Wake up to bloodshed in the US stock market.

All major tech companies except Microsoft and Meta are bleeding heavily:
1) Nvidia dropped 4%, wiping out all of yesterday’s gains from positive news in China, but after the earnings report on May 20th, it won’t fall for long.
2) $MSFT I was thinking yesterday that only Microsoft and Meta haven’t moved yet; if they rise, it might mean they’re approaching a stage-high. Sure enough, today’s account looks good, all thanks to Microsoft supporting it.
3) $META Steady as an old dog, can be understood as strong.
4) $TSLA Fell back to the cost basis of this round of adding positions. Tesla has been at a relatively high level; with a pullback, it can’t run away.
At this point, the charm of major tech becomes evident—no need to worry, a ballast. When falling, it highlights the importance of stock selection and position management. This time, I chose Microsoft and Meta, very lucky. 😆
AI storage is heavily impacted:
1) $MU Still very strong, only down 5%. My largest position (which has risen) has a good floating profit, all thanks to it. Otherwise, other AI stocks falling like this would make floating losses look bad.
2) $MRAM Fell another 6.8%, with a floating loss of 20% on the position. This is the weakest-performing AI stock in the portfolio, showing weak performance.
3) $NOK Limited decline, a strong variety.
Aerospace sector:
1) $RKLB Very strong.
2) $DXYZ Rising against the trend, possibly because it was heavily sold off a few days ago.
Crypto sector:
As expected, a big drop—sell the news… collective plunge, it had risen too much recently… a correction was due.
$CRCL All positive news has been released. Recently, USDC circulation has been shrinking continuously, and it’s expected to be below 100 soon. If BTC declines in Q3, it won’t look good.
In summary, for the AI sector, relative to previous gains and the recent decline of the Nasdaq, I think the overall drop isn’t large, and the future is promising. The aerospace sector will have a bigger breakout.
Other positions are too small to discuss much. It seems $BTDR ’s market isn’t buying it; weak performance, also affected by crypto, after all, holding 66E computing power.