Yesterday, I speculated a bit, and the stock dropped 15% before the market opened, which surprised me. Later, the decline narrowed, so I waited for the CPI report. When the CPI was released, I thought it was over. I immediately cut my losses by selling all, with a loss of three dollars per share. The position was not large, so I didn't care. I didn't expect after the market opened, there was a long and short battle, which was quite dramatic. However, it also indicated that the optimistic sentiment in speculation has been almost exhausted.
The S&P has also fallen below 5000, the stock market is indeed overheated, and it needs a healthy correction in order to continue rising.
Just playing around for fun. Today, the position is completely relying on UNH to support the market, otherwise the account would look a bit ugly.
UNH, as one of my main supports, has basically confirmed the bottom and is expected to return to previous highs. Whether it can break through is uncertain, but as long as it does not fall below during the large cap correction, let's first look towards the previous highs.
Bond account significantly reduced holdings. $iShares 20+ Year Treasury Bond ETF (TLT.US)$ . Not trading options this time, because it is difficult to determine the timing. I think there will be a sideways consolidation for a long period, maybe a narrow range oscillation for a month, awaiting the next CPI data.

$Procter & Gamble (PG.US)$
The post I made when I was heavily invested initially still receives likes recently, I'm very grateful. Even though this is not YouTube, likes won't bring me any revenue, but I'm still happy.
I don't do YouTube, or post on Twitter. I believe my skills are limited, I don't rely on this to make money. Just sharing for the sake of sharing, not providing investment advice.
Speaking of PG, if it bounces back from the previous high at 155, it will be a healthy retracement towards higher levels.
However, PG is not popular, nor high-growth, no matter how it rises, it does not skyrocket like some stocks, jumping tens of points. Nonetheless, diversification is important in investing. What goes up must come down, if one always experiences the thrill of skyrocketing, they may also face the risk of a sudden drop. I have a low risk tolerance, preferring slow and steady growth. By not putting too much pressure on myself, enjoying the investment process, and being content with earning 8-10% annually, I am quite satisfied. Just casually sharing some thoughts here, for some fun, which is also nice.

$The Health Care Select Sector SPDR® Fund (XLV.US)$
There's nothing bad about it; I just think it's rising too much. It was reduced once when it returned to the highest level, and then continued to rise for a while, so today I took part of the profit again. Currently, it is still the largest holding position.
The upward structure of xlv is very standard. If there is a pullback, I will probably increase my positions. But not necessarily. After all, it is still the largest position, and there may be a better target for increasing positions.