Personally, I won’t follow his rotation. he’s trading, but I prefer to invest so a good mix of both hardware and software is better for my portfolio. Will continue to dca.
Nothing exciting, but mainly to take a well deserved break over a long weekend, and prepare for my holiday in the next 2 weeks. Also preparing for some qingming stuff with my parents
Don’t think the market has turn full bearish. While it is trending downwards, full blown worries aren’t really being factored in and there is still expectation that this current situation is merely temporary