Thinking on the plane, subsequent position building directions

The macro environment is worsening, but the war is behind us, oil prices are in front, the mid-term elections are the answer, so oil prices will also soon be behind us
1. Core bottom positions in big tech $MSFT , @META@ stay unchanged, buy more on dips, $TSLA has a lot of floating shares, wait for a shake before entering again, $GOOG needs to see if there's an opportunity
2. AI chips, storage, overextending into the future, crowded in the short term, optimistic in the long term, short-term sentiment is too high, need to shake floating shares, like I bought $MU at over 600, if not taking profits, I will definitely be washed out, once floating shares run out, it's another buying opportunity, the AI revolution is grand $SNDK $DRAM
3. Aerospace sector, before June, the more it falls, the more I hope $RKLB this correction can drop more, my position isn't enough yet, space infrastructure sector, truly a vast universe of stars
4. Software sector, some are wrongly beaten down, some are rightly beaten down, data is king, probably one of the least crowded sectors, plan to buy the first batch of neglected stocks, possibly the fastest AI landing options
5. NEOCLOUD sector, seeing AI investment legend Leopold Aschenbrenner's holdings, 39% position betting on mining companies shifting to AI stocks, these miners share the trait of having existing electricity, the falling coin price leads to undervalued stocks, maybe that's his reason for investing, I previously discussed my poor impression of mining companies, but AI might reshape them into token factories, continuously generating higher cash flow. A practical issue, in the short term, mining companies raise funds to burn money building factories, these orders and financing are not income, because they really have no money to build data centers themselves, T3 data centers are extremely costly, currently they still act as real estate developers, not yet in AI, I haven't figured it out yet, need to think more $IREN $CORZ $APLD $RIOT $CLSK $BITF $BTDR