The Nasdaq hit a new high, and so did my account. I feel a bit uneasy today. I've made quite a lot from bottom-fishing, so I'm clearing out all my leverage 🧐. TSMC and ASML's earnings reports set a bad precedent. I don't want to hold a large leverage position through the upcoming earnings season. Lately, I'm focusing on TSMC. If TSMC drops, it's like giving away money. Waiting for a good entry point. If Google drops, it's also like giving away money. These are two US stocks you can mindlessly bottom-fish. Don't miss out if there's a good opportunity 😄.

Regarding the Iran war, a rebound of this magnitude has already fully priced in no war. So don't chase the rally just because the news says there's no war. The market has already moved past the war issue. What comes next are new challenges.

My personal entry points: TSMC at 345, Google at 320.

I still have some calls on Micron. SanDisk has already passed 1000, let's see if it will catch up.

$Taiwan Semiconductor(TSM.US)$Invesco QQQ Trust(QQQ.US)$Micron Tech(MU.US)$Alphabet - C(GOOG.US)