Beijing has been perfect for sleeping these past two days.

The cool breeze is so soothing.

Especially after changing the bedroom curtains,

I feel like I can't wake up no matter what.

The kid's been home for two weeks, seized the chance to play a couple of soccer matches,

and his stamina has dropped significantly.

His soccer buddies are all looking forward to my return.

$Microsoft(MSFT.US) and $Amazon(AMZN.US) both seem to have entered a downtrend; I sold my September Amazon position.

If it continues to drop by 27 points, I'll also sell the January positions. This is the cost of gambling: either gain an extra 20k or lose 20k.

I wanted to exit everything yesterday, but seeing MSFT bounce back to 60, I decided to wait a bit longer—only to fall asleep.

$MP Materials(MP.US)

Normally, an upward trend isn't this smooth. For near-term options, I'd consider selling a portion. Most of my holdings are Dec and Jan expirations; if support breaks, I'll trim some and wait.

$Oracle(ORCL.US) waited for a pullback, added 2 contracts at 2701/200, but felt the pullback might not be enough, so I'm still waiting.

$Micron Tech(MU.US)

Bought one on Feb 1, then sold another near-term 850 strike.

With the direction unclear right now, holding cash and waiting might be the better choice.