I see it's time to showcase my current state of portfolio since it's the 1st day of a new month

So, I think it's worth mentioning I decided to add $AAPL into my core allocation, joining $TSLA $MSFT and $GOOGL, then I'd love to DCA down my positions in semi allocations so $AMD and $NVDA should be behind the core and then I'll probably go with my Data Infrastructure and Security bucket consisting of $SNOW $PLTR $MDB and $NET. The rest should follow after that. That's kinda how I'm currently thinking of building this up. Will continue to nibble more of strong companies.