I have already trimmed my $MSTR (+4,34%) and $COIN (-5,78%) positions and opened a small position in $HOOD (-9,32%) for a bit of long-term investment.
Nothing wrong with $MSTR (+4,34%) but I considered it as selling $BTC for over 250K.
Completely out of $AMAT (-5,46%) instead, I focused on only $ASML (-2,09%), might add $AMAT again but for a better price or better market conditions.
I recently bought $MU (-12,45%) 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