Today, I checked my watchlist.$Serve Robotics(SERV.US) rose slightly, and the automated delivery sector is quite interesting. Unfortunately, I never dared to go all in, always thinking of adding more after a pullback, but ended up missing the low prices.

TRON.US was surprisingly driven by MetaMask for a wave. The blockchain trend comes and goes. If you miss it, just let it be.

UPST.US didn’t move much after I added to my position, and I even saw executives slightly reducing their holdings. This contrast is really frustrating.

The most heartbreaking is$Vnet(VNET.US), which has fallen so much that it’s almost shaking my faith. Do I really have to hold on to this data center stock?

On the other hand,$Vertiv(VRT.US) has been performing quietly well. It seems the real winners are those that deliver results without much noise. The market is like this now—the stocks you hold don’t rise, while the ones you watch keep surging.