After the first half of my derivative left my portfolio 1.5 weeks ago at $APLD (-4.27%) left my portfolio with 200%, I have now also sold the second half as part of a small risk minimization.

Since I was also asked yesterday after my post on the bubble which stocks I see as most at risk in the event of a downturn and could speculate on short, I have to say that $APLD (-4.27%) would certainly be one of them, like everything in the data center sector.

So also

$NBIS (-2.65%)

$IREN (-5.68%)

But also companies like

$CRWV (-5.11%)

$QBTS (+0.32%) and all the other small quantum players

and also

$APP (-2.64%) I see a good short opportunity in the event of a strong correction.

But it's not that far yet and who knows if and above all when it will happen.

In my humble estimation, it will not happen before the 2nd quarter.

That's why this list is not exhaustive and cannot be changed.

But you have to be prepared.