I have already trimmed my $MSTR (+1,4 %) and $COIN (+2,18 %) positions and opened a small position in $HOOD (-1,11 %) for a bit of long-term investment.
Nothing wrong with $MSTR (+1,4 %) but I considered it as selling $BTC for over 250K.
Completely out of $AMAT (-2,59 %) instead, I focused on only $ASML (-1,43 %), might add $AMAT again but for a better price or better market conditions.
I recently bought $MU (-0,35 %) because it is extremely undervalued, I will add more after earning which is in 2 days.
Buy List for 2025 at the right price
Selling 2025
ETF's that I will keep DCAing for 2025
any suggestions are welcome