The first half of the year has been promising for my investment strategy, despite a significant drop in semiconductor stocks on the last day of trading. This setback slightly dampened overall gains.
For H2, my focus on long positions will be in the semiconductor and tech stocks, especially in $NVIDIA Corp(NVDA)$ , $SUPER MICRO COMPUTER INC(SMCI)$ , $Apple(AAPL)$
I've significantly reduced my investments in Bitcoin-related stocks: $Coinbase Global, Inc.(COIN)$ and $MicroStrategy(MSTR)$ . I plan to wait for the prices to drop further before reinvesting.
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