In software, my focus is currently in the🦞basket “$DOCN/$NET/$FSLY/$AKAM”, bought and took profits in the last few weeks. No deep understanding so no balls to hold under the geopolitical tensions. Need more research and wait for a large retracement to load big positions.

Finally got my small joint account with my wife opened over $1M today, started with around $270K last August. There are 4 major trading themes for me in Feb: 1. Semi crowded long and potential crash post NVDA ER 2. IGV rebounce, I'm trading $ORCL/$MSFT/$MDB/$DOCN 3. Long Japan, Nikkei to 60000? 4. Chinese lunar new year trade, buy any dips in gold/silver/copper/hstech before it and sell post it.