$Microsoft(MSFT)$ massive run up from the lows. Perhaps a pullback is in order? Sold some covered calls to exit soon

$Micron Technology(MU)$ rotating to SaaS.  exited today

$Alibaba(BABA)$ don't kill the golden goose. 

$UnitedHealth(UNH)$ if its good enough for BRK its good enough for me

the coin blanket(style a) is the most functional out of all of them

the blanket is the most functional out of all of items

$Novo-Nordisk A/S(NVO)$  

$ServiceNow(NOW)$ for points

$Vanguard S&P 500 ETF(VOO)$ sharing for coins

$BigBear.ai Holdings(BBAI)$ blazed it