【Day 1 – Continuing to add to tech leaders amid geopolitical uncertainty】#MyInvestmentDiary

【Day 1】My Investment Diary

Operation: Continued adding to my positions in NVDA and MSFT today, while keeping my TESLA holdings unchanged. I'm still primarily bullish on the long-term growth certainty of AI and cloud computing, and the pullback actually provides a better opportunity to position.

Insight: Geopolitical uncertainty has increased noticeably recently, and market sentiment has been somewhat volatile. Short-term fluctuations are indeed a bit worrying, but from a long-term perspective, I prefer to focus my attention on corporate fundamentals and long-term competitiveness. As long as the core logic remains unchanged, I will continue to hold quality assets for the long term, rather than being swayed by short-term noise.