Review:

1. Currently, the individual stocks in my portfolio that are at a loss are $Netflix(NFLX.US) down 4 points, $Microsoft(MSFT.US) down 6 points, and $Constellation Energy(CEG.US) down 7 points. An operation I performed on Friday night was to heavily invest in $VanEck Semiconductor ETF(SMH.US). Honestly, I'm a bit nervous because it's tying up my cash flow and seems a bit like chasing rallies and selling on dips. Free cash flow is the lifeline, for companies, for life, and for investing. Only with free cash flow do you have freedom.

2. The reasons for investing in SMH are: first, most of the capital expenditures of the Magnificent Seven flow into data centers, and the majority of costs within data centers are chips like CPUs, GPUs, and storage, which SMH perfectly covers. The second point is that I've done too many contrarian trades, constantly getting beaten up, and I couldn't take it anymore. I wanted to go with the trend. However, TSMC and Micron are both at high levels, and I was afraid of being left holding the bag, so I heavily invested in the ETF.

3. After my cash flow was tied up and I chased the rally, I'm very nervous now. Let's see the results. Perhaps the next step is to sell some profitable stocks to free up cash flow, ensuring I have ammunition to use, without financing or leverage.