Daniel Cho

@daniel_cho

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80일

Self-reported · Unverified

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Daniel Cho

@daniel_cho · 1일 전 · EN

TRIMMEDAAPLUS2025.11.10 → 2026.05.12+15.5%Self-reported · Unverified

Trimmed AAPL after the spring print and a steady climb off my entry. Banked some, kept the rest, nothing forced.

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Daniel Cho

@daniel_cho · 2일 전 · EN

HELDAMDUS2026.02.20 → 2026.06.01

Held both semi names through a volatile spring. I've learned overtrading this group costs me, so I just sat tight.

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Daniel Cho

@daniel_cho · 2일 전 · EN

SOLDMSFTUS2026.01.05 → 2026.04.30+11.2%Self-reported · Unverified

Sold the MSFT add after earnings firmed it up. Booked the gain on that tranche and kept my long-term shares.

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Daniel Cho

@daniel_cho · 3일 전 · EN

HELDGOOGLUS2025.09.22 → 2026.05.10

Still holding the GOOGL core and collecting the dividend now. The trade portion is gone but the long lot stays.

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Daniel Cho

@daniel_cho · 4일 전 · EN

EXITEDNVDAUS2025.12.15 → 2026.04.18-4.2%Self-reported · Unverified

Exited the NVDA swing for a small loss when it lost momentum. Followed my stop and kept it from turning into a real one.

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Daniel Cho

@daniel_cho · 5일 전 · EN

HELDAMDUS2026.02.20 → 2026.05.01

Held the new AMD lot through earnings this time instead of trading around it. Wanted to test my patience and it paid off.

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Daniel Cho

@daniel_cho · 6일 전 · EN

ADDEDTSMUS2026.03.01 → 2026.03.01

Added to TSM on a March dip after the trim. Buying back a slice cheaper than where I sold — felt good to execute the plan.

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Daniel Cho

@daniel_cho · 2026.06 · EN

HELDTSMUS2025.08.05 → 2026.04.01

Held TSM through a sloppy first quarter. Trimmed earlier so I was comfortable sitting tight on the rest.

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Daniel Cho

@daniel_cho · 2026.06 · EN

TRIMMEDNVDAUS2025.12.15 → 2026.03.10+12.6%Self-reported · Unverified

Trimmed the NVDA trade into the latest print. Small win on the swing; left the core untouched as usual.

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Daniel Cho

@daniel_cho · 2026.06 · EN

SOLDAVGOUS2026.01.12 → 2026.03.20+17.1%Self-reported · Unverified

Sold AVGO after the quarter delivered. Quick swing, clean exit, and I logged the lesson on holding through the print.

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Daniel Cho

@daniel_cho · 2026.06 · EN

BOUGHTAMDUS2026.02.20 → 2026.02.20

Started AMD again at a smaller size after the previous one stung. Keeping it tight this time and respecting my sizing.

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Daniel Cho

@daniel_cho · 2026.06 · EN

HELDAAPLUS2025.11.10 → 2026.03.15

Held AAPL through a flat stretch. Boring is fine — I didn't have a reason to touch it so I left it alone.

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Daniel Cho

@daniel_cho · 2026.05 · EN

SOLDGOOGLUS2025.09.22 → 2026.02.28+26.5%Self-reported · Unverified

Sold my GOOGL trade after the news overhang cleared and it recovered. Took the win and kept a smaller core.

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Daniel Cho

@daniel_cho · 2026.05 · EN

TRIMMEDAAPLUS2025.11.10 → 2026.02.25+13.8%Self-reported · Unverified

Trimmed both mega-caps a touch to free up cash. Nothing wrong with either — just rebalancing toward my targets.

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Daniel Cho

@daniel_cho · 2026.05 · EN

BOUGHTNVDAUS2025.12.15 → 2025.12.15

Rebuilt a NVDA trading position on a December pullback. Setting up small ahead of the next earnings window.

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Daniel Cho

@daniel_cho · 2026.05 · EN

ADDEDAVGOUS2026.01.12 → 2026.01.12

Added to AVGO ahead of the quarter on a quiet pullback. Just inching the average down before the report.

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Daniel Cho

@daniel_cho · 2026.05 · EN

EXITEDAMDUS2025.11.01 → 2026.02.14-9.7%Self-reported · Unverified

Exited AMD at a loss and I'll own it — I oversized the add and broke my own sizing rule. Took the hit and reset the position.

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Daniel Cho

@daniel_cho · 2026.05 · EN

EXITEDAMDUS2026.02.01 → 2026.05.09-14.5%Self-reported · Unverified

This one just never worked. The trend kept fading and after a couple months of lower highs I cut it per my rule and moved on. Took the loss, freed up the capital, no point marrying a position that's not performing.

