All seven tech giants have recorded negative year-to-date gains. TSMC is still in positive territory.

Last year's bear market situation: The downturn started on Feb 18. The low point was on Apr 7. The entire bear market lasted 47 days. The Nasdaq fell by 25 points.

This year's situation, if we are already in a bear market, it would have started on Jan 29. The bear market has now lasted for a month and a half, with both the Nasdaq and S&P 500 down less than ten percent.

Let me make a wild guess: if this time it's a medium-sized bear market like last year, then the low point should be reached by April at the latest. That would be a great opportunity to go heavy on bottom-fishing.

The current strategy is: reduce leverage (options, 2x, 3x leverage) on any rebound. Keep cash.

Wait for a golden opportunity to bottom-fish, prioritizing TSMC, NVIDIA, and Google.

The second tier for bottom-fishing is Tesla, Apple, and Amazon. I'll predict the potential bottom prices, not necessarily accurate.

Apple 220

Google 260

TSMC 280

NVIDIA 150

Tesla 350

Amazon 180

In short, when prices reach these levels, I'll buy a lot of calls.

Recently went on vacation to Sri Lanka and the Maldives, hoping a golden opportunity will be waiting when I return.$Alphabet - C(GOOG.US)$Taiwan Semiconductor(TSM.US)@晓风 morning_wind$Tesla(TSLA.US)$Apple(AAPL.US)$NVIDIA(NVDA.US)$Amazon(AMZN.US)$Taiwan Semiconductor(TSM.US)