you can all 3! Buy more.. those software stocks.. they look like rebounding soon. Hold those favourite stocks but have run up a lot but are still fundamental strong. Sell this overvalued hype stocks that especially don't make a profit yet.
take profits on companies you have less confidence in their growth over new few years. compnaies that are overvalued and hyped. or if you are trading. keep the strong companies
everyday making money... only question is now much. holding core positions like big tech but still selling puts for income and trading some size on thematic stocks like space, quantum, metals, nuclear, AI this and that.. this is nice
crypto is moving. it doesn't want to be left out of the rally. in fact, BTC is a little jealous with AI. AI this AI that. Crypto is the OG of thematic rallies in the stock market!!
CPU more upside. AMD got more legs to run... but to be safe buy both. allocate higher to the side you feel more confident. no one knows the future so don't all in