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Daniel Cho

@daniel_cho · 2026.05 · EN

ADDEDMSFTUS2026.01.05 → 2026.01.05

Added MSFT on a January dip. Same playbook as always — average into the anchor name when it's soft.

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Daniel Cho

@daniel_cho · 2026.05 · EN

HELDNVDAUS2025.08.01 → 2026.03.01

Held my core NVDA through every wobble this cycle. I trimmed the trading piece earlier but the long-term lot never moved.

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Daniel Cho

@daniel_cho · 2026.05 · EN

SOLDMSFTUS2025.08.25 → 2026.01.22+19.7%Self-reported · Unverified

Sold down most of my MSFT trading position into the new-year strength. Realized the gain and parked the cash.

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Daniel Cho

@daniel_cho · 2026.05 · EN

SOLDAVGOUS2025.10.10 → 2026.01.08+29.3%Self-reported · Unverified

Closed the rest of AVGO after the January follow-up print. Two-stage exit and both legs landed green for me.

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Daniel Cho

@daniel_cho · 2026.05 · EN

HELDGOOGLUS2025.09.22 → 2026.02.10

Held GOOGL through the legal noise. Headlines were loud but my reasons for owning it didn't change, so I stayed put.

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Daniel Cho

@daniel_cho · 2026.05 · EN

TRIMMEDAAPLUS2025.12.01 → 2026.02.28+9.1%Self-reported · Unverified

Honestly I trimmed here out of boredom, not because my plan said to. Broke my own hold-the-anchor rule and shaved shares ahead of earnings for no real reason. Logging it so I remember the impulse next time.

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Daniel Cho

@daniel_cho · 2026.05 · EN

HELDAMDUS2025.09.03 → 2026.01.30

Held AMD through a 15% pullback without flinching. The position was sized right so the drawdown didn't rattle me.

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Daniel Cho

@daniel_cho · 2026.05 · EN

SOLDGOOGLUS2026.01.05 → 2026.04.22+36.6%Self-reported · Unverified

Sold the full swing after the strong Q4 ad and cloud numbers gapped it up. This was a trade, not a forever hold, so I rang the register once it hit my target zone. Glad I waited for the report instead of front-running it.

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Daniel Cho

@daniel_cho · 2026.05 · EN

TRIMMEDTSMUS2025.08.05 → 2025.12.22+33%Self-reported · Unverified

Trimmed a quarter of TSM after a strong fall run. Position had grown too big relative to the rest of the book.

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Daniel Cho

@daniel_cho · 2026.05 · EN

TRIMMEDAVGOUS2025.10.10 → 2025.12.18+24.8%Self-reported · Unverified

Trimmed AVGO after the report popped it. Took roughly half off and let the remainder run as house money.

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Daniel Cho

@daniel_cho · 2026.05 · EN

HELDMSFTUS2025.03.12 → 2025.12.20

Held MSFT all year as my anchor name. No drama — I let the position compound and didn't touch it.

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Daniel Cho

@daniel_cho · 2026.05 · EN

SOLDNVDAUS2025.08.12 → 2025.11.20+35.5%Self-reported · Unverified

Sold the rest of my NVDA trade after the second print confirmed the move. Took a clean win and stepped aside for a bit.

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Daniel Cho

@daniel_cho · 2026.05 · EN

HELDTSMUS2025.06.10 → 2026.01.15

Held TSM through a choppy fall. The thesis on foundry demand hadn't changed for me, so I sat on my hands and let it ride.

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Daniel Cho

@daniel_cho · 2026.05 · EN

TRIMMEDMSFTUS2025.08.25 → 2025.12.15+16.4%Self-reported · Unverified

Trimmed MSFT into strength after cloud growth beat. Just shaving the top off an oversized position.

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Daniel Cho

@daniel_cho · 2026.04 · EN

ADDEDAMDUS2025.09.03 → 2025.11.04+21.2%Self-reported · Unverified

Kept adding to AMD on the dips through the fall. The averaging worked out and I'm green on the whole lot now.

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Daniel Cho

@daniel_cho · 2026.04 · EN

TRIMMEDAVGOUS2025.12.12 → 2026.03.06+41%Self-reported · Unverified

Broadcom had been a monster for me so after the December guide I started trimming on strength. Took roughly a quarter off and let the rest run. The custom-silicon backlog talk is why I'm not fully out.

