

Diversified enough ?
Holding for long term run, my thesis AI, cloud and Software will still growing but also adding quantum computing (ionq), defense such palantir, robinhood markets (will keep this for swing trading but saw the reports will be published in 2 weeks, so will hope for a boom ) and blackberry (cybersecurity ) business unit. Also holding as long portions MSCI world, seminconductor ETF and Emerging markets etf, and a crypto 1 euro just because yolo.