$BitMine Immersion Tech(BMNR.US)$Rocket Lab(RKLB.US)$Super Micro Computer(SMCI.US)Haven't posted for a long time, mainly due to the big pullback after October and being too busy with work, so I didn't have the mood to check. Let me share my thoughts. This rate cut overall still releases liquidity. As for whether Japan will raise rates or not on the 19th, the market has already priced it in. These few stocks are my super heavy positions.

Now the small rocket has recovered from a loss of over 20k, and I sold most of it last night. It's not that I'm not optimistic about the future prospects, nor that I'm scared of the high rise. It's mainly because BMNR and Super Micro have reached my points to add positions, so I'm collecting cash to keep adding.

Ethereum still looks good. Let's see if there's a Christmas rally.

As for Super Micro, there's nothing extra I like about it. I just think it's fallen too much, plus I'm stuck with a lot, from a floating profit of over 30k to now a floating loss of tens of thousands. I'm not willing to accept it. I admit there's a gambling element, but how many chances do you get in life to take a big bet?

I have positions in these three stocks with both long and short-term options. Personal actions, not constituting any investment advice!!