I have already trimmed my $MSTR (+2,58 %) and $COIN (+4,78 %) positions and opened a small position in $HOOD (+4,72 %) for a bit of long-term investment.
Nothing wrong with $MSTR (+2,58 %) but I considered it as selling $BTC for over 250K.
Completely out of $AMAT (+1,57 %) instead, I focused on only $ASML (+0,86 %), might add $AMAT again but for a better price or better market conditions.
I recently bought $MU (+0,9 %) 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