My stocks portfolio has hit all time highs, not cos of Tesla (little bit of contribution) nor IBIT/Bitcoin but mostly because of QQQ and CSPX. I am quite surprised that QQQ is the one that helped propel the value of the stock portfolio because I thought it would be Tesla (a little growth) or IBIT, but IBIT has been disappointing as crypto goes into one of it dark times where no one is even bothering talking about it and even pivoting to AI so the downwards trend sees no support.  QQQ is a substantial portion of my portfolio and I am adding to it as well. Other than that, I added some Nokia position, in terms of long term calls and a small stock position. Photonics have been popping up on my twitter feed, I added COHR in May 2026, it is in profit but wow, the volatility of photonics...