$NVIDIA(NVDA.US)$Alphabet(GOOGL.US)The 13-day winning streak has finally ended. The overall market has been incredibly strong lately, especially the semiconductor sector, which keeps hitting new all-time highs, new all-time highs. However, short-term moves will still be affected by factors like US-Iran negotiations and oil prices. Next up is the test of earnings season. The tech giants are bound to be very profitable, but the market will also look at how they're making money and whether they can keep it up in the future. How this gets priced in, we'll have to wait and see. My overall position is now at 75%, which is a decent balance between offense and defense. Staying put for now, doing less to avoid mistakes, waiting for the market to give direction.