April return 33.0% all long positions

The judgment of the "golden pit" on March 27/March 30 was accurate

$NVIDIA(NVDA.US)$Apple(AAPL.US)$Netflix(NFLX.US)$Costco Wholesale(COST.US)$Amazon(AMZN.US)$Microsoft(MSFT.US)$Oracle(ORCL.US)$Taiwan Semiconductor(TSM.US)$ASML(ASML.US)$AMD(AMD.US)$Broadcom(AVGO.US)$Alphabet - C(GOOG.US)$Tesla(TSLA.US)$Palantir Tech(PLTR.US)$Meta Platforms(META.US)$Circle(CRCL.US)$Coinbase(COIN.US)$Strategy(MSTR.US)$BitMine Immersion Tech(BMNR.US)$Bitcoin (BTC.CC)$$Ethereum Reference Rate Futures Main Contract (2604) (ETHmain.US)$Marvell Tech(MRVL.US)$Coreweave(CRWV.US)$Nebius(NBIS.US)$GE Vernova(GEV.US)$First Solar(FSLR.US)$Vistra(VST.US)$Powell Industries(POWL.US)$Trade Desk(TTD.US)$MongoDB(MDB.US)$Digitalocean(DOCN.US)$CloudFlare(NET.US)$Salesforce(CRM.US)$Semtech(SMTC.US)$SCHOOL SPECIALITY INC (SCOO.US)$$Innodata(INOD.US)$Micron Tech(MU.US)$Sandisk(SNDK.US)$Applied Optoelectronics(AAOI.US)$Western Digital(WDC.US)$Rambus(RMBS.US)$Seagate Tech(STX.US)$Everpure(P.US)$Silicon Motion Tech(SIMO.US)$Astera Labs(ALAB.US)$Credo Tech(CRDO.US)$Lumentum(LITE.US)$Ciena(CIEN.US)$Coherent Corp.(COHR.US)$Intel(INTC.US)$Amphenol(APH.US)$Corning(GLW.US)$Fabrinet(FN.US)$POET Tech(POET.US)$AXT(AXTI.US)$Credo Tech(CRDO.US)$Astera Labs(ALAB.US)$Coherent Corp.(COHR.US)$Lumentum(LITE.US)$Corning(GLW.US)$Fabrinet(FN.US)$Lumen Tech(LUMN.US)$POET Tech(POET.US)$Amphenol(APH.US)$Ciena(CIEN.US)$Taiwan Semiconductor(TSM.US)$YOFC(6869.HK)$Zhongji Innolight(300308.CN)$Broadcom(AVGO.US)$Marvell Tech(MRVL.US)$Intel(INTC.US)$Ericsson(ERIC.US)$Cisco(CSCO.US)$Arista Networks(ANET.US)$Dell Tech(DELL.US)$Hewlett Packard Enterprise(HPE.US)$Amkor Tech(AMKR.US)$Advanced Semiconductor Engineering(ASX.US)$Amphenol(APH.US)$STMicroelectronics NV(STM.US)$United Microelectronics(UMC.US)$Celestica(CLS.US)$Jabil(JBL.US)$Nokia(NOK.US)$Tower Semicon(TSEM.US)$AXT(AXTI.US)$SkyWater Tech(SKYT.US)$CIG(6166.HK)$TIME INTERCON(1729.HK)$ZTE(763.HK)$SMIC(981.HK)$Moore Threads(688795.CN)$HUA HONG SEMI(1347.HK)$VanEck Semiconductor ETF(SMH.US)$Direxion Semicon Bull 3X(SOXL.US)$Optical Communications (LIST23979.US)$$Storage Concept Stocks (LIST23925.US)$GDS(GDS.US)$Vnet(VNET.US)$GIGADEVICE(3986.HK)$Lens(6613.HK)$MONTAGE TECH(6809.HK)