$Eli Lilly(LLY)$ hopefully this is just the beginning 

$SPDR S&P 500 ETF Trust(SPY)$ keep and push

Earnings season once again reminded us that not all AI plays are created equal. 🔹 Alphabet (GOOGL) delivered solid numbers — Search and YouTube remain cash engines, while Cloud’s steady climb shows quiet strength. This is the kind of stock you hold for compound consistency, not adrenaline. Think of it as a “patient growth” trade — where discipline pays more than speed. 🔹 Nvidia (NVDA), on the other hand, is the purest expression of the AI gold rush. Revenues soared again, but the expectations bar is sky-high. It’s a momentum machine — you ride it, not marry it. Tight stops, clear conviction, and respect for volatility are key. 📊 My playbook: GOOGL = strategic core (steady growth, defensible moat) $Alphabet(GOOG)$   NVDA = tactical swing

$Alphabet(GOOG)$ keep growing

Perhaps its time to trim positions from US markets. Its been a fairly good run but its really volatile, especially in recent months. Showing OCT P&L with combination of SG and US portfolio.