My dear followers. Tomorrow is the time for my quarterly rebalance for my portfolio. I will be adding two NEW names in the Core portfolio - one healthcare, and one industrials. For the 10X portfolio, I will full exit $PANW tomorrow and replace it with a hardware name that got big enough to earn its slot on my books. Also micro-adjusting some weight adjustments on my holdings to make sure it's aligned perfectly. The tech side outran the defensive side last quarter so I'm bringing the two halves back into line, trimming what ran and adding to what lagged. It's time to have a great end-of-year.

My dear followers, I am proud to be an OFFICIAL owner of a Tesla Model Y (I am also a Tesla shareholder). As many of you know, I will be moving to the U.S. late October from Singapore. Excited to live and experience one of the most beautiful countries in the world!!!

My dear followers. Today, I'm EXTREMELY proud to say our challenge account has hit an ALL-TIME HIGH since our start on 6/15/2026. Our portfolio: +6.59% $SPY: +3.48% $QQQ: -0.91% $SMH: -8.35% We've done so amazingly well. We've avoided all major drawdowns during this time. My moves today: 1. I sold out of $BRK.B - we already have some of their holdings like Google, Coca Cola, etc. No need for me to double dip and overlap anymore. 2. I trimmed 20% out of $CRWV and letting the rest of my runners run. Risk-free and house money. 3. I also trimmed 50% out of $ETN, great gains since our entry. Next buys: 1. I am eye'ing hotels, casinos, etc. and more "luxury experience" type companies. I believe this K-shaped economy is the new norm for the next cycle. 2. I am also eye'ing an add towards chemicals industry, starting to show strength 3. I'll also start adding slowly into defensives once I see oil & energy, and consumer staples show signs on a bottom. I'll be holding onto my technology names, doing fantastic since our buys a few weeks ago. I'm also holding onto our healthcare names. Sentiment is starting to turn greedy/bullish. Staying a cautious bull on my end.

My dear friend Ben passed away recently. We celebrated his life today. By all metrics he was in peak physical shape but he passed completely unexpectedly in his sleep by natural causes. Lesson 1 - go get preventive health testing done. I just spent a full day doing this on Friday. Most of these scenarios are avoidable. Lesson 2 - cherish every moment with loved ones, friends and family.

My dear antisemites, Hanukkah, Purim, and Passover are all holidays celebrating the defeat of enemies who tried to destroy us. While we're flattered by your selfless efforts to create a new Jewish holiday, we really can't afford the calories. Thanks anyway.

My dear front-end developers (and anyone who’s interested in the future of interfaces): I have crawled through depths of hell to bring you, for the foreseeable years, one of the more important foundational pieces of UI engineering (if not in implementation then certainly at least in concept): Fast, accurate and comprehensive userland text measurement algorithm in pure TypeScript, usable for laying out entire web pages without CSS, bypassing DOM measurements and reflow

My Dear fans❤️Great news!‼️ These goods can be shipped internationally✨ Hope you love them😊 Thank you always for your support💕 SHOP👇 #松井珠理奈# #matsuijurina# #jurina#