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Daniel Cho

@daniel_cho · 2026.04 · EN

TRIMMEDNVDAUS2025.10.01 → 2025.12.12+31.4%Self-reported · Unverified

Trimmed both my semi names after the group ripped. Rebalanced so neither was an oversized chunk of the book.

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Daniel Cho

@daniel_cho · 2026.04 · EN

TRIMMEDGOOGLUS2025.09.22 → 2025.12.01+18.9%Self-reported · Unverified

Trimmed a third of GOOGL after the recovery off the lows. Banked some profit and kept the core for the longer hold.

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Daniel Cho

@daniel_cho · 2026.04 · EN

ADDEDTSMUS2025.10.18 → 2025.10.18

Added to TSM the day after monthly sales came in strong. Just topped up the existing position a little.

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Daniel Cho

@daniel_cho · 2026.04 · EN

BOUGHTAVGOUS2025.10.10 → 2025.10.10

Re-entered AVGO ahead of the quarter. After exiting earlier I wanted back in for the next leg of my own plan.

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Daniel Cho

@daniel_cho · 2026.04 · EN

TRIMMEDNVDAUS2025.08.12 → 2025.12.05+34.2%Self-reported · Unverified

Rode this from the August lows through the Q3 print. After the report I trimmed about a third into the pop just to lock some of the run in. Still holding a core position but wanted to take chips off the table after that kind of move.

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Daniel Cho

@daniel_cho · 2026.04 · EN

ADDEDGOOGLUS2025.12.05 → 2025.12.05

Added a bit of GOOGL around the time they confirmed the dividend. Just topping up a name I plan to hold a while.

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Daniel Cho

@daniel_cho · 2026.04 · EN

SOLDMSFTUS2025.11.01 → 2026.02.14-6.3%Self-reported · Unverified

Cloud growth guidance came in softer than I'd penciled in and the stock just stalled out for weeks. Hit my mental stop so I followed the rule and closed the rest of the lot at a small loss. No story change, just dead money I'd rather redeploy.

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Daniel Cho

@daniel_cho · 2026.04 · EN

TRIMMEDNVDAUS2025.08.12 → 2025.12.05+22.7%Self-reported · Unverified

Trimmed half my NVDA into the print after a big run-up. Locked in part of the gain so I wasn't sweating the reaction either way. Still holding the rest as a core position.

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Daniel Cho

@daniel_cho · 2026.04 · EN

BOUGHTAAPLUS2025.11.10 → 2025.11.10

Re-entered AAPL after the post-earnings dip settled. Kept it modest since my last entry got stopped.

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Daniel Cho

@daniel_cho · 2026.04 · EN

ADDEDNVDAUS2025.11.19 → 2025.11.19+22%Self-reported · Unverified

Added on the knee-jerk dip right after the November print when it sold off on guidance nitpicks before reversing. Used the intraday flush to top up the core. The numbers themselves looked fine to me, so I leaned in.

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Daniel Cho

@daniel_cho · 2026.04 · EN

ADDEDMSFTUS2025.08.25 → 2025.10.30+9.1%Self-reported · Unverified

Added to MSFT ahead of the cloud numbers when it pulled back a few percent. Wanted my average down a touch before the report.

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Daniel Cho

@daniel_cho · 2026.03 · EN

EXITEDAAPLUS2025.06.30 → 2025.10.05-6.3%Self-reported · Unverified

Exited AAPL at a small loss when it stalled below my add. Not every entry works; I closed it and kept the loss tiny.

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Daniel Cho

@daniel_cho · 2026.03 · EN

EXITEDAVGOUS2025.05.14 → 2025.09.08+27.6%Self-reported · Unverified

Fully exited AVGO after the print. Great run for me but I wanted to take the realized gain and reset.

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Daniel Cho

@daniel_cho · 2026.03 · EN

SOLDAMDUS2025.04.20 → 2025.08.15-12.8%Self-reported · Unverified

Cut my AMD position after it broke my stop level. Lesson held — I followed the rule instead of hoping it back.

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Daniel Cho

@daniel_cho · 2026.03 · EN

ADDEDMSFTUS2025.10.30 → 2025.10.30+8.2%Self-reported · Unverified

The post-earnings dip on capex worries was my entry to add. Market hated the spend but I'm fine funding the data-center investment cycle. Averaged down my cost basis and it stabilized into year-end.

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Daniel Cho

@daniel_cho · 2026.03 · EN

SOLDAAPLUS2025.07.18 → 2025.11.02+14.3%Self-reported · Unverified

Closed my AAPL swing after the September event and the earnings follow-through. Took the win and moved the cash into my watchlist names.

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