There could be a short term slump for a long term recovery.  I feel Trump should temper down his moves rather than go all out to even get acceptability back home too.

Warren Buffett reputedly one said that it's wise for investors "to be fearful when others are greedy and to be greedy only when others are fearful". With that logic I do feel now is the time to buy Nvidia for the long term.

I closed 250.0 share(s) $Palantir Technologies Inc.(PLTR)$  ,Booking profit to reenter at potentially lower levels.

I opened $Palantir Technologies Inc.(PLTR)$  ,I'd booked profit on this counter at $85. Trying to keep adding in small tranches to rebuild the holding at a lower price as I see potential in this counter.

I opened $T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$  ,Trying to leverage, in small tranches, the present correction in Nvidia prices as I see an opportunity here for the long term.

What I write below is purely my own thinking & not necessarily applicable to others. I think, compared to my overall  portfolio, I have a sizeable investment in NVDA directly. Of course, I believe Nvidia has immense potential at this price and at 120 levels would be a good point to add. However, I would prefer to add NVDX (rather than NVDA ) now as it could potentially provide an accelerated growth trajectory. I need to be extra careful to weigh the risk & reward ratio here owing to the intrinsic leverage built into NVDX. 

I opened $Micron Technology(MU)$  ,Take a look at the latest order I posted！

This deepseek is a disruptor for sure. But it's not a doomsday event. Personally I think the scene now is something like what 8t was when xiaomi first entered the market as a competitor to iPhone at around 30% its price. But now it is as expensive and also pushes ads on even their premium phones now. And Apple & Samsung still hold forth. Perhaps this is how the AI scene would unfold in the future too with the likes of Nvidia, Micron, Palantir etc. having their own share. 

I opened $BlackBerry(BB)$  ,Adding as a conviction bet. So far generated 3342% CAGR on this counter. 

I closed 246.0 share(s) $Micron Technology(MU)$  ,Booked profit on upswing as it was planned for swing trade

Follow the rule of horses 🐎 for courses: (1) in really potential counters like NVDA buy & hold and perhaps keep adding on dips. may be keep 10% of such holdings for trading to cure the itch (2) In other swing trading counters with reasonably good potential get in at cheaper valuations and may be use 50% of holdings to trade (4) on rest of the counters keep a decent margin of safety and healthy stop losses and go with a full trading mindset. And later if I see potential, fully take out the capital invested and keep only the profits part in the share. Basically a mix of these is what I follow. Of course, there will be counters that will test the patience despite all the conviction, like AMD - just grit and hold patience in those.

DJT has been very volatile tending to spike upwards sporadically depending on Trump related news like the shooting incident, election win and then falling down much more sharply soon after. Same has happened even now with it rising 21% yesterday and then falling by almost 10% immediately today in preopening trade. Ironically, compared to this counter, BTC is still relatively stable.

I opened $Joby Aviation, Inc.(JOBY)$  ,This is more part of a high conviction investment in the developing flying taxi business. 

I opened 106.0 share(s) $Micron Technology(MU)$  ,Trying some swing trade opportunity in this counter 

I opened $Serve Robotics Inc.(SERV)$  ,Seeing potential in the robotics area and therefore making a small entry to test the waters to then to assess a decision later to see feasibility of a larger investment. 

I closed $UiPath(PATH)$  ,Take a look at the latest order I posted！

I opened $Joby Aviation, Inc.(JOBY)$  ,Take a look at the latest order I posted！

Yes, I bought few quantum computing stocks. Unlike, my usual behaviour, there were less researched but more sentimental buys and were for minute amounts.

Some tidbits