$Coinbase(COIN.US) sold the position bought at 156, waiting for the major tech giants' earnings reports to land over the next two weeks. Yesterday, I placed an order to buy a small amount of $Tesla(TSLA.US) January calls. From a long-term perspective, massive AI capital expenditures need to see some real-world application scenarios materialize. The technological revolution drives productivity changes; once the narrative is partially realized, it can continue. Long-term, I remain bullish on $Tesla(TSLA.US) and $Amazon(AMZN.US).