$SPDR S&P 500(SPY.US)$Micron Tech(MU.US)$Alphabet(GOOGL.US)I've been in U.S. stocks for over 8 months, and it was going well until January. The highest return reached the top 6%, but I got too greedy. I sensed the risk but still gambled on earnings reports. The first big loss was Alibaba's June 2025 earnings, the second was AMD's August earnings, and this week brought the third big loss—once again, earnings reports killed me. I've cleared my positions for now, with profits down 50%. It's impossible not to feel heartbroken, but instead of being depressed, I'd better think carefully about the next steps. Microsoft has fallen so much—is there an opportunity? The giants' expenditures have grown significantly—are they stupid? Definitely not. So the drop in hardware is also an opportunity. In short, wait for the market to stabilize, then go all in.$NVIDIA(NVDA.US)$Tesla(TSLA.US)