$Alphabet(GOOGL)$ Buying this on pullback. Betting against the drop due to lawsuit. Will buy more at 138

$ServiceNow(NOW)$ Closing after the bounce. The sell off was a buy, but once it's back around fair value, no strong view after

$Microsoft(MSFT)$ Trim

$DBS Group Holdings(D05.SI)$ Taking partial profit after buying during the dip. Freeing some sgd to buy usd as well.

$Apple(AAPL)$ There will be some rebalancing of tech stocks during quad witching tomorrow. Given nvda increase in market cap, exceeding apple, there will be some selling in Apple and buying in nvda. Closing some apple now and bidding lower.

$Taiwan Semiconductor Manufacturing(TSM)$ Cutting loss on this. Preparing some liquidity to just buy nvda outright than holding on to tsm

$Apple(AAPL)$ Sold this earlier before witching. Came down. Just buying the same shares back saving about $7 per share. I'm not speculating on how low this will go before buying back what I sold. If it drops more, I'll add

$Nike(NKE)$ Selling my Nike stakes initially for Olympics play. But Nike isn't going anyway even as market trades up. I have exposure to Adidas which is working well. It isn't in tiger as Tiger doesn't have Addy ticker. So I'm letting that run. Instead, I'll be using the fund to buy Baba.

$Alibaba(BABA)$ Bought baba on broader Chinese stock market recovery. Chinese gov buyback China shares. Alibaba is going to do share buyback. Quite a clear winner with a defined risk of 70 as the floor. Buyers will come sub 80.

$Micron Technology(MU)$ Sizing semis back up