$Netflix(NFLX)$  netflix may slowly be out of favour when more and more people are having short attention span, growing accustomed to slipping short videos daily. They may have been at their peak when we were stuck at home during the COVID period. 

With fuel prices, elctricity and costs of goods and services raised, the CDC vouchers only serve as a band aid for the short term. The longer the oil flow from the gulf states are chocked, we would have to endure the reality of elevated prices. 

I believe the truth is in-between and not binary. While agents will be able to take on more tasks that were done by humans, human oversight is necessary to ensure things don't go awry. Tasks which not mechanical in natural often have nuances which agents may not respond correctly. Again, market loves to take any opportunity to sell on news before someone comes out with another story to move the market again.

The performance of my portfolio in 2026 Q1 was simply unbelievable good when compared to previous years. As my decades old portfolio consists ST Engineering (58%), Banks (23), REITS (17%), the geopolitical chaos did little harm and I was able to sleep soundly through the night while others had indigestion due to their frequent binge on TACO. For my portfolio, the banks counterbalances the REITs while ST Engineering went on a growth spurt.

I've to say B. Although I have a trading plan, my emotions gets the better of me causing me to hang on while I should have bailed out. Things have started to improve lately and I have managed to start to respect the stop loss. This is after being forced to become "long term investor" (bag holder) for a few counters.