I have already trimmed my $MSTR (+0.37%) and $COIN (-3.39%) positions and opened a small position in $HOOD (-4%) for a bit of long-term investment.
Nothing wrong with $MSTR (+0.37%) but I considered it as selling $BTC for over 250K.
Completely out of $AMAT (-2.75%) instead, I focused on only $ASML (-0.78%), might add $AMAT again but for a better price or better market conditions.
I recently bought $MU (-2.42%) because it is extremely undervalued, I will add more after earning which is in 2 days.
Buy List for 2025 at the right price
Selling 2025
ETF's that I will keep DCAing for 2025
any suggestions are welcome