I have already trimmed my $MSTR (-0,16 %) and $COIN (+3,21 %) positions and opened a small position in $HOOD (+7,05 %) for a bit of long-term investment.
Nothing wrong with $MSTR (-0,16 %) but I considered it as selling $BTC for over 250K.
Completely out of $AMAT (+2,96 %) instead, I focused on only $ASML (+1,87 %), might add $AMAT again but for a better price or better market conditions.
I recently bought $MU (+4,86 %) 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