My 1M is -38.8%, and my 3M is down to just +51.3%. It’s pulled back a lot from the ATH. Staying honest here, not playing the 'I told you to sell earlier' game like some fair-weather friends. That said, my risk management wasn’t great. I actually subscribed to several Substack blogs by U.S. macro experts, and by the end of June, there were already analyses about tightening liquidity and potential pullbacks in tech stocks. But since I had a thick profit cushion earlier, I was too focused on the future growth of the industry and kind of overlooked the impact of the pullback. I didn’t pay enough attention to macro factors and liquidity. Lesson learned. Back to the grind.